Jordi Hays

And then if the model says that, they go, whoa.

Check the whoa box.

Put over $100 billion to work.

Future capacity.

Maximizing your own use of it.

I think everyone needs to wait to have super strong opinions until we see the EO that goes along with this because, yeah, it'll be interesting.

The bad scenario is somebody that, let's say, has a Neo Lab, wants to release a model, and they've raised $100 million.

Do they have to go through the same process as...

you know, one of these larger labs or a hyperscaler in getting, you know, getting these sorts of approvals.

So I don't think we can really take any strong stance until we understand what the intentions of the EO are.

Yeah, it's interesting.

Play it out a little bit.

These open source models are around eight months behind right now.

The gap is widening, likely due in some part to export controls.

But if you enter a scenario where US labs get kind of hung up and, again, have to keep these capabilities

internally, but these Chinese open source models are just like shipping as they're ready over and over and over and over and then sort of like compounding on the collective learnings.

You can imagine one scenario is helping them close that gap, at least close the gap between what's publicly available from the American labs and what's publicly available via Chinese open source, even if the lab's actual capabilities are much farther ahead, but they're just unable to release that.

He wants all products to be free.

I don't know.

I would say that overall, the positive thing from the response that I've seen so far is a lot of people are not like dooming around this.