Dax

So they can't be like, hey, here's exactly what we use if they're using a bunch of stuff they're not supposed to have. So that like throws a bunch of punch into this.

So they can't be like, hey, here's exactly what we use if they're using a bunch of stuff they're not supposed to have. So that like throws a bunch of punch into this.

Yeah, yeah. We banned exports of GPUs above certain capability. Okay? Okay.

Yeah, yeah. We banned exports of GPUs above certain capability. Okay? Okay.

There's another interesting fact that someone pointed out recently that Singapore is 20% of NVIDIA's revenue.

There's another interesting fact that someone pointed out recently that Singapore is 20% of NVIDIA's revenue.

Singapore is like a very small island nation in that area.

Singapore is like a very small island nation in that area.

So it's China adjacent. Why would they be 20% of NVIDIA's revenue? That's a little weird.

So it's China adjacent. Why would they be 20% of NVIDIA's revenue? That's a little weird.

These export controls practically are just not...

These export controls practically are just not...

effective like it's like how do you exactly we're talking about earlier like there's always going to be a way if you're sufficiently motivated to to get these things um and of course there's something around it i could just buy a bunch of them and take them to china there's no one at china in china at china there's no one at china that's gonna stop me bringing them in right it's just that america is supposed to not the u.s is telling nvidia you can't do this um

effective like it's like how do you exactly we're talking about earlier like there's always going to be a way if you're sufficiently motivated to to get these things um and of course there's something around it i could just buy a bunch of them and take them to china there's no one at china in china at china there's no one at china that's gonna stop me bringing them in right it's just that america is supposed to not the u.s is telling nvidia you can't do this um

And the other thing I was thinking about was like, man, what a deal of the century. You could just be the dude in Singapore smuggling this stuff, adding a 20% whatever. And that's like, it's like 20% fee on like $20 billion of GPUs. Like that's, that is crazy. That is really wild.

And the other thing I was thinking about was like, man, what a deal of the century. You could just be the dude in Singapore smuggling this stuff, adding a 20% whatever. And that's like, it's like 20% fee on like $20 billion of GPUs. Like that's, that is crazy. That is really wild.

So the point is there's like so many reasons why one, they wouldn't say to like, well, sorry, one, they couldn't say what they actually did. And two, like, there's a lot of reasons to just, and that's what they always do. They always like lie about the price of things to like create, uh, just competitive noise in the market. Yeah. It's a good strategy. It works.

So the point is there's like so many reasons why one, they wouldn't say to like, well, sorry, one, they couldn't say what they actually did. And two, like, there's a lot of reasons to just, and that's what they always do. They always like lie about the price of things to like create, uh, just competitive noise in the market. Yeah. It's a good strategy. It works.

If you literally put the paper into DeepSeek and talk to it about it, you would learn more than just listening to people talking about it. Yeah, probably.

If you literally put the paper into DeepSeek and talk to it about it, you would learn more than just listening to people talking about it. Yeah, probably.