Of course that’s your contention. You just heard about DeepSeek two days ago. Just got done watching some 40-minute deep dive—Deirdre Bosa, probably. You’re going to be talking about how this complicates things for the hyperscalers and how NVIDIA stock traded down 15%. And how this is bad for GPU demand. You’re going to be convinced of that until next month when you learn about how Jevons’ paradox predicts that cheaper AI models will actually increase demand for semiconductors.

HIT-PIECE INCOMING!

What to do when a journalist emails you and they are clearly writing a hit piece.

These pics show what “the good ending” looks like. A true flawless victory.

🧵 Thread of 10 anti-hit strategies, mostly stolen from @micsolana and @lulumeservey

1: Do not give an interview.

It never turns out well and it makes it harder for other people to circle the wagons. Don’t respond or say “no comment.”

GUNDO DEEP DIVE VIDEO

Tons of hard tech startups are building in El Segundo. This video covers:

- Map of hard tech companies
- Brief history lesson
- Interviews with @ADoricko @ScottNolan @ashleevance @mrexits @isaiah_p_taylor @zanemountcastle @cameron62s & @soren_ma
- 🧵👇 If you want to learn more, @ashleevance has a great episode of his show Hello World about how @elonmusk reshaped LA:

https://x.com/ashleevance/status/1724872339316482054?s=20

Elon-Twitter is a distraction.

FTX is a distraction.

The only story that you should be paying attention to right now is the United States vs China situation.

Here's a primer on what's going on: For decades, the United States and China had a mutually beneficial partnership.

The US was a hub of innovation and deep technical expertise. China had a billion people to throw and any labor intensive problem.

But now, a new wave of trade restrictions is changing everything.