Alice Han

I do sense that, and this is where you talk to technical experts in the AI sphere, and they tell you that in real-world applications, it might not be as good as open AI. For the benchmarks testing, it is doing extremely well, but if you open up the parameters, it might not be as effective as the open AI or US models are.

I do sense that, and this is where you talk to technical experts in the AI sphere, and they tell you that in real-world applications, it might not be as good as open AI. For the benchmarks testing, it is doing extremely well, but if you open up the parameters, it might not be as effective as the open AI or US models are.

I do sense that, and this is where you talk to technical experts in the AI sphere, and they tell you that in real-world applications, it might not be as good as open AI. For the benchmarks testing, it is doing extremely well, but if you open up the parameters, it might not be as effective as the open AI or US models are.

Secondly, what I would say is that there is a broader race here, and this is why you've seen some of these CEOs Satya Nadell, for instance, talked about the Jevons paradox. I think this is creating more opportunities for these US tech companies to double down and increase their capex on hyperscaling and data center development because they understand that there will be more demand.

Secondly, what I would say is that there is a broader race here, and this is why you've seen some of these CEOs Satya Nadell, for instance, talked about the Jevons paradox. I think this is creating more opportunities for these US tech companies to double down and increase their capex on hyperscaling and data center development because they understand that there will be more demand.

Secondly, what I would say is that there is a broader race here, and this is why you've seen some of these CEOs Satya Nadell, for instance, talked about the Jevons paradox. I think this is creating more opportunities for these US tech companies to double down and increase their capex on hyperscaling and data center development because they understand that there will be more demand.

And this effectively will, I think, increase the likelihood that the race to AGI led by the US will will be won by the U.S. and faster. Artificial general intelligence, a point in which basically computers seem more intelligent than human beings.

And this effectively will, I think, increase the likelihood that the race to AGI led by the US will will be won by the U.S. and faster. Artificial general intelligence, a point in which basically computers seem more intelligent than human beings.

And this effectively will, I think, increase the likelihood that the race to AGI led by the US will will be won by the U.S. and faster. Artificial general intelligence, a point in which basically computers seem more intelligent than human beings.

That is a place where I don't think China has shown that it is as competitive as the U.S., and so I think it remains to be seen the ultimate implications, but I generally favor the U.S. in this AI race. I do think that China will be faster to commercialize a lot of these AI applications. It's already doing it in embodied AI, robotics, for instance, autonomous vehicles.

That is a place where I don't think China has shown that it is as competitive as the U.S., and so I think it remains to be seen the ultimate implications, but I generally favor the U.S. in this AI race. I do think that China will be faster to commercialize a lot of these AI applications. It's already doing it in embodied AI, robotics, for instance, autonomous vehicles.

That is a place where I don't think China has shown that it is as competitive as the U.S., and so I think it remains to be seen the ultimate implications, but I generally favor the U.S. in this AI race. I do think that China will be faster to commercialize a lot of these AI applications. It's already doing it in embodied AI, robotics, for instance, autonomous vehicles.

But I think when it comes to AGI, which is the ultimate goal of these AI labs, the US will get there first.

But I think when it comes to AGI, which is the ultimate goal of these AI labs, the US will get there first.

But I think when it comes to AGI, which is the ultimate goal of these AI labs, the US will get there first.

I agree. And China is just one instantiation of this. We have the access of ill will. We've got Iran. We've got Russia. And don't forget North Korea. That's another issue I think people systematically forget. Every now and then he rears his head in Pyongyang. But certainly I think that we're fighting a number of fires across the world. And we have to look beyond just these tariffs.

I agree. And China is just one instantiation of this. We have the access of ill will. We've got Iran. We've got Russia. And don't forget North Korea. That's another issue I think people systematically forget. Every now and then he rears his head in Pyongyang. But certainly I think that we're fighting a number of fires across the world. And we have to look beyond just these tariffs.

I agree. And China is just one instantiation of this. We have the access of ill will. We've got Iran. We've got Russia. And don't forget North Korea. That's another issue I think people systematically forget. Every now and then he rears his head in Pyongyang. But certainly I think that we're fighting a number of fires across the world. And we have to look beyond just these tariffs.

I think, and I tell this to my investors too, you need to look into what's happening in the South China Sea, what's happening in Taiwan. You need to see what China is doing to prepare its military. for the ultimate showdown, which is over Taiwan. And we've seen more volatility in South China Sea recently with the Chinese Coast Guard, which is affecting the Philippines.

I think, and I tell this to my investors too, you need to look into what's happening in the South China Sea, what's happening in Taiwan. You need to see what China is doing to prepare its military. for the ultimate showdown, which is over Taiwan. And we've seen more volatility in South China Sea recently with the Chinese Coast Guard, which is affecting the Philippines.