Lennart Heim

And I think this is a large part why we currently see less compute in China versus in the US.

Absolutely, yeah.

I think, I mean, to some degree, this also might largely explain why we have like more frontier companies here, right?

So I do, I would like, I would not argue against it that it's not one of the reasons.

But even if you have the money and you can just buy it like less good chips, that's definitely going to hit you in the long run, right?

And again, depending on where this goes, I think the point about extra controls, this has been that confusing thing with DeepSeq, it takes some time to buy it

And we had many failures, right?

The first times they got the numbers wrong.

Those are the chips they trained DeepSeq on, right?

So we basically have only working X controls since, what is it, October 2023?

It's a little bit more than a year, right?

You don't build a cluster every new year.

So I expect we will see like a major impact going forward if certain enforcement and things are being patched.

And again, all of this also depends on will NVIDIA's chips continue to get exponentially better, right?

To some degree, the good thing about computing is it gets exponentially better.

Who cares about the computer built five years ago?

Nobody uses that anymore, right?

It's like my chips now are like 10 times better and I produce 10 times more of them.

But if this would level off, then this might look actually different.

They are.