THINK ABOUT IT.
- Bill Gates had lots of illicit girlfriends—no problem.
- Elon Musk has multiple children with multiple women—no problem.
- Dario Amodei dated a Chinese woman, Jade Wang, before marrying Cami Clark, who pitched a pornography business to none other than Jeffrey Epstein—no problem.
- But Jensen Huang commits old-fashioned infidelity—and this is such a big problem that he has to resign?
Doesn’t make sense.
Here’s the real story.
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CHAPTER ONE: BIDEN’S CHIP WAR
Jensen Huang of Nvidia was puzzled. It was 2022, and his video-graphics processors had become globally popular as the heart of high-end computing across the planet.
But that autumn, Biden violated the World Trade Organization’s most fundamental principles. He ordered the world’s makers of advanced semiconductor chips and chipmaking equipment (in the Netherlands, Taiwan and Japan) to stop sales to China.
Biden’s administration implied that the chips were for China’s military gear, but this was a lie. The US’s own security establishment admitted that 99.9 per cent were used for civilian purposes, like medical technology and AI computing.
Huang was dismayed. He could no longer sell Nvidia’s A100 and H100 to China.
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CHAPTER TWO: SOLVING A PROBLEM
Jensen Huang was a problem-solver. In February of 2024, Nvidia launched the H20, a made-for-China AI chip less powerful than its US-only top model.
That way he could keep the US government happy but also have something to sell to the Chinese.
Not everyone in the US was happy about this, and export rules fluctuated.
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CHAPTER THREE: THE DEEPSEEK MOMENT
In January 2025, a nerdy young man from the Chinese finance industry announced that his firm Deepseek had quickly and cheaply created a high-efficiency open-weight AI.
The implication was huge: the Chinese were finding ways to develop top level AI functionality without massive clusters of top-tier Nvidia GPUs.
Jensen Huang knew he had to respond urgently to keep his place in the China market. He flew to meet trade officials in Beijing in the middle of April and vowed to make "every effort" to serve the Chinese.
The US anti-China hawks had been quietly mobilizing—and made an announcement. In April of 2025, the US banned all export of Jensen Huang’s H20s to China.
Unbelievable! The Nvidia CEO was furious. "Anybody who thought that one chess move to ban China from H20s would cut off their AI ability is deeply uninformed," Huang told an interviewer at a trade meeting in Taipei.
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CHAPTER FOUR: HUANG’S SPECIAL SKILL
Then came some rare good news. The Nvidia CEO started lobbying Trump behind the scenes. Huang was a master negotiator – and his efforts proved successful.
In the middle of July, 2025, Huang was back in China—his third trip in 12 months.
Huang appeared without his signature black leather jacket. Instead, he wore a traditional Chinese tang suit, and made some of his speech in Mandarin.
Washington had cleared the way for Nvidia to export the H20 to China, he said. We’re back!
Trump had demanded a cash cut of H20 sales in return for approving the exports—US government policy appeared to be literally for sale.
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CHAPTER FIVE: SPOOKS WERE NOT HAPPY
Huang was moving chips to China again, and the anti-China hawks in the US government were unhappy—and so were the spooks.
There’s a widespread tendency to visualize the US intelligence community as right-leaning hard men, Trumpites in black suits.
This was the opposite of the truth. The CIA leadership greatly preferred the simple, blanket negativity towards “the enemy” characteristic of the Democratic Party. With Russians, Chinese, and North Koreans portrayed as cartoon villains, black ops were justifiable.
But for all his bluster, Trump had a propensity towards treating the leaders of Russia, China and even North Korea, as actual humans who could be negotiated with.
This transactional approach was enormously problematic for the CIA, which needed cartoon villains to justify their annual budget of more than US$15 billion.
And Trump’s habit of parachuting unsuitable new leaders in to command the intelligence community—such as the widely disliked Mike Pompeo—crystalized the negativity, as CIA chroniclers have written.
