Even if this is on a long term horizon, making a move doesn't mean winning and winning is subjective anyway, so who cares. Another mushroom in the soup. Or hairball. It's completely irrelevant unless you're in the game. And if you're in the game, good luck with that soup.

optimism

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?

Stacker Saloon

saloon

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?