International Relations graduate, interested in insurgent groups in Syria and in the Sahel. Monitoring Chinese and Russian activities from time to time.
Italy
Joined August 2017
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MrRevinsky retweeted
NYT reports on an additional wrinkle to the Nvidia spy scandal.
They found that several of the Chinese companies that the Commerce Department approved to buy H200 Nvidia chips don’t seem to exist or have direct ties to the Chinese military.
nytimes.com/2026/11/07/busin…
MrRevinsky retweeted
On the Jensen Huang-Alice Huang affair, you have to give the MSS credit for running another successful op. They are good and getting better.
I have seen some takes that it is no big deal he had an affair with an alleged PRC spy because he needed no pillow talk convincing to push for looser export controls, but that misses a few things:
He is (was?) text and phone buddies with President Trump, so if he divulged anything about his conversations with Trump to her, or his thoughts about Trump or chatter about China policy or frankly anything from Trump, that would be valuable to any foreign intelligence service, and especially to the MSS;
Was she ever alone with his phone or computer, say when he got up to use the bathroom? Are Nvidia IT/device policies for travel to Taiwan and Singapore looser than those for travel to the mainland? What value would there be to the MSS to have physical access to the devices of the Nvidia CEO?;
He is the chip allocator in chief, so a good relationship with him likely meant more chips for the MegaSpeed front and the entities back in the PRC to which those chips flowed.
With the new Congress, expect subpoenas and public hearings in which he is trashed and he and Nvidia are further damaged. What a win for the MSS, to have such access to the head of the most important company in the world, and to now get to watch as politicians and shorts attack him and Nvidia.
There is rarely just one lie, so don’t be surprised if the blast radius from this mess expands. And there is already the SuperMicro case…
MrRevinsky retweeted
New: The Commerce Dept investigation into Megaspeed, the firm led by the Chinese spy who had a relationship with Jensen Huang, was suddenly suspended last year after an interaction between Nvidia and a top Commerce Department official. nytimes.com/2026/11/09/busin…
MrRevinsky retweeted
In bombshell new reporting from @nytimes’ @AnaSwanson and @DevlinBarrett, it appears Nvidia executive leadership personally reached out to the Commerce Department in an effort to get it to drop its investigation into Megaspeed—a company we now know was run by Mr. Huang’s confidential romantic interest.
Any independent investigation into Mr. Huang’s personal affair must get to the bottom of whether Nvidia’s efforts to protect Megaspeed were ultimately influenced by that relationship.
I am not an investor, but at first look, this would appear to be a gross violation of Mr. Huang’s fiduciary responsibility as CEO—and a textbook example of (FAILED!) attempted political corruption by one of America’s largest tech companies.
Remember, per New York Times reporting, the Justice Department has been conducting a criminal inquiry into Megaspeed—a criminal inquiry that concerns Megaspeed’s role in illegally shipping Nvidia’s products to customers in China.
If Nvidia thought it could persuade the Trump administration to drop its investigation into Mr. Huang’s girlfriend, then that is a total betrayal of President Trump’s trust.
It puts the administration in an extremely uncomfortable position, and reflects poorly on Nvidia’s executive leadership.
nytimes.com/2026/11/09/busin…
MrRevinsky retweeted
TikTok, el hogar del pederasta. Hemos localizado, y visto, más de 1.000 vídeos con contenido explícito de abuso infantil y también hemos comprobado cómo las propias herramientas de la plataforma conducen directamente a este material y lo “promocionan”. La entrega de hoy aquí 👉🏽 bit.ly/4BS9aEM
MrRevinsky retweeted
Anthropic is gaining exponentially less capability per billion dollars spent over time. It's now 8x as expensive to boost AI capabilities as it was 2 years ago, getting worse on a log scale. This includes METR report & internal models.
Credit to @alexolegimas, @sebkrier, and @michael_wiebe for inspiration.
AI progress per dollar of investment shows diminishing returns (as we've all known, right?) This is using METR's estimate of acceleration at Anthropic. That acceleration isn't enough to overcome the diminishing returns. by @sebkrier
MrRevinsky retweeted
Minulý týden jsem se vrátil z pracovní cesty na Taiwan. A víte, co je pikantní? Že už během doby, kdy jsem tam byl, mi přišel email z mise Čínské lidové republiky při EU. V mailu se píše, že mám ctít "princip jedné Číny" - v podstatě šlo o výhrůžku, co mám jako jezdit na Taiwan.
