Bombshell story. The spy narrative is collapsing already.
Is there clear & convincing evidence that Alice Huang was a Chinese spy?
- AG says no. (“no conclusions reached”).
- CIA says no. (“not yet convinced”).
- DNI says no (“not entirely accurate and over-torqued”).
- Ranking Democrat on House Intelligence (incoming Chairman) says no. (“today, at least, I don’t know”). This was immediately after he was briefed.
Who argues otherwise? Anonymous officials tell CNN “it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies.”
This is their proof after a year of investigating and surveillance? That she was a “successful Chinese businesswoman”?
At this point, the only crime that we know for sure happened is the leaking of the classified memo. Who did that and why?
An investigation should be opened.
お疲れ様でした - các bạn đã vất vả rồi !🇯🇵
Đó là câu mà người Nhật dùng để ghi nhận công sức làm việc của mọi người sau một ngày làm việc cố gắng phải không.
Giờ này các bạn chắc cũng mới tan ca nhỉ. Mình cũng thế nè.
Otsukaresamadeshita. 🙏
My Experience With the Leaders of the Jensen Coup
At the start of 2025, numerous Washington, D.C. based NGOs began spreading the false rumor that DeepSeek smuggled 50,000 H100 GPUs. Speaking from firsthand experience, organized think tanks, PR firms, and lobbyists aggressively personally attacked anyone merely asking them to provide evidence. Call them the Export Controls Deep State, or if that’s too right-coded for you, use the Obama-administration term “Foreign Policy Blob”.
The same charlatans are attempting a coup on Jensen Huang, the most indispensable CEO to America’s AI success. If we lost Sam, we have Dario. If we lost Dario, we have Demis. Nvidia is singular. The gap between Nvidia and AMD would be wider than the gap between OpenAI and Mistral, Europe’s top AI company whose models don’t rank in the top 40. This is an attempt to derail the most important company for the American AI industry.
The entire coup against Jensen Huang can be halted by asking a single question. What evidence is there that Alice Huang is actually a Chinese spy? The answer, unsurprisingly, is absolutely zero. There is not even the pretense of a factual basis for the claim. “We made it the fuck up, and if you have a problem with that, what are you, pro-China?”
Taking away this obvious falsehood, the coup against Jensen boils down to a celebrity tabloid headline. Moreover, without the entirely fabricated ‘national security relevance’, these tabloid headlines would be at best a weekend story in the New York Post. Another basic question: if there is evidence of ‘national security relevance’, why not charge Jensen? The basic answer: they lack even the evidence to justify a warrant.
During my time in DC, I was advised repeatedly to stay on the good side of the Export Controls Deep State. I was added to many groups for boosting content spreading the 50,000 H100s conspiracy theory. In several groups, I asked whether there was any evidence behind this claim. One group administrator, who was and still is affiliated with Georgetown, explicitly told me to “focus on bolstering the narrative”. I later posted Patel’s pseudo-correction and was subsequently removed from all of these groups.
What you need to understand about the Export Controls Deep State is that they have no incentive to be remotely honest, because they are entirely unaccountable. To this day, they provided zero evidence for their claim. Internet historians later traced the origin of this claim to a tweet by Dylan Patel of Semianalysis. Patel later said they lied about his tweet and that his claim counted legally obtained hardware.
Affiliates of universities and think tanks promote these baseless claims and are taken seriously by the national press. In reality, their theories about Nvidia are as kooky as the guy who shot up Comet Pizza. The reason they succeed is not only because they are unaccountable, but because they constantly use their unaccountability to attack others. There are broader foreign policy implications to these observations about political power, but I will stick to what I witnessed firsthand.
After Trump’s election, his administration began lifting the export control cap. Surprising no one informed about this policy, America widened our lead. Deepseek was closest to catching up to American models in January 2025, literally the moment of peak export controls.
Based on communication with members of the administration, the evidence that a) the export controls were net negative and b) the export controls deep state was acting in bad faith, that as soon as the situation was described accurately, the administration began rolling them back.
Part of this is because many of these NGOs are funded by foundations like Open Philanthropy / Coefficient Giving, who explicitly intend to harm American AI companies because they believe American AI will “cause human extinction”. As a result, the BIS under the Biden administration was used as an informal cudgel against AI companies, both to censor in favor of their worldview, as seen in the Gemini scandal, as well as to backdoor regulation to slow down American AI broadly.
While they love to accuse everyone else of being traitors, the Export Controls Deep State makes Americans poorer and the American military, to the extent they use AI, weaker.
Most of the time, the best you can do is ignore them. They really are unaccountable and the personal retribution isn’t worth the cost. But now, they are leading a coup against the AI industry’s most indispensable man based on lies and tabloid gossip. Everyone should understand that the Export Controls Deep State has never provided any evidence for their claims nor any reason for their word to be trusted.
This is not the smartest move from a profit-maximizing standpoint btw, but there must be some room in this world for sentimentality or what’s the point?
When Anthropic release a new model it's always worth taking a look at their updated prompting guide - here's an entertaining tip to make Fable 5.2 less likely to be cautious in how it improves existing code: tell it "This codebase is yours" https://t.co/mKjdw4QPxV
Turns out that the Starlink software, built for managing the movement of vast amounts of data through space and to the ground, is also very well suited to training super intelligence
Good to see these ugly and true facts about Moderna's mRNA flu vaccine on CBS:
- It killed a clinical trial participant
- The benefit is marginal (and totally unproven in seniors)
- It was jammed through FDA via the White House interference - the same kind of political interference RFK Jr. called out when Biden rammed COVID boosters down our throats
- Blackstone invested $750 million in Moderna and "pounded calls" to get it approved
- Heidi Overton, RFK's current nominee for FDA commissioner, was responsible
- David Kaslow, a liberal hack and leaker whose license plate says VACCINATE, was also key
@BallardFirm@joerogan@FaceTheNation This is a refutation to things I did not say.
If you have a specific correction to what I said, please show me the quote and give correction.
Here’s the transcript:
https://t.co/rGxk4plZgR
To see leftist podcasters, comedians, and commentators laugh about political assassination as though it’s entertainment and the destruction of a human life is a punchline, is beyond disgusting.
My husband, Charlie Kirk, was killed in an act of political violence, something our two children and I will live with every day for the rest of our lives.
A culture that laughs at assassination is one of profound moral decay. It threatens the very foundation of our country and the principles that hold our democracy together.
You do not have to agree with someone’s politics to recognize the value of their life. This should not be so hard.
Political violence must never be something this country tolerates, excuses, or celebrates.
It takes courage to reveal what many of us know. Sophisticated corruption affects millions of lives. Big pharma should not be allowed to direct the future of health care to protect their business interests and prevent access to innovative therapies. I urge all to listen to Calley’s podcast with Joe Rogan. @calleymeans