Jonathan Tien

-Immigrant from island nation -Embroiled in infidelity blackmail scandal at height of his power -Thankless job of modernizing the economy's infrastructure Welcome back Alexander Hamilton

Imagine thinking this is how America wins

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.

if you're curious the kind of creative fraud we see, here are some examples: 1. chinese reseller that farms promo codes for trial access (typically sold in bundles) then bizarrely wraps their authenticated session and proxies it to their own app, where they resell it -- not very successfully -- as their own app. they run outlook email signups on a loop when they exhaust promo or trial limits. we have evidence they're doing this to companies like @linear @cognition @granola @SpaceXSI and @gumloop as well. They sell these through AliPay and their dispatcher loops in a promo code and routes to their "paying" users. they auto rotate through these tools to keep spend under the trial or promo limits. 2. egyptian team building fortnite and roblox maps and slamming our most expensive models in the most inefficient way on trials held w real cards (but cancelled and restarted.) this started subtle and ramped up quickly over 3 days. should have been caught (and less expensive) but we had a prompt caching bug and the monitor had been muted temporarily because of some real business things. super painful one. 3. indonesia - banned the entire country. hundreds of people were using chatprd on trial as a temu chatgpt. luckily the token cost here was low enough but it was annoying so the entire country go the ban hammer. i am NOT VC funded so i have to eat every single one of these learnings. me, our eng team, and the bots are doing hand to hand on a 15 minute basis to try to catch things while keeping customer privacy and prospect access high. its a nightmare.

Jensen is such a strong believer in open source that even opened his marriage to outside contributors. Have to respect a man who lives his principles. axios.com/2026/11/08/nvidia-…

Isn’t this getting a little too weird? Why is everyone leaving Anthropic?

personalized stores. e.g. point your agent to the internet & it creates a personal store front. like having your own personal & curated boutique.

Introducing Gemini 4 Carbon, it's a big jump over Argon which we released just 2 weeks ago. Gemini 4 Carbon is SOTA on cyber, long horizon tasks, ranks #1 on Artificial Analysis V5, significantly improves on usability in domains like coding, and is more aligned.

came this far into japan, immersion ruined

Holy promo @x fam! Almost dropped my phone when this thing appeared

My quick takeaways on the Anthropic S-1: 1. This is a historical moment 2. $6.6M in revenue per employee!! Hard to even comprehend how good that is but Anthropic is AI native as it gets so makes sense. 3. I always thought OpenAI would drop their S-1 first 4. Customers spend about 9x more after a year. Net Revenue Retention is approximately 900% as of Sep 30, 2026. Good SaaS companies brag about 120%. 5. Cowork is growing faster than Claude Code did. Goes to show you the demand for consumer products. Duo will probably rip. 6. 3 years ago this company did $41M in revenue. In the first six months of 2026, it did $16.3 billion. I don't think anyone has a mental model for that curve yet, I sure don’t. 7. Nearly half of revenue comes through cloud marketplaces. About 48% comes from customers buying through them. Big companies buy where their budget already lives, and the lesson for founders selling to enterprises is to get listed where your buyers already spend. 8. Their run rate formula is published: the last 28 days of usage times 13, plus subscriptions times 12, which i guess is the new ARR math for founders? 9. It looks like They're merging Cowork into Claude dot au which tells you the chat box era is ending and the "go do the work for me" era is here. 10. Thousands of Anthropic employees are about to become liquid at once, so expect the biggest wave of new AI startups and angel checks San Francisco has ever seen. Reminds me when Facebook went public but this is way bigger. Let’s go! 11. Buried in the filing, Anthropic says the gap between what Claude can do and how widely it's used is one of its biggest growth opportunities, so the company itself is telling you the models are ahead of the market and someone has to close that gap for dentists, landlords, and plumbers. 12. Whatever happens, exciting times to be building in AI.

Great idea! I had Claude build my offline survival LLM with a one line prompt and about half an hour. Now I need to get my backup battery/solar generator so in case the electrical grid is out I can still use my computer…

This is actually a condescending view of working-class people. I grew up in a working-class immigrant family and we ate at Red Lobster and The Cheesecake Factory for "fancy nights out." But even we understood that the White House should not look like the inside of a Red Lobster. Working-class people are not culturally illiterate just because their experiences are shaped by their limited means.

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The internet told them Europe was a social paradise. Turns out the trains are awful, the health care isn’t free, and people can be really mean. buff.ly/5cLtnha