Nvidia's H200 authorization should go to ally countries not China, says Tusk Venture's Bradley Tusk

US AI Policy & Geopolitics - Questions the rationale behind prioritizing chip exports to China over US allies like UAE, Japan, and South Korea, especially considering their alignment with US interests and technological goals [2][3] - Highlights the inconsistency between limiting AI regulation at the state level due to national security concerns and simultaneously exporting advanced chips to China, a strategic rival in AI development [3] - Points out the potential risks of a fragmented regulatory landscape for AI across different states, while acknowledging the need for some level of state and local oversight, particularly in sectors like healthcare and consumer protection [5][6][8] Economic & Fiscal Policy - Criticizes the lack of logical consistency in US economic policies, particularly concerning revenue generation and fiscal decisions, referencing a significant reduction in national revenue (45% if interpreted as $4.5 trillion) following a major bill [10] - Expresses concern over the seemingly random and inconsistent nature of US policy decisions, questioning whether they contribute to a clear and consistent strategy beneficial for the US [11]