Arthur Kroeber

It's going to enable a lot of other things.

And we'll probably be able to figure out how to control it because our control systems are so good.

It is interesting, because if you look at the big development in Chinese AI recently was DeepSeq.

DeepSeq was not the result of some state program.

It was the result of basically a quant hedge fund guy in Hangzhou sitting around and saying, oh, I could actually build a pretty good LLM model flowing out of my quant activities.

Let's give it a go.

See how it happens.

And it worked great for him.

And the reports that I have seen suggest that this created a certain amount of disquiet in Beijing.

They said, well, where did this guy come from and why is he not coming out of the official plan?

So there is some risk, I think, that they would –

be a little bit nervous about freelancing on this.

But on the whole, I think they'll see this as another basic enabling technology that they should promote and figure out how to control over time.

I think we can say with high confidence that that's not going to happen.

As powerful as the Chinese government is, they do not have the ability to

force everyone into one room for this.

Huawei's got its own thing going.

ByteDance is going to have its own thing going.

Xiaomi is going to have its own thing going.

Alibaba is going to have its own thing going.