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VOICE ARCHIVE

Bill Bishop

@niubi
198 posts
2026-07-02
Alibaba Group and AUS Merchant Services Agree to Pay $600 Million to Resolve Allegations that they Failed to Prevent Illegal Sales of Pharmaceuticals, Pharmaceutical Equipment, and Other Illegal Products https://www.justice.gov/... so Alibaba admits to helping facilitate the fentanyl
2026-07-02 View on X
Reuters

Alibaba and its US payment processor AUS agree to pay $600M to resolve DOJ allegations that they failed to stop illegal sales of ~80K drugs and other products

Chinese technology and e-commerce giant Alibaba (9988.HK) and its U.S.-based payment processor have agreed to pay $600 million …

2026-06-11
“The fake consulting company domains seized by the FBI illustrate the lengths the Chinese government's intelligence services will go to as they try to use AI-generated content to trick, recruit, or coerce current and former U.S. security clearance holders into sharing sensitive
2026-06-11 View on X
Reuters

The FBI seizes 13 domains allegedly tied to fake consulting firms that sought information from US government and military employees for suspected Chinese agents

Federal authorities announced on Wednesday the seizure of 13 internet domains tied to what the U.S. Justice Department called …

2026-05-03
In April 2026, the Center for AI Standards and Innovation (CAISI) evaluated the open-weight AI model DeepSeek V4 Pro ("DeepSeek V4"). CAISI evaluations indicate that DeepSeek V4's capabilities lag behind the frontier by about 8 months https://www.nist.gov/...
2026-05-03 View on X
NIST

An evaluation by NIST's CAISI says DeepSeek V4 Pro lags behind leading US AI models by about eight months and is the most capable Chinese AI model to date

In April 2026, the Center for AI Standards and Innovation (CAISI) evaluated the open-weight AI model DeepSeek V4 Pro ("DeepSeek V4").

2026-04-28
It was a sarcastic tweet. PRC has big leverage over meta and Zuckerberg. https://sinocism.com/... and this cave should raise even more alarm bells about the meta smart glasses/surveillance devices being made in China [image]
2026-04-28 View on X
Wall Street Journal

Sources: Meta is preparing to have to unwind its $2.5B Manus acquisition after China banned the transaction; Manus investors have already received their returns

The ban sends a message that China is intent on keeping its AI knowledge within the country  —  Meta Platforms is preparing …

Why is Meta just caving and not hiring lobbying firms and law firms to influence and sue the PRC government like they would if they got this kind of order from the US government?
2026-04-28 View on X
Wall Street Journal

Sources: Meta is preparing to have to unwind its $2.5B Manus acquisition after China banned the transaction; Manus investors have already received their returns

The ban sends a message that China is intent on keeping its AI knowledge within the country  —  Meta Platforms is preparing …

Hope @bgurley and the other non-PRC investors tell Meta to “F off and sue us” if Meta tries to claw back the deal proceeds
2026-04-28 View on X
Wall Street Journal

Sources: Meta is preparing to have to unwind its $2.5B Manus acquisition after China banned the transaction; Manus investors have already received their returns

The ban sends a message that China is intent on keeping its AI knowledge within the country  —  Meta Platforms is preparing …

2026-04-27
PRC leverage over Meta would seem to be the tens ob billions of PRC ad revenue on Meta platforms ex-China, though hitting that would hit PRC exporters, and Meta's reliance on Goertek for the Meta smart glasses https://www.ft.com/... what else?
2026-04-27 View on X
Financial Times

China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Manus moved to Singapore in 2025

Regulators had reviewed whether deal violated Beijing's investment rules  —  China has blocked Meta's $2bn acquisition …

So how does this get unwound? And what if meta says no? Take it out on employees and the vcs? They could go after meta's ad sales to Chinese firms, but that would also hurt those Chinese firms using meta platform's to sell exports
2026-04-27 View on X
Financial Times

China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Manus moved to Singapore in 2025

Regulators had reviewed whether deal violated Beijing's investment rules  —  China has blocked Meta's $2bn acquisition …

2026-04-16
Dwarkesh not buying the Nvidia's talking points they are pushing through DC about selling chips to China...he seems frustrated at the skepticism...China bit starts at about 57:30
2026-04-16 View on X
Dwarkesh Podcast

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more

“If our next several years are a trillion dollars in scale, we have the supply chain to do it”

