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Important thread. Also, stories I've heard of NVIDIA/Jensen's behavior when engaging with policymakers have also been quite concerning. For example via @andrewsharp on Sharp China:
“If you’re going to work on export controls, make sure your boss is prepared to have your back,” one staffer told me. For months, I’ve heard about widespread fear among think tank researchers who publish work against NVIDIA’s interests. Here’s what I’ve learned:🧵
Q&A on the Trade War: Rare Earths Anxiety, PRC Motivations, Mutual Risks, and the Capitulation or Escalation Era sharpchina.fm/member/episode…
Sora 2 and an AI Video Boom, Meta’s Vibes One Week Later, Questions on TikTok, Solar Power, and the iPhone Air sharptech.fm/member/episode…
TikTok in the Clear; Taiwan Questions and Soybean Angst; The K Visa Goes Live; Jensen Huang on China Hawks This episode is free for everyone. sharpchina.fm/member/episode…
Brainstorming for the 2025 Top 100: A Thinner Top 10, Debates at No. 2, OKC Overload, and Lots More Preview feed: podcasts.apple.com/us/podcast/gre… Subscribe to the show: greatestofalltalk.com
Meta Doubles Down on Smart Glasses, Nvidia Partners with Intel, Notes on the Hidden YouTube Colossus sharptech.fm/member/episode…
This should be happening every year in Vegas at Summer League
Doing some research and here's how Steve Sarkisian's first start at BYU in 1995 went if you were wondering.
Two Weeks of Nvidia Angst; Stocks and Real Estate; Warming Relations with India?; Labubu and Soft Power Exports This episode is free for everyone. sharpchina.fm/member/episode…
BREAKING: After 22 years in Taiwan, @benthompson has officially relocated to the United States. Welcome home, brother 🫡
Real hoops
Kobe hits Wade with a forearm to the throat, Wade answers by taking him out of the air with a hard foul. No flopping, no looking for a flagrant—just getting up and playing. Kobe’s answer? Pick him up full court and make his life miserable.
A college athlete putting “sports gambling” in his Venmo memo is clearly a joke, and honestly pretty funny. John Mateer you have my full support
#F1 x #SUCCESSION 🏎️ this tweet inspired me to make an f1 x succession edit :)) i didnt include everyone only the top 5 in the constructors standings this took like 10 full hours lol 🤫
Sally Jenkins's goodbye note is, like, better than anything I have ever written.
Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The Ringer This episode is free for everyone. sharptech.fm/member/episode…
While we’re on the topic, @sharpchinapod with @niubi and @andrewsharp is my favorite source for well-sourced, level-headed China news. It’s part of the @stratechery bundle (paid). No profit motive, just a longtime fan of Bill Bishop’s work. His analysis is consistently top-notch.
Feature: Yang Hansen, a towering jester with a “fat boy” past, is the NBA’s star of the summer. The @trailblazers rookie, who drew 5.4 million Chinese viewers for a summer league game, on life, pressure, Yao Ming & the glory of sleep @washingtonpost washingtonpost.com/sports/2025/07…
Windsurf Madness, Big Tech Wins as the Silicon Valley Ecosystem Erodes, Cloudflare Wants to Fix the Internet Economy This episode is free for everyone. sharptech.fm/member/episode…
Live from the Chesstival with Derrick Rose and Magnus Carlsen, News and Notes from Vegas, More on the Bucks, Jazz and Yang Hansen Preview feed: podcasts.apple.com/us/podcast/gre… Subscribe to the show: greatestofalltalk.com
Apple Searches for an AI Partner, A Second Fair Use Ruling and Reckoning with Reality, The F1 Movie and Related Matters sharptech.fm/member/episode…
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