Things Julian Says on Podcasts

These are really good questions, very important questions to us, I'm sure to the Wall Street Journal and the FT and all other journalists pursuing this. What we've offered our readers right now are two concrete data points. One, October 2025, the president is briefed about this intelligence that Jensen Wong has a relationship with a Chinese Spy. We have offered our readers the other data point of this spring, Marco Rubio authoring a memo, highly classified to a select group of White House officials that Alice Wong was an operative of the Chinese Ministry of State Security and had a relationship with Jensen Wong. Obviously, you know, the New York Times, Bloomberg, and others start reporting about Mega Speaker. Of speed last year. The government is looking at it at that time. But exactly when the U.S. learned Alice Wong was a spy, we don't know yet, right? And another key question is: Jensen Wong was not given a defensive briefing so far as we know. The FBI did not pull him in and say, Look, this woman you're having a relationship…

Look, every spy agency in the world uses this, right? Like, you know, it's the stuff of spy novels because it is kind of a technique that works. Like middle-aged man, like young. Intelligence officer, like it's a way to get information, and it's kind of tried and true. If you are the CEO of a world-leading company, if you are the person with access and control over the most important technology in the world, you know, your people should explain to you that you are a target, not just of the Chinese intelligence, but of intelligence agencies around the world. Like, this, you know, a CEO of an American technology company, no matter who it is, should expect to be target of industrial espionage.

Well, I mean, export controls kind of began in the first Trump administration and then were doubled down in the Biden administration as they Biden administration officials would talk about a small garden with high walls. They would say, like, look, on the most important chips, and we're talking about NVIDIA's black wells here, you want to make sure that China doesn't get them, right? This is all about keeping the U.S. lead, six months to nine-month lead, and potentially extending it. NVIDIA publicly says that they don't want China to have to be to there be a delay before China gets the most advanced chips. But, you know, NVIDIA has not been a company that has been wonderfully enthusiastic about export controls here. And they felt that the Biden administration was way too tight and way too restrictive on who they were selling their chips to. NVIDIA exists to sell chips, as many chips as they can to as many people as they can. And so that's the issue here, right? Like, if you're going to keep an edge, you need the people who have the most compute, the most black wells…