Brad Gerstner

Jensen told the FT straight up, quote,

China is going to win the AI race.

His argument is that US state-by-state regulations and power constraints are making it harder for US AI companies, as we've discussed here countless times.

Whereas the CCP is obviously just making it super affordable to run all those GPUs.

NVIDIA put out the following statement from him.

As I have long said, China is nanoseconds behind America in AI.

It's vital that America wins by racing ahead and winning developers worldwide.

Obviously, he has- He's 100% right.

To be clear, they're cleansing these Chinese open source models, but they are, I don't know about Cursor, but there are a lot of companies.

They're forking them.

Yes.

And then running them, setting them up themselves, obviously.

The steel man, of course, of that Chamath would be, we got rid of smog in California and that it did an amazing job

in terms of getting rid of pollution, which also matters.

And I'm trying to think of the steel man.

Well, no, but the smog regulations predated the EV ones.

Those have been going on for decades.

So it did get rid of smog.

So, you know, putting better, using cleaner gas and then having better exhaust on those cars.

That would be the steel man of it.