Gavin Baker

He says the U.S.

government cannot nationalize these companies and then proceed to run them effectively.

And people were debating that, saying that it might be possible for the U.S.

government to own the labs in some way and leave them to their own devices to actually roll these things out.

So the government just says continue to improve.

Yeah, yeah.

And then on the other side, it's that, okay, these systems are actually extremely complex.

You look at the uptime of some of these systems, the research taste.

In fact, you need so many employees to make these products effective.

You actually need the international employees as well because they come up with great ideas.

And so...

Yeah, those are the two sort of sides of the debate.

Six is Chinese and open source models do in fact improve at some reasonable pace, even though they are right now considerably behind the best proprietary models.

And that's something that I wanna dig into more.

It does seem like the pace of open source development in China is slowing.

I'm not entirely sure

what's driving it.

It feels like there's a number of different things.

Gavin Baker said it's about compute, and they're turning their backs on the Blackwells that they had the opportunity to buy.

I think it might be research ideas that are more locked down now in tighter controlled circles in San Francisco.