David Sachs

Chip production is a scale-up business.

So if they can dominate the Chinese market first, that gives them a powerful platform to then proliferate to the rest of the world.

You want to weigh in?

Well, just to build on that, I think people sometimes ask, how will you know if you've won the AI race with China or with other countries?

And I think there's a very simple answer to that, which is market share.

You know, if five years we look around the world and we see that it's American chips and models are being used everywhere, well, that means we won.

But if in five years we look around the world and it's Huawei chips and deep seek models, then that would be very bad, right?

That'd be a bad sign.

That means that we lost.

So I do think that the proliferation or diffusion

of American technology is really critical to winning this race.

We know from Silicon Valley that the companies that end up becoming huge are the ones that create ecosystems.

It's the you know, you as a technology company, you want to have the most apps in your app store.

You want to have the most developers writing on top of your API.

You want to be a platform company.

And so in all these technology races, biggest ecosystem wins.

And we want to have that.

So that's basically why I think this program is so important is we want to create the biggest ecosystem.

Now, this is not only about benefiting the U.S., because in order to have a successful ecosystem, you have to create value for your partners.

And that's really important.