李李.Lizz

[李李.Lizz @LeeLizsama]

@nic_carter Dario Amodei brought this about.

[李李.Lizz @LeeLizsama]

@SAcetyl @Rhayuumi 嘿嘿，你有美的自由，那你有不美的自由吗？

[李李.Lizz @LeeLizsama]

@akdirusndhfhd @EleanorOlcott 事实上，中国对英伟达芯片下了禁令，还有几十万块英伟达的芯片在香港禁止进入，黄仁勋之前跟着特朗普去中国就是想谈这个事情，但是中国一心只想发展自己的芯片。
黄仁勋才是真正的商业间谍啊，他用几十亿美元的芯片诱惑威胁黄乐，害得黄乐家庭破裂，还要被调查🙂‍↔️

[Arnaud Bertrand @RnaudBertrand]

This is the biggest irony of the whole Alice Huang / Nvidia saga: the Chinese government actually doesn't want Nvidia chips and is actively keeping them out of the country.

Last year it even ordered Alibaba and ByteDance to cancel their Nvidia orders (https://t.co/T4ZMand2BD) and sent customs teams to the ports to check every advanced chip coming in (https://t.co/UFPerK7Cgp).

And right now 600,000 Nvidia H200s are stuck in Hong Kong because Beijing won’t let them into the country (https://t.co/epimhGPQYq)👇

Nvidia also explicitly frames this as a threat to its business in its latest annual report to the SEC: "The Chinese government has encouraged customers to purchase from our China-based competitors and discouraged customers from purchasing, importing, or using our data center products" (https://t.co/TQVwWuix83).

Why does China do that? Because every Nvidia chip a Chinese company buys is one that Huawei or Cambricon doesn’t sell, and domestic chips can only catch up if people actually buy them (which means money for R&D, etc.).

Which means that the notion that Chinese intelligence was running honeytraps to get more Nvidia chips into China gets the whole thing exactly backwards.

In fact, it looks like Megaspeed - Alice Huang's company - was a counter-reaction to official Chinese policy: a private sector workaround to these efforts by the Chinese government to curtail Nvidia.

As was widely reported - including by Western media - Megaspeed built data centers in Southeast Asia and rented their computing power to Alibaba, which the New York Times called "a backdoor way of getting access" to Nvidia chips (https://t.co/tu9Re4WdzM).

That is a backdoor not only - allegedly - around Washington’s export controls, but also around China's own efforts to wean its companies off Nvidia.

I can’t believe the Chinese government was too thrilled about it: it'd make just about zero sense for it to run countless domestic measures to prevent Alibaba from using Nvidia chips, yet at the same time have its top spy agency help the same Alibaba get Nvidia chips through the back door in Southeast Asia 🤷

At the end of the day, as with all such stories, you always need to look at "cui bono?": who benefits? Who benefitted is pretty clear:

- Nvidia itself: it's in the business of selling chips so a customer willing to spend billions of dollars on chips in Southeast Asia is a godsend. Again, as they themselves state in their SEC filings, not being able to tap into Chinese demand would have "a material and adverse impact on our business" (https://t.co/TQVwWuix83).

- Chinese companies like Alibaba: facts are, 1) Chinese chips haven't yet caught up, 2) Chinese chip companies' production capabilities are still limited and 3) Chinese tech firms' historical tech stack runs on Nvidia’s CUDA ecosystem, and rewriting years of code for Huawei chips is painful. Renting Nvidia chips in Southeast Asia is the easy way to stay competitive and serve customer demand in the meantime.

- The US, according to core members of the Trump administration: back in July last year, US Commerce Secretary Howard Lutnick explained that the point of letting Nvidia sell more chips to China was to get Chinese developers "addicted to the American technology stack" (https://t.co/WpaKkS6gOG).

Who does NOT benefit, according to official Chinese policy, is the Chinese state, which has made tech self-reliance one of its foremost priorities.

