Tech CEOs’ China Optimism Persists

Updated: 2026.01.04 24D ago 2 sources
Nvidia’s Jensen Huang says he 'takes at face value' China’s stated desire for open markets and claims the PRC is only 'nanoseconds behind' Western chipmakers. The article argues this reflects a lingering end‑of‑history mindset among tech leaders that ignores a decade of counter‑evidence from firms like Google and Uber. — If elite tech narratives misread the CCP, they can distort U.S. export controls, antitrust, and national‑security policy in AI and semiconductors.

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How popular is Elon Musk?
Nate Silver 2026.01.04 28% relevant
That idea highlights how elite tech narratives can misread geopolitics and persist despite counter‑evidence; Silver’s poll work is a complementary datapoint showing that CEO political behavior and narratives (here Musk’s alignment with Trump and official role) affect popular legitimacy — a vital input when evaluating the social license tech leaders claim domestically and abroad.
Oren Cass: The Geniuses Losing at Chinese Checkers
Oren Cass 2025.10.01 100% relevant
Huang’s BG 2 podcast quotes about China’s openness and pace, contrasted with historical exits (Google 2010; Uber 2016) and GE’s stance.
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