Reed Albergotti

Right now, if you talk to people at Oracle, there's a no, I mean, they're

they literally are going to be able to oversee this and make sure that there's no manipulation.

But I've seen, you know, there's been chatter since December when this deal, you know, was originally sort of came out and most of the terms came out like a month ago from critics who think that, no, actually, you know, unless there's a complete break between China and

and the us version of tick tock there's always some danger right that there's going to be manipulation now like the technical feasibility of that or you know whether whether that's actually the case i don't know but i mean to some extent perception is reality right if if people are worried about it then i think it may it may continue to be a big question mark

Yeah, I mean, that's another interesting, I think that's gonna definitely raise some questions.

Now, if you've been following the Gulf region, which, you know, Semaphore has, there have been a bunch of deals between US tech companies and, you know, MGX and G42 and other Abu Dhabi entities

uae entities really so this is and this has been what the the chinese relationship with the uae has been this big sort of question mark around there should we even allow for instance nvidia chips to be shipped there um the u.s government now you know has it's been it's it's sort of under trump has been a bit more open to dealing with with those entities but i think the question is like what

Well, you know, how much are they... Like you said, Oracle is actually going to be administering this on the technical side.

So how much is this just a monetary investment?

Do they actually have any influence?

I think if you talk to Oracle, they'd say no.

If someone from MGX calls us up and says, can you make a little tweak to the algorithm here?

It's not like they have the power to do that.

But again...

you know, these are just even just, you know, the original ownership, right, of ByteDance owning TikTok was enough.

I mean, ByteDance always claimed that they were not manipulating the algorithm as well.

So I think there's just always going to be some suspicion around TikTok and, you know, the algorithm, so to speak.

No, I, you know, I don't think the algorithm itself is, is something that's a secret anymore.

In other words, like, the technical aspect of it is not and everybody kind of, I think, knows how this works.

There's not, you know, there isn't at this point, I mean, look, look at just, you know, frontier AI companies, right?