David retweeted
Every politician is fine with Sam Altman raping his sister and murdering a whistleblower but an Asian CEO has some affairs with adult women and suddenly we’re supposed to care
lmfao you can’t make this shit up
From @WSJopinion: Jensen Huang’s resignation from Nvidia was necessary, but it also does regrettable harm to the company and America’s AI industry. Maybe that was China’s plan.
on.wsj.com/4k9p4V2
David retweeted
Everyone is obsessed with “sleeper agents” in open weight models. No one wants to talk about how the AI labs have an even stronger backdoor: they control the API. They can literally do whatever they want, whenever they want.
David retweeted
So, the "Chinese spy" was not actually a spy, and the whole story was racist fear-mongering about China
David retweeted
News: The US intel community is still working to understand the relationship between a Chinese businesswoman who had an affair with Nvidia CEO Jensen Huang and the Chinese government, with multiple sources telling CNN that the intelligence collected on her to date does not prove that she was acting as a spy for Beijing.
cnn.com/2026/11/12/politics/…
First it was Jensen, and now these bastards are coming after Hugging Face, using uncensored models as their excuse.
Stop trying to take away our sovereignty.
In other bad news for Nvidia: @stokel found that Hugging Face, which Nvidia recently agreed to acquire, appears to be hosting a load of models that could be used for cyber attacks.
transformernews.ai/p/hugging…
Readers added context they thought people might want to know
This is a disingenuous take designed to be alarmist. All models capable of defending against cyber attacks are, by their very nature, capable of performing them. Hugging Face, itself, had to use such a model when OpenAI attacked them and then frontier models refused to help. fortune.com/2026/07/20/hug… finance.yahoo.com/video/hugging-…
time is a flat circle
"Huang repeatedly seized on the prospect of a stronger Huawei in his lobbying campaign in Washington, arguing that US export controls would only accelerate the development of Chinese competitors.
He described Huawei as “one of the most formidable technology companies in the world” and warned that restrictions on Nvidia’s sales risked handing the Chinese group a vast domestic market.
Advocates for greater chip controls in Washington have accused Huang of exaggerating Huawei’s capabilities to advance Nvidia’s commercial interests. More restrictive measures are on the way, with a law to stop Chinese companies remotely accessing chips overseas already making its way through Congress.
George Chen, partner and chair of digital practice at Asia Group, said that Huang’s assessment on Huawei — even if it was premature — will probably ultimately be proved correct."
ft.com/content/3efa9733-fbb4…
David retweeted
So, what is this really about? Why did most of the bourgeois media outlets declare her a spy? There is a story here and its not about some moralistic nonsense about infidelity in a society that protects Epstein predators.
US Justice Department has not concluded Alice Huang was Chinese spy, Blanche says reut.rs/4zdZ3HV
Scott Wiener and Chuck Schumer's messaging is perfectly aligned and obviously coming from the same source.
Democrats are now in power, and going straight to Neocon bullshit. And their only critique of Trump is going to be that he *isn't enough* of a warmonger.
Despite Jensen Huang’s resignation, Congress must demand answers from Mr. Huang and others at Nvidia about how they may have put U.S. national security at risk.
The Trump administration must also answer for what it did once it learned about Mr. Huang’s relationship with a suspected Chinese intelligence asset. Were government officials told not to investigate because of Trump’s relationship with Mr. Huang? What did Trump know when he personally invited Mr. Huang aboard Air Force One?
Americans deserve to know that those at the highest levels of power are putting America first, not their bottom line or their personal friendships.
David retweeted
Well well well.
Now comes CNN to report that US intelligence hasn’t actually assessed that Jensen’s girlfriend is a Chinese spy.
So why did the NYTimes, WSJ, Economist all simultaneously print otherwise with zero evidence to support their claims? Who are they working with and for?
News: The US intel community is still working to understand the relationship between a Chinese businesswoman who had an affair with Nvidia CEO Jensen Huang and the Chinese government, with multiple sources telling CNN that the intelligence collected on her to date does not prove that she was acting as a spy for Beijing.
cnn.com/2026/11/12/politics/…
David retweeted
Sometime in 2027 they’re going to pressure huggingface on the distribution of Chinese models
They will use the argument that Chinese models are built off stolen American IP (tokens)
The digital version of the argument they use against Huawei GPUs
David retweeted
Yeah i was wondering what would have happened if someone in Jensen’s position with his views led a squeaky clean private life
This seems pretty plausible if the regime wanted him removed but lacked a sufficient pretext, considering they do nothing about the Epstein criminals
David retweeted
Meanwhile DeepSeek founder Liang Wenfeng:
• “AI is large enough that it might eventually account for 10% of human GDP. You cannot monopolize such a thing. You must share it with others, or you won’t survive. If we tried to monopolize the benefits, we would be discarded by history. This is an objective law, a historical perspective.”
• “Those who take more get beaten by those who take less. You don’t even need to actually be taking more. If your ambition is to take more, you will be beaten by someone whose ambition is to take less.”
• “If your vision is to take more, you’ve already lost; you may face even greater difficulties. That’s just the way the world is.”
• “We must not imagine that we can claim a certain percentage of the world’s GDP for ourselves — the more you cling to that idea, the less likely you are to succeed. … The more restrained you are, the more likely you are to achieve AGI.”
Interesting remarks Anthropic made in a meeting with the sell side:
- Anthropic has the stability and the better talent that open source lacks.
- The AI market is winner take all. As long as we execute properly, we will take all of it.
- The contract with SpaceX will not be extended beyond the middle of next year.
- Developing Opus 5.5 cost more than $10 billion.
Readers added context they thought people might want to know
The remarks are unverified second-hand notes from a Barclays analyst call on Anthropic meetings, not official statements. Poster corrected $10B cost to full Claude 5.5 family; filings show SpaceX deals extend to 2029 but terminable after early 2027 on 90 days notice.
x.com/jukan05/status…
fourweekmba.com/ai-anthropics-…
sec.gov/Archives/edgar…
David retweeted
It’s like watching someone cut their own brake lines. “No you don’t get it. This helps me go faster than the other dude”
David retweeted
The best proof you're going to get that the press is playing a very dubious role in the Jensen Huang saga.
How can you say someone's head "must roll" on the strength of an allegation - that Alice Huang is a spy - that nobody has backed with a single piece of public evidence and which is almost certainly false (see nitter.gq/RnaudBertrand/status/2…)?
It's absolutely crazy when you think about it: journalists simultaneously accuse him of something they themselves admit they have not verified - only been told about by anonymous US intelligence officials - yet demand he pays for it with his job. Especially ironic in the case of The Economist which named Jensen as their best CEO of the year 2023 (economist.com/business/2023/…).
As I wrote on day 1 (nitter.gq/RnaudBertrand/status/2…) the only people in this story we can actually watch - in real time - acting as intelligence assets are journalists. Exactly the same mechanism as Iraq's WMD story: all based on unverified claims by US intelligence yet with the media more than happy to act as their megaphone and attack dogs. We don't learn...
Jensen Huang must go
We argue in @TheEconomist that his position is untenable
"Like many powerful leaders, he came to believe that he was too important for the normal rules to apply to him."
But he is not the only one. Howard Lutnick has failed to stem the flow of chips to China. More heads should roll
David retweeted
Lmfao
NVIDIA appoints Chief Financial Officer Colette Kress as interim CEO following Jensen Huang’s resignation.
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