Scoring the Jensen-Dwarkesh Debate
In a recent podcast, Nvidia CEO Jensen Huang sparred with interviewer Dwarkesh Patel over U.S. export controls on AI chips to China. Patel argued that maintaining a technological edge is vital for national security, while Huang suggested China could achieve comparable AI performance using older, cheaper chips in parallel. The debate highlighted the two distinct export regimes—equipment bans and AI‑chip restrictions—and questioned whether Nvidia’s premium chips truly provide an insurmountable advantage. Analysts note that the discussion underscores the tension between commercial interests and geopolitical risk management.
What if a Few AI Companies End up with All the Money and Power?
The AI industry’s growth is now driven by agentic coding, where models build software and run analyses on command. Anthropic, focused on enterprise sales, is reportedly overtaking OpenAI in revenue and may achieve profitability sooner thanks to lower compute costs....
China Is Quietly Looking Weaker
The author revisits the prevailing belief that the 21st century will be dominated by China, drawing parallels to the 1980s hype around Japan. While most Western observers still view China as an unstoppable economic and geopolitical force, the writer now...
Are We in the Foothills of World War 3?
The United States and Israel have launched a limited war against Iran, decapitating its leadership and degrading its missile and drone capabilities, while public opinion remains sharply divided. The conflict has spiked global oil prices, stoking inflation concerns and pressuring...