Takové pokusy o nátlak zcela odmítám. Na Taiwan jsem jel proto, že kultivuju vztahy s těmi, a nimiž je to vzájemně výhodné. Z čínských investic v Česku zůstaly jen sliby.
MrRevinsky retweeted
Now is a good time to revisit some old clips of Jensen trying to mislead people on why it's okay for NVIDIA sell AI chips to China.
This was the key moment from his interview on @dwarkesh_sp's podcast (time stamp 57:36):
1. Dwarkesh asks why it’s okay to sell NVIDIA chips to China given the national security implications of AI models like Mythos.
2. Jensen gives a misleading answer, arguing that it’s okay to sell American chips to China because China already produces 60% of the world’s chips.
3. But as Jensen definitely knows, compute is measured in flops, not number of chips.
4. Dwarkesh then pushes back, pointing out that on a flops basis, China has 10% of the compute the US has, and giving them more compute would change their cyber capabilities.
This is a common pattern with Jensen. He's developed talking points that sound plausible to a non-technical audience about why there is no conflict between NVIDIA's financial interests and US national security.
But on the rare occasion when he's interviewed by someone like Dwarkesh who knows what he's talking about, it immediately becomes obvious that he's spouting nonsense.
The Jensen Huang episode.
0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?
0:16:25 – Will TPUs break Nvidia’s hold on AI compute?
0:41:06 – Why doesn’t Nvidia become a hyperscaler?
0:57:36 – Should we be selling AI chips to China?
1:35:06 – Why doesn’t Nvidia make multiple different chip architectures?
Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!
MrRevinsky retweeted
Great reporting by @nytimes. The US Commerce Dept was approving sales of Nvidia chips to companies in China which either did not exist, were on the sanctions list, and/or had ties to China's military. A brief visit by journalists in China found that two of the offices were just empty shells.
Was Jensen Huang a "victim" of a honey trap or was he just trying to make as much money as possible? Was his $25 million donation to Trump's ballroom the price of pay to play? In the US - China tech competition, has the Commerce Dept been co-opted by other interests? Here is a gift article which raises deeply troubling questions.
Explore this gift article from The New York Times. You can read it for free without a subscription. nytimes.com/2026/11/07/busin…
MrRevinsky retweeted
1/ I'll explain exactly how this happened because I'm the person at Forbes who calculates these numbers.
This is going to take some unraveling, but here's a spoiler: The president's answer here is nonsense.
MrRevinsky retweeted
Ross Douthat asks the President how his net worth rose by nearly $3 billion, according to a Forbes estimate, since he returned to office.
Watch the interview Sunday at 7 p.m. ET/PT on 60 Minutes.
MrRevinsky retweeted
THIS is the young man who is the first Texas Democrat in 38 years to win a seat in the US Senate. Elon Musk poured over $200 MILLION into preventing this from happening and he FAILED 💙 James Talarico, ladies and gentlemen.
MrRevinsky retweeted
Almost all the growth in global coal use since the late 1980s has come from China.
Outside China, the world’s use of coal has barely changed since the late 1980s. It was just over 20,000 terawatt-hours back then, and almost four decades later, it is still the same.
But the change has been very different in China. The country has increased the use of coal enormously, and today, China is burning more coal than the rest of the world combined.
The future of global coal use, and the emissions that come with it, depends heavily on what happens in China.
(written by @MaxCRoser)
MrRevinsky retweeted
US intelligence agencies believe @Nvidia CEO Jensen Huang had romantic relationship with alleged Chinese spy
as.ft.com/r/97c2f9f7-ad2e-44…
MrRevinsky retweeted
New details in the China-Jensen Huang spy plot: U.S. officials believe Alice Huang was recruited by MSS, China’s top intel agency. Alice knows other AI execs, like leaders of Nvidia assembler Gigabyte. Her cos have ties to the China military establishment. nytimes.com/2026/11/06/us/po…
MrRevinsky retweeted
"Chinese tech companies are getting stronger, evolving into full-stack physical AI generalists, even as they face growing pressure from all sides."
From my new piece on China's tech Swiss Army Knives: highcapacity.org/p/chinas-te…
MrRevinsky retweeted
Are you fucking kidding us?
The US Secretary of Defense posts “Patriots in control,” a notorious QAnon slogan. THREE MINUTES later, Putin's envoy Kirill Dmitriev responds with “WWG1WGA,” another QAnon cult mantra.
What the actual fuck is this? A coordinated trolling operation? A joint US-Russian QAnon convention? Or have the lunatics finally taken over both asylums?
These people are running two nuclear powers, for fuck's sake.
