China

“Yeah, it's always been the case in China, but it's never really taken off here.”

“Our bits, as they flow out of our internet companies, literally hit a brick wall when they get to the Chinese border. And yet Chinese internet companies can, you know, develop enormously huge market caps and monopolies and technologies inside of Chinese border…”

“I don't think it's actually, Going to do that much damage to China to like not invest in their companies and to like, you know, do these little things when China already is like one of the biggest trade partners to the rest of the world.”

“I think, like, the breakup of Sequoia because of this very issue, because it was untenable, This current structure, which was the majority of its profits, right? It, you know, deserves a chapter in that story, right?”

“China is a net capital exporter, right? Like, to the point here, like, you know, they send us far more capital than we send them.”

“I'm more, more for TikTok ban. I think that there's a lot of data and facial recognition and all kinds of technologies that China's potentially building upon without, you know, real knowledge and consent. And I also just think it's terrible for mental health”

“Like I saw a list, somebody I won't say who, but showed me a research list That had every single large language model in the world on it, and the number of parameters, and like the top three are all Chinese.”

“Like most hardware companies actually die with a bunch of stuff on pallets still in China or Vietnam or wherever they're being assembled.”

“But the second they want to go invade Taiwan, which they've said they want to do, you better believe that they will use their for-profit company, right, with, given their ulterior motives at a higher level, right, to soften the beaches by using AI to just kind…”

“Apple's not gonna kick them out. Apple's China exposure is enormous, right? Like, you know, even if they should, they won't, right?”

“And so Sam's analogy earlier that like if China decides to invade Taiwan and they want the American youth on their side, they've already laid the groundwork. Like we've seen it time and time again.”

“They've actually banned TikTok usage longer than a certain number of minutes per day. They've also Banned the algorithm. They've like changed the algorithms that only pumps, you know, science and engineering and STEM related content to their kids. And yet they…”

“They won't let them. It will be in violation of their rules against exporting algorithms.”

“The internet is dominated by America and China, not by, there's no global Japanese internet companies. Zero.”

“We cannot export Digital into China at all, right? Like our bits do not flow through their firewall. Like, you know, most of our companies cannot operate there and the inverse is not true, right? Like you bite dance, you name it. Like all of the Chinese compan…”

“Do you know a third of Amazon sellers are Chinese?”

“Elon needs bargaining chips with China. In fact, probably his whole move towards Trump you know, in addition to getting his space regulation and all that kind of stuff, was to get more bargaining chips with China.”

“He can't sell full self-driving in China, and it's crushing Tesla compared to the local market, and of course he's so dependent on other things.”

“So China's been proven to be able to release the exact right press release that can, you know, damage the world, damage the American economy.”

“If we unwind the clock and ask ourselves why Elon Musk decided to endorse and help elect Donald Trump, I actually think the fate of Tesla in China was a not insignificant part of the equation, and what was happening at the time was the Chinese government hadn'…”

“There's one little detail in there, which is that here we are at the very end of this very long, very arduous news story, and China will still retain control of the algorithm, right? Like, so they did win the war of attrition at the end of the day. Like, it so…”

“What I'm hearing is the great anxiety around the Chinese just coming in over the top of Americans with a much cheaper version of AI that, that countries around the world will end up using and China will have direct access to all their information.”

“I mean, I think, like, many of these researchers were educated in China, and I think they are complete rock stars in China.”

“It's also completely true that the U.S. And China are, one is not gonna best the other in this war. I just don't, I, there's just no doubt.”

“The H 200, Trump allowed it to be sold to China, but there's this big question of will Chinese companies buy it? He, of course, is gonna, the US government is gonna take a percentage of the sales.”

“Overnight breaking from the information China has said to its tech industry, no H 200. You may not buy H 200.”

“They're going to have access to lower cost energy. Like there there's like under no metric, whether it's number of solar panels, number of nuclear power plants, like they are going to have the cheaper energy based on how things are going right now.”

“They can put up a nuclear plant and like something like, what is it? Like nine months. It takes us six years.”

“I think it will still be very much a cook call, you know, how they're deciding, what are they doing with their manufacturing? What are they doing with their China business”

“And of course they interfered and they did quick soon after in terms of sort of challenging the deal, calling back some of the key team to China. So they were in clear integration limbo, and now the deal is off, and they're sort of unwinding it, but.”

“And then he hired forensic experts to go and factually prove that it is China actually funding all of this opposition in Utah. And he actually mapped it a lot. You can go look on his Twitter and Instagram and he shares all of the data. And apparently has now s…”

“There are plenty of people running on China who can do the same shit, right, and so I just think it's all a bunch of theater of, like, people trying to wrestle with the fact they're probably really overworked and really stressed out and don't know if their sto…”

“It seems like completely obvious to me that like lithography, they're going to figure out and they're figuring it out.”

“In Washington tech execs go to Washington to say, we have to be trying to an AI at all costs privately, or even semi privately. The exact same people say, obviously the U S and China are going to both be leaders at AI. They sort of reject that the war narrativ…”

“Extreme is much more cutting edge, and China's still far behind on that.”