DC-based journalist, writer & analyst. Author of House of Huawei: The Secret History of China’s Most Powerful Company. [email protected]

Washington, DC
Joined May 2009
Enjoyed writing this piece for @BW, which explores how success for chipmakers like TI / Intel / TSMC has historically come about with the help of focused govt initiatives + symbiotic relationships w/ strong customers. These factors are now present in China bit.ly/4xLrkoX
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Had a great time chatting w/ @lauryndsw @CSIS_Tech about what it means for SpaceX & Huawei to suddenly be competing head-to-head in AI chips. The structural similarities btwn the two companies allows us to really compare the US & China innovation models csis.org/podcasts/cache-me-i…
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Both SpaceX & Huawei operate w/ vertical integration, private ownership, govt R&D funding & visionary founders obsessively interested in how to more effectively manage engineers. They have two of the best track records of hitting innovation targets under political pressure.
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With these similarities, it will be a real test in the coming months and years of how the US and China innovate, as the two companies both work on one of the most high-stakes areas, AI chips
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Eva Dou retweeted
📢 Don't Miss Tomorrow a live discussion on building an American economic pressure doctrine to more effectively leverage economic tools such as sanctions, export controls, and tariffs. 🎙️ @evadou 🎙️ @RichardMNephew 🎙️ @EmilyKilcrease1 🎙️ LtCol Mary Hossier
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Beginning to dig into Korean Messiah, @JChengWSJ’s epic tome on the influence of Christianity on North Korea’s governance & national psyche. this illustrated character guide is v cool. How religion and ideology impact politics is a relevant theme today
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Most amazing AI play to date. Shoe company Allbirds ditches shoes to go all in on GPUs ir.allbirds.com/news-release…
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This is a big deal. Chipmaking requires inspired long-term planning & sustained innovation over decades; Elon has proven the rare ability to do this with his space biz. While Intel is no longer the global leader, it’s the U.S. frontrunner w/ a mandate to catch up. One to watch.
Intel is joining Terafab! SpaceX, @xAI, and @Tesla are launching the most epic chip-building effort ever - combining logic, memory, and advanced packaging under one roof → terafab.ai
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There’s been a wealth of insightful and groundbreaking new books about China this past year. I’ve really enjoyed reading some of these titles already, and looking forward to reading the rest. Congrats to @EmilyZFeng @JosephTorigian and the others! chinabooksreview.com/2026/04…
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Join @EmilyKilcrease1 @RichardMNephew & me on April 23 for a discussion at CNAS on the history & future of U.S. sanctions & other economic pressure. Emily's new report raises interesting Q's about what US goals should be, & how to define success or failure hititwithyourbestshotvirtual…
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I’ll be in Toronto early next month to speak about the history and growth of Huawei and China’s high-tech industry, alongside the fantastic @JosephTorigian and @onglynette. If you’re in the area, give me a shout! munkschool.utoronto.ca/event…
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Looking forward to moderating at SCSP’s summit tomorrow on AI in education, a key issue as the U.S. prepares its workforce for the massive technological changes ahead. You can register here:
We’re excited to announce that @JeanneMeserve and @evadou will be moderating key sessions at the #EducationSummit this Wednesday! They’ll be leading the dialogue that will help chart a national strategy for U.S. leadership in AI for education. The AI+ Education Summit is where the strategy for an AI-ready workforce is put into action. Don’t miss it. Seats are filling up so make sure to register now. Also check out the full schedule here: scsp.ai/ai-education/
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“House of Huawei” has been shortlisted for the Lionel Gelber prize for a book on foreign affairs. It is a testament to the important role that technology is playing in diplomacy and geopolitics in this moment we live in, and how our inventions are mirrors for our aspirations.
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It’s been the honor of a lifetime to work alongside some of the most talented journalists in the world at WaPo. I’ve been inspired so many times these past six years by my colleagues’ kindness, resourcefulness, bravery, wisdom and devotion to the daily pursuit of truth.
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As this chapter closes, I’m excited for new adventures and projects ahead. Would love to connect and reconnect! [email protected] / signal evd.10
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A retiree wrote this email to a DHS attorney. Within five hours, DHS demanded Google turn over records for his account. A Kafkaesque form of domestic surveillance, intimidating Americans for lawful speech. New from us at the Post: washingtonpost.com/investiga… @JohnWoodrowCox
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ICE has launched a nationwide program for plainclothes paid contractors to track 1.5 mln undocumented immigrants through surveillance technologies and in-person observation/time-stamped photographs. DHS confirms the program began in December.
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The lead contractor, a subsidiary of France’s Capgemini, whose contract is worth up to $365 million over 2 years, said Thursday its contract is “is not, as of today, being executed” after pressure from French officials to provide transparency on what exactly its contract entails
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They will receive differential incentive pay if they verify an individual’s location within 7 days or 14 days. “The overall desire is to complete cases as quickly as possible,” ICE told contractors. “The incentive structure is intended to reward for rapid completion.”
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