Charlie Munger: "I regard the amount of brainpower going into money management as a national scandal. We have armies of people with advanced degrees in physics and math in various hedge funds and private-equity funds trying to outsmart the market." infoproc.blogspot.com/2008/03/charli…

Re: Pakistan-India conflict and global balance of power Miltech nerds like myself are carefully watching official claims by Pakistan that they have shot down 5 or more Indian jets (Rafales, SU-30, MiG-29). Pakistan is operating JF-17 (co-developed with China) and J-10c fighters

🚨 What started out as a Finnish data center project developed by Finnish company Hyperco in Kouvola in southeastern Finland ends up being ~40%-owned by 🇨🇳 businessman Huang Wei (黄伟 aka William Huang) with 🇨🇳 TikTok as the tenant. That is, data of presumably European TikTok

profserious.substack.com/p/inverters-in… Former Chief Scientific Advisor for National Security Sir Anthony Finkelstein on the 'China putting hacking chips in solar panels' story: "Last week Reuters published an article "Rogue communication devices found in Chinese solar power inverters" that

Last week, CCP-connected hackers "gained initial access" to critical national infrastructure companies (see retweeted post) Sky names victims as: Cadent, which "owns, operates and maintains the largest natural gas distribution network" in the UK publishers News UK (The Times,

This is important public interest journalism on Professor Xiong 熊榆, pictured here in Tiananmen Square in 2019.

With the arrival of June 4, my account was, once again and unsurprisingly, subjected to a shadow ban. If you are not following me, you will no longer be able to find my account through search. Since April, I have already experienced 5 shadow bans. As the largest independent

From my article in The Spectator on US-China military competition: Why are the DeepSeek moments coming now? There are two reasons. The first is that China is beginning to fully utilize its human capital. In the early 21st century, just 5 percent of Chinese students could attend

Imagine 1 country dominating the full Semi supply chain including Silicon, wafer, all chemicals, all equipments, fabs, design studio & advanced pkg. China has that in Rare Earth & ppl are finding out now it is used in everything. Thread on just how much China controls RE supply

I would say this thesis is rapidly becoming conventional wisdom among many Chinese technologists and even some US technologists. It would be interesting to hear a serious debate between an advocate for this view and a typical neoliberal economist who defends financialization of

Great reporting Rebecca Tan washingtonpost.com/world/interact… There are deep connectivities between CCP and international Chinese organised crime, including Triads. These may have major ramifications. Many coming to believe there is strategic intent behind it. Expect more on this.

China wants to be the global leader in AI by 2030. To achieve this, China is deploying industrial policy tools across the entire AI tech stack, from chips & data centers to foundation models & applications. Check out the new RAND report from me, Gerard DiPippo, and team:

Tomorrow, UK-China Transparency is launching a major new report on one of the main public influence agents supporting the CCP's agenda in the UK. Ahead of that, we have published an explainer on what the "Reunification" of China means to the CCP. ukctransparency.org/reunification/

Runners know that the public race result itself is a severely lagging indicator. The real race is during the training period leading up to the final race itself. And for Chinese renewables/electrification the critical training period was 2017-21. This was the period featuring

"According to a source close to the politburo, Xi feels that monitoring the behaviour of Chinese communities abroad is even more crucial than keeping an eye on embassy officials. "At the beginning of 2024, Xi began planning a complete overhaul of China's official presence

EXCLUSIVE Wang Yi told Kaja Kallas that China cannot afford for Russia to lose the war in Ukraine, otherwise the US will divert its full focus to Beijing scmp.com/news/china/dip…