Saemin Ahn - seldom malice, full commit - Max.ΔV (@saemin4655) 's Twitter Profile
Saemin Ahn - seldom malice, full commit - Max.ΔV

@saemin4655

Managing Partner @ Rakuten Capital @gojekindonesia @thecarousell @ViSenze @codapayments @onesignal @byjus (via @EpicKidsBooks) @Datarobot (via @algorithmia)

ID: 30758809

calendar_today13-04-2009 00:22:52

11,11K Tweet

1,1K Followers

513 Following

Emir Han (@realemirhan) 's Twitter Profile Photo

Did you know ‘WHIPLASH’ started as a short film? Damien Chazelle couldn’t secure funding for a feature film. He made an 18 minute proof of concept, submitted it to Sundance Film Featival in 2013. It won Short Film Award and funding followed soon after.

Saemin Ahn - seldom malice, full commit - Max.ΔV (@saemin4655) 's Twitter Profile Photo

Super interesting to see NVIDIA push hard for non-congruent transformer elements[like Hybrid Mamba-Transformer MoE Architecture, sub 10% sparsity, super long context window, RL native with Gym] is also the way you create a stronger need for GPUs rather than AI accelerators/TPUs

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US Ag economy strained: Midwest loan repayments down 8th quarter; 21% lenders tightened collateral. 92% expect lower crop earnings. Half foresee forced sales. Soy losses 3rd year; futures -25-30% vs 2022. Expenses +$12B to $467.4B 2025. Factors: tariffs, war, rate hikes, trade

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South Korea - Rising electricity rates prompt factory shifts abroad; Korea Zinc builds U.S. smelter (KRW 11T $7.8B investment) halving costs vs Korea's ~KRW 180/kWh ($0.12). Hyundai Steel/POSCO plan $5.8B Louisiana mill (2.7M tons). Korea rates $127.9/MWh vs U.S. $81.5; Samsung

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Chinese Developers Stuck with Idle Land - 27 cities hold 22,000 ha(roughly Manhattan's land area times four, or about one-third of Singapore's total land) residential land without pre-sales (9,000 ha unconstructed), mostly pre-2021 peak buys. Developing unprofitable; some firms

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A German pension fund (VZB-manages pensions for over 10,000 dentists in Berlin, Brandenburg, and Bremen) suffered over €1 billion in private market losses. Its new head, Thomas Schieritz, criticized the integrity of credit ratings, noting that nearly all €739 million in loans

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Laopu Gold's H1 2025 revenue surged 251% to ~RMB 12.35B (~$1.72B USD), with profit up 286%, driven by fixed-price cultural gold pieces ($5K–$16K equiv.) and queues rivaling luxury drops. With 41 elite boutiques yielding ~$64M per store, it outpaces Richemont's jewelry division

Laopu Gold's H1 2025 revenue surged 251% to ~RMB 12.35B (~$1.72B USD), with profit up 286%, driven by fixed-price cultural gold pieces ($5K–$16K equiv.) and queues rivaling luxury drops. 

With 41 elite boutiques yielding ~$64M per store, it outpaces Richemont's jewelry division
Saemin Ahn - seldom malice, full commit - Max.ΔV (@saemin4655) 's Twitter Profile Photo

Korean Retail Safe-Haven Investments 2025 gold bar sales at 5 major banks: 677.9 billion won ($471 million) thru Dec 24 (record, >4x 2024); 4 banks sold 3,745 kg (+2.7x YoY). Silver: 30.6 billion won (~38x last year). Gold +70% YTD, silver +150% (best since 1979). Shinhan Gold

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From January to November 2025, global shipbuilding orders fell 37% to 44.99 million CGT. South Korea's orders declined only 5% to 10.03 million CGT, raising its market share to 22% (likely ~20% for year, up from 17% in 2024). This contrasts with China's 47% plunge. Gains are

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Huawei plans 2026 Korea launch of Ascend 950 AI processor in clusters (not standalone), plus computing cards, data center solutions. Focuses end-to-end integration (hardware/software/networking/storage) for industrial AI adoption. In talks with customers

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Japan Semiconductor/AI METI budget for semiconductors/AI nearly quadruples to ¥1.23 trillion ($7.9 billion) FY2026. Rapidus: ¥150 billion ($960 million), total ¥250 billion for 2nm chips by 2027. AI: ¥387.3 billion ($2.5 billion) for models, data, physical AI. Minerals: ¥5

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In 2024, foreign residents and corporations acquired 175.3 hectares of Japanese farmland, nearly double 90.6 hectares in 2023. Individual foreign buyers (377 people) purchased ~95 hectares, led by Chinese (102), South Koreans/Brazilians (42 each), Americans (27), and Vietnamese

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TSE Delistings 2025 est. 125 (+31 YoY, record 2nd year; highest since 2013). MBOs 28 (vs 18 prior). TSE reforms tighten criteria, focus capital efficiency/PBR. Listings ~3,782 (-60). Quality over quantity; high delistings likely 2026

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Saudi Arabia and UAE import construction-grade sand from Australia (2023: Australia exported $273M total sand; Saudi imported ~$140K from Australia) despite vast deserts, as wind-smoothed desert grains are too round for strong concrete. trying to make concrete with desert sand is