Jordan Schneider

Like, I'm sorry.

No, like this is not happening.

Are you really going to try to spend like what?

$50 billion, $75 billion to build a competitor to Intel or TSMC or Samsung?

It is an interesting fact to me that that is even a, a kind of like a worry that I think Europe, you know, maybe 10 years ago would not feel.

The fact that you even have plans about that today is interesting, but like the reality is like, no, you're still going to get all of your advanced chips for decades to come from Asia or from the US.

Can I stay on the sort of like, can anyone be sovereign in AI for a second before we get to the tail of the tape stuff?

Because I think it's really interesting, like at what level different countries want to be sovereign.

Because as you said, like Azeem, there's only two countries in the world that can go from sort of chips to cloud to labs to, you know, to models to like companies and have that whole thing.

AI stack be something that they can like roughly indigenize?

I mean, we'll we'll round out the fact that like China still needs a lot of sort of foreign SME and the U.S.

is still buying its chips primarily from Taiwan.

But like every other country in the world is going to have to make a decision or try to plead their case to China, you know, to Huawei or to the White House and Nvidia that like, oh, please, like I would like to buy

the chips, please.

And then I'm going to have a local kind of like cloud provider.

And then I'm going to fund an AI lab to train a model and build companies on that.

Or, you know, other companies will say, like, I just want some data centers here.

If they're AWS, that's fine.

Or you say, I don't really care.

Like, just give me access to open AI, you know, cloud and open AI and that'll be it, right?