How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI @DavidSacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.