Henry Blodgett
speaker
573 appearances
1 recordings
1 series
first heard May 2025
last heard May 2025
Henry Blodgett’s voice in public audio — every appearance, attributed to the second.
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Appearances
And another guy who's very outspoken from the Silicon Valley community about it is Bill Gurley, formerly a benchmark, who basically say this idea that we're gonna beat China in AI and we're gonna quote win the AI war.
It's crazy.
It's not going to happen.
And that's the real message from DeepSeek.
And here we have all of this plotting like how can we keep the Nvidia chips away from China?
We got to maintain our advantage and so forth.
Meanwhile, all these companies suddenly appear in Vietnam and everywhere else that oh, lo and behold, have huge data centers filled with Nvidia chips that anybody can use and so forth.
And we've got to now agree we're going to send them the less powerful.
Chips, although even President Trump's now thrown that out, costing Nvidia investors $5 billion a year.
I just think again, the more integrated our economies are, the better.
I do think the best way to approach the China imbalances, and they are real, would have been to get together with Europe and a lot of other countries in Asia and say, hey guys, we love working with you, but you gotta change a few things, you gotta open the markets a little bit, and so forth.
And I just I think one one thing I hope that everybody in Washington
And I think Wall Street tends to have a much more clear eyed view of it, is listen,
China is going to be much bigger and more powerful than the United States.
They are.
That's okay.
We blew past Europe 75 years ago.
You know what?
People still live in Europe, they still have culture, they have good lives, they have good jobs.
And you know what?
Showing 361–380 of 573 · page 19 of 29
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