Gavin Baker

the only ones I might add.

One, it needs for the main companies to stay in business.

On top of that, it wants their IPOs to go reasonably well.

And it's now much harder for the top companies to recruit foreigners, which is a significant share of their highest quality workforce.

Demis, Ilya, Andre, for a start, are all international engineers.

it is much harder for the main competitors to drum up foreign business in a credible manner and sustainable manner.

That's interesting.

We haven't seen many breakout charts of how much revenue is domestic versus international, but we have seen reports of OpenAI and Anthropic doing big deals with international companies.

Some of these companies, Fortune 500s, they just have global footprints, so they gotta use the models everywhere, ideally, unless they do all of their software engineering in Silicon Valley.

One B, how are American multinationals operating abroad supposed to use top systems moving forward?

That's literally what I just said.

I just predicted the next line.

Whoops, I am a stochastic parrot.

It wants to use model access as a tool of both hard and soft power, so model access has to be possible at some level, but it is very hard to control what foreign agents will do with partial model access when they get it in the future.

Three, the US needs to stay ahead of China in the AI race.

This is a big question.

We have Aaron Ginn from Hydrohost joining in just 10 minutes.

We'll ask him for his perspective on this.

Four, the US needs to issue restrictions that are actually enforceable and US citizens only doesn't fit that bill.

That's a good point.