China is accelerating its push to become independent of NVIDIA, with Cambricon planning to triple output to a half a million accelerators in 2026.

I fully expect, as I mentioned on the pod in the past, that we're just going to see.

Having an open source model that you can test as you're developing it really closes the feedback loop a lot more aggressively here.

And most of the Chinese models are optimizing around this very sparse MOE type structure

with deep seek and similar arches with Mn kind of acceleration.

So you're getting towards one architecture that they can just engineer and output industrially.

And who's the best at industrial manufacture?

The challenge with China is people don't trust it.

I think we're going to see a Cambrian explosion, no pun intended, of architectures coming out of China now that China has been effectively decoupled from the U.S. tech stack.

So stepping up a level, is this good for humanity or not?

I think the big question is, what does the finish line look like?

Now that's the moonshot, ladies and gentlemen.

Anyway, I'll get us going a second, but what a fun day yesterday.

We were all in Seattle.

Salim, we missed you.

You were in Brazil.

Good morning.

You arrived from Brazil at 6 a.m. this morning.

Yes.

And got an hour and a half of sleep, and so I'm foggy as F.

All right.

Well, hey, that means we all have a shot at you. I'm just back from Rome and Amad's in London. Let's kick off with the covering the world we've got going here. Yeah, fantastic. And Alex is just back from San Diego. Yeah. And God knows. Yeah, I just got back from Vietnam and Japan yesterday.

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