Jordan Schneider
@jordanschneider
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Newsletter: https://t.co/j23uuLxE59 join 60k readers Podcast: https://t.co/npkVVJ9NWM
New York
Joined June 2009
@tbpn you need to cover all these cabinet secretaries getting their feelings out on export controls through songs! https://t.co/QnCWPXGHE3
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Congrats to @SecRubio on dropping an absolute banger this morning https://t.co/9MkBMjsD8L
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a year from now we'll be getting a report on how rich Xi and all the politburo members are
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BASED
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It's starting to seem as if Huawei chips are not in fact just as good. Makes ya think
Exclusive: DeepSeek is developing its next major AI model using Nvidia’s Blackwell chips, which the U.S. has forbidden from being exported to China. Read more 👇 https://t.co/m9nayHCF9p
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would love to read this. @jasonfurman @tylercowen has this been written?
I can’t imagine anybody has written an explicit “History of the Fed as an applied R&D lab,” but what’s the closest thing? I just care that the book/material has all the right info in there that I can piece that perspective together myself
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are DC think tanks the only orgs in america still using https://t.co/Tza9emLrVB? i just can't anymore w this
bill.com
The AP, AR, and spend & expense solution that lets you create and pay bills, manage expenses, control budgets, and get the credit your business/firm needs to grow.
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pod on this with @DAlperovitch out now
chinatalk.media
"There’s no way to sugarcoat this — it’s a disaster"
DOJ arrests H200 smugglers the SAME DAY Trump legalizes their export! too good
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https://t.co/vIkpBewUyR pod with @DAlperovitch on this out now
chinatalk.media
"There’s no way to sugarcoat this — it’s a disaster"
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Incredible quote from DOJ's press release earlier today, describing the operation that DOJ disrupted to smuggle H100/H200 chips to China: "These chips are the building blocks of AI superiority and are integral to modern military applications. The country that controls these chips
Shortly before this was announced the Justice Department unsealed a guilty plea as part of "Operation Gatekeeper" detailing efforts by several businessman to traffic these chips to locations in China. They described the H100 and H200 as "among the most advanced GPUs ever
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DOJ arrests H200 smugglers the SAME DAY Trump legalizes their export! too good
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Extraordinary abdication of tech competition.
This is a big deal. Essentially a reversal of the US export control policy on advanced chips. Possibly decisive in the AI race. Compute is our main advantage — China has more power, engineers, and the entire edge layer — so by giving this up we increase the odds the world runs on
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So the "we don't want H20s" was a bluff all along. What a play by Beijing hats off to them
Trump: I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security. President Xi responded positively! $25% will
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This is the single biggest change in U.S.-China policy of the entire Administration, signaling a reversion to the cooperative policies of the 2000s and early 2010s and away from the competitive policies of Trump 1 and Biden. It is a transformational moment for U.S. technology
Trump: I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security. President Xi responded positively! $25% will
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My favorite non-work related books of 2025
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can we please just not
The US has reportedly decided to approve exports of NVIDIA’s H200 chip to China. This gives Chinese AI labs chips that outperform anything China can make until ~2028. How big a deal this is depends on how many we export. Thread with key charts from our new report...
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