Geoffrey Cain

So that's the problem here. It's the borrowing of American ideas, of American technology, the imitation of it, but then also shutting out American companies from a vast consumer market that is China.

So that's the problem here. It's the borrowing of American ideas, of American technology, the imitation of it, but then also shutting out American companies from a vast consumer market that is China.

I would say it's a breakthrough in the sense that they can do it cheaper. They certainly need less computing power, as we call it in the field, compute. But I wouldn't call it a major breakthrough. And as Tyler said, they haven't overtaken American technology. They haven't leapt forward above open AI and what we're doing in America.

I would say it's a breakthrough in the sense that they can do it cheaper. They certainly need less computing power, as we call it in the field, compute. But I wouldn't call it a major breakthrough. And as Tyler said, they haven't overtaken American technology. They haven't leapt forward above open AI and what we're doing in America.

I would say it's a breakthrough in the sense that they can do it cheaper. They certainly need less computing power, as we call it in the field, compute. But I wouldn't call it a major breakthrough. And as Tyler said, they haven't overtaken American technology. They haven't leapt forward above open AI and what we're doing in America.

But they are catching up fast, and they're finding ways to do it cheaper, faster, and in more imitative ways that could be very damaging one day to American industry.

But they are catching up fast, and they're finding ways to do it cheaper, faster, and in more imitative ways that could be very damaging one day to American industry.

But they are catching up fast, and they're finding ways to do it cheaper, faster, and in more imitative ways that could be very damaging one day to American industry.

Well, the way I understood that news was that people might have assumed that, yes, they did it without the chips or they didn't need as much compute to create the AI. But that didn't really come as a surprise to me because there are a number of hedge funds, a number of these Wall Street funds that have been looking at AI recently and have been shorting. some of these stocks.

Well, the way I understood that news was that people might have assumed that, yes, they did it without the chips or they didn't need as much compute to create the AI. But that didn't really come as a surprise to me because there are a number of hedge funds, a number of these Wall Street funds that have been looking at AI recently and have been shorting. some of these stocks.

Well, the way I understood that news was that people might have assumed that, yes, they did it without the chips or they didn't need as much compute to create the AI. But that didn't really come as a surprise to me because there are a number of hedge funds, a number of these Wall Street funds that have been looking at AI recently and have been shorting. some of these stocks.

There are questions over, you know, does the earth even have enough natural resources and energy and compute to allow the next generation models to even exist in the future? I mean, 10 years down the line, are we going to run into the barrier, the barrier that does not allow us to proceed further with this AI technology, which is so energy intensive.

There are questions over, you know, does the earth even have enough natural resources and energy and compute to allow the next generation models to even exist in the future? I mean, 10 years down the line, are we going to run into the barrier, the barrier that does not allow us to proceed further with this AI technology, which is so energy intensive.

There are questions over, you know, does the earth even have enough natural resources and energy and compute to allow the next generation models to even exist in the future? I mean, 10 years down the line, are we going to run into the barrier, the barrier that does not allow us to proceed further with this AI technology, which is so energy intensive.

Personally, I think that we will find ways to make the computing needs less and less over time. I don't think that this is going to be a problem in the end. And I'm more of an advocate for staying ahead of the curve. I do think that we need a lot more government investment in the chip sector. We need a lot more drive in that area, the reshoring of American manufacturing.

Personally, I think that we will find ways to make the computing needs less and less over time. I don't think that this is going to be a problem in the end. And I'm more of an advocate for staying ahead of the curve. I do think that we need a lot more government investment in the chip sector. We need a lot more drive in that area, the reshoring of American manufacturing.

Personally, I think that we will find ways to make the computing needs less and less over time. I don't think that this is going to be a problem in the end. And I'm more of an advocate for staying ahead of the curve. I do think that we need a lot more government investment in the chip sector. We need a lot more drive in that area, the reshoring of American manufacturing.

So this is the problem where we stand now. We're now in a situation where compute is going down, where these chatbots are easier to make. And as Tyler said, the tech will spread. It's hard to contain. It can't really be contained. But we can do what we can to stay at the leading edge to ensure that the world hopefully one day is using American AI instead of Chinese AI.

So this is the problem where we stand now. We're now in a situation where compute is going down, where these chatbots are easier to make. And as Tyler said, the tech will spread. It's hard to contain. It can't really be contained. But we can do what we can to stay at the leading edge to ensure that the world hopefully one day is using American AI instead of Chinese AI.

So this is the problem where we stand now. We're now in a situation where compute is going down, where these chatbots are easier to make. And as Tyler said, the tech will spread. It's hard to contain. It can't really be contained. But we can do what we can to stay at the leading edge to ensure that the world hopefully one day is using American AI instead of Chinese AI.