Omnem Movere Lapidem. Sports entrepreneur. Hockey is life!
Calgary, AB
Joined April 2009
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“A passive retirement acct holding S&P 500 indx fund owns a levered, concentrated bet on the conversion of contracted compute backlog into billed revenue - & on two cash-burning frontier labs’ ability to pay for it Nobody chose that allocation, & almost no one holding knows it.”
That’s a lot of fertilizer. No wonder Ukraine has such fertile soils.
I am impressed by the presentation and breakdown of the leaked Russian losses
rosstat-leaks.com/?lang=en
It carefully breaks down category, region, timing (only current to early 2026 and so the top number is a significant underestimate)
It is interactive, allowing you to zoom into the map (more than one level of zoom) more more detailed results
You can also search a specific certificate number
That’s quite the story. $NVDA
The story keeps getting crazier. To recap everything that has been reported so far:
- The US intelligence community discovered that Jensen Huang, the CEO of the largest company in the world, was sleeping with Alice Huang, a Chinese spy and an executive at Megaspeed. (FT)
- Multiple independent investigations have concluded that Megaspeed is likely a Chinese cutout, which helps Chinese companies access AI chips or circumvent export controls. (NYT and Bloomberg)
- The US intelligence community also concluded that Alice Huang’s goal was to convince Jensen to lobby the U.S. government to loosen export controls on advanced AI chips. (NYT)
- The intelligence community relayed this information to “a small group of top US government officials” earlier this year. (FT)
- Over the last year, Jensen Huang has repeatedly lobbied the U.S. government to loosen export controls on advanced chips. @BISgov has done so, not only by permitting the export of H200 chips to China, but also not enforcing export controls that would have required a license for exports of the most advanced Blackwell chips to Megaspeed and Southeast Asia.
- Although @CommerceGov leadership was presumably briefed on this information by the U.S. intelligence community, @BISgov has taken no actions to tighten controls on Megaspeed or Southeast Asia.
- Megaspeed remains a preferred cloud partner of Nvidia, and continues to receive Nvidia Blackwell chips despite employing a Chinese spy who reportedly is romantically engaged with the CEO of Nvidia.
- Tens of billions of dollars worth of AI chips have been exported to Southeast Asia this year alone, and Malaysia and Singapore are now two of the four largest importers of AI chips in the world.
What is going on here??? We need answers. The question of who gets the most advanced AI chips in the world is literally the defining strategic question of our time. And not only does it seem like the MSS may be directly influencing the debate on export controls in the United States, but also @CommerceGov is refusing to listen to the warnings of the IC on this issue. What is a POSSIBLE good explanation for why Megaspeed is still receiving chips? Why is there not a license requirement for AI chip shipments to all of Southeast Asia? This is beyond strange at this point.
The fallout from this story will be massive. Obviously, the motivations underpinning Nvidia’s policy views opposing export controls must now all be questioned. But also, how did @BISgov sit on this information and has still taken no actions? We need answers.
Is this good? $ASTS
AST SpaceMobile Awarded U.S. Space Force Contract Through STR to Advance Space-Based Sensing Capabilities
businesswire.com/news/home/2…
Quick, what is the impeachment trade here?
Soon there will be a second prohibition, first one was on speak easies, this one will be on AI speak easies.
Roman Levandovsky 🇺🇦 🇮🇱 🇨🇦 retweeted
Hearing mixed reactions out of Ukraine tonight, ranging from cautious optimism to picking out F-35 paint schemes.
Not a surprise that $ASTS has better tech than $SPCX. They also have a lot of patents in this space, not sure how anyone gets around that. And yes metal will get into orbit, it’s just a matter of time.
$ASTS I've let Gemini take a run with yesterday's AST phone screenshot and Mike Dano's Starlink results below, and have it compare to whatever is relevant.
