Eric Schmidt

I think that the competition

between the West, and particularly the United States, and China, is going to be defining in this area.

And I'll give you some examples.

First, the current government has now put in essentially reciprocating 145 percent tariffs.

That has huge implications for the supply chain.

We, in our industry, depend on packaging and components from China that are boring, if you will, but incredibly important.

The little packaging and the little glue things and so forth that are part of the computers.

If China were to deny access to them, that would be a big deal.

We are trying to deny them access to the most advanced chips, which they are super annoyed about.

Dr. Kissinger asked Craig and I to do track two dialogues with the Chinese, and we were in conversations with them.

What's the number one issue they raise?

This issue.

Indeed, if you look at DeepSea, which is really impressive, they managed to find algorithms that got around the problems by making them more efficient.

Because China is doing everything open source, open weights, we immediately got the benefit of their invention and have adopted it into US things.

So we're in a situation now, which I think is quite tenuous, where the US is largely driving, for many, many good reasons, largely closed models, largely under very good control.

China is likely to be the leader in open source unless something changes, and open source leads to very rapid proliferation around the world.

This proliferation is dangerous at the cyber level and the bio level, but let me give you why it's also dangerous in a more significant way, in a nuclear threat way.

Dr. Kissinger, who we all worked with very closely, was one of the architects of mutual assured destruction, deterrence and so forth.

And what's happening now is you've got a situation where, I'll use an example, it's easier if I explain.

You're the good guy and I'm the bad guy, OK?