All-In with Chamath, Jason, Sacks & Friedberg Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
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Apr 19, 2025 
Tim Dillon, a provocative comedian and host of The Tim Dillon Show, dives into a variety of hot topics. He discusses the complex implications of Nvidia’s tech export restrictions to China and what that means for global competition. Dillon also tackles Trump’s looming threats over Harvard’s funding and the impact of diversity initiatives in Hollywood. With his trademark humor, he critiques identity politics while pondering the intersection of comedy and serious social commentary. This spirited conversation blends wit with insightful analysis.
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US Export Controls on AI Chips
- The US export controls on AI chips aim to prevent sensitive tech from reaching China, especially limiting military uses.
- NVIDIA tried to comply but its H20 chip was still seen as too powerful and was eventually banned from China.
China’s Semiconductor Catch-Up
- China is aggressively advancing in semiconductor tech, developing their own EUV and 7nm chips.
- Despite restrictions, their investments and reverse engineering show they are catching up fast.
Plausible Deniability in Chip Sales
- NVIDIA revenues show about 47% come from China and related countries, despite export restrictions.
- Shell companies in Asia likely act as intermediaries, passing chips to mainland China despite controls.