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00:00Amjad, what do you think? Does it matter who wins this arms race or is it just a race to the bottom?
00:08I don't think that there's going to be much daylight between the country, especially China and the US.
00:17You know, when OpenAI announced the state-of-the-art models and perhaps September, the O1 models, those reasoning models,
00:25it took China about three or four months to replicate that through the DeepSeq R1 model.
00:33And I think now we have the O3 model. I predict that DeepSeq R2 is going to be of similar capabilities.
00:41And the interesting thing is like China became the leading or the Chinese labs became the leading open source labs.
00:48So Chinese labs are actually open sourcing the technology that they're building versus, you know, what the OpenAI sort of, you know, used to be open source.
01:00And so I think that, I don't think there's going to be much daylight.
01:04I think they're going to arrive at these technologies within a few months of each other.
01:08I think they're going to arrive at each other.