00:00The big problem that the West is not appreciating is that the reason West is investing so much in CapEx
00:06is because they want to effectively get to superhuman intelligence very quickly.
00:10So almost everybody's saying, okay, you have a model that has 7 trillion parameters,
00:14now we go to 15, maybe at 25, 50, and it becomes self-learning, and it's a reinforcement.
00:20But the reality is you have things like distributive AI, which is actually being worked on in the West.
00:25You have also things which are very different, which is something as simple as quantum computing,
00:30or I would say optical GPUs, right, is another concept.
00:35So you have currently, there was a narrative in the West where you had GPUs of NVIDIA,
00:41and you had a copper connector between them.
00:43Now you have optical compute firms, or optical firms, effectively, that have done very well in the last many kind
00:49of months.
00:49So this narrative will remain, right?
00:52Having said that, if you keep an eye on what's going on on the other side of the world,
00:55also use case in terms of actual uptick of usage,
00:58because it's not like I'm going to run five different AI models together.
01:02I'm going to probably converge to one at some point.
01:04It will eventually cause some kind of a problem in the future.
01:08The second thing that you have to keep an eye on is also robotics.
01:11That's the other aspect, which is going to be the second narrative
01:14that is actually going to start within the Western stack,
01:17which is the Elon Musk revolution of optimists.
01:20And again, something to keep an eye on,
01:22what's happening in China within it versus what's happening in West,
01:25and how deficient is West on it.
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