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Jensen Huang’s affair is just a trigger. What we are witnessing is a pre-planned power grab over Nvidia’s trillion-dollar computing empire, coordinated by Wall Street and Washington. Some sharp Chinese-American commentators call it America’s new Red Scare targeting elite Asian entrepreneurs. Bill Gates, Elon Musk and other white tech billionaires have faced repeated scandals over personal conduct. None were dragged into national security probes or boardroom takeovers. Only Jensen Huang, after a personal relationship misstep, faces an independent board investigation and hostile narrative from intelligence circles. The double standard could not be clearer: For white elites, personal flaws are private matters. For a Chinese-born leader controlling a strategic tech asset, any tiny blemish gets framed as a national security risk. Nvidia is the backbone of global AI computing, valued at roughly $4 trillion. Unlike Meta, where Mark Zuckerberg locks control with dual-class super-voting shares, or Microsoft and Amazon, deeply integrated with the Pentagon and intelligence agencies, Nvidia has no such protective structure. Public filings from 2026 show Jensen Huang holds only 3.58% of shares, and all directors plus executives together hold merely 3.94%. Vanguard and BlackRock own 9.32% and 7.43% respectively, holding decisive voting power. Without institutional shields or deep political backing, this critical tech giant sits exposed on the chessboard of great-power competition. The groundwork for this takeover was laid months ago. Longtime board allies of Huang, Mark Perry and Michael McCaffrey, stepped down from key committees. Insiders tied to Democratic establishment, Wall Street and U.S. intelligence quietly moved in: ✅ Suzanne Nora Johnson, former Goldman Sachs vice chair and co-chair of Brookings Institution, joined Nvidia’s audit committee in July 2026 with direct oversight of internal investigations and compliance. ✅ Kenneth Jacobs, vice chair of Brookings and incoming Vanguard chair, controls the largest institutional voting bloc and operates within the same inner circle as Johnson. ✅ Gilman Louie,founding CEO of CIA-backed venture fund In-Q-Tel and member of the President’s Intelligence Advisory Board, works alongside Johnson on the same national tech fund, overseeing intelligence acquisition of strategic tech firms. The media rollout followed a precise political timeline. Initial trial balloons appeared on Oct 29. On Nov 6, the very day Democrats secured full control of Congress, Julian Barnes of the New York Times (national security beat) and Demetri Sevastopulo of the Financial Times published coordinated reports, citing intelligence memos while breaking the story of the personal scandal. The real offense was never the affair. It was the 2025 deal Jensen struck with the Trump administration: offering a 25% revenue share to win export approval for H200 chips into China. A normal commercial negotiation, reframed by incoming Democrats as a dangerous compromise on U.S. AI sovereignty. This investigation will not crash Nvidia’s stock — Wall Street holds massive stakes here. But it will deliver three strategic wins for the U.S. establishment: 1. De-founder and de-Sinicize Nvidia: A new permanent national security compliance committee, led by Johnson’s faction, will strip Huang of authority over chip exports and overseas strategy. His dual Chairman-CEO role will be split. 2. Lock down China’s AI ceiling: Washington will seize full command of global advanced computing supply, regulating chip flows to slow China’s AI progress. 3. Retroactively target Trump: Once Democrats take over congressional oversight panels in January 2027, this case will be used to accuse the Trump White House of negligence for approving the H200 export deal. Jensen Huang spent 27 years building this computing empire, believing in rules, technical merit and business contracts. But there is a brutal truth in America’s power game: Top-tier strategic technology and wealth without political cover are nothing more than bargaining chips waiting to be carved up. White elites get generous room for error. Asian pioneers who climb to the very top get almost none. This is not a story about infidelity. It is a raw demonstration of racial hierarchy, capital control and partisan power politics in the United States.
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Saw a cool video from "The Adder" on YT about real-valued chess, where you don't have to move a whole square, where you can move in between spaces So, I trained an engine you can play against. Source code below
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徒步的事情说了很久,有很多小伙伴在问我还有没有组织,主要是我考虑到很多小伙伴晚上的应酬太多,白天根本起不来,另外太早的话新加坡的气候未必能适应。但麦里芝的徒步确实是新加坡的一大特色。 而且这种一边走一边聊天的感觉会是和坐在饭桌完全不同的,也能聊的更有趣一些,尤其是想要加深对一个人的了解,在徒步中可能会获得不同的视角去理解一个人,或者是让自己能远离喧嚣。 10月7日早晨9点,虽然天气可能会有点热,但在开启繁忙的 Token 2049 前,先面对大自然。尤其是很久没有走路过的小伙伴,重新体验一下人间烟火。 我想走半圈就差不多了吧,半圈是两个小时,一圈大概是四个小时,估计会有小伙伴走废了,半圈挺好,然后湿漉漉的我带你们去吃亚坤,尝尝新加坡道地的味道。 报名地址: PS:徒步并不轻松,也不简单,耗时最少两个小时,还请做好防晒,防蚊的准备,最好带上饮用水,穿平底鞋,希望大家都能提前五分十分钟到,九点准时就出发,不等人。来得晚的小伙伴可以加油走快点。 感谢 @bagel_win 和 @NeoSoulAI 的支持,感谢 @chessxyz 的规划和帮助。走起来!
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Chess蔡司的毒舌日记 #2# 💩 看到Blast关停,无限唏嘘,当年开创补贴TVL和游戏化玩法挖矿的先驱吧,也曾经存过ETH挖过矿,设计上很赛博朋克2077。 Blast也算体面的了,感觉不太行主动止损关掉,其实大家可以看看现在L2,99%都是鬼链了,不关了还等着干啥呢?等着被盗吗? 还有很多公链到今天还在讲TPS,讲速度,不搞笑吗?我问你,鄂尔多斯好不好?雄安新区好不好?10车道马路,全智慧城市,然后现在都是鬼城,狗都不去,违背市场经济规律,强行按照自己的意愿去怼技术指标,全都是实验室和理论值,市场已经不买账了,10W TPS不如出一个金狗或者搞一个超级应用,这道理还不明白吗? 都2026了怎么还在讲这些枯燥无聊的技术指标,要么是在回避应用问题要么就是已经不知道要干啥了,只能舒适区来回打圈圈。 还有这些公链的人员冗余,你有那钱花在昂贵的营销和人力成本上,真不如精简团队做应用,当然前提是老板还不想rug,还想做点事情。 如果你没有用户,没有触及用户的媒介和渠道,那你再好的性能也是骗自己骗家人。 有时候,做减法和主动刹车也是一种选择,是需要魄力的选择。 本期,完。
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@chessxyz 我6号去见他们,传达你的意见
Chess, but it looks like doodles on paper. Made with Claude Sonnet 5.5.
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be zuck: - realize you can't compete with frontier labs - open source your own, trick china into training for you - buys china's top agent (manus), learns harness design - china wakes up, blocks the acquisition - spends $20b to KO scaleai as a data supplier - builds muse, modeled off openclaw 3d chess. i dont see a world were they dont win. distribution always does. your grandma and 15 year old cousin will sign up for muse in the same week. and you know for a fact they are optimizing every nook and cranny for engagement out the ass. very well played team
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