0:00I think China is beginning to engage in what I'll call AI dumping.
0:03And that is they're going to have a series of open weight models.
0:06About a third of corporations now are supposedly using Chinese
0:09lightweight open weight models that are cheaper.
0:12If I were she, I would just dump cheap AI into the US market.
0:15And the moment large corporations start announcing
0:18they're not engaging these multi million dollar site licenses
0:21with anthropic or open AI,
0:22they're using these inexpensive Chinese models
0:25and the market realizes
0:26that there's no way they can justify these incredible valuations.
0:29I think the US market crashes
0:31cause 40% of the SMP now
0:34is directly or tangentially related to this giant bet
0:37America is making on a.
0:38The majority of GDP growth of the last two years is come from AI. Capx.
0:42If that slows down, you were immediately in recession.
0:46That's such an interesting idea
0:47that if you're sat in China as a leader now you go,
0:49do you know what?
0:49Give Americans cheap AI and you'll kneecap their economy
0:53hundred percent. That's what I would do.
0:54It does make sense, right? It makes a lot of sense.