Huawei, every mention

22 scenes, the whole family · ← back to Huawei

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every year anyone John Coogan 12Aaron Ginn 7Jordi Hays 3Jordan Schneider 2Mike Gallagher 1Ben Thompson 1

Verbatim, from the transcripts: the passages where Huawei comes up

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U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN Jul 30, 2026 · 2 mentions

Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN Jul 16, 2026 · 1 mention

  • ▶ 9:04 John Coogan And they said that distillation challenge is real in shrinking us a lead in AI suggesting that the US government could do more to clamp down on Chinese model adoption globally by working with allies similar to trusted telecom efforts like…

SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN Apr 23, 2026 · 2 mentions

  • ▶ 17:45 unnamed speaker I guess they're just going to buy a lot of Huawei chips or something. 2 times in the scene

Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN Apr 13, 2026 · 2 mentions

  • ▶ 28:58 John Coogan U.S. sanctioned companies such as Huawei and Hikvision are rolling out AI systems that perform maintenance checks on high-speed trains, managing mining operations, scanning water samples to assess pollution, and more. 2 times in the scene

Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN Mar 6, 2026 · 3 mentions

  • ▶ 21:47 John Coogan They have Huawei, which is the Nvidia, uh, equivalent. 2 times in the scene
  • ▶ 22:59 John Coogan So China's best effort, Huawei's Ascend at nine 10 C, is on SMIC's seven nanometer class DUV process.

The Remarkable AGI Predictions of Daniel Gross Mar 5, 2026 · 3 mentions

  • ▶ 39:19 unnamed speaker They have Huawei, which is the NVIDIA equivalent, and they have SME, which is their ASML equivalent. 2 times in the scene
  • ▶ 40:56 unnamed speaker Uh, so China's best effort, Huawei's Ascend at nine 10 C, is on SMIC's seven nanometer class DUV process.

Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN Mar 5, 2026 · 1 mention

  • ▶ 29:45 unnamed speaker One, Anthropik marked as a US supply chain risk by the government, same as Huawei.

FULL INTERVIEW: Ben Thompson on Anthropic v. DoW Mar 2, 2026 · 1 mention

  • ▶ 6:25 Ben Thompson Now, these Huawei chips are somehow manufactured by TSMC, let's not look too closely at it, but we should explicitly be allowing it.

FULL BREAKDOWN: Trump BANS Anthropic Mar 2, 2026 · 1 mention

  • ▶ 18:20 John Coogan Uh, Huawei is a, is a supply chain risk because of the five G towers that could potentially have back doors.

Meta Acquires Manus, Nvidia's $20B Groq deal, Doordash's Reddit Firestorm l Diet TBPN Jan 6, 2026 · 1 mention

  • ▶ 7:16 unnamed speaker Mark Warner repeated with Huawei's five G Mark Andreessen called it with deep seek.

Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN Dec 10, 2025 · 1 mention

OpenAI Requesting Federal Backstop? | Diet TBPN Nov 7, 2025 · 1 mention

  • ▶ 25:10 John Coogan There is a, there is some level of an acceptable argument to this idea that if you continue to, to push, uh, Nvidia chips there, it just makes the Huawei Ascend just a little bit less exciting.

Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update Jun 28, 2025 · 1 mention

  • ▶ 1:15:24 Mike Gallagher When, what I don't want to see is a replay of what we saw with China and five G and Huawei, where China was going all over the world saying, you can have five G internet steeply.

Building GPUs Is Easier Than You Think | Aaron Ginn on TBPN Apr 26, 2025 · 7 mentions

  • ▶ 7:17 Aaron Ginn Otherwise, Huawei's gonna show up, and it's gonna be like, hey, my thing is like, you know, 80% is good, but it's cheap, and I'm not gonna cut you off from the most important technology wave in, you know, in the next 10, 10, 15 years. 3 times in the scene
  • ▶ 20:05 Aaron Ginn But I, I just don't want, to go back to the Boeing example, I don't want France to have Huawei gear. 4 times in the scene

Jordan Schneider (ChinaTalk) On the US-China Power Struggle Mar 28, 2025 · 2 mentions

  • ▶ 20:26 Jordan Schneider And kind of ever since Huawei, uh, the China's leading chip designer and SMIC, the, uh, kind of analog to TSMC have been trying to push back against that, you know, fight through loopholes and, um, make the, uh, the sort of level of chips 2 times in the scene

Is APPLE Headed Downhill? (Investor Breakdown) Feb 8, 2025 · 1 mention

  • ▶ 5:50 John Coogan The one exception was the Huawei chip ban in 2020, which drove premium Android users to Apple.

DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind Jan 24, 2025 · 1 mention

  • ▶ 1:00:48 John Coogan Now more and more Chinese companies are doing well worldwide like Huawei, Tencent, and Alibaba.

The END of TikTok? Jan 18, 2025 · 1 mention

  • ▶ 46:04 John Coogan Um, and so, uh, TikTok is a Huawei-sized problem and a potential national security threat to the U.S. as U.S. military personnel use TikTok.

The "Switzerland of AI" is Crazy (ep3) Oct 14, 2024 · 1 mention

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