China

“One of the engineers on our China growth team built a WeChat bot. WeChat's, you know, like a mess, the messaging app, or the Facebook of, sorry, the Facebook, and also the Internet of China, really. And so we built this WeChat bot, Where, as a driver, you coul…”

“You start working there and 40% growth rates feel like sandbagging. And if you can imagine something like that, and we're coming from the U S where one to two percent is like, cool, we're growing. 40% is sandbagging.”

“In China, there's, like, much let, or I haven't seen as much concern about interpretability, though there are some, like, good papers coming out of China, but in terms of, like, governance, I haven't gotten the sense that they're gonna, like, hold back the dep…”

“Because at least with, you know, our current photonics technology, there's no way I can send a single photon from here to China without there being a very high probability that it gets lost in the fiber somewhere.”

“The market size is about fifteen billion US dollars parents spending every year. And then Chinese parents value education as investments. So from around 15% of our household income goes to supplemental education. Compared to two percent in the US.”

“The ecosystem for podcasting and paid for content in China is much greater than even the U.S. Market.”

“There's been, ah, basically professors that have quit their teaching positions to be full-time podcasters because they quite literally make millions of dollars podcasting.”

“Now we have even set up a supply chain from China.”

“Is it possible for America to actually compete with China on manufacturing at scale? Yes, absolutely. The but we have to do it smartly. It won't work to try to repatriate the manufacturing that left the US.”