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Yuzu Xu's avatar

the mirror image of this is already playing out in china's own chip market. nvidia's share of chinese ai compute fell from about 95 percent to 55 percent over the past year as domestic silicon, mostly huawei's ascend line, climbed to roughly 41 percent from near zero. same industrial policy logic, just running in the other direction, china decided rip and replace was worth the near term cost years before the fcc did. and on the export side china shipped roughly 97 of every 100 humanoid robots sold worldwide in h1, agibot around 8,400 units and unitree about 5,900. a 65 percent domestic content bar on the us side is aimed almost entirely at that one supply base since there isn't much of a second source yet.

Mansi Kulkarni's avatar

The "simple but dumb" defense is the most interesting part of this — it's essentially an admission that precise, well-targeted policy is often slower than blunt policy, because precision requires naming every threat in advance, and threats in fast-moving tech evolve faster than rulemaking can. That's a real tradeoff, not just bureaucratic laziness: a rule vague enough to adapt might actually govern better than one specific enough to become obsolete the moment it's finalized. Weber would have recognized this as the core tension in any bureaucracy — the same procedural rigidity that makes rules legitimate and predictable is exactly what makes them slow to respond to genuinely new threats.

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