What does NVIDIA really get from Hugging Face—and what is Silicon Valley missing about China?
Zavain Dar, co-founder of Dimension and an early Hugging Face investor during his time at Lux Capital, joins Eric Newcomer to unpack NVIDIA’s open source strategy, the competition with OpenAI and Anthropic, and why his trips to China changed how he thinks about the future of technology.
They discuss China’s AI and biotech boom, the limits of US chip restrictions, and why American startups are building on Chinese models. Plus: Dimension’s Coefficient Bio exit to Anthropic, whether AI can make most human diseases treatable in our lifetime, and why human trials remain a bottleneck.
Subscribe to Newcomer for more reporting on the people, companies, and deals shaping Silicon Valley: https://www.newcomer.co
