frozen snapshot — 2026-07-31 · see today →

What's on Howard Lutnick's mind?

read fresh this morning at 6

26%21%16%12%25%

Jensen Huang comes calling 26% the Chinese open-weight AI question 21% · newseven more government equity stakes 16% · newthe humanoid robot letter 12% everything else 25%

Nvidia's CEO Walks Into Commerce Amid China Scrutiny

Jensen Huang met with Lutnick as Washington re-examines what Nvidia is allowed to sell into China.

Scoop: Nvidia's Jensen Huang meets Lutnick amid China scrutiny

Axios · 2026-07-28

our translation

the chip guy does not fly to washington for the coffee. lutnick likes being the single room where the china license question gets settled — it makes him the market, not the referee.

Axios scoop carried by three outletspretty sure · 3 sources

Republican Pushes to Ban Chinese AI From Federal Contractors

new — Semafor exclusive picked up overnightpretty sure · 2 sources

Commerce Quietly Adds Equity Stakes in Seven Private Companies

new — The Hill surfaced the disclosurepretty sure · 1 source

Walberg Presses Lutnick on Foreign Humanoid Robots

Walberg letter posted to House sitepretty sure · 1 source

friday, july 31

Explain which seven companies Commerce now co-owns(reported)

Start the reply to Walberg's robot letter(reported)

Take another Nvidia call about what ships to China(safe bet)

Say the word 'trillion' on camera at least once(safe bet)

rebuilt from the public schedule, pool reports & old habits — the rest is educated guessing

The source

Commerce Department quietly announces 7 new equity stakes in private companies

news.google.com · 2026-07-31

every line on the pad traces to something public — tap to see it