@SemiAnalysis_ If you told me five years ago that Ajinomoto was AI infrastructure and today that Lego was making AI chips, I’d have believed the second one first
Jensen Huang, Nov 2025:
“If you ask me who’s going to win the generative AI race in the next 5-10 years — China is going to win. Period.”
“They have one million people working on this 24/7. We have maybe 20,000 in Silicon Valley.”
“They’re not going to quit. The more you sanction them, the harder they work”
@BillAckman The average voter isn’t asking: What if China wins superintelligence?
They’re asking: Will I still have a job in five years?
Either address the job displacement concerns or make the geopolitical stakes tangible. Right now we are doing neither.
@elonmusk When your moat is network effects rather than proprietary code, open sourcing gives you more advantages. More companies should follow this playbook