David Sacks Is Fucked Too

David Sacks, on X:

Bombshell story. The spy narrative is collapsing already.

Is there clear & convincing evidence that Alice Huang was a Chinese spy?

  • AG says no. (“no conclusions reached”).
  • CIA says no. (“not yet convinced”).
  • DNI says no (“not entirely accurate and over-torqued”).
  • Ranking Democrat on House Intelligence (incoming Chairman) says no. (“today, at least, I don’t know”). This was immediately after he was briefed.

Who argues otherwise? Anonymous officials tell CNN “it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies.”

First, as for “who argues otherwise?”, the U.S. State Department is who. But more importantly, the degree to which Alice Huang worked for or with China’s MSS is almost a footnote on this scandal. It’s not central to the story at all.

It’s bad enough that Jensen Huang was having a yearslong affair with an executive from any Nvidia client. But Megaspeed was apparently a shell company dedicated to circumventing U.S. export controls for AI hardware to China. Alice Huang is, apparently, a criminal smuggler working to circumvent U.S. national security policy. If she was also cooperating with or taking direction from MSS that’s just icing on the cake.

I wrote in a post earlier today that Commerce Secretary Howard Lutnick is being teed up to be scapegoated — deservedly — for the ails of the Republican Party and Trump administration. Sacks, I think, is going to be right there with him — also deservedly. This whole “Maybe she’s not a spy so the whole story is a scam” argument is drenched with flop sweat.

Sacks originally joined Team Trump 2.0 as “AI czar”. In that capacity he was the leading proponent in the Trump administration for a hands-off approach to AI regulation generally, and specifically a look-the-other-way policy regarding Nvidia’s 20-percent-of-revenue side hustle selling banned-for-sale-to-China hardware to smugglers.

Sacks might not just get sacked. If this goes south and people wind up being convicted of crimes, Sacks will be at the front of that line too. The pardon from Trump will cost Sacks real money.

★ Friday, 13 November 2026