New role, same mission. I'm now leading SCSP's Technology Leadership Directorate as Vice President—working with an amazing team to ensure America stays ahead in the technologies that will define this century. More to come on what we're building at the Special Competitive Studies Project!

🧵 1/ The real significance of events in Venezuela for oil is less about reserves and more about refining capacity and geopolitical positioning. The potential boon for U.S. oil companies? Refining Venezuelan crude (caveat: depends on sanctions relief and production ramp-up).

"Enhe’s primary school does not teach Russian, the kind of omission that Mr. Putin has denounced as an intolerable violation of ethnic Russians’ rights in countries like Ukraine and the Baltic States." www.nytimes.com/2026/01/04/w...

President Donald Trump on Friday blocked U.S. photonics firm HieFo Corp's $3 million acquisition of assets in New Jersey-based aerospace and defense specialist Emcore, citing national security and China-related concerns. - www.reuters.com/world/china/...

In Ukraine, a New Arsenal of Killer A.I. Drones Is Being Born www.nytimes.com/2025/12/31/m...

Reunification ‘is unstoppable’, says Chinese president, a day after the conclusion of intense military drills www.theguardian.com/world/2025/d...

Inside China’s Six-Decade Campaign to Dominate Rare Earths www.nytimes.com/2025/12/31/b...

China says what happens with Taiwan is none of Japan’s business. The reality is that an invasion of Taiwan would have immense stakes for Japan. These maps show why www.wsj.com/world/asia/c... via @wsj.com

Three months, 19,687 nautical miles: One ship’s journey epitomizes a moment of peak globalization www.wsj.com/articles/thr...

China issues drafts rules to regulate AI with human-like interaction - www.reuters.com/world/asia-p...

Quite the Hail Mary. Goes to show you how significant this space tech gap is. www.reuters.com/sustainabili...

Despite billions in investment, humanoid robot startups​ say androids still face daunting technical challenges before they move from science experiments to a replacement for human workers www.wsj.com/tech/ai/huma... via @wsj.com

More than 280 astronauts and cosmonauts have visited the ISS, and it has now been continuously occupied for 25 years. If you were born after 2 November 2000, for your entire life, there has always been someone living in space. www.bbc.com/future/artic...

Ten former Samsung employees arrested for industrial espionage charges for giving China chipmaker 10nm tech — executives and researchers allegedly leaked DRAM technology to China-based CXMT, resulting in trillions of losses in Korean Won www.tomshardware.com/tech-industr...

China’s tech gains are coming at a steep cost, with the state’s heavy-handedness in directing investments wasting colossal amounts of money www.wsj.com/world/china/...

Surprising biomedical application found for ASML’s chipmaking EUV lithography machines — they can mass produce nanopores for molecular sensing www.tomshardware.com/tech-industr...

Beijing is now the world’s fourth-largest arms exporter, trailing only the U.S., France, and Russia. www.wsj.com/world/china/... via @wsj.com

Chinese AI Chip Maker Biren Technology Plans $623 Million Hong Kong IPO www.wsj.com/business/chi...

“Datasection has gained more than $1.2bn in contracts with one large customer to access a significant portion of its 15,000 Nvidia Blackwell processors. That customer, which has a relationship with Datasection via a third party, is Tencent.” www.ft.com/content/9b47...

“In Nepal, the unseen eye has changed Tibetan life. The cameras are not just machines perched on the thick bundles of wires that twist through narrow lanes of Kathmandu in Nepal. They are a presence, an unseen watcher that Tibetans have learned to fear.” apnews.com/photo-essay/...

Taiwanese authorities are mulling setting a new export rule that would only let the world’s number-one foundry export technologies that are two generations behind its leading-edge production node www.tomshardware.com/tech-industr...

Good: President Trump signed into law new powers to screen and restrict U.S. investment in Chinese technology firms www.wsj.com/politics/nat...

In a high-security Shenzhen laboratory, Chinese scientists have built what Washington has spent years trying to prevent: a prototype of a machine capable of producing the cutting-edge chips. www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/

Speech-to-reality www.therobotreport.com/mit-research...

AI is creating more work, countering the doomers for now www.axios.com/2025/12/17/a...