2026-04-15
Dwarkesh not buying the Nvidia's talking points they are pushing through DC about selling chips to China...he seems frustrated at the skepticism...China bit starts at about 57:30
2026-04-15 View on X
Dwarkesh Podcast

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more

“If our next several years are a trillion dollars in scale, we have the supply chain to do it”

2026-04-12
China lures home its top AI talent from Silicon Valley https://www.ft.com/... via @financialtimes three AI-focused headhunters based in China and San Francisco say they helped hire and relocate more than 30 US-based researchers to China in the past 12 months, versus a low
2026-04-12 View on X
Financial Times

A wave of top AI researchers returned from the US to China in the past year, driven by better pay, quality of life, and a more restrictive US immigration system

Engineers and scientists return for better pay and quality of life as US grows more hostile  —  In the hushed corridors …

2026-04-11
China lures home its top AI talent from Silicon Valley https://www.ft.com/... via @financialtimes three AI-focused headhunters based in China and San Francisco say they helped hire and relocate more than 30 US-based researchers to China in the past 12 months, versus a low
2026-04-11 View on X
Financial Times

A wave of top AI researchers returned from the US to China in the past year, driven by better pay, quality of life, and a more restrictive US immigration system

Engineers and scientists return for better pay and quality of life as US grows more hostile  —  In the hushed corridors …

2026-04-06
hope the tbpn guys got liquid immediately
2026-04-06 View on X
The Information

Sources: Sam Altman has excluded OpenAI CFO Sarah Friar from some key financial meetings; Friar began reporting to Fidji Simo, instead of Altman, in August 2025

Sam Altman has committed OpenAI to spend $600 billion in the next five years and privately said he wants to go public as soon …

2026-03-27
probably a sign of the top like AOL buying Time Warner was
2026-03-27 View on X
Reuters

Source: Elon Musk is discussing allocating as much as 30% of SpaceX's IPO to individual investors, at least three times the usual retail slice

Elon Musk is discussing allocating as much as 30% of SpaceX's initial public offering to individual investors — at least three times the usual retail slice …

2026-03-26
Chinese National and Two U.S. Citizens Charged with Conspiring to Smuggle Artificial Intelligence Technology to China https://www.justice.gov/... Another Nvidia chip smuggling case, this time to Thailand. sounds like compliance worked this time [image]
2026-03-26 View on X
PCMag

The US DOJ charges a Chinese national and two Americans for allegedly trying to smuggle nearly $62M worth of export-controlled Nvidia A100s and H100s into China

The US has disclosed a new Nvidia chip-smuggling case that also seems to involve San Jose-based server manufacturer Supermicro.

2026-03-25
Why did Manus CEO and chief scientist go back to Beijing when summoned? Did they really not think they would be in trouble? https://www.ft.com/... China reviews $2bn Manus sale to Meta as founders barred from leaving country [image]
2026-03-25 View on X
Financial Times

Sources: China bars Manus co-founders Xiao Hong and Ji Yichao from leaving the country as it reviews whether Meta's $2B acquisition of Manus violates FDI rules

I didnt think the Manus top execs would be so naive as to go back to the PRC. expect they will have to spit back out a lot of what they made. The regulators should go after the VCs too who structured this deal to “wash” Manus into a Singapore company, to make it clear that this
2026-03-25 View on X
Financial Times

Sources: China bars Manus co-founders Xiao Hong and Ji Yichao from leaving the country as it reviews whether Meta's $2B acquisition of Manus violates FDI rules

This week's episode of Sharp China. We discussed the Manus situation near the end, before the latest FT story came out, did not know top two execs were back in the PRC https://sinocism.com/... [video]
2026-03-25 View on X
Financial Times

Sources: China bars Manus co-founders Xiao Hong and Ji Yichao from leaving the country as it reviews whether Meta's $2B acquisition of Manus violates FDI rules

2026-03-24
Bearish sign
2026-03-24 View on X
Reuters

Sources: OpenAI is offering private equity firms a guaranteed minimum return of 17.5% and early access to new models to secure JVs, beating Anthropic's terms

2026-03-23
Bearish sign
2026-03-23 View on X
Reuters

Sources: OpenAI is offering private equity firms a guaranteed minimum return of 17.5% and early access to new models to secure JVs, beating Anthropic's terms

ChatGPT maker OpenAI is offering private-equity firms a sweeter deal than rival Anthropic as both artificial intelligence companies …