What Zvi Mowshowitz thinks about China
Writes Don't Worry About the Vase, a near-daily account of what is happening in AI and what he thinks it means. Former Magic: the Gathering pro and trader; unusually willing to put a number on a belief and to grade his own past calls.
Everything they publish, on ppll ↗
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3 dated positions, 2026, in their own words. Our reading of what Zvi Mowshowitz has said — not written or endorsed by them.
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Their wordsJensen is a maximally cynical commercial and political actor whose one and only goal is to sell Nvidia chips to whoever he can, especially China.
↗Trump Goes Full Hoax on AI Existential Riskthezvi.substack.com
- 2 days earlier
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Their wordsThe winner would then be the AIs, not us. That is not to say that the China issue is not real, hence the export controls and attempted international agreement.
- 11 days earlier
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Their wordsWe are going to keep doing this ‘omg the new Chinese model is so good, America is cooked’ cycle for a while. Best get used to it.