Jordan Schneider

And coming back to my first discussion for the sort of internet boom of the 2000s and 2010s, you basically had, you know, a little bit of this like data localization stuff.

But for all intents and purposes, it was American companies on American chips by American cloud providers that like ran the world ex-China.

So, you know, Google and Facebook, Uber, Amazon, whatever.

It was just like the U.S.

And also you had this time period where no one was pushing back all that much about the sort of censorship decisions of Twitter and Facebook.

But like that started to change once governments all around the world realized how important this was.

And then, you know, you have the Indian government like

throwing Google employees in jail until they like take links on YouTube down because they're worried about, you know, X, Y, or Z things.

So like, I think it is inevitable that countries will end up wanting to put their spin on this.

But sort of what is also interesting to me is like right now, it's still early enough that the incumbents aren't so entrenched that you can't imagine a new cloud provider emerging or imagine a new model developer

existing or imagine, you know, a new company that's being built on top of these models.

Right.

And so it seems much more fluid than like, oh, I guess we're stuck with Facebook and YouTube.

We're going to have to work these American companies like now we can still maybe try to squeeze the Americans into into building sort of higher value stuff.

I don't know.

It's kind of fun and also depressing if you're like work in the Abu Dhabi, like, I don't know, tech policy department or whatever.

Cause on the one hand, yeah, there's room to play where there really wasn't.

If you're talking about this from 2018, but it's also like you're competing against these companies, which are valued in the trillions of dollars at this point.

I think like it's harder to push the frontier when you don't have as many chips.

So if you don't have as many chips, you'll do some other stuff.