Jensen here is frustrating and wrong. The man wrote off billions so of course he opposes controls.

1. Mythos is a ~10T parameter model trained on Nvidia Blackwell. Despite Jensen's best efforts, China doesn't have Blackwell chips thanks to export controls. Huawei's best chip delivers 1/3 the per-chip performance, at 2.5x the power cost, with yields >12x worse. Jensen calling Mythos "fairly mundane capacity" that's "abundantly available in China" is just plainly false.
   
   
2. Dwarkesh is right that the compute ratio matters geopolitically. Maintaining a capability lead during the critical window — even 12-18 months — is the whole point of controls. The difference between China running a thousand vs. a million offensive AI agents is huge. Jensen dodges this entirely.
   
   
3. Jensen can't simultaneously argue "controls failed because China innovated anyway" (DeepSeek) AND "we must sell to China or they'll leave our ecosystem." If they'll innovate regardless, selling chips doesn't buy the loyalty he claims.
   
   
4. Jensen's ecosystem stickiness point (x86, Arm) is his strongest argument, but it cuts against him: the world is already locked into CUDA. Selling Nvidia chips to China doesn't deepen that - it just gives China better hardware while they build Huawei alternatives regardless.