The Record
Every claim on this site, sourced. Cited, not endorsed: no institution named here endorses him.
2024
2025
2026
The Prediction & The Confirmation
Six sequences, dated on both ends. Read down and watch the pattern.
The Prediction
The Confirmation
September 2025
The Venezuela Map
The Pacific Divide documents the Venezuela and iFlytek sovereign AI deal from Chinese primary sources, while it is still a procurement story.
The prediction, on the record ↗January 3, 2026
Ten Hours
American strikes hit Venezuela. The Chinese-language sourcing is published within ten hours, because the map already existed. His most read analysis ever.
The confirmation ↗August 12, 2025
The NVIDIA Prediction
With export licenses just restored and H20 shipments poised to resume, the Cambricon investigation predicts it: Beijing, not Washington, will close the door.
The prediction ↗October 6, 2025
Ninety-Five to Zero
Beijing cracks down on H20 purchases ten days after the prediction. By October, Jensen Huang says NVIDIA’s China share went from 95 percent to zero.
Caixin, October 2025 ↗January 16, 2025
The Wall Goes Up
BIS publishes the interim final rule walling off advanced chip packaging: licensing and due diligence for every foundry and OSAT in the supply chain, the choke point of the AI hardware stack.
Federal Register ↗April 7, 2026
The Horse Left in 2015
China Brief publishes the finding: AMD licensed the foundational packaging IP to Tongfu, permanent, irrevocable, royalty free, in 2015. Surfaced from a 163 page Chinese filing Washington never read.
China Brief, Jamestown ↗October 7, 2025
The Doctrine
China Watches You. America Makes You Doubt Yourself. The argument, published: invisible control is more dangerous than visible authoritarianism, because it destroys cognitive sovereignty, your ability to trust your own perception of reality.
The prediction ↗Filed · 194th General Court
The Statute
The Digital Commonwealth Act, HD 6293, filed in the Massachusetts legislature: the doctrine converted into thirty-nine pages of data-sovereignty law. Confirmed not by events but by legislation.
malegislature.gov ↗January 27, 2026
The Design That Guarantees the Waste
Scoring the New Power System Blue Book in the original: coal protected as 压舱石, ballast stone, through 2030; the leader’s “main body” directive watered down to “high proportion”; no mechanism to move clean power between provinces. Both superpowers graded. Both fail.
The prediction ↗August 2026
The Industry Adopts the Word
CREA and Global Energy Monitor measure wasted clean power up nearly fifty percent, coal rebounding on policy protection, transmission the binding constraint. Wood Mackenzie tells Reuters Chinese curtailment is structural, not a temporary bottleneck.
CREA and GEM, H1 2026 review ↗March 10, 2026
Beyond the Chip War
The Diplomat publishes the call: Beijing has moved past the chip war to a data and compute infrastructure play, and Washington is still fighting the last one.
The Diplomat ↗2026
Westminster Enters It Into the Record
The UK House of Commons publishes his written evidence, citing the Diplomat and China Brief analyses and the Chinese primary sources behind them, permanently.
Written evidence, parliament.uk ↗The Ledger
Jul 2026
Filed
Davos Club Magazine, Vol. I. Surplus Without Streets: why the agricultural revolution, not the industrial one, is the lens for what AI does to institutions. Page 28. the essay
2026
Filed
UK House of Commons, written evidence CHI0021, on the permanent parliamentary record. “External expertise is the lifeblood of these inquiries,” a select committee China specialist wrote back. parliament.uk
Apr 7, 2026
Filed
China Brief, Jamestown Foundation. The Chip Packaging IP That Export Controls Cannot Reach. jamestown.org
Mar 10, 2026
Filed
The Diplomat. China’s 5-Year Plan Has Moved Beyond the Chip War. Washington Hasn’t Noticed. thediplomat.com
Jan 30, 2026
Cited
VKTR. Quoted on the right-to-compute movement: its crypto lineage, and why blocking the category is not regulation. vktr.com
Jan 27, 2026
Filed
The Pacific Divide. The Energy Policy Both Superpowers Are Hiding From You. Both strategies scored against their own documents. the analysis
May 2025
Filed
The Pacific Divide. The Chinese Document That Changes Everything: 统一调度, the compute reservoir, and the Hotel California architecture, read from the original before the West noticed. the analysis
2025
Filed
The White House, OSTP. Formal submission on AI regulatory reform, authored as ASFAI Policy Chairman. regulations.gov
2025
Filed
National AI R&D Strategic Plan. Key contributor to the ASFAI response on infrastructure, security, and AI in government.
2025 – 2026
Filed
Horasis. Four essays: The Rise of the Purple Collar Worker, The Oldest Deal, The Confessional and the Machine, The Bridge and the Gate.
Feb 2025 –
Filed
The Pacific Divide. The standing brief. Roughly eighty analyses of Chinese primary sources, ranked in Substack Rising in Tech. the archive
2024 – 2026
Delivered
The sessions on tape. Davos, TEDx, BCG, Forbes, the lecture halls. Twelve in the screening room; the archive runs far longer. The screening room
2024
Briefed
United Nations. U.S. delegate, Civil Society Conference, Nairobi.
2024 –
Appointed
Governor Healey’s AI Task Force, Subcommittee on Government Affairs, Massachusetts. Invited to serve.
Undated by design
Briefed
The National Security Council. The Office of the Secretary of Defense. The State Department. The United States Senate. The Massachusetts State House. Entries stand as testimony under the rule below. From State: “Your insights are timely, sharp, and impactful.”
Undated by design
Convened
The Ambassador’s tables. The Embassy of the P.R. of China, twice; a senior counselor called him “a very promising China researcher in the United States.” The Royal Norwegian Embassy. The Embassy of Albania, with a head of state present.
The rule: where a public document exists, it is linked. Where none exists, the entry stands as testimony, and says so. Corrections invited: write to him directly. The record answers.
The Next Entry
Perhaps yours. The Reconvergence Problem premieres at The Terms of 2051, London, then Davos 2027.
Book Russ