Dean Ball

And in the case of the export controls, things like NVIDIA's CUDA development environment for AI applications and AI models and whatnot.

And that these...

these types of things are, are, uh, you're really important parts of, uh, um, uh, this is how you establish tech dominance in the long run.

Right.

I think that's kind of the idea.

And so, um, you know, in that sense though, like you said, I, I said global ecosystems, you said globalist tomato, tomato a little bit, uh,

So, for a lot of different reasons, frankly, but I think sort of the most important thing that I see here is...

This is a whole different level of, this is not just a contractual dispute.

This is the government saying, if we can't resolve a contractual dispute, we are going to force you to do terms on our business by essentially threatening, existentially threatening your company.

this is a general purpose type of threat that can be, you know, there's nothing in principle that stops this from being extended to other, uh, to other types of businesses or other people in the AI industry.

Um, and so it just sends, it's, it creates a tremendous chilling effect.

Um, and I also think that, uh,

you know, if, if you want to talk about like the AI race or the competition between the United States and China, one of the reasons that it's very hard to do business, uh, with Chinese companies, both for American firms, but also globally is that everybody knows that Chinese companies are considered by the government to be military assets.

And so if you use deep seek, um,

And the Chinese military wants to know what all the Americans are talking to DeepSeek about, talking to DeepSeek's models about.

They will just, well, it is not a question of can they get that data.

That is like 100% yes they can and everyone in the world knows it.

This is common knowledge.

This is not common knowledge about American companies.

If the government demanded that Google turn over all Google search data, Google would say no.