Steve Hsu

So I don't think you're going to wake up and all of a sudden like, oh,

that, you know, the nation of Denmark, because it has so many smart AIs, it's suddenly competing against China or the US, you know, using the AIs and not the people.

But I think that's not going to happen overnight.

No, I don't think it's zero-sum at all.

I mean, I think it's very healthy, all these labs competing to build better.

Assuming you're not, if you're worried about existential risk, it's a slightly different question, right?

Because when people are racing, maybe they're less careful about safety.

But in terms of just like incremental technological progress or progress in capability of AI,

I think the competition is very positive.

It's great.

And, you know, like I'm super happy that there are open source models coming mostly from the Chinese side that are almost as capable or just as capable as the top proprietary models.

I mean, that's incredible.

The amount of like building that's being done by tech entrepreneurs using those open source models is incalculable, actually.

Yeah, before I answer that, let me just mention one other thing about the benefit from open source models, which if you follow the academic research, so professors of computer science or theoretical physics or math or whatever, working on AI-related stuff,

We went through a period a couple of years ago where like the academics were kind of locked out.

But because of these open source models and the lower cost of compute, all kinds of really interesting research and papers are being written by academic researchers now.

It's kind of a renaissance of, you know, new ideas.

new insights into AI that are coming because these academics, instead of having to pay millions of dollars to do some kind of training run, they can use an open source model, they can tweak it, or they can do less expensive training runs.

So all of this is like multiplicative for innovation.

Now, in terms of DeepSeek, DeepSeek was really not in any way part of the Chinese government.