In short: The "piranha pool" open-source example: feed stolen Western code into a Chinese open-source model like Kimi and "the value of that collapses" — the national-security + CapEx threat that could trigger the next DeepSeek-style shock to big tech.
20:56Imagine a piranha pool in China, open source. Kimi, for example. You can feed the tech. All of a sudden, you're ripping off all of our national, it's not just national security, but it's also CapEx. You feed into open source and then all of a sudden, the value of that collapses. And so yeah, I think there's a war of security that's going to happen with AI because the Chinese are famous for stealing, right? They've been, for the last hundred years, they've stolen a lot of different technologies, right?
In short: The China platform "distilling" Claude's code into open source — the mechanism of the AI IP theft he's flagging.
Kimi is a Chinese AI platform. He describes it as the mechanism of the alleged copying — the tool used to "distill" Claude's code and release it into open source. It's the concrete example behind his warning that China's IP theft is quietly eroding the value of America's AI investment.
41:27And one of the things that's been creeping in the last couple of days is the tension the this rage raging tension between the United States and China. And there's a whole bunch of there's a military tension in terms of China's support for Iran, but there's also tremendous tension around intellectual property. And there's there's a device called Kimmy, you know, a platform called Kimmy, um which is in China, where they're rating Claude and throw up they're actually rating the technology.
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