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VOICE ARCHIVE

Oren Cass

@oren_cass
10 posts
2025-09-06
3/ Enter Nvidia, which is leveraging every ounce of influence with the administration to get its chips into China, even when there are American firms that want the chips, because it thinks it can gain a permanent toehold there (which never works and won't this time either). [image]
2025-09-06 View on X
Reuters

Nvidia opposes the GAIN AI Act, saying the proposed US law forcing AI chipmakers to sell to US buyers first is “just another variation of the AI Diffusion Rule”

Nvidia (NVDA.O) said on Friday the AI GAIN Act would restrict global competition for advanced chips …

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1/ Fascinating drama playing out over the past 24 hours as the very good GAIN AI Act from @SenatorBanks comes under fire from @nvidia, which seems happy to shred its credibility for the sake of getting more AI chips into China. 🧵
2025-09-06 View on X
Reuters

Nvidia opposes the GAIN AI Act, saying the proposed US law forcing AI chipmakers to sell to US buyers first is “just another variation of the AI Diffusion Rule”

Nvidia (NVDA.O) said on Friday the AI GAIN Act would restrict global competition for advanced chips …

View original
4/ You'll recall Nvidia's approach from such classics as CEO Jensen Huang claiming with a straight face that “there's no evidence of AI chip diversion” and even moving forward with opening a research center in Shanghai. [image]
2025-09-06 View on X
Reuters

Nvidia opposes the GAIN AI Act, saying the proposed US law forcing AI chipmakers to sell to US buyers first is “just another variation of the AI Diffusion Rule”

Nvidia (NVDA.O) said on Friday the AI GAIN Act would restrict global competition for advanced chips …

View original
2/ The Banks bill takes the sensible and modest approach of requiring US chipmakers to offer AI chips to American customers before selling them to China. So it's just blocking sales where more chips for the CCP directly means fewer for American firms. https://www.theregister.com/ ...
2025-09-06 View on X
Reuters

Nvidia opposes the GAIN AI Act, saying the proposed US law forcing AI chipmakers to sell to US buyers first is “just another variation of the AI Diffusion Rule”

Nvidia (NVDA.O) said on Friday the AI GAIN Act would restrict global competition for advanced chips …

View original
8/8 The GAIN AI Act has bipartisan support and will move forward unless the White House blocks it. Seeing as the premise is LITERALLY “America First,” should be an easy one! At this point Nvidia is just insulting everyone's intelligence, hopefully not to much effect.
2025-09-06 View on X
Reuters

Nvidia opposes the GAIN AI Act, saying the proposed US law forcing AI chipmakers to sell to US buyers first is “just another variation of the AI Diffusion Rule”

Nvidia (NVDA.O) said on Friday the AI GAIN Act would restrict global competition for advanced chips …

View original
2025-04-10
1/ Today's moves, doubling down on the 10% global tariff and temporarily suspending reciprocal tariffs as promising negotiations proceed, have greatly strengthened the foundation of the president's vital push to address the failures of the international economy. [image]
2025-04-10 View on X
CNBC

President Trump pauses tariffs on most countries for 90 days, setting a 10% “lowered Reciprocal Tariff”, and sets 125% tariffs on China “effective immediately”

- President Donald Trump announced a 90-day pause on the full effect of his new tariffs for at least some countries.

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2025-01-27
First we let China hollow out our industrial base, then the engineering expertise followed, and now we can't even make the best AI hype anymore.
2025-01-27 View on X
Bloomberg

DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT, stirring doubts in Silicon Valley about the strength of the US' AI lead

- App's lower-cost model upends premise for AI spending boom  — Stocks of chip gear makers ASML and Advantest plunge

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2021-12-19
Feels like only last week I was doing a panel discussion at George Mason University with panelists who argued that using antitrust law to limit the market power of companies like Amazon would harm national security. Wait, it was last week! https://twitter.com/...
2021-12-19 View on X
Reuters

How Amazon grew its business in China, including partnering with a government propaganda arm for a books section on Amazon US, AWS-related concessions, and more

Welcome to the 97th edition of Trade War.  —  As we near our 100th edition … Msmash / Slashdot : Amazon Partnered With China Propaganda Arm Tweets: Neeraj K. Agrawal / @neerajka : ...

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2021-12-18
Feels like only last week I was doing a panel discussion at George Mason University with panelists who argued that using antitrust law to limit the market power of companies like Amazon would harm national security. Wait, it was last week! https://twitter.com/...
2021-12-18 View on X
Reuters

How Amazon grew its business in China, including partnering with a government propaganda arm for a books section on Amazon US, AWS-related concessions, and more

Amazon.com Inc was marketing a collection of President Xi Jinping's speeches and writings on its Chinese website about two years ago … Tweets: @neerajka , @aliceysu , @dhakatribune...

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2021-09-29
Facebook internal presentation, “Exploring playdates as a growth lever.” Our abandonment of children to the Internet will look as strange and abusive to future generations as child labor in the early years after the industrial revolution looks to us. https://www.wsj.com/...
2021-09-29 View on X
Wall Street Journal

Internal docs: Facebook was “exploring playdates as a growth lever”, including engaging tweens as they hung out together

It has investigated how to engage young users in response to competition from Snapchat, TikTok; ‘Exploring playdates as a growth lever’

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