Episode Details

But China discounts energy costs for a chip company by 50%. That's right. They provide free transportation for employees to come out to the factory.

但中国会将芯片公司的能源成本打五折。没错。他们还为员工提供免费的上下班交通，让他们去工厂。

That's right. I mean, you don't, you can't do that. Our energy cost is more expensive than theirs in the first place.

没错。我的意思是，你不能、也做不到这样。首先，我们的能源成本本来就比他们贵。

Absolutely. And then they discount it 50%. And so it's probably, we'll probably call it four to eight times the cost.

确实如此。然后他们再打五折。所以我们这边的成本可能要高出四到八倍。

So tell me, how do you feel about this great competition with China? I mean, the government is putting enormous resources underneath their champion. We don't do that in this country. You know, how do you feel about that?

那么告诉我，你怎么看待与中国之间的这场激烈竞争？我的意思是，中国政府在他们的“冠军企业”背后投入了巨大的资源。而在我们国家，我们不会这么做。你怎么看？

Well, before I get there, don't let me not answer that question. I'm dying to answer it. But let me handicap the next two layers.

好吧，在我回答之前，你别担心，我一定会回答这个问题，我非常想回答。但让我先分析接下来的两个层面。

The model layer, the model layer, United States frontier models, our frontier models are unquestionably world class.

首先是模型层，模型层。美国的前沿模型，我们的前沿模型毫无疑问是世界一流的。

We are probably, call it six months ahead. However, out of the 1.4 million models, most of them are open source. China is well ahead, way ahead on open source.

我们大概领先六个月左右。然而，在全球 140 万个