David Sachs

And you'll have your own personal digital assistant.

And, you know, there'll be like a voice interface.

You ever seen the movie Her?

You know, with Joaquin Phoenix.

And I think Scarlett Johansson is just the voice.

But, you know, he's telling her what to do through an earpiece.

I mean, we're very close to something like that.

I mean, I'm not saying that AI is going to become sentient or whatever.

But no, we're like, I think in 2026, you could see

These types of tools, again, started as coding assistants, but now they become personal digital assistants.

That could definitely happen this year.

Well, I think that in general, we're ahead of China.

There's different layers of the stack.

So you've got the models, then you've got the chips, and then you've got the chip making equipment.

So you go down the stack.

I would say that the deeper in the stack that you go, the greater the American advantage.

I think on models, most people would say that our models are maybe six months ahead or so, plus or minus the Chinese models.

You look at chips,

maybe two years ahead.

You go to the semiconductor manufacturing equipment, it could be like five years.