Perhaps not directly tied to last week’s removal of Fable 5, but it is becoming increasingly clear that the performance benchmarks among the American frontier models aren’t the primary variable when it comes to broad, global AI adoption. Earlier today it was announced that Microsoft is considering Deepseek for a lower cost Copilot alternative. Then came this news here that the US government has made the decision to forgo adding Deepseek to its ever expanding “entity list”. You can’t be a little bit pregnant and American policy makers either need to take on China with serious intention or accept that there isn’t the political courage to do what is necessary and be done with the whole façade. https://www.cnbc.com/amp/2026/06/17/us-deepseek-blacklist-cxmt-national-security-risks-.html

Yeah man. Struggling to get it loaded. Trying to go with the video straight up rather than a YT link. Only 6 min but having issues nonetheless.

That didn’t take long. My vocal critique last week of “Allied Scale” is already facing its first real test and the prospect isn’t looking good at all. If an American-led coalition can’t overcome the issue of rare earths what then of the hundreds, if not thousands, of other Chinese dependencies facing the G7 nations and their collaborators? https://www.reuters.com/world/americas/trumps-critical-minerals-pricing-plan-faces-skeptical-g7-divided-industry-2026-06-15/

Anthropic is Dependent on China. So, am trying something new here. Rather than a long winded “China Morning Missive” thought I’d convert it all into a short video. This is my first attempt. Feedback, no matter how brutal, is not just welcome but desired.

Just noticed that I was quoted - unbeknownst to me - in this article.

Well, once again we have the Law of Unintended Consequences playing out for the whole world to see. Zhipu surges 33% as Wall Street raises bets on China AI after Anthropic curbs https://www.cnbc.com/2026/06/15/china-ai-zhipu-minimax-artificial-intelligence-race-washington-trump-anthropic.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

I’ve been asked increasingly about the usage of VPNs in China. Allow me to share with you the policy in the clearest possible way. What is the first rule of Fight Club?

So I see that my compatriot Americas remains blissfully distracted by Bread and Circuses. You’d think that after some 2,000 years the lesson would have been learned. But hey, there’s still a cage match upcoming at the White House.

Hahahaha right? But it is a style, Kungfu Yoga.

My wife amazes me. She headlined a massive yoga event last night. Brought out her unique style. The crowd of +200 went WILD.