Brad Gerstner

You deeply want the United States of America to win the global AI race.

You just happen to believe, and I think you have as much experience or more experience than anyone, that inures to our advantage, the probability of us winning the global AI race actually goes up if you are competing in China.

That's right.

Because it allows us to tap into half of the world's AI engineers, keeping them in this ecosystem.

And let's be clear, with the companies we're talking about here, ByteDance,

Alibaba, etc.

These are companies that are largely owned by American investors.

Yeah, right.

Right?

Like these are global companies that are building recommender engines.

And by the way, extraordinary technologies.

Incredible companies.

And so I think and I'm hopeful that the argument that you're making vis-a-vis China, which is a harder argument than diffusion to the rest of the world.

I understand that.

And that's why I thought when the president said, you know, I don't know, it's a flip of a coin, maybe Jensen's right, maybe the other guys are right, but if Jensen's willing to put a little bit of 15% into the US Treasury as a hedge on that, then I'll go for it.

But I was really disappointed on the heels of that.

I think if the Chinese feel like they're being taken advantage of, that we're gonna send them chips that are, you know, 10 years old or something, then I get why they had that response.

Yes.

It's part of its brand.

How does it eliminate illegal immigration?