Huawei
includes Huawei Ascend, Huawei Ascend 910C
3 statements across 3 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Oct 14, 2024 by John Coogan · said 33 times in 19 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (12), Aaron Ginn (7), Jordi Hays (3), Jordan Schneider (2), Mike Gallagher (1), Ben Thompson (1)
tap a year for its mentions
2026 17 mentions in 10 episodes 2 per episode
- Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- The Remarkable AGI Predictions of Daniel Gross
- U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
- SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN
- Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN
- Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
- Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
- 2 more episodes that year, every mention in 2026 →
2025 15 mentions in 8 episodes 2 per episode
- Building GPUs Is Easier Than You Think | Aaron Ginn on TBPN
- Jordan Schneider (ChinaTalk) On the US-China Power Struggle
- Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- OpenAI Requesting Federal Backstop? | Diet TBPN
- Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
- Is APPLE Headed Downhill? (Investor Breakdown)
- DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
- The END of TikTok?
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
Everything said about Huawei, oldest first
Oct 14, 2024 neutral
Mar 28, 2025 neutral
Schneider: Huawei stockpiled AI chips made at TSMC using shell company
“Huawei was able to manufacture an enormous amount of chips at TSMC by basically creating a shell company, TSMC you know, deciding to look the other way about some Chinese firm manufacturing all these AI chips, and then the US government catching them and be li…”
Mar 2, 2026 neutral
Coogan: Supply chain risk labels have only targeted foreign companies
“It's only been used for foreign countries. Kaspersky Labs was a Russian cybersecurity company that was deemed to be a supply chain threat. Huawei is a supply chain risk because of the five G towers that could potentially have back doors.”