"I wouldn't say AI is commoditized. I would say the underlying pioneer model, foundation model, that is trained with a huge amount of money, is more commoditized." -- Kai-Fu Lee
"Tariffs are taxes." "Tariffs are regulations." "The US issues the reserve currency, so it’s always higher margin to print 100 cents on the dollar, than to grind out a screw for 1 cent on the dollar."