Which means that, to believe the spy story, you have to believe that a person - Alice Huang - was effectively a spy paid by her own government while simultaneously sabotaging its tech self-reliance drive, which it has spent years and trillions of dollars on - pretty senseless.

Stranger things have happened, I guess, but it doesn't pass the smell test.

And there is another absolutely major contradiction in the media story. According to a Financial Times article published yesterday (https://t.co/7q1UEaUR4y), "a person who knows [Alice Huang] said they had been asked by MSS for information about her earlier this year after news emerged that Singapore was investigating the company in relation to chip-smuggling allegations. The agency wanted to find out more information about Huang, including the nature of her business and connections, the person said."

Which raises a damn obvious question: if she were indeed an MSS asset, why on earth would the MSS need to ask the people around her who she was and the nature of her business?

It's a complete contradiction with the spy story - but very much not a contradiction with what I described above: a private businesswoman running a workaround to Beijing’s own policy, which the Chinese security apparatus would naturally want to look into.

Especially since, around about the same time, Shanghai police detained her business partner, reportedly her husband, in a stock manipulation case (https://t.co/KXimvioTTd): also coherent with Chinese authorities looking into her network, and much harder to square with her being a prized MSS asset.

And, to top it all, there is - to this day - not a shred of evidence that's been published that she is, in fact, a Chinese spy: just anonymous intelligence officials, repeated by journalists who never verified it, as I detailed here (https://t.co/loSwtoVrqr) and here (https://t.co/fIWGMIF3Cr) with one of the key FT journalists on this story actually admitting that he has no idea what evidence US intelligence actually has.

So the claim went to print without anyone seeing the evidence, without anyone being able to check it, and without anyone knowing whether it even exists.

And given everything above, from Beijing blocking the very chips she was supposedly recruited to help get into China, to the MSS asking around about her, to her partner being detained in Shanghai, my bet is that the evidence doesn’t exist at all. If anything, everything we can check points the other way.

[李李.Lizz @LeeLizsama]

@caishen_huang 对啊！越勇敢越幸运！

[李李.Lizz @LeeLizsama]

@shion1341x @Li_mima 你用的哪个，我一个月46

[李李.Lizz @LeeLizsama]

@wobushimiao 太可怕了😱

[李李.Lizz @LeeLizsama]

@suragys_ @Justice53_07_27 因为你的论点实在惹人发笑，你非得说1+1=3没人和你辩，你开心就好

[李李.Lizz @LeeLizsama]

@suragys_ @Justice53_07_27 真是把我气笑了，算了，你开心就好吧

[李李.Lizz @LeeLizsama]

@suragys_ @Justice53_07_27 智障就他妈去读点书，我靠，你他妈要有理有据还能跟你辩一辩，不论输赢都行，脑残得跟个大猩猩一样上蹿下跳恶心谁呢？

[孟岩-Mike Meng @myanTokenGeek]

墙内微博上这一篇讲得不错，就是剥夺老黄的话语权。老黄在之前对出口芯片管制和开源AI的很多发言表明他既高估了中国的自主研发能力，错估了中国支持开源AI的真实意图，也低估了美国新冷战鹰派的决心和手段。

[李李.Lizz @LeeLizsama]

@xukego 可姐，我只想当黄毛，能出个黄毛指南吗？

[李李.Lizz @LeeLizsama]

@happypaidaxing 做题党拥护！做题牛逼！

[李李.Lizz @LeeLizsama]

真·举孝廉😂

[AB Kuai.Dong @_FORAB]

太抽象了。为解决大家找工作，没有实习经验问题，曾创办小型量化基金 Galvani Capital 的老板，决定授权 X 上所有人，可以声称自己在 2019 - 2025 年间，在他家公司做过实习生。

由于这家公司 2025 年左右解散，最多只能写实习到 2025 年，为了帮助大家完成尽调，连领英老板页面也做好了。

[李李.Lizz @LeeLizsama]

