Brad Gerstner

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.

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.