https://minutesof.com/on/export-controls/ Everyone on the record about export controls: 31 verbatim quotes from 4 people, October 2023 to August 2026, in one chronology, each with a timestamp and… en Sun, 30 Aug 2026 22:32:57 +0000 https://minutesof.com/q/508df0d8-ecdd-4207-8fc3-6fb129cfad95/ https://minutesof.com/q/508df0d8-ecdd-4207-8fc3-6fb129cfad95/ “So I guess our allies aren't gonna have the data centers either. So we are totally shooting ourselves in the foot.” — David Sacks, All-In Podcast Sun, 23 Aug 2026 20:30:25 +0000 export controls https://minutesof.com/q/7a146010-cfa9-41d9-a2a1-2a91d322f5f0/ https://minutesof.com/q/7a146010-cfa9-41d9-a2a1-2a91d322f5f0/ “But now we're basically banning the data centers. We're not gonna have those data centers full of geniuses. And he's done his best to restrict sale of chips to our allies as well.” — David Sacks, All-In Podcast Sun, 23 Aug 2026 20:30:25 +0000 export controls https://minutesof.com/q/2b83c415-855e-4002-9764-5328191bb619/ https://minutesof.com/q/2b83c415-855e-4002-9764-5328191bb619/ “And if we have thousands or millions of those and China has only dozens or a 100, whatever, then we're going to win everything.” — David Sacks, All-In Podcast Sun, 23 Aug 2026 20:30:25 +0000 export controls https://minutesof.com/q/f3b4d168-9f2d-45f2-9d75-211f84cbf6cf/ https://minutesof.com/q/f3b4d168-9f2d-45f2-9d75-211f84cbf6cf/ “Dario actually made this argument in the context of trying to ban export of chips.” — David Sacks, All-In Podcast Sun, 23 Aug 2026 20:30:25 +0000 export controls https://minutesof.com/q/01de0953-f839-438b-bd23-96ce2f7346b6/ https://minutesof.com/q/01de0953-f839-438b-bd23-96ce2f7346b6/ “You could have national security, you have technology leadership, and you could have economic prosper ity all at the same time.” — Jensen Huang, Associated Press Tue, 16 Jun 2026 20:50:13 +0000 export controls https://minutesof.com/q/7f7c89c2-e221-4652-adbe-c84494b67064/ https://minutesof.com/q/7f7c89c2-e221-4652-adbe-c84494b67064/ “The NVIDIA has locked up over 60% of the capacity this year in long term contracts alone, and they're buying more on top of that.” — Dylan Patel, CNBC Television Mon, 16 Mar 2026 21:58:55 +0000 export controls https://minutesof.com/q/33b97d06-f9c9-4649-a290-b1b1384e7469/ https://minutesof.com/q/33b97d06-f9c9-4649-a290-b1b1384e7469/ “It has BIS, right? BIS, the Bureau of Industry and Security, Export controls, two thirty two tariffs, that's the auto tariffs, the pharmaceutical tariffs, the semiconductor tariffs,” — Howard Lutnick, Pod Force One with Miranda Devine Wed, 01 Oct 2025 11:00:06 +0000 export controls https://minutesof.com/q/a999cb53-d4a2-4536-b747-e778209c625e/ https://minutesof.com/q/a999cb53-d4a2-4536-b747-e778209c625e/ “the Commerce Department has the most tools, right? It has BIS, right? BIS, the Bureau of Industry and Security, Export controls, two thirty two tariffs, that's the auto tariffs, the pharmaceutical tariffs, the semiconductor tariffs, All steel and aluminum, these, and these are not part of the Supreme Court case. They are not. These are durable, defensible.” — Howard Lutnick, Pod Force One with Miranda Devine Wed, 01 Oct 2025 11:00:06 +0000 export controls https://minutesof.com/q/74a26a69-d440-47d7-955e-d42c8b775a7c/ https://minutesof.com/q/74a26a69-d440-47d7-955e-d42c8b775a7c/ “They were importing lithography at a much higher rate than that. Right? Like, 40% of their equipment imports were lithography, and they were stockpiling lithography equipment.” — Dylan Patel, a16z Mon, 22 Sep 2025 13:01:51 +0000 export controls https://minutesof.com/q/182b465b-febd-4c89-945d-f61e809f643a/ https://minutesof.com/q/182b465b-febd-4c89-945d-f61e809f643a/ “Our our revenue estimate for NVIDIA in China for just