
Editor + founder @ReadTransformer, covering AI policy. Prev: @TheEconomist, @Protocol, @finimize
London
Joined October 2009
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Shakeel retweeted
Jensen Huang’s access to Trump has been well-reported (particularly by NYT) but thought this moment was evocative
- just hanging out in the Oval Office
- flanked by a Susie Wiles deputy
- as Trump gives unrelated speech on Dulles airport and occasionally asks for Jensen’s take
Shakeel retweeted
American companies are selling RL environments to China.
chinatalk.media/p/the-us-is-…
The board must read Transformer 😉
The board must read The Economist
economist.com/leaders/2026/1…
Shakeel retweeted
Kimberly Powell had been set to speak at the opening session of the Milken Future of Health Summit tomorrow AM, on a panel I’m moderating. I just heard from organizers that she’s cancelled her planned attendance. We’ve reached out to Nvidia on this report nytimes.com/2026/11/11/techn…
Shakeel retweeted
Maybe stating the obvious but your best estimate for the number of times @_NathanCalvin 's tweet about two ants will seem astonishingly prescient should not be two...
Shakeel retweeted
Jensen moving this from “human advantage” into “AI advantage” at warp speed!
Shakeel retweeted
NEW: In further embarrassing AI executive news this evening, OpenAI's national security officials were tricked into thinking they were speaking to the Ukrainian Intelligence service. It was actually a Russian prank duo, and they uploaded the call online. theintercept.com/2026/11/11/…
Shakeel retweeted
Cornyn is having way too much fun 🤣
Jensen Huang may have fallen for a spy. Here’s how to avoid making the same mistake sfstandard.com/2026/10/18/da… via @sfstandard
NVDA stock tanking, but not as much as I would have guessed... people still holding out hope the board doesn't fire him? (He is 100% being fired today.)
An important update and apology from Transformer regarding our AI Campaign Finance Tracker:
Today we discovered an error in our AI Campaign Finance Tracker. A bug in how our tracker deduplicates filings which has meant that we have undercounted spending from American Mission, part of the Leading the Future network, by about $9.6m, and double-counted about $1.4m of spending by Guardrails Alliance, a pro-safety PAC.
The bug was introduced in late June, and most of the error built up in late October. Since the bug was introduced, our headline figures have therefore been undercounting “pro-innovation” spending and overcounted “pro-safety” spending. Post-midterms, our headline figures were $44.4m pro-safety vs $27.9m pro-innovation, or 1.6 to 1. The corrected figures are about $42.9m vs $37.0m, about 1.16 to 1. Pro-safety groups still outspent industry, but by much less than we reported.
We know lots of people relied on our tracker as a source of truth in the midterms: as the editor ultimately responsible for it, I am very sorry that its numbers have not been accurate.
The tracker has now been corrected and checked against FEC filings, so it is now accurate. Going forward, if we run a similar project in 2028 we will implement better review processes to make sure an error like this cannot happen again.
Shakeel retweeted
remember
Jensen Huang had a relationship with an Nvidia executive who reported to him.
nytimes.com/2026/11/11/techn…
My GOD.
Jensen Huang had a relationship with an Nvidia executive who reported to him.
nytimes.com/2026/11/11/techn…
Shakeel retweeted
Sen. Kevin Cramer (R-ND) to CNBC, on whether Jensen Huang should resign: "I can't believe we are even considering him not resigning. I mean, I do feel that strongly about it."
Interesting, someone in Trump world trying to throw Lutnick under the bus?
In the Oval Office, Trump authorized China export controls on Nvidia's advanced AI chips — even consulting Elon Musk before giving the go-ahead Thursday
But Commerce Secretary Howard Lutnick has stood in the way
W/@m_ccuri on what happened
axios.com/2026/11/11/trump-l…
My staff and I have been working with stakeholders on a strong AI testing, auditing and disclosure bill that has preemption as a floor, not a ceiling.
The American people sent a clear message in the midterms that they do not want the AI industry to run wild.
The term "preemption" means many different things. Standardizing & overriding existing state law with an equivalent or stronger federal law is the kind of preemption that could be a part of a solid deal. A floor, not a ceiling.
Banning states from enforcing new laws in the future amounts to a gag order on AI regulation at a time when we need nimbleness and speed.
A version of Frontier without handcuffing state action would be a very exciting proposal!

























