E-nonymous

Chinese-American, lawyer, liberal.

Views are my own.

[E-nonymous @EnonymousAcc]

@yarbatman We are getting Iraqi WMD’ed again

[E-nonymous @EnonymousAcc]

@yarbatman Except very rarely, war is not a popular mandate. Hawks have spent decades honing the craft of shaping the narrative and commandeering the institutions *against* the will of the people.

[Esfandyar Batmanghelidj @yarbatman]

Because hawks are not political actors, they are bureaucratic actors.

They were never that interested in generating a political mandate for their interventionism. They focused on commandeering institutions to advance their world view and aims.

What looks like wind in their sails is actually just the grinding momentum of a U.S. government that really only knows how to wage war,

War is the mission irrespective of the mandate. The hawks made it so.

[E-nonymous @EnonymousAcc]

@TheStalwart @LJKawa Really we are talking about Malaysian datacenters. The smuggling allegations are not about the legitimate datacenters about as much as voter ID is not about the legitimate black vote.

[E-nonymous @EnonymousAcc]

@TheStalwart Hawks knew that if they didn’t fan the flames, we might have peace. You see this with the Jensen saga too. Now we have a new set of scandals to be outraged about.

[E-nonymous @EnonymousAcc]

@unusual_whales Must be a master contortionists, the knots he had to tie himself into to write that

[E-nonymous @EnonymousAcc]

@therajmahal_1 @TheStalwart @SemiAnalysis_ The hawks argue this. Industry finds it convenient if it wins legislative support, but hawks are going too far right now

[E-nonymous @EnonymousAcc]

@policytensor they’re just going around in circles so you play whack a mole. All the hands are weak; they just want to force a fold because it *looks* overwhelming.

[E-nonymous @EnonymousAcc]

@teortaxesTex You can watch these accounts trial ballooning different theories of responsibility to see what sticks. It’s very savvy and sophisticated actually

[E-nonymous @EnonymousAcc]

@cszabla She’s been pretty anti-China since getting elected. Which is annoying, because it wasn’t something she campaigned on at all.

[Anissa Gardizy @anissagardizy8]

NEW: In a tense late-summer meeting, Jensen Huang called his Chief Financial Officer Colette Kress a “deer in the headlights.”

His concern: Nvidia’s plans to fund the AI boom with its balance sheet were running into problems. He needed to figure it out.

He called her a “reporting CFO,” not someone who could help him define a strategy or make decisions.

With @RWhelanWSJ for @WSJ

https://t.co/V0gmpNYD2z

[E-nonymous @EnonymousAcc]

@modestproposal1 @EconomPic 💯. Those clips for the docks are awesome

[Paul Triolo @pstAsiatech]

US Justice Department has not concluded Alice Huang was Chinese spy, Blanche says - https://t.co/ibonv7OGVO

[E-nonymous @EnonymousAcc]

@EconomPic Clearly this is a pricing dislocation just waiting for arbitrage

[E-nonymous @EnonymousAcc]

@EconomPic If you pick will not, then the second statement is automatically true. This means options 3/4 should have equal probability.

[E-nonymous @EnonymousAcc]

@guan @policytensor @FT There is a really dangerous view that national advancement is America’s to give or take away, and this just doesn’t feel true.

[E-nonymous @EnonymousAcc]

@guan @policytensor @FT But the hawks are presuming we can stop China’s advancement. This feels like short term benefit for long term estrangement.

[E-nonymous @EnonymousAcc]

@arpitrage Not convinced chip bans do much other than antagonize

[E-nonymous @EnonymousAcc]

@policytensor @FT One wonders if we even treated our actual enemies with such zealous hatred in WW2

[E-nonymous @EnonymousAcc]

@policytensor @FT It’s quite clear they want to nationalize it and make sure no one who is sympathetic to China is involved. Hence Jensen’s removal.