China
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If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
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OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.
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Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
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Memory Chips and China, Microsoft and Chinese Models
The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models.
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An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.
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Tim Cook’s Impeccable Timing
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
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An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia’s true nature.
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Apple Earnings, Supply Chain Speculation, China and Industrial Design
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.
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Trump Allows H200 Sales to China, The Sliding Scale, A Good Decision
The Trump administration has effectively unwound the Biden era chip controls by selling the H200 to China; I agree with the decision, which is a return to longstanding U.S. policy.
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Nvidia GTC in DC, Qualcomm’s AI Chip, OpenAI’s Restructuring
Nvidia makes its pitch to DC to preserve its CUDA moat, which also explains the challenges facing Qualcomm’s new chip. Then, OpenAI’s restructuring and Microsoft’s collar trade.