Chamath Palihapitiya (65:42)
They're. Look, here's a. They're pro. They're just the way that the Chinese models work, the Chinese claim. So America's closed source, meaning you got your own thing. Your recipe is completely secret, right? Okay, I have my own thing. My recipe is totally secret. China uses this word called open source, but it's not open source. So they say, here's how I make my thing. You can see it super transparent. What it is, is more like open weights, which is like in a recipe, it tells you you need sugar, you need butter. Well, how much sugar? And they'll say, so much. But then they don't say it's brown sugar, they don't say it's white sugar. So there's all these different ways where they kind of give you this perception that it's completely transparent, but it's somewhat transparent. So just a level set. Nobody in the world has a functional open source model other than maybe Nvidia, which is any good in the league of the closed source models and the open weight models of the Chinese. Okay? So the Chinese open weight models are great, the closed source models of America are great. And then there's a couple open source, like fully open that are kind of catching up. The thing between America and China, what I find so fascinating is this following conundrum that everybody is going to find themselves in. I think, like, if you think of like an analogy, America's like a planet, China's like a planet, and around us are these moons. And I'm just using the AI analogy. So in AI, what do you need? I think there's like four or five things you need. Okay? The first thing you need is a fuck ton of money. So we need essentially the banks, right? Like the Game of Thrones thing. We need, like, we need. We need the Iron bank, right? Feed us the money, because that's what we use to buy everything and make everything. So we need that. We need a ton of data, okay? There's ways to get that. We need a ton of very specific rare earths and critical metals and materials. We need a ton of power. And there are specific countries that are going to be really good at giving that to us. So if you look at the uae, they are going to be the preeminent banking partner of the Western world. They are going to replace and be what Switzerland was over the last 50 years for the next 50. That's happening today. If you look at Canada and Australia, the small political fissures aside, they are the two most important ways in which we get access to the critical metals and materials that without which we get fucked. Because China owns, you know, can just strangle us. Okay? So you have these like moons around the United States, but there's like five countries, six countries. And there's a worldview that says in China has the same thing. You know, they have Taiwan. That's complicated for us. So now we have a moon that we don't really have an answer for, which is what happens for all these super advanced chips. Where do they get their money? Maybe Russia becomes their bank. Where do they get their critical metals? Maybe it's Indonesia, right? Who has a ton of natural resources and then you get into this game theory, which is what happens to every other country. Because there's 190 countries, you have 10 that kind of divide up. What do the other 180 do? And you have to kind of sort yourself. You're like, am I on Team America or am I on Team China? And you probably have to go to people and say, well, here's what I can give you. You know, if you're Indonesia, you're like, you probably want to be on Team America quite badly. This is why the whole Trump tariff thing is so interesting. Because it's like this accidental way of figuring out that this is actually this new sorting function that's happening in global politics. Like that's happening today. Because these countries are like, holy shit. If somebody invents a super intelligence and I don't have it, how am I going to keep my people healthy? How am I going to educate my people? Like, I'm originally from Sri Lanka. What the fuck does Sri Lanka have to offer? Like, if you were sitting there, they should be thinking, oh man, what? What do I have? Well, I have a critical piece of territory for like naval navigation. And then what do you do? You probably go to America and say, listen, let's figure out a package, get the IMF involved, give me some cash, I'll let you kind of keep your warships there. So there's this game theory that we're about to go through because of AI, because it's going to, I think, sort people into these bipolar world. I actually think it makes us safer afterwards. I don't think it makes us less safe. I think it actually makes us more safe. Because if you have these resources that build up on both sides, there's more of a likelihood of a mutual detente. And we're very different, so we're less likely to fight over similar resources. Meaning we're like the liberal democracy, we're like the free market. We're individualists. They're Confucian society oriented, reputation power focused, less really money focused. So there's a lot of ways we're orthogonal enough where if that sorting function happens, it's probably a safer place, not a more dangerous place. We have the models that can attack them, they have the models that can attack us. We kind of decide to leave each other alone. Starting a business can seem like a daunting task unless you have a partner like Shopify. They have the tools you need to start and grow your business. From designing a website to marketing, to selling and beyond. Shopify can help with everything. You need. There's a reason millions of companies like Mattel Heinz and Allbirds continue to trust and use them. With Shopify on your side, turn your big business idea into sign up for your $1 per month trial@shopify.com specialoffer this