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CHAPTER SIX: A TWIST IN THE TALE
Jensen Huang’s celebrations were short-lived. In an unexpected twist, China in September 2025 said it did not want Nvidia chips and would no longer buy them.
- US$15 billion in sales projections vanished.
- Nvidia had to write off a reported $5.5 billion in inventory losses.
- The company had now completely lost access to China's AI market, estimated at US$50 billion.
- And hard evidence was emerging that Chinese companies were building alternatives even for CUDA (a unique element in Nvidia chips).
Huang wanted more positivity from the US. Nvidia was a US firm, and it went from having a 95% market share in China to 0%. “I can’t imagine any policymaker thinking that that’s a good idea,” he told reporters.
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CHAPTER SEVEN: AGAIN, HE SOLVES THE PROBLEM
But Huang’s extraordinary skill in dealing with Trump paid off again, and by mid-2026, the Nvidia business found a complex equilibrium had emerged in its China business.
Huang had (in December 2025) persuaded the US President to allow Nvidia to sell even the high-powered H200 chip to China, as long as the US government got 25% of the take. So a range of Nvidia chips could again be sold in China.
- Other Nvidia chips were arriving in China via the black market.
- There were suspicions that companies in Singapore and Malaysia, such as Megaspeed, were flouting export restrictions, also delivering chips.
- Some Nvidia chips were stuck in Hong Kong, trapped by the confusing, ever-changing rules, but were expected to be released eventually.
- On the downside (from Huang’s point of view), new China-origin chips, notably Huawei’s Ascend 950, were catching up with advanced capabilities that mimicked those of Nvidia.
In short, China was back in the game.
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CHAPTER EIGHT: TAKING HIM DOWN
Something had to be done. China had to be dealt with. But first, Huang had to be taken down.
The US anti-China hawks saw Huang’s success in making deals with Trump as a key part of the problem. It was an element which had to be surgically removed.
The CIA and their partners in the western mainstream media sprang into action.
In October 2026, the US intelligence community told New York Times reporters that there were suspicions that Huang’s mistress, Alice Huang Le, was a Chinese spy.
It provided no evidence.
The allegation was plainly ridiculous—the flow of legitimate and illegitimate chips across the border was no secret, and the idea that discussions about the detailed minutiae of nano-level semiconductor engineering could be exchanged during pillow talk was ridiculous, even comedic.
But when the US intelligence community and the mainstream media join forces, they’re virtually invincible.
At this moment in the process, the complicit media are playing its role. A typical headline was that in the Economist yesterday:
“Jensen Huang must resign.”
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EPILOGUE
Jensen Huang resigned.
Trump has been weakened.
The world’s public has been fooled with the “honeypot” story.
China’s Huawei is pressing ahead—with new, powerful versions of its Ascend chips slated to come out in 2027 and 2028.
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⚡️Human civilization has developed an economic incentive to keep certain problems alive.
Think about it.
Entire industries earn revenue from managing conditions they publicly claim to want eliminated. Institutions can become financially dependent on the persistence of the very problems they were created to solve.
Healthcare can reward treatment more reliably than prevention. Education can reward credential accumulation more than actual learning. Political organizations can benefit from conflicts that never reach resolution.
Nobody needs to coordinate this.
The problem becomes the economic foundation of the institution responsible for solving it.
And eventually, eliminating that problem threatens the institution’s survival.
Now introduce AI.
Intelligence is becoming dramatically cheaper. Problems that previously required enormous organizations, specialized expertise, and years of coordination become increasingly tractable.
But here’s what I see happening next.
The greatest resistance will come from systems whose economic value depends on those problems remaining difficult.
As intelligence becomes abundant, the binding constraint increasingly shifts toward permission, institutional incentives, and control over implementation.
That leads to a particularly unsettling possibility.
Humanity develops the intelligence to solve problems that its own civilization has powerful incentives to preserve.
And the struggle shifts.
Who controls the intelligence? Who authorizes its conclusions? Who decides which solutions are implemented? Who absorbs the economic losses when entire layers of intermediation become unnecessary?
