Alice Han

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Thank you. after the next party Congress when there is more of a mandate from the leadership in China. And I don't think it's an invasion. I think it will be a salami-slicing quarantine move in which they use the Chinese Navy and Coastal Guard to block off exports going into Taiwan to test American resolve. I think that that's how it starts.

Thank you. after the next party Congress when there is more of a mandate from the leadership in China. And I don't think it's an invasion. I think it will be a salami-slicing quarantine move in which they use the Chinese Navy and Coastal Guard to block off exports going into Taiwan to test American resolve. I think that that's how it starts.

Thank you. after the next party Congress when there is more of a mandate from the leadership in China. And I don't think it's an invasion. I think it will be a salami-slicing quarantine move in which they use the Chinese Navy and Coastal Guard to block off exports going into Taiwan to test American resolve. I think that that's how it starts.

But again, we'll be largely dependent on Trump's reaction function. I think China is going to be reactive rather than proactive on this front. Again, it goes back to whether or not Trump can keep his hawks in line and if his agenda for a big, beautiful deal ultimately operates.

But again, we'll be largely dependent on Trump's reaction function. I think China is going to be reactive rather than proactive on this front. Again, it goes back to whether or not Trump can keep his hawks in line and if his agenda for a big, beautiful deal ultimately operates.

But again, we'll be largely dependent on Trump's reaction function. I think China is going to be reactive rather than proactive on this front. Again, it goes back to whether or not Trump can keep his hawks in line and if his agenda for a big, beautiful deal ultimately operates.

Well, firstly, and according to the sort of technical evaluations of this, when they test against the benchmarks, they perform extremely well. And that's where you get the argument that they're performing across these benchmarks better than OpenAI and 27 times cheaper. Now, whether or not it did cost the amount that they reported remains in question. I'm a little bit skeptical myself.

Well, firstly, and according to the sort of technical evaluations of this, when they test against the benchmarks, they perform extremely well. And that's where you get the argument that they're performing across these benchmarks better than OpenAI and 27 times cheaper. Now, whether or not it did cost the amount that they reported remains in question. I'm a little bit skeptical myself.

Well, firstly, and according to the sort of technical evaluations of this, when they test against the benchmarks, they perform extremely well. And that's where you get the argument that they're performing across these benchmarks better than OpenAI and 27 times cheaper. Now, whether or not it did cost the amount that they reported remains in question. I'm a little bit skeptical myself.

But certainly, I think it is a story of China having good enough applications of technology on the hardware side, meaning that it has good enough chip alternatives. It's stockpiled on a lot of H20s, Nvidia low-end chips, to basically create a good enough model.

But certainly, I think it is a story of China having good enough applications of technology on the hardware side, meaning that it has good enough chip alternatives. It's stockpiled on a lot of H20s, Nvidia low-end chips, to basically create a good enough model.

But certainly, I think it is a story of China having good enough applications of technology on the hardware side, meaning that it has good enough chip alternatives. It's stockpiled on a lot of H20s, Nvidia low-end chips, to basically create a good enough model.