@niurouking 因为在中国火锅是大家一起围着吃的食物，家人或者朋友，所以一个人吃火锅就会显得很孤独有点悲伤，因此他们送了一个布偶陪你一起吃。btw，这是比较久以前的说法了，现在一个人吃火锅很常见了

[达文西 @RoamNote]

世界上最聪明的人是中国人，因为无论什么事情，他们很快就能透过现象看本质！

[海兰珠（Victoria） @jinwang69489102]

1875 年，美国通过了《佩奇法案》，这个法案成立的背景是在美国淘金热如火如荼的时期，海量华工及妇女涌入美国，

这个法律表面上禁止“为卖淫目的”输入亚洲女性，实际执行时几乎把所有中国女性都按妓女嫌疑处理，要求她们证明自己“不是妓女”。

这个法律是美国第一个联邦层面的限制性移民法，直接把“中国女人=妓女/道德威胁”写进了政策逻辑。

当时的阿美不仅系统性地把中国女性描述为妓女，就是各路媒体也大肆渲染“中国妓女”的形象，以至于时至今日，这种对中国女性的污名化已经深入骨髓，阿美国民一旦提到中国女性就会联想到易上手，顺从，甚至是“中国妓女”的形象——而这个就是大名鼎鼎黄祸论的一部分。

不光如此，20世纪初到中期，好莱坞和流行文化把上述印象固化成两个对立又互补的角色，其中一种是Dragon lady，傅满洲之女，阴险、狡诈、精于算计男人，她既诱惑又危险，专注于套取情报。另外一种是Lotus Blossom荷花娃娃，温暖，顺从的性形象。自此，华女的形象算是齐活了，黄热病把华女的形象彻底污名化为神秘又容易上手的性对象。而她们接近男人就为操控男人，获取金钱和情报。

聊到这，现在因黄仁勋出轨这事，闹出的那个 I am not Chinese spy 的梗，这事本质上就是把主角黄乐定性为用身体，用性换情报，容易上手的中国女性形象，人家用黄祸论式的种族污名化你，加上黄热病式的性物化你。这赤裸裸的种族歧视，我不明白一帮女生还挂着自己的照片玩梗，这难道是明着承认接受这种对中国女性的污名化定义吗

同为女性我只觉那种迎合白人玩梗的非常地下头。中国女性都是好样的，她们可以驾驶飞机，可以参军，可以入伍，可以拿金牌，可以是各行各业的精英。但唯一不可以接受的就是被其他人用恶意种族歧视的定义。

谢谢大家

[李李.Lizz @LeeLizsama]

@santoulang 看上去确实就是般配

[Matt @therichmatt]

Megaspeed和Alice Huang都还没被起诉，也没有任何证据被公开支持其“间谍行为”，然而所有的媒体和大V都已经言之凿凿，仿佛钦定一般。

这就是华人在西方的真实情况。

[李李.Lizz @LeeLizsama]

已经是个畜生了，连基本的礼义廉耻都丢了！

[上官亂 @shangguanluan]

李承鹏这段话对中国人，尤其是中国女性的恶意和污名化，简直达到了登峰造极：匪夷所思的地步。

遣词造句中充满对女性的性污名的猥亵程度，更是让人惊悚。

我很难想象，一个中国男性，怎么会幻想通过极端地贬损、诋毁中国女性，就能与中国女性切割，然后获得“民主人种”和“高级人类”的青睐。

他难道不是他笔下这种中国女性孕育的？他和他孩子身上，难道没有流着这样的中国女性的血液？除非无性繁殖。

更重要的是，作为一个离开故国的人，没人要求你一定要称颂中国，变成一个粉红或者自干五。

但是，如果有一天，你们被自己所在国的种族主义者、民粹主义者、排外主义者，进行霸凌、排斥、打压的时候，千万不要叫屈。因为，他们不过是从你们现在不堪的文字中，读到一件事情：对你们的任何恶意，都早早得到了来自你们的亲自授权。

是你们自己，亲手为未来埋下了种子。