When Huawei first started their global export push, they certainly were not the very best technology in the world. They were subpar compared to Ericsson and Nokia, yet they were good enough, and they were subsidized enough such that they became the default telecom system for a lot of the world. And we've learned a lot of lessons from that, and we take that very seriously when it comes to AI.

And a lot of us who are part of the first Trump administration saw this very firsthand with the telecom wars of that era of what Huawei was able to do globally.

27:53 / 28:38

And a lot of us who are part of the first Trump administration saw this very firsthand with the telecom wars of that era of what Huawei was able to do globally. And at the time when when Huawei first started their their sort of global export push, they certainly were not the very best technology in the world. They were current they were certainly, you know, you know, subpar compared to to Ericsson and Nokia, yet they were good enough, and they were subsidized enough such that they became sort of the the default telecom, system for a lot of the world. And we've learned a lot of lessons from that, and we take that very seriously when it comes to AI. We know there's ambition for the Chinese to export their models and have them be the models that are powering all these different use cases across across the global South and across the rest of the world.

Why this clip

This is a perfect contrarian insight that challenges the assumption that the best technology always wins. The specific comparison (Huawei vs Ericsson/Nokia) and the clear lesson about subsidized 'good enough' technology beating superior alternatives makes this highly quotable. The direct connection to current AI strategy adds urgency.

27:53 - 28:3844sConsequences

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What they said next

There was a 200 page Biden diffusion rule - 200 pages of regulations on the export of semiconductors. We were turning the AI industry models and chips into a highly regulated industry. And the first thing President Trump did his first week in office was rescind all of those initial regulations. The thing that really makes Silicon Valley special is this concept of permissionless innovation.

36:38 - 36s · Bold/Contrarian

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