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It appears that the walkback of all walkbacks may have begun - and whether Alice Huang was actually a Chinese spy is now under the microscope.
On Friday's All-In podcast, the tech bros weighed in. David Sacks - Trump's former AI czar, who now co-chairs the President's Council of Advisors on Science and Technology - spent most of the episode on Jensen Huang's ouster with Chamath Palihapitiya, David Friedberg and Jason Calacanis. In their telling, Huang, the biggest corporate backer of open-source AI, was taken out by people who want the models and the chips under tighter control, and the spy story was the vehicle.
Sacks saved the sharpest version for the end of the show, after the hosts put up a post from Will Manidis claiming the "safetyist groupchats" were "in full jubilee mode" and that "the killing of the old king is complete." Asked who the safetyists were, Sacks said, "all the safetyist groups, the EAs, are deeply aligned with Anthropic, who's been funding all of them for years. And Anthropic's about to have this huge IPO."
the murmurs i get fed from the deep rabbit warrens of the safetyist groupchats and the doom-pilled hired guns deep in the district is that they are in full jubilee mode today. the killing of the old king is complete. they are only days away from taking their seat on the throne
— Will Manidis (@WillManidis) November 12, 2026