As of November, consumers’ expectations for higher unemployment in next year soared to a new cycle high … now beyond global financial crisis peak and at highest since 1980 per University of Michigan

I find it somewhat odd that whenever someone goes to China they are seemingly criticized for 'only going to the big cities', as though Boise, Idaho or Walsall, West Midlands are on the itinerary for every visitor to the US or UK.

Alright, alright. Here is the jobs data & unemployment rate. $QQQ $SPY $TSLA

NEW: Chinese automaker appears to try recreating the viral Range Rover "Stairway to Heaven" climb, crashes through guardrail. Chery Automobile has apologized after the crash at Tianmen Mountain in Zhangjiajie, China. The company is promising to pay for a complete repair of the

Solar electricity will become by far the biggest source of power for civilization

David Tepper’s top bet remains $BABA, with roughly 25% of his portfolio allocated to Chinese stocks. That China basket includes $JD, $PDD, $BIDU, and $KWEB alongside Alibaba.

China builds 1 GW of AI capacity at roughly two-thirds the US cost. (via Goldman Sachs)

Another Thiel Virus Victim ..

Unitree humanoids can now think and react autonomously. Actively using physical contact rather than merely avoiding obstacles. Perception, planning, and control, are generated autonomously without human intervention, teleoperation, motion capture, or predefined trajectories.

This clip shows a fascinating demo: A startup founded by a former Tencent RoboticsX engineer uses their own software stack to teach a humanoid robot how to perform household tasks. The robot itself is a Unitree G1 — affordable, scalable Chinese hardware. This might actually be

Investors flying without GPS and Radar, as US government shutdown delays release of important economic data. Triggers people to think Dec Rate Cuts are off the table. Yikes! (PS: Imagine if China didn’t release their economic data on time, or left out some KPI) $QQQ $SPY

Truth is $NIO NOMI development has stalled. Initially a highly benchmarked differentiation factor, it has not caught up with latest GPT and Neural Voice Engine developments (app.sesame.com). Potential to improve is huge. And to find a new (embodied?) home for NOMI, too

Brett Adcock accused UBTech of faking its “hundreds delivered” Walker S2 video. UBTech has published another “behind the scenes” video of the humanoid robot fleet saying, “They said it looked too perfect to be real. But perfection isn’t fabricated—it’s delicately engineered.”

Real story: French AI Lab has released Baguettotron tiny reasoning SLM (trained on synthetic data). Europe is SO BACK!

We switched from Jack Ma’s $BABA is the CCP enemy number one, to Alibaba is helping to secure the party’s power pretty quickly.

How to eliminate Chinese competition and help American companies. AIibaba is too successful in #AI. Its LLM model Qwen is being adopted by even US companies. So, how do you save OpenAI, Google etc.? Accuse Alibaba of working with China’s military. “National Security” - the

Sales of AITO M8, M7, M9 & M5 in past 6 months. Note AITO sales down YoY despite asp going down due to M8 taking sales away from M9. M9 now down to just 8k in Oct & M8 is steady at ~20k. M7 is taking sales away from both M8 & M5. M5 is irrelevant. Story of China's hyper

No humans, but like humans.

Kung Fu World is here-a stunning immersive "Zen + Martial Arts" show from Zhengzhou in central China, one of the true homelands of Chinese kung fu. The China tour has just kicked off, and global touring starts next year. 🌍🥋 The show tells the story of Dongzhi (冬至), a young

Why are we comparing a datacenter GPU with a Tesla automotive grade chip in the first place? Totally different specs and use cases. If so, then compare TOPS compute power which would be about 45K for the $NVDA chip vs 2K for the $TSLA. Totally misleading marketing stats here: