Just My Opinion

($) H20 and the Broken Export Control Debate

Guess what, Chinese tech companies hate Huawei too!

Jul 29 •

Five Interesting Things about the White House AI Action Plan

Open Source, American AI in a Box, GPU Tracking, Sub-Systems Export Control, "Try First" Culture

Jul 23 •

A New Father's Reflections on the American Dream

One of my July 4th traditions is to do a crossfit hero workout at my local gym.

Jul 4 •

Contours of a US-China Tech Grand Bargain

The first (known) phone call between Trump and Xi since the inauguration finally happened this week.

Jun 8 •

($) Is 2025 the Year of the AI RIF?

AI RIF is the best, if not only, form of walking the walk to show what AI can really do

May 21 •

NVIDIA: Made in America (by Taiwan)

NVIDIA made a major announcement in its efforts to onshore advanced chip manufacturing to the US this week, by leading (demanding?) its ecosystem of…

Apr 15 •

($) Manus vs Gemini vs GPT: the Junior Stock Analyst

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Mar 11 •

Has American Soft Power Peaked?

Tying together DeepSeek open source week, the Oval Office meltdown, and TSMC’s new investment

Mar 5 •

What Does Hitting Scaling Law Limit Mean for US-China AI Competition

Less effective export control, less doomsday scenario

Nov 18, 2024 •

See the World Accurately

Updated thoughts on the US, China, and US-China

Nov 12, 2024 •

When Two “Presidents” Debate

What Trump 2.0 means for AI and tech, US-China, Industrial Policy, and Being an Asian American

Jun 28, 2024 •

Is Tesla China’s “Catfish”?

If you google “catfishing”, you get a plethora of results on its use as a term to describe fake online personas to dupe or scam people on social media…

Apr 12, 2024 •

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