Latest / Don't Worry About the Vase Podcast
Selling H200s to China Is Unwise and Unpopular
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 MuchThe Don’t Worry About the Vase Podcast is a listener-supported podcast. To receive new posts and support the cost of creation, consider becoming a free or…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.