Brad Gerstner

I think I think as you see from Sam's tweet, they're not looking for the government to invest.

They're not looking for a government bailout.

What they are doing, and I think David said it well, is they're pushing us very hard as a matter of national security and economic growth to go faster, to accelerate, to build out infrastructure and to give a little credit where credit is due.

Right.

All of this build-out, right, all of the Stargate stuff that people were laughing about 18 months ago, thank God as an American citizen that we are running this fast.

China has 100 nuclear fission plants under construction, and we were sitting on our hands.

So I think, if anything, they've helped jumpstart that conversation and get us moving faster, and I think that's good for all of us.

Great segue, Brad.

Thank you.

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.