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← The largest hole in America's GPU export controls was never physical…
17 connected korrents · 15 moments from 28 Jan 2022 to 24 Sept 2026.
Everything filed under semiconductors
semiconductors
Everything filed under Europe
Europe
Everything filed under Russia
Russia
Everything filed under tariffs
tariffs
Everything filed under America
America Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The largest hole in America's GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own. The largest hole in America's GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: Evacuating TSMC's engineers and destroying its fabs would leave China with the strongest semiconductor supply chain in the world. — tap to centre the map on it Evacuating TSMC's engineers and destroying its fabs would leave China with the strongest semiconductor supply chain in the world. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Huawei, if it had access to TSMC, would arguably be a better chip company than Nvidia. — tap to centre the map on it Huawei, if it had access to TSMC, would arguably be a better chip company than Nvidia. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Jensen Huang is a maximally cynical commercial and political actor whose one and only goal is to sell Nvidia chips to whoever he can, especially China. — tap to centre the map on it Jensen Huang is a maximally cynical commercial and political actor whose one and only goal is to sell Nvidia chips to whoever he can, especially China. Last stated a month ago
16 Sept 2026
ZM
Zvi Mowshowitz — holds since 2026-09-16 — tap for who they are
Same subject: Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years. — tap to centre the map on it Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars. — tap to centre the map on it Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: You do not have to believe in AGI to believe in the timelines on which the United States wins the semiconductor race. — tap to centre the map on it You do not have to believe in AGI to believe in the timelines on which the United States wins the semiconductor race. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. Last stated 2 months ago
18 Aug 2026
CH
Casey Handmer — holds since 2025-10-31 — tap for who they are
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: A diesel export ban would probably do little for U.S. affordability, would deter business investment, and would weaken America's hand against China on energy. — tap to centre the map on it A diesel export ban would probably do little for U.S. affordability, would deter business investment, and would weaken America's hand against China on energy. Last stated 4 weeks ago
24 Sept 2026
PK
Paul Krugman — holds since 2026-09-24 — tap for who they are
Same subject: A country should raise revenue by tariffing foreign countries rather than by taxing its own citizens. — tap to centre the map on it A country should raise revenue by tariffing foreign countries rather than by taxing its own citizens. Last stated 2 years ago
20 Jan 2025
DT
Donald Trump — holds since 2025-01-20 — tap for who they are
Same subject: A trade dispute escalated by aggressive tariffs can still end in a negotiated outcome that leaves all sides better off. — tap to centre the map on it A trade dispute escalated by aggressive tariffs can still end in a negotiated outcome that leaves all sides better off. Last stated a year ago
30 May 2025
GS
Guy Spier — holds since 2025-05-30 — tap for who they are
Same subject: Cutting off trade with tariffs would force a huge interest-rate spike and probably a debt crisis, because the budget deficit would have to be financed at home. — tap to centre the map on it Cutting off trade with tariffs would force a huge interest-rate spike and probably a debt crisis, because the budget deficit would have to be financed at home. Last stated 2 years ago
14 Apr 2025
JC
John H. Cochrane — holds since 2025-04-14 — tap for who they are
Same subject: A company doing something at the edge of the Overton window has to hold two cultures at once — the true believers and the serious professionals who think they are crazy — and integrating them is what makes it work. — tap to centre the map on it A company doing something at the edge of the Overton window has to hold two cultures at once — the true believers and the serious professionals who think they are crazy — and integrating them is what makes it work. Last stated 3 months ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: A heavily centralised state is the most fragile kind: when Rome’s centre failed, its successors were left without the resources or administration to do what it had done. — tap to centre the map on it A heavily centralised state is the most fragile kind: when Rome’s centre failed, its successors were left without the resources or administration to do what it had done. Last stated 5 years ago
28 Jan 2022
BD
Bret Devereaux — holds since 2022-01-28 — tap for who they are
Same subject: A new world order based on raw power is being drawn right now, and Europe has to fight for its place in it. — tap to centre the map on it A new world order based on raw power is being drawn right now, and Europe has to fight for its place in it. Last stated a year ago
10 Sept 2025
UL
Ursula von der Leyen — holds since 2025-09-10 — tap for who they are
Same subject: A ceasefire along the current lines would end the killing and still leave a long-term settlement between Russia and Ukraine possible. — tap to centre the map on it A ceasefire along the current lines would end the killing and still leave a long-term settlement between Russia and Ukraine possible. Last stated 2 months ago
26 Aug 2026
BM
Branko Milanovic — holds since 2026-08-26 — tap for who they are
Same subject: A pro-West stance is mostly right: a world more aligned with the CCP or Russia seems a bad one. — tap to centre the map on it A pro-West stance is mostly right: a world more aligned with the CCP or Russia seems a bad one. Last stated 2 years ago
15 Oct 2024
NQ
Nabeel S. Qureshi — holds since 2024-10-15 — tap for who they are
Same subject: Believing that Trump might yet help Ukraine is not harmless optimism: it is part of a manoeuvre that buys Putin time. — tap to centre the map on it Believing that Trump might yet help Ukraine is not harmless optimism: it is part of a manoeuvre that buys Putin time. Last stated 2 months ago
23 Aug 2026
PO
Phillips P. OBrien — holds since 2026-08-23 — tap for who they are
At the centre
The largest hole in America's GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own.
Holds Read this korrent →
Evacuating TSMC's engineers and destroying its fabs would leave China with the strongest semiconductor supply chain in the world.
Holds
Huawei, if it had access to TSMC, would arguably be a better chip company than Nvidia.
Holds
Jensen Huang is a maximally cynical commercial and political actor whose one and only goal is to sell Nvidia chips to whoever he can, especially China.
Holds
Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years.
Holds
Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars.
Holds
You do not have to believe in AGI to believe in the timelines on which the United States wins the semiconductor race.
Holds
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds
A diesel export ban would probably do little for U.S. affordability, would deter business investment, and would weaken America's hand against China on energy.
Holds
A country should raise revenue by tariffing foreign countries rather than by taxing its own citizens.
Holds
A trade dispute escalated by aggressive tariffs can still end in a negotiated outcome that leaves all sides better off.
Holds
Cutting off trade with tariffs would force a huge interest-rate spike and probably a debt crisis, because the budget deficit would have to be financed at home.
Holds
A company doing something at the edge of the Overton window has to hold two cultures at once — the true believers and the serious professionals who think they are crazy — and integrating them is what makes it work.
Holds
A heavily centralised state is the most fragile kind: when Rome’s centre failed, its successors were left without the resources or administration to do what it had done.
Holds
A new world order based on raw power is being drawn right now, and Europe has to fight for its place in it.
Holds
A ceasefire along the current lines would end the killing and still leave a long-term settlement between Russia and Ukraine possible.
Holds
A pro-West stance is mostly right: a world more aligned with the CCP or Russia seems a bad one.
Holds
Believing that Trump might yet help Ukraine is not harmless optimism: it is part of a manoeuvre that buys Putin time.
Holds