Selling H200s to China Is Unwise and Unpopular
Update: 2025-12-09
Description
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 Much
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