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Chip wars latest. Neck and neck as Huang admits China is pretty well there and 50% of China used chips are now home grown. Throughout history sanctions and trade barriers trigger innovation. But not in the jurisdictions that are protectionist. Little lesson from history for the

Great opportunity to moderate a couple of sessions at the Commercial Risk Global Programmes Asia event yesterday with friends old and new Soni Srivastava Suchitra Narayanan Brent Clawson Lawrence Bird Etienne Despalanches PARIMA

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Breathtaking AI advances announced by Elon Musk. Deep dive into this analysis of Grok4 by Peter H. Diamandis and friends on the latest Moonshots video. This is just mind blowing 🤯youtube.com/watch?v=camlUw…

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As China detaches further from Western tech ecosystems what does this mean for global organizations both corporate and governmental that want to keep a foot in both the US and China tech stacks? Well it probably it means duplicated investments, necessary overlaps, potential

Bullish

Borderline insanity: Yuval nails it again, we don’t trust other humans but we think we can trust AI. These people are completely blinded by personal greed at all costs. Elon may be the best of them, which is terrifying. Altman I would not trust as far as I could throw him. So I

TGIF - These latest China drones are amazing and very reasonably priced, I want!

6G > AI? China won already? Detailed analysis of the global landscape. Us providers less than 10% Nokia and Ericsson shrinking versus inflation. No brainer for the global south to leapfrog the G7 on the key technology for future growth. Where is your organization on 6G How

China will represent just under half of global manufacturing value add by 2030. This is a massive transformation for an economy that was supposed by the West to stay in its lane as a cheap assembly solution. 6% to 45% in 30 years is an insane exponential growth pattern. I

McDonalds now routinely wastes a huge amount of job applicants time on a poorly thought through and apparently historically weakly managed AI system - from the security perspective at least! wired.com/story/mcdonald…

Great chance to support DXC Technology at today’s event. Excellent presentation from Bill Peroni on Agentic AI this morning

TGIF BYD got car that jumps, no driver, no problem - reality not science fiction

Over reliance on AI for legal advice already risking problems? Particularly for criminal matters, but relevant for civil matters too. If a suspect / litigant has asked Ai for advice related to the suspected crime, that information is fully discoverable in court. Just something

Unitree starting to make an impact outside China. This guy compared them to Apple but a better comparison may be BYD. Insane quality, low prices, easy to order and upgrade. IPO on the way this certainly looks like one to watch as I’ve posted several times before

All your dreams and nightmares have come true in factories in China. When I think of all the sci-fi I read decades ago never in my wildest dreams did I think I would live to see the majority of the story lines comes true. Only now do I realize Asimov Bradbury Heinlein and the

Identity theft inevitable? AI will facilitate mass crime events and our financial system seems powerless to stop it. When there is real time flawless impersonation software available. I do t think risk compliance and legal teams have begun to get their heads around this. What is