The Future of Generative AI

When the October 7 restrictions were laid out, it was very much like, look, this is a national security thing. Now that generative AI is really going to hit in the next coming months and years, it ends up likely having a much larger sort of broader public commercial impact than just the dual use things that the original regulations were ostensibly focused on. So even if the pain initially with those export controls was only on the margin, you saw some companies trying to like read you get their chips to just get under these thresholds. And whatever that ends up meaning is going to have a real a real impact and put back some of the things we've been talking about in China talk over the past