/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Rush Doshi

@rushdoshi
21 posts
2026-02-28
The Trump Admin has chosen to: - Treat Chinese companies like DeepSeek better than Anthropic. - Let AI chips flow to China. This is the kind of policy you pursue if you want China to lead in AI.
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

The Trump Admin has chosen to: - Treat Chinese companies like DeepSeek better than Anthropic. - Let AI chips flow to China. This is the kind of policy you pursue if you want China to lead in AI.
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

2026-02-26
Interesting: “Displacing white collar work would require orders of magnitude more compute intensity than the current level utilization. If automation expands rapidly, demand for compute definitionally rises, pushing up its marginal cost. If the marginal cost of compute rises
2026-02-26 View on X
Citadel Securities

Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute

Copyright © Citadel Enterprise Americas LLC or one of its affiliates.  All rights reserved.

2026-01-12
Alibaba's Qwen head effectively explains why US export controls give the US the advantage in AI over China. “A massive amount of OpenAI's compute is dedicated to next-generation research, whereas we are stretched thin — just meeting delivery demand consumes most of our
2026-01-12 View on X
Bloomberg

Chinese AI executives say China is unlikely to eclipse the US in the AI race anytime soon, citing limited resources and US chip export curbs as key constraints

Some of China's most prominent figures in generative artificial intelligence warned that the Asian nation is unlikely to eclipse the US in the global AI race anytime soon.

2025-12-19
So there's a TikTok deal, but still some questions about who controls the algorithm. They say it will be trained on US data. Great, but has the algorithm been transferred, licensed, or is it still owned and controlled by Beijing — with Oracle merely providing “monitoring?” [image]
2025-12-19 View on X
Axios

Internal memo: TikTok has signed a deal to sell its US unit; Oracle, Silver Lake, MGX will collectively own 45% of the US entity, and ByteDance will retain ~20%

TikTok has signed a deal to divest its U.S. entity to a joint venture controlled by American investors, per an internal memo seen by Axios.

2025-12-09
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 [image]
2025-12-09 View on X
CNBC

President Trump says the US will let Nvidia ship its H200 chips to “approved customers” in China and elsewhere, on the condition that the US gets a 25% cut

President Donald Trump on Monday said Nvidia will be allowed to ship its H200 artificial intelligence chips to …

2025-09-06
The GAIN AI Act makes sense. Kudos to @SenatorBanks. In a world of near limitless demand for leading edge chips and finite supply — all with the world's most important tech at stake — shouldn't Nvidia offer chips to US companies before offering them to Chinese companies?
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 …

2025-02-08
These ties between Patel and SHEIN are truly shocking. Especially amid reports that DOJ/FBI is going to reduce focus on PRC influence efforts in the US.
2025-02-08 View on X
Wired

Filing: Kash Patel, Trump's nominee to head FBI, was allotted Shein shares of $1M to $5M in exchange for consulting services; he has no plans to divest them

Donald Trump's pick for FBI director told senators he has no plans to divest his shares, which his financial disclosure form …

2025-01-26
Very useful context on DeepSeek. Did they really accomplish all that on just 5 million? Seems not. Probably more like $1 billion.
2025-01-26 View on X
Financial Times

Industry insiders say DeepSeek's focus on research makes it a dangerous competitor as it's willing to share breakthroughs rather than protect them for profits

China is pulling the same trick.  —  www.ft.com/content/747a... Mastodon: Brian Kung / @briankung@hachyderm.io : “There's a pretty delicious, or maybe disconcerting irony to this, ...

Very useful context on DeepSeek. Did they really accomplish all that on just 5 million? Seems not. Probably more like $1 billion.
2025-01-26 View on X
MIT Technology Review

Rather than weakening China's AI capabilities, US sanctions appear to be driving startups like DeepSeek to innovate by prioritizing efficiency and collaboration

The AI community is abuzz over DeepSeek R1, a new open-source reasoning model.  —  The model was developed by the Chinese AI startup DeepSeek …

2025-01-25
Very useful context on DeepSeek. Did they really accomplish all that on just 5 million? Seems not. Probably more like $1 billion.
2025-01-25 View on X
VentureBeat

Yann LeCun says DeepSeek “profited from open research and open source” like Meta's Llama and is proof that open source models are surpassing proprietary ones

If you hadn't heard, there's a new AI star in town: DeepSeek, the subsidiary of Hong Kong-based quantitative analysis …

2025-01-20
“If we are going to go to such extraordinary lengths for a foreign company and government Trump must make a demand of absolute reciprocity [for] Meta, X, Google, Snapchat....Now when the Chinese government inevitably laughs at this demand, ask yourself why.”
2025-01-20 View on X
The Verge

