Market Reaction and Likely Outcomes

Podcast episode for Selling H200s to China Is Unwise and Unpopular.

* 00:00 - Introduction

* 01:29 - The Announcement

* 04:43 - How Bad Would This Be?

* 12:55 - Is There A Steelman Case For This Other Than ‘Trade Always Good’?

* 17:38 - Compute Is A Key Limiting Factor For China and Chinese Labs

* 19:13 - What About That All Important ‘Tech Stack’?

* 22:05 - Selling H200s Hurts America In The AI Race

* 23:41 - Nvidia Number Did Not Go Up That Much

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https://open.substack.com/pub/thezvi/p/selling-h200s-to-china-is-unwise?utm_campaign=post-expanded-share&utm_medium=web