DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

3562.683 - 3586.458 David Friedberg

And so if we do cut off access to Nvidia chips, we do cut off access to US exports, are we not kind of recognizing that the second order effect of that is that China will take IP that they've stolen, copies that they've made, to Travis's point, and develop and build out their own fabs. And they'll find ways to copy the ASML technology. And at the end of the day, there's a lot to put together.