Michelle Guida

Yeah, there's a lot going on when it comes to conversations in DC and in Silicon Valley about the United States leading in technology.

And you're right, all of that is within the context of making sure that we're winning this so-called technology race with regard to China.

And I think that's really important.

And I think it's important

Also, we have a common picture and an understanding of what winning means.

You referenced your interview with David Sachs yesterday, and I think he put it really well.

It's,

market share for American technology or allied technology, ultimately trusted technology, and I think that's really important.

However, the big challenge there that I think isn't talked about enough is that if you look at market share of artificial intelligence, there's a concerning trend growing with Chinese models, and specifically their open weight and their open source models, which are cheap, they're good enough,

And if you look at the trend just about a year ago, 15 months ago, Chinese open source models were essentially a negligible part of world AI usage.

Fast forward to 15 months later, end of 2025, all of a sudden, they're going from 1% to almost 30% of global token usage, world AI usage all of a sudden.

And so

They're cheaper.

They're good enough.

And the Chinese are very focused, not necessarily on having the best models, but on having the most used.

And so I think the United States, when we're talking about Silicon Valley and Washington, D.C.

connecting, need to make sure that not only do we have an innovation strategy, we've also got a really big distribution strategy.

Yeah, I think the bridge and the conversation between those tech leaders and Silicon Valley leaders in general in Washington, D.C.

has increasingly been fortified.

And those conversations were happening anyway.