Two underestimated advances will turbocharge US controls on CN chips, pull further ahead on AI: 1) new EUV will make chips further beyond what CN can make w/old ~7nm limit equipment 2) next gen NVIDIA AI training coming on 4nm chips, not current 7nm, which CN can do w/difficulty

NEW: Former President Trump recently mused that he might impose even higher tariffs than earlier proposed. A 20% across-the-board tariff + 60% tariff on China would cost a typical US household more than $2,600 a year, up from the $1,700 if it was 10%. #PIIECharts

AP classes/exams are great, but making them easier risks blowing up the whole point: offering college standards to HS students who can prove they met that bar. Dilutes signal of passing scores and incentivizes less serious prep. Sad to see falling academic standards being framed

My dudes, Telegram is not an e2e messaging app like Signal or WhatsApp. Telegram is more like this place. It is a social media app that is mostly public content that also happens to have DMs, where you can turn on e2e messaging with questionable cryptography that most people

No, economists do not disagree about this. Tariffs add to the cost *consumers* pay. JDV went to law school. I am not ‘an economist’ but have a grad degree in econ. This is Ec101 material.

“Are these economists who think consumers won’t pay more due to tariffs in the room with us right now?”

Important read for the pernicious effects that increasingly normalized threats of political violence from MAGA land are having on our country and politics. Romney has shared similar stories of threats.

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This should be setting off alarm bells for US policymakers: Since 2016, the share of international students enrolled in the US vs. other developed countries fell by nearly 30% Immigration is America's superpower — and we're at risk of losing it.

A sign that US controls are biting but also an opportunity for Huawei to iron out these kinks and then become more of a rival in the AI market even outside of China.

Yeah good luck making anything close to advanced chips without ASML equipment…there’s a reason they have been panic buying it despite the tough talk

So disappointing. So much for friendshoring. Now either the company continues to limp into dust or gets bought by another giant US firm, creating more of a monopolist. Blow also to int’l sense of US openness to investment

Hard to make case since it would bring injection of capital & technology to struggling American company to strengthen steel manufacturing in the United States. We welcome & subsidize foreign investment in industries critical for national security (chips). Why the difference?

The US export control agency (BIS) just published an important regulation which will bring quantum computers, additive manufacture and some other advanced technologies under control. A couple of key points... 🧵

Big positive news after the negativity about whether advanced chips can be in the US due to cultural conflict/skills/etc. good US can match on yield, which is big part of cost, interesting how unit costs will compare to TW when running

Don’t disagree with the China cycle thesis generally but “Tesla has not released a new EV in China since 2019” is prob a big part of the problem. CN has actually been more friendly to Tesla recently, removing restrictions on where their cars can go