h 20 was north of 20,000,000,000 because that's what they were booking in capacity slash had to write off.” — Dylan Patel, a16z Mon, 22 Sep 2025 13:01:51 +0000 export controls https://minutesof.com/q/e898c1a1-99db-492b-b3b5-38d0af412c82/ https://minutesof.com/q/e898c1a1-99db-492b-b3b5-38d0af412c82/ “they were able to acquire 3,000,000 chips, 2,900,000 chips from TSMC through these other entities. Right?” — Dylan Patel, a16z Mon, 22 Sep 2025 13:01:51 +0000 export controls https://minutesof.com/q/9871fa14-c7f3-4c9f-a84a-0f093f92a2ce/ https://minutesof.com/q/9871fa14-c7f3-4c9f-a84a-0f093f92a2ce/ “The the full ban. And so they were only able to make a small volume of these chips, but they had trained significant models on these chips that they made then.” — Dylan Patel, a16z Mon, 22 Sep 2025 13:01:51 +0000 export controls https://minutesof.com/q/809be6a0-41ad-4fb7-8a0f-e92bbfeb3ebc/ https://minutesof.com/q/809be6a0-41ad-4fb7-8a0f-e92bbfeb3ebc/ “But, like, you know, can you give them no GPUs? No. They're gonna retaliate. Like, there is a middle ground, and, like, Huawei is eventually going to have a lot of production capacity,” — Dylan Patel, No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 export controls https://minutesof.com/q/cd6e818a-a8c6-4fc5-b11d-96afaffc62cd/ https://minutesof.com/q/cd6e818a-a8c6-4fc5-b11d-96afaffc62cd/ “This is more than enough if they even took 30 of it, concentrated it, to be a bigger cluster than any American company has.” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 export controls https://minutesof.com/q/89c9d86f-ca5b-45bd-b16f-f7837e38d48f/ https://minutesof.com/q/89c9d86f-ca5b-45bd-b16f-f7837e38d48f/ “On equipment though, last year ASML, many quarters they've had 45% of their equipment and even more of their revenue come from China. And likewise for ASML, Lam Research and all these companies, right?” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 export controls https://minutesof.com/q/6d450b52-b2bc-457a-ae6e-52cf7219326f/ https://minutesof.com/q/6d450b52-b2bc-457a-ae6e-52cf7219326f/ “On equipment though, last year ASML, many quarters they've had 45% of their equipment and even more of their revenue come from China.” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 export controls https://minutesof.com/q/38d113f9-ba13-446c-ad37-db93f239378f/ https://minutesof.com/q/38d113f9-ba13-446c-ad37-db93f239378f/ “And I think that is a much easier goal to achieve than trying to debate on what AGI is.” — Dylan Patel, Lex Fridman Mon, 03 Feb 2025 00:12:13 +0000 export controls https://minutesof.com/q/9e102380-dbd9-4dbb-acd8-a43420fa4c7f/ https://minutesof.com/q/9e102380-dbd9-4dbb-acd8-a43420fa4c7f/ “A large part of export controls, if they work, is just that the amount of AI that can be run-in China is going to be much lower.” — Dylan Patel, Lex Fridman Mon, 03 Feb 2025 00:12:13 +0000 export controls https://minutesof.com/q/9e102380-dbd9-4dbb-acd8-a43420fa4c7f/ https://minutesof.com/q/9e102380-dbd9-4dbb-acd8-a43420fa4c7f/ “A large part of export controls, if they work, is just that the amount of AI that can be run-in China is going to be much lower.” — Dylan Patel, Lex Fridman Mon, 03 Feb 2025 00:12:13 +0000 export controls https://minutesof.com/q/2930999e-1d82-4023-b604-3dbdb15a6461/ https://minutesof.com/q/2930999e-1d82-4023-b604-3dbdb15a6461/ “Like, each country can only buy 50,000 GPUs for the next four years. And it's like, that's kinda nothing when NVIDIA's making, you know, 6,000,000 plus this year.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 export controls https://minutesof.com/q/d1ba7229-6f9c-4393-9fae-bd85ea69d963/ https://minutesof.com/q/d1ba7229-6f9c-4393-9fae-bd85ea69d963/ “There is there is one obvious loophole, which is well, there's, like, strict caps. Right? Like, each country can only buy 50,000 GPUs for the next four years.