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I err on the side of zooming out, any individual story is like looking at a mountain through a microscope.
In this particular op for example, maybe the goal isn't to get Jensen out, or even anti-Jensen or anti-China.
On a longer time horizon it could be a canary operation, feed bad info to a suspected leaker, or sniff out the operatives on the nvidia board.
I find Bessent throwing Lutnick under the bus an interesting plot twist. Is he the next Susie Wiles? Or is his and Jensen testifying before congress a way to get something else on record?
Is this a narrative setup to ban chip exports completely?
So many possible, larger outcomes, than what's in the Overton Window today. What is the Overton Window many months from now that this enables?
Even if a story is true, it is still in all likelihood at least a partial misinfo campaign. Either someone aims to benefit from the whole lie, the partial lie, or that one sentence that puts the intended idea in people's heads. It is such a common thing that it doesn't even matter who did it anymore: Cui bono is uninteresting in a world where everything is a commodity.
All that matters is capability.