Huawei (private)

Z-Ben Advisors CEO: China is building a gold reserve asset, not a reserve currency

18 arguments: Why rare earths were "the ultimate McGuffin", why Beijing would rather the mullahs stayed, and the $10–15T of local-government debt he…

Sep 16 • The Scuttlebutt

Nathan Labenz: a Chinese AI policy adviser told him there could be war

24 arguments: Why he says US export controls are chilling American AI safety work more than Chinese labs, what a five-year plan from 2016 shows, and the…

Sep 12 • The Scuttlebutt

Mark Gurman: every foldable before the iPhone Duo looks like a beta test

3 takeaways: why the $1,999 price still buys Apple a margin, the $800 Australian premium on top of it, and Apple's first real AI strategy since the Mac

Sep 11 • The Scuttlebutt

Jordan Schneider: the data center backlash is homegrown, and China's rockets were filled with water | TBPN

The ChinaTalk founder on cars that cost a third of the Western equivalent, what DeepSeek's leaked transcript says about Liang Wenfeng, and the compute…

Sep 1 • The Scuttlebutt

Ejaaz Ahamadeen & Josh Kale: Nvidia buys Hugging Face for $13 billion, Z.ai serves 100 trillion free tokens on Chinese silicon, and Waymo's…

Why Jensen Huang wants the open-weights hosting layer, what the SEC subpoenas mean for Leopold Aschenbrenner's fund, and the Tesla CyberCab fleet that…

Aug 29 • The Scuttlebutt

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