Beijing threatens to block BlackRock-led deal to buy Panama ports unless state-owned Cosco gets a majority stake www.wsj.com/business/log...

How Tech’s Biggest Companies Are Offloading the Risks of the A.I. Boom www.nytimes.com/2025/12/15/t... via @nytimes.com

Ukraine Claims First Strike by Underwater Drone on Russian Submarine www.nytimes.com/2025/12/15/w...

China’s economic momentum slowed broadly in November www.wsj.com/world/asia/c...

For the first time in decades, German businesses and politicians are questioning the unfettered free trade that turned the country into an industrial powerhouse www.wsj.com/world/europe...

AI technology is going to transform how we live and work…it will make some jobs obsolete. And it is going to transform all of our jobs…But AI is also going to create opportunities—whole new jobs that center on the technology and the advances it enables. www.wsj.com/tech/ai/new-...

Chipmaker Intel has tested chipmaking tools this year from a toolmaker with deep roots in China and two overseas units that were targeted by U.S. sanctions. www.reuters.com/world/china/intel-has-tested-chipmaking-tools-firm-with-sanctioned-china-unit-sources-say-2025-12-12/

How this riff-drunk ragamuffin, who turns 82 on Dec. 18, not only survived but stayed relevant is a mystery, a puzzle wrapped inside a guitar string. Solving it may be the best hope the rest of us have of aging gracefully. www.wsj.com/arts-culture...

Videogame executive Xu Bo, said to have more than 100 children, and other Chinese elites are building mega-families by hiring American surrogates. www.wsj.com/us-news/chin...

The question isn't whether fusion will arrive—it's who gets there first, and what that means for the rest of the century. #FusionEnergy #EnergyTransition #Science www.nytimes.com/2025/12/13/c...

‘strategy’ China has figured out the US strategy for allowing it to buy Nvidia's H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, citing news reports x.com/business/sta...

“President Trump said this week he will let Nvidia sell its H200 chip to China in return for the U.S. Treasury getting a 25% cut of the sales. The Indians struck a better deal when they sold Manhattan to the Dutch.”

The Global Times, a Communist Party newspaper, pointed to the White House’s new national security strategy, which focuses more on the Western Hemisphere than China, as “evidence of the U.S. acknowledging its relative decline in power.” www.nytimes.com/2025/12/12/w... via @nytimes.com

A budding tech alliance? www.politico.com/news/2025/12...

Good question: Why would the President give away one of America’s chief technological advantages to an adversary and its chief economic competitor? www.wsj.com/opinion/nvid...

Trump Signs Executive Order to Neuter State A.I. Laws www.nytimes.com/2025/12/11/t...

Ford’s Car of the Future, Hatched in a Skunk Works Near Los Angeles www.nytimes.com/2025/12/11/b...

There is no ‘middle ground’ on this issue. Selling advanced chips to China hurts the American national interest. www.semafor.com/article/12/0...

'Terrifying': Why U.S. senator in top intel post wants more spying on Chinese companies cnb.cx/4pswzGo

Heard on the Street: A debate is raging over the accounting treatment of Nvidia chips and other AI equipment. This time, some of the AI companies’ critics may be overreaching. www.wsj.com/finance/inve...

“Beijing’s national security arm in Hong Kong summoned representatives and journalists from some foreign media organizations…on Saturday to warn them about coverage of the city’s deadliest fire in decades as well as of upcoming legislative elections. www.nytimes.com/2025/12/06/w...

Chinese warplanes locked radar on Japanese military aircraft in the seas near Okinawa on Saturday, in two separate incidents that Tokyo said were dangerous acts www.wsj.com/world/china/...

"Pop quiz. Who has contributed more to the rest of the world’s growth this year: China or the United States? The answer is the U.S., and it isn’t even close." www.wsj.com/economy/trad...

A brutal one-two punch for Europe this week. First, the release of the new National Security Strategy, and now this: a hard 2027 deadline for Europe to take over NATO defense leadership. The latter is the bigger story… www.reuters.com/business/aer...

A WSJ analysis of satellite images shows clear evidence of the Chinese military’s expanding footprint through a network of facilities that dot the Tibetan plateau www.wsj.com/world/china/...