TikTok restores its service in the US, thanking Donald Trump for “the necessary clarity and assurance to our service providers that they will face no penalties”

The company said this afternoon that it is “in the process of restoring service” and thanked President-elect Trump for …

2025-01-18
TikTok had 268 days to sell itself so it wasn't operated by China. That would have solved everything. But they didn't even try. China wouldn't let them. Now, with time short, they want Biden to ignore a bipartisan law SCOTUS upheld 9-0. If they shut down, it's on them.
2025-01-18 View on X
CNBC

TikTok says it will go dark in the US on Sunday unless the Biden admin provides a “definitive statement” to critical service providers assuring non-enforcement

TikTok said its services will go dark on Sunday without a guarantee from the Biden administration that it won't punish Apple …

2024-12-29
Getting harder to argue that Trump 2.0 will get China right if the opening play is to let TikTok operate as usual. Maybe there will be a real debate on this and the new team ends up where Biden and bipartisan Congressional majorities did. Or maybe not... [image]
2024-12-29 View on X
Bloomberg

Filing: Trump asks SCOTUS to pause the law that could ban TikTok, saying the court should give him time to “pursue a political resolution” of the dispute

- Biden administration says Chinese control of app is threat  — TikTok says law infringes rights of 170 million Americans

Getting harder to argue that Trump 2.0 will get China right if the opening play is to let TikTok operate as usual. Maybe there will be a real debate on this and the new team ends up where Biden and bipartisan Congressional majorities did. Or maybe not... [image]
2024-12-29 View on X
New York Times

How Donald Trump went from backing a TikTok ban in 2020 to backing off in 2024, as he became a political star on the platform with more than 14.7M followers

In 2020, he moved to ban the Chinese-owned app.  Now, he is opposing the Biden administration's effort to do just that.

2024-12-28
Getting harder to argue that Trump 2.0 will get China right if the opening play is to let TikTok operate as usual. Maybe there will be a real debate on this and the new team ends up where Biden and bipartisan Congressional majorities did. Or maybe not... [image]
2024-12-28 View on X
Bloomberg

Filing: Trump asks SCOTUS to pause the law that could ban TikTok, saying the court should give him time to “pursue a political resolution” of the dispute

- Biden administration says Chinese control of app is threat  — TikTok says law infringes rights of 170 million Americans

2024-12-17
There is no good reason for this meeting with TikTok's CEO.  The data points that Trump 2.0 might favor deals with China over strengthening the American competitive position are getting harder to dismiss.
2024-12-17 View on X
NBC News

Source: Trump meets with TikTok CEO Shou Zi Chew at Mar-a-Lago, the same day that the company asks the Supreme Court to block the law that could ban the app

President-elect Donald Trump tried to ban TikTok in 2020 but was blocked by the courts.  He has since changed his position on the issue.

There is no good reason for this meeting with TikTok's CEO.  The data points that Trump 2.0 might favor deals with China over strengthening the American competitive position are getting harder to dismiss.
2024-12-17 View on X
NBC News

ByteDance asks SCOTUS to block the US law that could ban TikTok on January 19; when asked about the law, Trump says he has a “warm spot” in his heart for TikTok

Small business owners love TikTok for marketing and sales. Stella Martorana / Research Live : TikTok appeals to supreme court against US ban Fox Business : TikTok calls on Supreme ...

2020-05-15
This is a huge deal, particularly given the specific chips they'll manufacture. “TSMC's new plant would make chips branded as having 5-nanometer transistors, the tiniest, fastest and most power-efficient ones manufactured today.” https://twitter.com/...
2020-05-15 View on X
Wall Street Journal

TSMC says it plans to spend $12B to build a 5nm chip factory in Arizona as the White House seeks to increase domestic chip production

Plans for TSMC's Arizona Plant Come As Trump Seeks To Cut Dependence on Asia  —  Taiwan Semiconductor Manufacturing Co., TSM 2.32% the world's largest …

2019-12-03
Fascinating and disturbing piece on how the PRC is shaping international standards for facial recognition and surveillance — to the benefit of its firms and the normalization of its political system. A few key excerpts: 1/ https://www.ft.com/...
2019-12-03 View on X
Financial Times

Leaked documents show how China is trying to shape global standards for facial recognition, video monitoring, city and vehicle surveillance tech via UN's ITU

to the benefit of its firms and the normalization of its political system. A few key excerpts: 1/ https://www.ft.com/... @financialtimes : Exclusive: Chinese technology companies a...