The CEO of the biggest company on earth had never posted on social media in his life. Until this week.

The CEO of the biggest company on earth had never posted on social media in his life. Not a single time in his life until this week when he broke his silence with his very first post. In it, he shared a letter begging the US government not to do something. His name is Jensen Huang and he runs Nvidia. Within hours, his post had tens of millions of views and the biggest names in tech were backing him. This has my full support, said Elon Musk. The CEO of Microsoft agreed and dozens of America's largest tech companies signed the letter itself. So what is so important that the CEO of America's biggest company finally broke his social media silence? Well, he wants to stop the US government from banning OpenAI. No, not the company OpenAI, OpenAI as in open models. The kind that anyone can download, change, and run on their own computer for free. They're called open weight models. Those are the opposite of closed models like the ones powering Anthropic's Claude and ironically, OpenAI's ChatGPT. You can't download those. You can rent access to them, but the companies keep the models themselves locked up. Now, here's some important context. The most powerful open weight models in the world right now are all Chinese, like Qwen and DeepSeek. They've gotten so good and so cheap that they're everywhere now, including inside American companies. On one big AI marketplace, Chinese models are what 60% of American companies use. And that has some people in the US spooked. They want the government to ban these models or at least choke them off on national security grounds because China, after all, is America's biggest adversary. Stopping that ban is what Jensen and many of America's largest tech companies just mobilized to do. So now you've got a fight. On the one side, you have the people who want to restrict these Chinese models. This side is led by America's top two AI labs, OpenAI and Anthropic. Their argument is that the cheap Chinese models are a security risk. They were built partly by copying American models and letting them flood the world would be dangerous. On the other side is everyone who signed Jensen's letter, Nvidia, Microsoft, Dell, and dozens of other companies. Now, here's what's interesting. The letter never says a word about China. It's titled Open Weights and American AI Leadership and it's all about how America stays ahead by backing open models. It says nothing about the fact that today's leading open models are all Chinese. So without ever really admitting it, what the letter really does is defend your right to keep using Chinese AI. It just doesn't say that out loud because please let us keep using Chinese models isn't a great look in Washington right now. Which isn't to say these companies love China. They'd much rather the best open models be American and they'd happily run those. It's just that right now, the best ones are Chinese. So defending open in practice means defending the Chinese one. So that raises the question, why are the biggest companies in tech this committed to open models? Well, because it's good for business. Almost every one of these companies makes more money when AI models are cheap. Take Nvidia. It sells the chips used to train and run AI models. It wants people to use more AI, but it doesn't want a handful of model companies getting so powerful that they start building their own chips and cut Nvidia out, which is exactly what the big labs are trying to do. Cheap, plentiful models reduce the power of the model companies and keep Nvidia at the center of everything. It's the same story for many of the other companies who signed the letter. Microsoft wants cheap AI to run its software and to rent out to other companies through its cloud. The startups building products on top of AI models want their main ingredient to be cheap, not controlled by two labs charging a premium. Free models are good for all of these companies. On the other hand, the companies that lose are the ones selling access to the models themselves, like OpenAI and Anthropic. Their entire business is selling the models and they have a lot to lose if the free ones match or exceed them. Both of them are expected to have huge IPOs soon, so keeping the world convinced that their models are worth paying a premium for is super important to them right now, which is why their warnings that Chinese models are a security threat are a little self-serving. The tech investor David Sacks has said that this is a form of regulatory capture where Anthropic and OpenAI use the excuse of safety to lock the competition out. So anyway, this letter went viral earlier this week and then something funny happened. People started noticing that the two big American labs hadn't signed the letter and as pressure mounted, OpenAI caved and added its name. Of course, that doesn't mean that OpenAI has actually changed their minds about open models. It just means that being one of the last holdouts got uncomfortable enough that signing the letter was easier than getting hit with bad press. So OpenAI has now signed the letter, but as I record this, one name is still missing, Anthropic. Of everyone here, they've been the most consistent about this, warning for years that the most powerful AI models are dangerous in anyone's hands. Maybe they really believe that, but it's also convenient that the safest path happens to be the one that's best for their business. And that's the thing about this whole fight. Whether banning Chinese AI actually protects America or just protects a few companies, almost everyone arguing about it has a reason to believe what's best for them. Anyway, what do you guys think? Is Nvidia or Anthropic right about all this? Let me know in the comments and follow for more videos like these.