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Will the MATCH Act Change Chip Controls?
Congress's Push to Take the Lead on China
Jun 17
•
Aqib Zakaria
47
4
7
No Jensen, Not All Compute is Created Equal
+ Nick in Cape Town!
Apr 28
•
Aqib Zakaria
and
Nick Corvino
107
19
14
Notes on Jensen v Dwarkesh
MATCH Act, kobe energy, cyber as shiny object, Jensen's inner fire, lawyers v engineers
Apr 21
•
Jordan Schneider
78
8
10
Fixing the GaN Problem
Before Another Supply Chain Emergency
Apr 20
•
Aqib Zakaria
61
3
6
Should the US Buy from CXMT?
Or is it Exactly What America Needs?
Apr 16
•
Aqib Zakaria
58
5
3
How Much Compute Does China Have? A Demand-Side Analysis
An estimate of China's AI usage
Apr 8
•
Nick Corvino
55
7
4
How Much Compute Does China Have?
a deep dive
Apr 7
•
Aqib Zakaria
79
6
8
How Much AI Does $1 Get You in China vs America?
And Does the H200 Change Anything?
Feb 19
•
Aqib Zakaria
80
10
7
The Future of Economic Security with Dan Kim and Chris Miller
The CHIPS Act as case study
Jan 21
•
Jordan Schneider
and
Phoebe Chow
23
6
3
H200s Sale: China Reacts
"It’s like a couple separated for a long time: even if they get back together, it’s hard to recapture the original passion."
Dec 12, 2025
•
Irene Zhang
42
4
7
EMERGENCY POD: Trump to Sell H200s to China
"There’s no way to sugarcoat this — it’s a disaster"
Dec 10, 2025
•
Jordan Schneider
22
24
7
How Far Can Chinese HBM Go?
Given export controls, what HBM node can China reach?
Dec 5, 2025
•
Aqib Zakaria
50
7
8
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