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Now is a good time to revisit some old clips of Jensen trying to mislead people on why it's okay for NVIDIA sell AI chips to China. This was the key moment from his interview on @dwarkesh_sp's podcast (time stamp 57:36): 1. Dwarkesh asks why it’s okay to sell NVIDIA chips to China given the national security implications of AI models like Mythos. 2. Jensen gives a misleading answer, arguing that it’s okay to sell American chips to China because China already produces 60% of the world’s chips. 3. But as Jensen definitely knows, compute is measured in flops, not number of chips. 4. Dwarkesh then pushes back, pointing out that on a flops basis, China has 10% of the compute the US has, and giving them more compute would change their cyber capabilities. This is a common pattern with Jensen. He's developed talking points that sound plausible to a non-technical audience about why there is no conflict between NVIDIA's financial interests and US national security. But on the rare occasion when he's interviewed by someone like Dwarkesh who knows what he's talking about, it immediately becomes obvious that he's spouting nonsense.

I’m afraid to ask what they are trying to distract us from….

Apparently there’s a lady named Dana White who is an DoD public affairs assistant and I guarantee you someone recommended her to Trump and he thought they meant UFC Dana White and nobody is allowed to correct him lol

The story keeps getting crazier. To recap everything that has been reported so far: - The US intelligence community discovered that Jensen Huang, the CEO of the largest company in the world, was sleeping with Alice Huang, a Chinese spy and an executive at Megaspeed. (FT) - Multiple independent investigations have concluded that Megaspeed is likely a Chinese cutout, which helps Chinese companies access AI chips or circumvent export controls. (NYT and Bloomberg) - The US intelligence community also concluded that Alice Huang’s goal was to convince Jensen to lobby the U.S. government to loosen export controls on advanced AI chips. (NYT) - The intelligence community relayed this information to “a small group of top US government officials” earlier this year. (FT) - Over the last year, Jensen Huang has repeatedly lobbied the U.S. government to loosen export controls on advanced chips. @BISgov has done so, not only by permitting the export of H200 chips to China, but also not enforcing export controls that would have required a license for exports of the most advanced Blackwell chips to Megaspeed and Southeast Asia. - Although @CommerceGov leadership was presumably briefed on this information by the U.S. intelligence community, @BISgov has taken no actions to tighten controls on Megaspeed or Southeast Asia. - Megaspeed remains a preferred cloud partner of Nvidia, and continues to receive Nvidia Blackwell chips despite employing a Chinese spy who reportedly is romantically engaged with the CEO of Nvidia. - Tens of billions of dollars worth of AI chips have been exported to Southeast Asia this year alone, and Malaysia and Singapore are now two of the four largest importers of AI chips in the world. What is going on here??? We need answers. The question of who gets the most advanced AI chips in the world is literally the defining strategic question of our time. And not only does it seem like the MSS may be directly influencing the debate on export controls in the United States, but also @CommerceGov is refusing to listen to the warnings of the IC on this issue. What is a POSSIBLE good explanation for why Megaspeed is still receiving chips? Why is there not a license requirement for AI chip shipments to all of Southeast Asia? This is beyond strange at this point. The fallout from this story will be massive. Obviously, the motivations underpinning Nvidia’s policy views opposing export controls must now all be questioned. But also, how did @BISgov sit on this information and has still taken no actions? We need answers.

The story keeps getting crazier. To recap everything that has been reported so far: - The US intelligence community discovered that Jensen Huang, the CEO of the largest company in the world, was sleeping with Alice Huang, a Chinese spy and an executive at Megaspeed. (FT) - Multiple independent investigations have concluded that Megaspeed is likely a Chinese cutout, which helps Chinese companies access AI chips or circumvent export controls. (NYT and Bloomberg) - The US intelligence community also concluded that Alice Huang’s goal was to convince Jensen to lobby the U.S. government to loosen export controls on advanced AI chips. (NYT) - The intelligence community relayed this information to “a small group of top US government officials” earlier this year. (FT) - Over the last year, Jensen Huang has repeatedly lobbied the U.S. government to loosen export controls on advanced chips. @BISgov has done so, not only by permitting the export of H200 chips to China, but also not enforcing export controls that would have required a license for exports of the most advanced Blackwell chips to Megaspeed and Southeast Asia. - Although @CommerceGov leadership was presumably briefed on this information by the U.S. intelligence community, @BISgov has taken no actions to tighten controls on Megaspeed or Southeast Asia. - Megaspeed remains a preferred cloud partner of Nvidia, and continues to receive Nvidia Blackwell chips despite employing a Chinese spy who reportedly is romantically engaged with the CEO of Nvidia. - Tens of billions of dollars worth of AI chips have been exported to Southeast Asia this year alone, and Malaysia and Singapore are now two of the four largest importers of AI chips in the world. What is going on here??? We need answers. The question of who gets the most advanced AI chips in the world is literally the defining strategic question of our time. And not only does it seem like the MSS may be directly influencing the debate on export controls in the United States, but also @CommerceGov is refusing to listen to the warnings of the IC on this issue. What is a POSSIBLE good explanation for why Megaspeed is still receiving chips? Why is there not a license requirement for AI chip shipments to all of Southeast Asia? This is beyond strange at this point. The fallout from this story will be massive. Obviously, the motivations underpinning Nvidia’s policy views opposing export controls must now all be questioned. But also, how did @BISgov sit on this information and has still taken no actions? We need answers.

New - 2028 Republican primary 🔴 Vance 38% (+3) 🔴 Rubio 17% (+2) 🔴 Trump Jr 14% 🔴 DeSantis 7% (+1) 🔴 Haley 4% (+1) McLaughlin (D) - LV - 11/5

Trump has signed an executive order preventing future presidents from changing Oval Office, per BBC

165,000 jobs added. Unemployment down to 4.1%. Sounds like a great jobs report, provided you stop reading after the first paragraph. Let's break down the story being told about these numbers. 356,000 more Americans are working part-time because business slowed and their employers don't have enough hours for them. They want full-time work. It's the biggest one-month jump in that category all year. The number of people who "could only find part-time work" barely moved. Nearly the entire increase came from people whose hours were cut because business was slow. Rank-and-file private-sector workers are averaging 33.8 hours a week. A raise looks awfully nice on paper until the hours disappear. Now look at the hiring. Temp agencies added 18,600 jobs. That's more than a quarter of the 70,000 jobs added in professional and business services, the sector that led the report. How convenient. Hire people without making much of a long-term commitment. Keep the flexibility to send them packing when business gets uncomfortable. The broader U-6 unemployment rate rose to 7.9%, even as the headline rate fell. That broader measure includes people who want full-time work but can't get it, along with people on the margins of the labor force. Employers are adding temporary workers while more Americans are stuck with part-time hours. That's a rather telling combination if you ask me. Companies aren't stupid. They're keeping their options open. 165,000 jobs added… a beautiful number for the headlines. Not quite as beautiful when you look at what's actually landing in people's paychecks. Celebrate if you like. This number gets revised twice more. July was first reported as a gain of 21,000. It's now a loss.

lol. Thats so West Virginia for you. Thats already a law.