Elon’s original vision of an open, American AI was right. He could still flip Grok to open source which could be checkmate. Why? If you flip Grok open source, you necessarily move all margins out of the model layer and down into the infrastructure (chips + CSPs) and above to apps. He owns a massive data center build, owns next gen inference AI and owns the most used app (Cursor). So arguably he would make *more* margin by doing this. Then moving the DCs to space makes even more sense.

This is one of the top reasons my mom loves Trump — he understands the dangers of Communism. She’s witnessed those dangers firsthand. Her grandparents owned a store in China, and died of starvation when the Communists took over. It must never take hold in America.

American and European enterprises will ditch OpenAI and anthropic and adopt Chinese models. Here’s why: 1. They can host Chinese models under their own GPUs so it’s still compliant and they would argue they have more control. 2. they will post train with their own data on top of Chinese models. That’s how they build data moat. 3. They will not trust anthropic who will retain their data at any time for “safety” concerns like how they did with Fable and then try to build the same thing like how anthropic did with healthcare and legal. 4. They need to justify their AI spend and ROI. The cure is a reliable America open source model but there is none. After all, if giving away all your data and AI control at the mercy of anthropic and OpenAI means you care about safety and compliance, you are outright stupid.

Reuters: U.S. officials have visited China multiple times and urged the Chinese side to resolve the InP export controls, but China is still causing delays in export approvals. As a result, U.S. photonic chip manufacturers that need InP are facing difficulties. However, China does not appear to be particularly favoring domestic Chinese companies over U.S. companies operating in China. China wants to maintain the bottleneck the U.S. is facing in InP, so most Chinese domestic InP producers are focusing on the domestic market. Chinese InP manufacturers such as Yunnan Germanium and Guangdong Xiandao are both in talks with Chinese authorities to secure export approvals, but even if approvals are granted, overseas shipments are likely to remain limited.

So let me get this straight... A new Tesla can effectively drive itself anywhere in North America (supervised), something no other company here is even CLOSE to rivaling right now... But that's not noteworthy? In fact, you regularly discredit FSD. But BYD shows... whatever THIS is, and you're suddenly in awe of how great the company is. It's disappointing that a dislike for Elon leads to turning a blind eye to all of the incredible work the men and women have done at Tesla. very weird Zack... also congrats on notawheelchair, genuinely very cool.