Michael Lucci

The Spy's United Front Network

Wanying 'Heather' Zhang, who is alleged to be a CCP spy for surveilling the US-based son of the Taiwanese President, is a member of All American Chinese Association (AACA).

The AACA is identified as a 'united front' org in one investigation and has extensive ties to CCP intelligence and narrative messaging. AACA President Cai 'Edward' Chenghua works with an ostensible 'Who's who" of CCP intel orgs, is directly tied to a Chinese principal that is a PRC registered agent under FARA, and has extensive operations with united front activities and PRC consulates inside the US.

The CCP's united front, which spans at least 1,000 orgs across the U.S., operates like a network for spies and influence operatives to drop in, network across, and leverage for trouble-making.

The U.S. needs to be overwhelming response to this political warfare that includes sanctions, charges, deportations, and registration of any remaining agents. 🧵👇

While Jensen’s ouster might have occurred too rapidly, the campaign to reinstate him should wait upon resolution of the national security issues that have been publicly discussed for a year, but which Nvidia somehow ignored until now.

1) To what degree was Jensen compromised by a foreign intelligence service?

2) How aware was he? And if he wasn’t aware, what is wrong with Nvidia’s leadership that no one could see a foreign intelligence op that’s been openly discussed for a year or more?

3) What role (if any) did Jensen play in allowing MegaSpeed et al to evade export controls?

4) What role (if any) did Jensen play in loose enforcement of export controls?

As I said, his ouster might have been rushed, depending upon any non-public info in possession of the board. But reinstating him only to later find him on the wrong side of a national security investigation seems like the worst of all worlds.

Adding to @joshrogin's point about referring to Alice Huang as a Chinese spy, because I think his point clarifies why the two sides are talking past one another.

We should not project America's system onto China's system, and we should not think of their intelligence assets in the way we would think of ours. China's system works very differently. People who observe their system are comfortable putting Alice in the framework of intelligence work because China's system requires her to conduct intelligence work, whether she is trained or not, and whether she wants to or not.

The PRC's 2017 National Intelligence Law explicitly requires Alice Huang and other Chinese nationals to engage in intelligence work and then lie about it if they are ever asked. I refer to it as the PRC 'Spy and Lie' law. China has other laws that layer on top of this one that effectively securitize their citizenry in intelligence work. It's not like the MSS knocks on Alice's door, and Alice says 'No thanks,' and then they both carry on their merry way. Aside from the CCP's widely-known ability to enforce compliance, the PRC laws require it.

This is why people like Josh (and me) have looked at the Alice-Jensen situation for the past year and been bewildered by what appears to be a Chinese influence op occurring in the wide open with the target being the CEO of the largest company in the world, and with no one at Nvidia or elsewhere on the U.S. side doing anything to stop it. Plus, add this context: Jensen was the loudest voice against export controls (often using illogical arguments), and Alice's company (MegaSpeed) appears so obviously to be a front to circumvent export controls that Bessent, Hegseth, Rubio and Greer all wanted it added to Commerce's Entity list a long time ago.

If Alice were some sort of MSS asset, then she would be tasked to achieve outcomes like the following:

1) Collect information on U.S. elite opinion, decision-making and ultimately policy
2) Influence U.S. elite opinion, decision-making and ultimately policy (on export controls)
3) Help circumvent U.S. export controls
4) Compromise an important U.S. asset in a way that could be useful later

By all indications, she achieved these outcomes in spectacular fashion.

This was all so blatant that the best defense of Jensen I could think of is that Chinese intel wouldn't honeypot someone so openly, that Jensen would not fall for such an obvious influence op, and that someone at Nvidia would flag the dangers. This has all been written about online and in newspapers for a year if not more. The brazenness is almost a defense, because who would be this obvious? Unfortunately, that's not a great defense.

Now, here's the argument that Alice *is not* an intelligence asset. We know that Chinese intelligence (MSS et al) is obsessively focused on U.S. technologies and elite capture of U.S. industrialists, influencers and decision-makers. From the MSS to MPS to PLA intel to the broader united front apparatus, they have webs of networks to focus on technology extraction and elite capture. It is nearly impossible to imagine this entire apparatus, which has undoubtedly been interested in influencing Jensen for years if not decades, seeing Jensen having an affair with a Chinese national and responding by saying:

"There's nothing for us here. Let's move on, guys. This is just a private little romance between a Chinese national and one of the 5 most important men in American technology. Let's leave this alone and not interfere with their romance and instead focus upon [_____???_____]."

Whoever in the MSS would follow this line of thought☝️would lose his job or his life or both. He would be assumed to be an American asset for failing to exploit a channel to influence the U.S. that was so obvious and incredible that we've all sat here bewildered as we watched it for the past year.

Maybe there's some world where Chinese intel leaves this alone, and we should all keep open minds, but it's extremely hard to imagine such a world.

So, even if you're not moved by the fact that a bunch of red flags make Alice look exactly like an intelligence asset, and make her interactions with Jensen look exactly like an influence operation, and the outcomes of such an influence operation look exactly like CCP 'elite capture' goals, Chinese laws require Alice to be an intelligence asset. The US explainer of the 2017 PRC Intelligence Law is below 👇
trumpwhitehouse.archives.gov/briefings-stat…

"So far all we've been getting from him is more word salads...it's really starting to seem like they do not know what they are doing."

Perfect summary of the @MarkJCarney government. Canadians are stuck cheering on incompetent Carney because he's *maybe* better than Trudeau.

Why 'China hawks' are angry about Nvidia chip diversion in one headline.👇

Chinese model -> No guardrails -> Iranian hackers -> Attack Europe.

This is a microcosm of what will happen when we give revisionist authoritarian regimes the leading tech before we patch problems.