Brad Gerstner

But that's more your world than mine. I've always shunned macro analysis.

What will you be looking for in the next 30 to 60 days as this plays out?

What will you be looking for in the next 30 to 60 days as this plays out?

What will you be looking for in the next 30 to 60 days as this plays out?

Makes sense.

Makes sense.

Makes sense.

And by the way, I mean, all this culminated in the past week with OpenAI moving, you know, are talking again about open weighted models, which is a, I think, a really important data point. So how did how do we get from where we were to where we are? So. Yeah, I read that same tweet, and I think it was remarkably misplaced. China has been supportive of open source for well over a decade now.

And by the way, I mean, all this culminated in the past week with OpenAI moving, you know, are talking again about open weighted models, which is a, I think, a really important data point. So how did how do we get from where we were to where we are? So. Yeah, I read that same tweet, and I think it was remarkably misplaced. China has been supportive of open source for well over a decade now.

And by the way, I mean, all this culminated in the past week with OpenAI moving, you know, are talking again about open weighted models, which is a, I think, a really important data point. So how did how do we get from where we were to where we are? So. Yeah, I read that same tweet, and I think it was remarkably misplaced. China has been supportive of open source for well over a decade now.

If you look on most of the major open source products and look at the management page and who the sponsors are for these, like Linux, you'll see many of the major Chinese companies have been there and been supporting it for a while. Why? They've been accused of stealing tech IP for years. And so when something like open source comes along, this looks like the best thing possible, right?

If you look on most of the major open source products and look at the management page and who the sponsors are for these, like Linux, you'll see many of the major Chinese companies have been there and been supporting it for a while. Why? They've been accused of stealing tech IP for years. And so when something like open source comes along, this looks like the best thing possible, right?

If you look on most of the major open source products and look at the management page and who the sponsors are for these, like Linux, you'll see many of the major Chinese companies have been there and been supporting it for a while. Why? They've been accused of stealing tech IP for years. And so when something like open source comes along, this looks like the best thing possible, right?

There's no one that can accuse us of IP theft because there is no IP ownership in an open source world. And so having dealt with those accusations for probably 40 or 50 years, I think everyone in China, the government and the entrepreneurs writ large, view open source as a very positive movement for their country relative to the West. And so they've been in on it for a long time.

There's no one that can accuse us of IP theft because there is no IP ownership in an open source world. And so having dealt with those accusations for probably 40 or 50 years, I think everyone in China, the government and the entrepreneurs writ large, view open source as a very positive movement for their country relative to the West. And so they've been in on it for a long time.

There's no one that can accuse us of IP theft because there is no IP ownership in an open source world. And so having dealt with those accusations for probably 40 or 50 years, I think everyone in China, the government and the entrepreneurs writ large, view open source as a very positive movement for their country relative to the West. And so they've been in on it for a long time.

They're very adept at it. They're very... they're very big believers in it. You know, when we talked about the interview with the deep seek founder, I would say he had as much kind of, uh,

They're very adept at it. They're very... they're very big believers in it. You know, when we talked about the interview with the deep seek founder, I would say he had as much kind of, uh,

They're very adept at it. They're very... they're very big believers in it. You know, when we talked about the interview with the deep seek founder, I would say he had as much kind of, uh,

emotional like his his entire emotional mindset was tied to open source like he believes in it and wants to support it so that's i think that's an important backdrop so i don't think china got there um in some calculated way or do i think it was some recent move i think