The next great scarcity may be the willingness to act on truths we can no longer plausibly deny.
Humanity may become intelligent enough to understand precisely why its systems are failing, while remaining organized in ways that prevent it from correcting them.
🚨Brilliant interview!
💸💰💸💰💸💰💸
🚨How do banks create money ?
💸💰💸💰💸💰💸
🚨Prof Werner is incomparable.
In the 5000 yr history of banking no-one has ever done an imperical study of banking to show where the money comes from- until now. Step up the rock star economist Professor Richard Werner. His amazing qualifications and held positions makes the eye water. He is truly the authority on this subject. Banks are thought of as deposit taking entities who lend money - but that is just wrong. His assessment - Banks dont lend money but they misrepresent (lie) to their customers and say that they do.
@We_Are_YouChain Caro Eugenio, ho sempre avuto una certa stima nei tuoi confronti, capiamo che tutto questo doom posting sia per engagement ma è estremamente noioso. Sei diventato il Peter Schiff italiano. Buona giornata
The most important fight of my life isn’t in the ring.
I’m not fighting for a belt. I’m fighting for our health.
Processed foods are killing us. We have been lied to and we need to eat real food again.
There was a recent conversation between @saylor and @_DannyKnowles that is bringing up a bit of notice because of Saylor’s presumed anger. I’ll comment.
Any affect, other than a sigh, from Saylor is so notable only because he normally does such a good job of keeping cool in the face intense attacks by media. This was very different for him so it stands out.
People are assuming that this was an overflow of feelings on his part, that somehow his affect breached his control. It is possible that he was having a bad day but I think it much more likely that this was deliberate and calculated.
The background is that Danny has a very important bitcoin platform and is good friends with @_Checkmatey_ who he frequently has on and mentions to other guests. They have both been critical of Bitcoin treasury companies and used the term “Ponzi adjacent”.
Saylor has faced many people more powerful than himself in both New York and DC. He has put his retirement on hold for an advance to humanity that he sees as important. One could say that, of course, he’s going to benefit from his own efforts, but to be truthful, six years ago before he bought his first bitcoin, he had enough to live the rest of his life in any way he chose without putting out another second of effort on behalf of anyone else. Instead, he saw a better future for humanity and has dedicated himself to advancing bitcoin for everyone.
I think this was a calculated wake up call to all those people involved with bitcoin who maintain a fiat mindset, such that the immediate price matters more than the long-term advance, that the greatest critics are finally moving our way while they themselves are sniping at people who are working for our future.
It is common in human relations for people to be more angry with and more critical of people with positions close, but not identical, to their own then they are with people whose positions are quite opposite to theirs. I think he is aware that he gets more criticism from bitcoiners than from tradfi.
Now one might ask why Saylor would choose to go off when he has held his temper in so many more adversarial interviews. Partly, I think it is because it was so shocking and got our attention. Another reason is that he’s reminding us he’s home. You argue more vociferously with your brother than you do with your adversary at work. You let your guard down among family. Partly because they are close, partly because you care. While this was a public interview, I think he let his guard down and showed us an aspect of reality he doesn’t usually show the public to remind us that we are all in this together and we are home.
If Danny knew it was coming, that would be terrific and if he didn’t, he did an outstanding job handling it. What Danny does on a weekly basis is wonderful and what Michael has built is incredible. Most people on this app do not remember the days when someone such as my mother could have her retirement funds in a safe place earning 7% and be provided enough for life with dignity. Most people here have grown up in a very low interest rate environment, and don’t realize on a daily basis the loss of human dignity that has come from the last few decades of monetary policy in this country. In reestablishing a widely available credit market backed by a hard money, Mike is providing people who will never be able to handle a seed phrase with the benefits of bitcoin and a life they would not otherwise have. I applaud him for what he has built and thank him for his continued efforts.
I dictated most of this so please accept my apologies for any misspellings or non-Sequiturs. I hope everyone has a good day.