China has a million people working on AI 24/7. The US has 20,000. Export controls are accelerating their self-sufficiency. Are you helping America win or teaching China to build without you?
You are accelerating China's self-sufficiency by forcing them to build what you will not sell them — and handing them the trophy with your own hands.
Let me tell you what keeps me up at night, and it's not the $15 billion in lost China sales. It's the bifurcation of the global AI ecosystem. Last November in Taipei, I told a room of the world's most powerful tech executives something tha...