Bill Gurley

That's why it's so important to pay attention to that shift.

I think there's a super interesting development in the China situation that will be very, very fascinating to watch.

And that is when DeepSeek hit and took off.

We were all focused on how the U.S.

reacted, the U.S.

models, Washington, the fact that AWS hosted DeepSeek or whatever.

What happened in China, however, is Alibaba made Quinn open source.

Xiaomi has a model out now.

I forget the name of it.

Mobi, I think, maybe.

It's open source.

And Robin Lee at Baidu had his model proprietary, and he said in June it's going to be open source.

And so that level of competition, if it leads to four deep pocketed, all open products is going to be ultra powerful.

And we've already learned that these models can train each other and help each other get better.

So if you have four open ones that can all train on each other and everybody can get a hold of that.

I think that's going to lead to a massive amount of optionality and experimentation that we're not going to have here.

That's the most fascinating piece of the international AI narrative that I've seen.

It's funny you bring that up.

I was noticing that some of the people that are the biggest China hawks are the ones that have bet on the new VC-backed military companies.

And I just hate that you might become a warmonger.