Brad Gerstner · Altimeter Capital · 10 February 2026
“No. For sure. And in fact, I I hear disturbing things all the time about the Chinese stack making great inroads in The Middle East and in the Southern Hemisphere, etcetera, because, frankly, they're working really quickly to put their chips and their models, their open source models, Deepsea, Kimi k two, Quinn, etcetera, and exporting those to the world.”
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