Carl

So in terms of China, there's always been the conversation about perception of AI.

And I think like we in the West, I don't know, there's so many studies about the perception that we have here that is AI going to be positive or negative for economy, personal lives.

And I think we have, there's higher levels of pessimism

Versus in China, there's higher levels of this is going to be good for a society.

Yes.

So if you have that, plus there, I was listening to the All In podcast and they were talking about, no, no, it wasn't the All In podcast.

It was Kevin O'Leary talking about just in terms of government, right?

You have like, we're going to build a data center here.

There is no stopping in China.

Okay.

And then here, and then here, and here, and then here, right?

So that's happening.

And if you have that, and their models are,

They're not like the very, very bleeding edge.

But I just saw, for example, WAN 2.6 video model was dropped today.

That's pretty good.

WAN's a pretty good model, right?

So I think you have that.

Plus, if society's generally more accepting...

then one could argue they're already ahead.