Chinese companies

“The level of innovation, the level of hard work, the ambition I saw there was mind blowing, and I was blind to it up until one year before, and I think many of us are blind, so the level of ambition that Chinese companies have in emerging markets, it's undenia…”

“Certain Chinese companies paying 1.2 million dollar salaries for PhDs.”

“It is, it has been more difficult for us to say invest in Chinese companies. And it's not just the macro, right? It's. It's these companies have been become less transparent with us over time.”

“So I think Europeans are gonna be much more open to working with Chinese companies and doing business in China than they were even a year ago, actually.”

“This is made doubly worse by some of the best open source models were made by Chinese companies. And they are exceptionally good models. Kimi Ketu, Deep Seek. When the GLM, these are extraordinarily good models. They're not quite as good as the closed source m…”

“Part of the driver of the difference is probably the willingness of Chinese companies to do scale distillation of the frontier models.”

“And so the Eight Sleep Inc will probably own three, four, five, 10 different businesses, which if you think, and if you look at companies, Chinese companies, it's something they have been doing forever.”