MiniMax

“China and multiple companies within it, because, you know, I haven't evaluated yet. Minimax, which also just came out recently, but will have a number of very strong contenders for this in the world technology landscape.”

“I think, you know, if you look at, I think Moon Minimax AI I think AI's run rate AR is already something like one billion now, and then Minimax projected to be one billion or to 1.2 billion by the end of the year.”

“What you've seen is a lot of these tiny labs faced with compute constraint and in some ways capital constraint, they're forcing them to specialize rather than compete across every dimension. So, you know, for the sake of, you know, deep seek, it's really, real…”