Alvin Graylin
China AI / HTC Vive China (Moonshots guest)
“You first talked about export controls in the software export controls of Fable. But actually before that, for several years now, four or five years, there's been export controls on chips and allocation of EDA software and lithography equipment and so forth. What that's done is that it's forced them not to have the latest and greatest equipment. It's forced them to have to innovate with low resources.”
Alvin Graylin
One-line summary: Moonshots guest on US-China AI, export-control backfire, and private-credit-financed US compute as a reverse-SDI analogue. Maps to existing chains — not a new mechanism.
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- On mega-issuance-peak-to-ai-capex-derate:
"You first talked about export controls in the software export controls of Fable. But actually before that, for several years now, four or five years, there's been export controls on chips and allocation of EDA software and lithography equipment and so forth. What that's done is that it's forced them not to have the latest and greatest equipment. It's forced them to have to innovate with low resources." — 2026-08-18-podcast-moonshots-china-s-endgame-asi-timelines-us-china-relations (2026-08-18)
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