AI will drive the adoption of a digital autoarchy model where companies prioritize internal tools and security over relying on external SaaS and shared infrastructure.

“Now with AI, many companies can do something like that. Like a non-Chinese tech company can be like a Chinese tech company where it can have a lot more, let's call it digital autoarchy, okay? You have high tariff barriers on the outside world, so to speak, right? And you just, you know, the build ve”