1/ It would be malpractice for PRC diplomats not to try to capitalize on this and future flare-ups between US and others. We’ll see more of this. Trump will blow up more relationships. Even so, I’m unconvinced the PRC will have great success capitalizing for three reasons 🧵
The key principle of the diffusion framework: build your AI infrastructure in the US and partnered nations.
This reflects reality—most AI compute is already here, and if deployed globally it's mostly US companies. Access follows clear pathways based on company HQ and location 1/
Would 100% read a book about the quirkier side of strategic reserves. You've got Polish butter, Canadian maple syrup; the US stockpiles frozen chicken meat, in addition to oil, vaccines, etc. What else?
Poland taps Strategic Butter Reserve to reduce prices ahead of elections
Poland maintains strategic ambiguity about the size of its Strategic Butter Reserve
Poland taps Strategic Butter Reserve to reduce prices ahead of elections
Poland maintains strategic ambiguity about the size of its Strategic Butter Reserve
This looks.... **HUGE**
The DC Circuit has ruled that CEQ has no authority to issue binding regulations, theoretically axing decades of regs.
NEPA is a simply 5 page law. CEQ regs + litigation are the teeth that turn a 5 page law into 1000 page reviews.
https://t.co/dFJOcO76Ja
NEW: What does Trump’s win mean for the Chips Act?
1. It’s extremely unlikely that the program goes away
2. Companies, already anxious to finalize awards, are now more anxious
3. Republicans are eyeing reforms of what they consider social provisions
🧵https://t.co/KMhmympsJV
Here's a story about the the time I might have met the *real* Satoshi Nakamoto. It's 2008, and I'm working in the @FinancialTimes's San Francisco bureau... 🧵