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the US government is really trying to make sure that these nextg gpus don't go directly to China but also don't go to
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countries that could then redirect them into China should we be doing that Gavin
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we're putting enough friction into the system that it does theoretically give America an advantage at the cost of
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creating tremendous incentives for China to develop their own semiconductor ecosystem and pressure to kind of you
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know Necessities a mother of innovation these export controls are creating an immense incentive for China to be really
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algorithmically Innovative and you saw that with deepsea where there were some real algorithmic Innovations said
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another way if we squeeze too tightly on letting them buy the Nvidia chips they might make a better Nvidia they're
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trying now what are the chances they succeed in your mind Gavin in the next five years I think zero I think it's
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really really hard but over the 10 years who knows