BIS just released its revision to the Oct 7 2022 restrictions. Jon of Asianometry, Dylan of Semianalysis, and Doug of Fabricated Knowledge join the pod to discuss why NVIDIA got screwed, why ASML may not have, and what these regs mean for the future of China and AI.Outtro music: Warren G Regulate remix https://soundcloud.com/dj-eric-rhodes/warren-wallen-mashup-final-editLearn more about your ad choices. Visit megaphone.fm/adchoices