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 export controls https://minutesof.com/q/b9f3e38a-33ab-4cfa-8322-55a0ed1bc5ec/ https://minutesof.com/q/b9f3e38a-33ab-4cfa-8322-55a0ed1bc5ec/ “So, like, it's, like, Microsoft, Meta, Amazon, Google. Right? These four companies have, you know you know, 70 plus percent of their data center AI data center capacity in The US.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 export controls https://minutesof.com/q/7d009a67-b093-47ed-966c-83d2122784a3/ https://minutesof.com/q/7d009a67-b093-47ed-966c-83d2122784a3/ “Right? Like, the largest operator in China of data centers in China, GDS, moved to Singapore and says they're Singaporean now.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 export controls https://minutesof.com/q/c375dcd6-7e32-46f5-a9a4-79f02129b7f8/ https://minutesof.com/q/c375dcd6-7e32-46f5-a9a4-79f02129b7f8/ “Malaysia from 2024 to 2027, not the country itself, but companies operating there, mostly Chinese companies, many of them claiming they're now Singaporean companies. Right?” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 export controls https://minutesof.com/q/ef0e0707-39cc-45d7-8303-ba5d94e61ff9/ https://minutesof.com/q/ef0e0707-39cc-45d7-8303-ba5d94e61ff9/ “They can build better chips in China, then we restrict them in terms of chips that NVIDIA or AMD or an Intel can sell to China.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 export controls https://minutesof.com/q/37826dc7-6409-420f-8c4d-11e92e1f1770/ https://minutesof.com/q/37826dc7-6409-420f-8c4d-11e92e1f1770/ “The chip side of things is actually being controlled quite effectively, I think. Right? Like, yes, there is, like, shipping GPUs through Singapore and Malaysia and and other countries in Asia to China.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 export controls https://minutesof.com/q/5df181a5-28a4-4c6d-8379-7493d76f65f1/ https://minutesof.com/q/5df181a5-28a4-4c6d-8379-7493d76f65f1/ “where The US can control China. Right? So advanced packaging capacity is kind of a shot because the vast the the largest advanced packaging company in the world was Hong Kong headquartered.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 export controls https://minutesof.com/q/9970673d-c612-4b81-8789-52135c45cc46/ https://minutesof.com/q/9970673d-c612-4b81-8789-52135c45cc46/ “Right? Because you have you have sanctions on how many NVIDIA GPUs you can get in. Now, they're still north of a million a year.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 export controls https://minutesof.com/q/72d16d9a-f03c-4f62-aadb-daaecf589490/ https://minutesof.com/q/72d16d9a-f03c-4f62-aadb-daaecf589490/ “And many folks including, not just myself, but many folks in the industry as well think that the 1980i could be used for five nanometer, right?” — Dylan Patel, Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 export controls https://minutesof.com/q/78d6a540-b866-4c76-b5e3-da9f0e853aaa/ https://minutesof.com/q/78d6a540-b866-4c76-b5e3-da9f0e853aaa/ “But remember the 1980i has continued to be upgraded and there's an upgraded version in 2023, right? And that tool, sort of the line is in between those tool, right?” — Dylan Patel, Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 export controls https://minutesof.com/q/89ea37a4-8221-4263-80d9-10e67c0b12d8/ https://minutesof.com/q/89ea37a4-8221-4263-80d9-10e67c0b12d8/ “The export restrictions have clearly failed because China is still able to manufacture. And what's surprising about the chip that Huawei did is, you know, it's a phone chip.” — Dylan Patel, Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 export controls