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Excellent conversation. Always enjoy listening to Matt talk about AI and China

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Thanks Jack! Yes, Matt is such a brilliant analyst. I thought his question re whether China will figure something out with trailing-edge chips in parallel with efforts to build something more competitive with stage of the art was super interesting

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Agree. It’s always hard to predict the future. Getting much much harder with the pace of change in the AI and chip worlds.

And thanks for what you do to produce these podcasts. Takes a lot of effort on both sides of the mic! I learn something from every one.

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For sure, I work in this space and there’s just so much going on.

Many thanks for listening!! It means a lot to hear from you and I’m so happy you’re finding the podcast interesting 😊

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