And they didn't just say that NVidia was overvalued, but that it was overvalued for precisely this reason. I've also read people here and elsewhere warn that ex

And they didn't just say that NVidia was overvalued, but that it was overvalued for precisely this reason. I've also read people here and elsewhere warn that export controls could quickly become ineffective as Chinese researchers find clever ways to train models with lower-end hardware. I think if there had been a prediction market, this outcome would have been given a better than 50% probability here, though maybe the speed it happened has surprised people.