Brad Gerstner

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.

as well as any leader in the United States.

Been there for 30 years.

What most people don't realize is up until a couple years ago, you had dominant market share within China in terms of— 95% market share.

95% market share in the most important thing, arguably.

And you have said that our biggest own goal that we as a country could have—

under the guise of somehow trying to slow them down, is we've unilaterally disarmed,

We forced NVIDIA out of China, which has allowed Huawei to accelerate on the back of monopoly profits within China.