Lennart Heim

It was like, yep, we take this revenue in, but eventually, in the long run, that's the thing we want to do here because...

AI might go to kill us all.

China might take over the world.

Whatever your favorite threat scenario is, I think there's like a polarity of like national security arguments, why people are doing this.

And again, yeah, my job as a policymaker is like to calculate the costs of both, right?

All I would say is AI industry has been doing pretty fine so far, right?

And again, when we talk about export to China, that's one market.

There's still the rest of the world.

The majority of the market is still available.

And if you just compare these semiconductor exports, they're minor compared to what's happening right now with the tariffs.

Right.

This is the way bigger economic deal.

And it's still being done for many reasons.

Let's go back to the Huawei system, I think, because it's like a nice example of exactly the point which I'm going to make.

They will be able to build systems which are on paper similar to the American system.

The difference, just like as you're saying, it eats way much power.

It requires three times more chips, right?

And like you have all of these inefficiencies.

Does this mean they cannot now train, let's say, a GBD 4.5 model?

Absolutely, they can't.