Vol. I · No. 199WED, NOV 4, 2026
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Jensen Huang basically said US chip export controls might be creating the problem they are trying to solve.

He said it on the [Dwarkesh Podcast ](https://mrkt30.com/anthropic-mythos-triggers-chinas-ai-arms-frenzy/)this week and I have not been able to stop thinking about it. His argument was not that China is not a threat. It was that cutting them off and treating them as an enemy is probably not the smartest long term play. His actual words were that victimising them and turning them into an enemy likely is not the best answer. The context here is Huawei targeting 750,000 AI chip shipments this year. It is nowhere near Nvidia's compute but the direction of travel is clear. And if DeepSeek ends u...

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