NOT Alright, Alright, Alright

What It Covers

US-China chip tensions escalate as both nations restrict NVIDIA H200 sales despite formal approval. Tesla eliminates FSD purchase option, McKinsey integrates AI into recruiting, and Matthew McConaughey secures AI protection trademarks.

Key Questions Answered

• •US-China Chip Standoff: NVIDIA receives US approval to sell H200 chips to China with 50% volume cap versus US sales, but Chinese officials simultaneously instruct customs to block imports and tell tech companies to avoid purchases except for university R&D partnerships, creating market paralysis.
• •Tesla Subscription Pivot: Tesla discontinues $8,000 one-time FSD purchase option after February 14, forcing all customers to $99 monthly subscriptions. This shift directly ties to Elon Musk's compensation package requiring 10 million active FSD subscriptions to unlock $1 trillion in stock awards.
• •AI Trademark Protection: Matthew McConaughey secures eight USPTO trademarks covering his voice, likeness, and signature phrases including seven-second video clips and audio recordings. His attorneys plan to use federal trademark law to block unauthorized AI replications in court, testing untried legal territory.
• •Consulting Industry Transformation: McKinsey deploys 20,000 AI agents across 40,000 staff and integrates its Lilli chatbot into junior consultant interviews, testing candidates on prompting skills and judgment. The firm targets one agent per human within eighteen months while cutting 10% of non-client roles.