China's AI economy is challenging the supremacy of the US and it is closing the gap from a performance and an innovation point of view. How should we approach uh the China AI space as investors. >> Well, uh first of all, we simply assume that they're capable of uh staying closely behind the frontier models in the US partly because of the dillation.But you know unlike uh you know the arguments from some of the market participants we don't think this relation is something that you can avoid for the foreseeabl ...