Like, yes, you can become monomaniacally focused on how data centers benefit from there being more electricity.
But so do steel mills and EV owners and people who want to sell heat pumps and folks who enjoy having the lights on at night. Electricity is very useful.
The large decline in NVIDIA's stock price suggests that the marginal product of at least some CEOs is extremely high--often well above their compensation which can be restrained by norms.
Absolutely insane that the Department of Commerce still refuses to place Megaspeed on the Entity List, despite knowing it is run by Chinese spies. It's difficult to draw any other conclusion from this than that Commerce leadership is just utterly uninterested in protecting US national security. Totally disqualifying.
Also, Megaspeed is undoubtedly only the tip of the iceberg. Commerce needs to urgently fix the gaping hole in US export controls that Southeast Asia represents, and at a minimum impose a license requirement for the entire region, and likely for all large-scale orders to untrusted companies like Megaspeed. The fact that Commerce refuses to even block shipments to companies known to be running by Chinese spies is a total dereliction of duty.
And Nvidia claims that they placed Megaspeed on their "block list" and stopped shipping to them in 2025. But if that's the case, why is Megaspeed still listed on Nvidia's website as an official cloud partner? And did Nvidia also stop shipping to Speedmatrix, Megaspeed's subsidiary in Malaysia? This denial doesn't add up at all.
The AI race with China is all about who has the best and most chips. There are four main ways China gets access to chips:
1.) Buying them directly from US companies like Nvidia.
2.) Illegally smuggling them from other countries into China.
3.) Accessing them remotely through the cloud from data centers located in places like Southeast Asia.
4.) Building their own domestic chips in China.
The Chinese military has used advanced chips to further its capabilities while undermining our national security, and the Chinese government has used these chips to strengthen its totalitarian surveillance project.
Congress has a generational opportunity in this year’s NDAA to pass bipartisan bills that would address all four of the pathways through which China acquires chips.
While we need a full assessment of the damage done to our national security by recent revelations, we can begin today by setting a better course.
No excuses. No apologies. Let’s get this done.
Flagging for @jeffhauser. What do you think of an astroturfed campaign paid for by, presumably billionaire donor oligarchs, paying influencers to oppose this bill? Do you want to follow the money?
@ECaliberSeven Everyone is saying that Osborn underperformed because voters caught on to his fake independent brand.
But does this suggest that Osborn actually did better in 24 compared to 26 because Harris at the top of the ticket mobilized Dems who were lukewarm about Osborn to vote anyway.
The morning after the WI primary two journalists at the NYT reached out to me the day after to ask about why polls missed, for a *primary*
We just witnessed the *largest average polling error in a general election* in my lifetime and there's not a single article by them on this.
So, the current position of the NVIDIA board is that there’s “no reason to believe that national security was compromised” by Jensen Huang having an affair with a Chinese spy.
wtf?
Log loss / brier score of correlated outcomes is not very useful aghhhhhhhhh. Publish (some approximation of) the joint log likelihood of the total results!
the school of thought that says "we shouldn't make it easier for the government to build things because the government might build bad things" has resulted in bad governments building bad things and good governments building nothing
it's time we tried something different