Marc Andreessen

And then both the US and China want to proliferate their philosophy and their method of government and their technology stacks and their industries around the world.

And then both the US and China want to proliferate their philosophy and their method of government and their technology stacks and their industries around the world.

You may recall there was this whole thing that played out over the last decade with this Chinese company, Huawei, that was going to all these other countries and basically selling them telecom equipment to build broadband and wireless networks using a Chinese stack. The Chinese tech stack for building a telecom network was something like a third the price of the Western stack.

You may recall there was this whole thing that played out over the last decade with this Chinese company, Huawei, that was going to all these other countries and basically selling them telecom equipment to build broadband and wireless networks using a Chinese stack. The Chinese tech stack for building a telecom network was something like a third the price of the Western stack.

There has been this pitch battle playing out globally where both the U.S. and China are trying to get the world on their tech stack. Why would China want to do that? One is because Huawei is a big export industry to export routers and switches and the things that they make. But the other is just control.

There has been this pitch battle playing out globally where both the U.S. and China are trying to get the world on their tech stack. Why would China want to do that? One is because Huawei is a big export industry to export routers and switches and the things that they make. But the other is just control.

If a country bases its wireless network on Huawei, then the Chinese have the ability to backdoor the network anytime they want. They can listen in on any telephone conversation happening in whatever country implements that. So they have a massive geopolitical national security intelligence reason to proliferate this. And the Chinese state puts a lot of

If a country bases its wireless network on Huawei, then the Chinese have the ability to backdoor the network anytime they want. They can listen in on any telephone conversation happening in whatever country implements that. So they have a massive geopolitical national security intelligence reason to proliferate this. And the Chinese state puts a lot of

weight behind their national champions to go out globally and do this. And so we saw that playing out over the course of the last decade. AI is the next version of that. AI is the next thing that America, especially, by the way, under this new administration, the last administration was conflicted on this, which we can talk about.

weight behind their national champions to go out globally and do this. And so we saw that playing out over the course of the last decade. AI is the next version of that. AI is the next thing that America, especially, by the way, under this new administration, the last administration was conflicted on this, which we can talk about.

But under this new administration, the Trump administration, the US has a very clear national security interest priority goal. The government has a very clear goal to make sure that the US tech is the global standard. for all the reasons that we discussed. And then the Chinese also have that goal.

But under this new administration, the Trump administration, the US has a very clear national security interest priority goal. The government has a very clear goal to make sure that the US tech is the global standard. for all the reasons that we discussed. And then the Chinese also have that goal.

And they have these programs with names like Digital Belt and Road and so forth, where they're going out and doing this. And AI is the next turn on that.

And they have these programs with names like Digital Belt and Road and so forth, where they're going out and doing this. And AI is the next turn on that.

And so every country in the world is going to be buying and adapting AI into their healthcare system and into their education system and into their transportation system, into their telecom system, into their computing fabric, into all this, their energy system. AI is going to get infused into all these systems that run countries.

And so every country in the world is going to be buying and adapting AI into their healthcare system and into their education system and into their transportation system, into their telecom system, into their computing fabric, into all this, their energy system. AI is going to get infused into all these systems that run countries.

So there's going to be this big fight of whether that's US-derived AI or Chinese-derived AI. The assumption, of course, up until basically last week, is that China runs a closed political and economic system with a lot of state control, top-down control. The U.S. runs an open democratic bottoms up free market system.

So there's going to be this big fight of whether that's US-derived AI or Chinese-derived AI. The assumption, of course, up until basically last week, is that China runs a closed political and economic system with a lot of state control, top-down control. The U.S. runs an open democratic bottoms up free market system.

So the assumption up until last week would have been that, of course, we Americans are going to have the more open and freedom oriented approach to AI. And of course, the Chinese are going to come in with a much more closed, controlled, censored version. Like we said earlier, like at least right now, the funny thing, not funny, haha, but like funny, ironic thing is that that has flipped.

So the assumption up until last week would have been that, of course, we Americans are going to have the more open and freedom oriented approach to AI. And of course, the Chinese are going to come in with a much more closed, controlled, censored version. Like we said earlier, like at least right now, the funny thing, not funny, haha, but like funny, ironic thing is that that has flipped.