BYD’s smart driving “God’s Eye” system includes lidar, radar, ultrasonics and still costs less than Tesla’s camera-only FSD. Really interesting report from Reuters Business: reuters.com/business/autos…

Lepton is a smart, defensive move to maintain NVDA install base and fat margins vs the threat of every CSP building their own ASICs It'll be a delicate dance between Lepton and the neoclouds, because neoclouds are NVDA's best customers, not price sensitive, fueled by an eager

This addendum post is more important than Trump's initial post on the "China deal" My best-effort neutral analytical interpretation: - export controlled goods are all on the table to be negotiated - China (obviously) wants semiconductor manufacturing equipment, may be some

Totally (and accidentally) called this one last weekend lol!

Oracle now counts both TikTok and Temu as large cloud customers OCI is quickly becoming the largest "Chinese Cloud" in America 🙃

And Azure isn't? well that's a first

There aren't that many US alternatives either You'd be hard pressed to build an "American rare earths basket" There's MP Materials $MP, Energy Fuels $UUUU, any others?

#NoKingsDay

What are some good books that have chronicled the early days of AWS?

The Louvre needed a mental health day

China spent 25 years failing to build a globally competitive domestic car industry through hundreds of billions of dollars of subsidies and forced partnerships. Then they tried something radical. In 2018, they invited Tesla to build a wholly-owned factory in Shanghai. No joint

Cursor is valued at 9.9 billion by the private market Gitlab is valued at less than 7 billion by the public market Which side of the market is right?

When Dylan Patel came on the podcast last fall, he suggested China could centralize compute to leap ahead in the AI race. Arthur Kroeber doesn't think this is a possibility. The Chinese tech giants (Alibaba, Huawei, ByteDance, Xaiomi) have proved their merit through success on

Amazing indeed, and yet incomplete Huawei has a cloud region in Egypt that runs an in-house Arabic LLM built on Pangu

"18A will be Intel's first process technology in years that will compete head-to-head with TSMC's leading-edge technology when both enter mass production in the second half of this year."