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Alex Yang

Alex Yang

Jul 8, 2026

53:04
That's, uh, that's interesting.
53:06
J- j- just to quickly add on two, two things, uh, related to what Angela said, uh, to, to amplify the idea of, uh, the Chinese, uh, government is actually trying to nurture ecosystem, right? One idea is, uh, the, the, the thing, the system, the, or the format is called, uh, HydroCompute, right? The idea is when I use a large language model, I'm not building my data center based on o- only a media chip or only on Huawei chip.
53:32
I'm actually going to have a open architecture so that I can plug in chips from different, uh, companies, right? This whole idea is really about, uh, opening up a, a, a ecosystem.
53:45
And, uh, the other idea about this, uh, very small minority stake is, uh, really, uh, f- from a, a finance perspective, they're sort of diversifying, uh, their own portfolio, right? By betting on the whole industry instead of picking on a, a specific winner.
54:02
And this also aligns their incentive i- in the sense that I'm not so emotionally or economically attached to this one company.
57:21
Right.
57:21
I don't think about whether, uh, this war, thi-this as a war.
57:25
Uh, I think this, uh, this as a collaborative environment, a collective, uh...

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