The pod was good apart from starting/spreading the rumor that high numbers of “bill to Singapore” was evidence that China was circumventing GPU import bans.

Dont look at it as such, mayhaps;

Look it at literally who will have GPU dominance in future. (obv who will hit Qbit at scale... but we are at this scale now - and control currently is controlled by policy, then bits, then Qbits.)

Remember, we are witnessing the "Wouldnt it be cool if..?" CyberPunk manifestations of our Cyberpunk Readings of youth?

((I buildt a bunch of shit that spied on you because I read NeuroMancer, and thought wouldnt it be cool if..."

And then I helped build Ono Sendai throughout my career...

Can you expand your post and explain why?

Must be the rumours that DeepSeek has million worths of GPU think and their claim of relatively cheap training is a psyop