Brad Gerstner

Help us understand, like, what is the nature of industry-government relationships?

We saw that dinner last week with all the CEOs.

You know, you spent a lot of time.

Is it unique?

Have you seen anything like this in your career over the last 30 years?

Right, so let's talk about, you know,

The internet, Google spread around the world, we had democratic values spread around the world by way of search, and Google didn't have to go to Washington to get permission to do it.

It just happened.

We diffused our technology around the world.

David Sachs has been crystal clear of the need to accelerate export licenses so that the American AI stack wins around the world.

We're talking chips, we're talking models, we're talking data centers, etc.

We know a year and a half ago that wasn't happening.

And do you see those licenses coming?

Are you seeing the acceleration in Washington?

I know it's being said at the top, but are you seeing it flow down through government that's accelerating us around the world?

Secretary Ludnick was all over it.

Great.

Yeah.

So now let's talk about China.

You know, what most people may not realize is I think you understand China.