shares of invidia uh... down today and reports that wawa is developing uh... a

competing a i chip that's ignited debate over uh... in silicon valley on how

exactly to approach the arms rights with china dear drobosa has more

in today's tech check d

hey good morning david's on one side of that split you have big names like mark and

drayson bill gurley br Gersner, on their latest podcast,

the latter two of those, Gersner and Gurley, they argue that containment is a distraction and

ultimately a losing strategy, stay in your lane mentality versus looking around for your

competitor, which will cost you, they argue. But then there's another side, many of which

are within or have close proximity

to the current administration that are just dismissive of Huawei's and Deep Seeks progress.

They argue that the U.S. lead is too big to lose, and they see this as a more finite race,

winner-lose. You've got David Sachs, Trump's AI czar, who argued on a recent All-in podcast

that the government has to be tough and cannot

let China have access to our leading edge technology. After our own tech check segment about a

week ago on export controls backfiring and boosting Huawei, someone else from the administration

DM'd me saying that I misunderstood and Huawei was actually way behind. Elon Musk,

by the way, he's more complicated

supporting EV trade barriers, but seeing China as a serious threat. Meanwhile, guys, the news of the

day, Huawei is about to test a newer and more powerful chip, the potential of which is hitting

shares of our own national AI champion, NVIDIA. Back in 2019, I went to Xinjiang China to interview

Huawei's CEO and founder, Ranjang Fei. At the time, Huawei was facing a U.S.

...