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00:00Yeah, I was going to ask you, both of you, actually, if you are willing to say who you think is winning the arms race at this point.
00:12I can tell you who's losing it.
00:15Armjad first. Go ahead.
00:18Well, again, I will reiterate my answer that I don't think, you know, there's a particular winner.
00:23I think on the sort of commercial front, obviously, you know, OpenAI and Anthropic are making way more money than any of the Chinese sort of Chinese labs.
00:34But I mean, that's only a matter of time.
00:36You know, China is a really big market.
00:38I think the Chinese labs are going to be able to make a lot of money and reinvest it back into the into the technology.
00:44The only thing I think that might actually hurt China's progress is the regulation around AI chips.
00:51And so, you know, NVIDIA spent a lot of time and money designing this H20 chip to comply with U.S. experts.
01:01And so then then, you know, the Trump administration suddenly changed their mind and said, you actually can't export the H20 chip.
01:11So, you know, if the export controls actually work, which, you know, there's a there's a lot of doubt about whether they work or not.
01:20You know, DeepSeq was able to accumulate large amounts of chips.
01:23So I think that might put the U.S. at a slight advantage.
01:28So I think that might put the U.S. at a slight advantage.