Brandon Tseng

Wow.

Damn.

In the world?

I think China is the key player that matters.

Now, the good news is the United States remains best in the world at software, at AI, at autonomy.

But

like that in no means we should be complacent.

I think the Chinese are highly innovative.

They are able to mobilize resources in a faster way than the United States can mobilize resources, at least state-sponsored resources.

And their iteration cycle, like how quickly they go from version 1 to version 2 to version 3 to version 4 to version 5,

is much faster than the USA.

And I've been in a number of classified briefings that actually show their ability to iterate and obviously can't go into what those timelines are or what those capabilities are, but stuff to say no one should feel good about it because as Elon Musk says, all that matters is your cycle time.

All that matters is your iteration cycle.

If you suck at something but you can get really good at it really fast, then it becomes a problem.

It doesn't matter if you're here and if China's here and we're here, we shouldn't feel good if China's accelerating like this and we're just kind of moving forward at a slower clip because eventually they pass us.

Yeah, they're by far number one.

And they, yeah, they understand the technology.

They've made claims they want to build a million drone-sized army, right?

And we're seeing that more and more from countries throughout the world, basically stating that they're moving towards million-plus drone armies.

Yeah.