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Don't Venture Back Companies in China
In the short term, there's enough momentum in the chinese technology juggenot that it'll carry on steaming ahead. But in the medium term, i think it's going to just be less innervative inventive. I'm not sure that any time soon they're ging to walk back from their current clamton. They want to tell the whole text sector, look, here are the here are the areas you're supposed to play in. You can be in the ai sand pit. You can do semi conductors all you like. And up to a point, v csand ontrepenes can work inside those sand pits. But we all know that innovation consists of