Beth Lyons

The one thing that I keep coming back to as something that is hard for us to do quickly is how far in advance China is in terms of spinning up nuclear power plants to increase the power that they need to be able to do inference or more AI usage, right?

Training, inference, more AI usage.

As China, that's true.

Welcome, Carl.

We were just talking about the question that I got on the airplane yesterday about whether China is going to overtake us.

You can comment on that if you want.

Or do you have a news story or something that you want to share?

Well, and Andy, you were sort of referencing this, right?

To a certain extent, AGI, for the good of all, doesn't need to be said out loud in China.

Whether that is what actually happens on the ground, that is supposed to be how things, how the benefits spread, right, in that kind of structure.

And it does need to be said here, right?

And maybe there maybe there are as many people who go maybe on both on both sides.

Well, and the other piece that I think is interesting is the embargo or whatever it was that we weren't selling the top chips that were made here.

And you can argue that they're getting there anyway.

But it also seems very much to have created real innovation there, which is one of the ways that innovation happens, right?

We want this.

We can't get this.

What else can we do?

Anorexia and scarcity for the win.

Like, I don't know.