What Zvi Mowshowitz thinks about semiconductors
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.
Zvi Mowshowitz did not write this page.
We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.
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1 dated position, 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