Xi tra Putin e Kim, con dietro gli altri leader (e gli interpreti) presenti alla parata militare con cui la Cina celebra gli 80 anni dalla resa del Giappone

China’s parade is about to get started. Xi is making a speech where he says China is a force for peace, development, etc. Anyway…time to roll those new missiles, UxVs, armored vehicles, etc. (I’ll be posting any stuff that I see that’s particularly interesting. Here we go…)

An initial assessment of the PLA parade that has just finished in Beijing. Overall, no major surprises although there were was some new equipment. The structure and content of the parade was pretty standard. Five key themes stood out for me however. 1/9 🧵

Washington has revoked TSMC's fast-track status for U.S. chip manufacturing equipment exports to its main plant in China - a move that comes days after revocations of the same privilege for South Korean chipmakers. reuters.com/world/china/ts…

The Chinese state selects what sectors receive the largest investment inflows. But the reason why money spurs innovation is fierce competition among firms in those sectors. Most of the prerequisites for innovation in plan rational China are the same as in free market economies.

In an extremely rare hot mic moment at the China parade, Xi and Putin discussed how organ transplants (!) and other advances may allow people to live to 150 this century.

People are understandably interested in hardware & China has a lot of it, though you didn't need a parade to tell you that—it's laid out in eye-watering detail in the Pentagon's annual report on the PLA. What a parade cannot tell you is the (very real) progress that China is

What the parade won’t reveal are the nuts-and-bolts programmatic details behind these effort. The tester and auditor assessments, the milestones and setbacks in developmental and operational testing, the challenges confronted, and the breakthroughs achieved in critical

Russian air defenses are so degraded in occupied Crimea, Bayraktar TB-2s are feasting again.

“Asian countries do their signaling in different ways,” Cleo Paskal, tells the Sun. “So yes, Modi went to the SCO meeting, but no, he didn’t stand on the platform for [Xi's] military parade.” And, the parade itself was based on stolen valor. While civilians across China

Burevestnik related activity likely continues today, with the ships supporting the activity in test positions (exclude the one in Matochkin Shar). Sentinel-2 caught a contrail over the northern island, prob a support aircraft. Wind today has been from the south. FR24 for ref.

Really looking forward to reading this report. Did a quick search and am fascinating that none of China's top tech firms (Alibaba, Tencent, Baidu) show up in this list of AI providers to China's military

1/ Ukraine holds a priceless trove of digital battlefield data -- millions of hours of drone footage & combat logs. This data is vital for anyone seeking to build AI models for weapons systems. Kyiv also sees it as a key card to secure Western support. 🧵

1. At this point, I am becoming a broken disk, but this is NOT a country which is preparing for Peace; this is a country preparing for war, with us. At this pace, they will not need 5 or 10 years... this is just ONE YEAR of work. Thanks to j for working on this.

How quickly a fish can swallow a giant hot dog

Why are nuclear power plants essential for AI data centers? • Nuclear power plants operate at 90%+ capacity factors, similar to coal and gas, while renewable sources such as solar and wind operate at only 25–35%. • Nuclear power provides a more stable source of baseload power

One thing that makes China’s industrial policy so interesting to study is how extensive it is. You can pick any key sector or subsector and go down a rabbit hole of state support: railways for Guinean bauxite, R&D for GaN and SiC chips, compute vouchers for AI startups, etc.

The most dominant consulting firm in history is crumbling. McKinsey ruled business strategy for 100 years. But their growth has now collapsed to 2%. Their biggest rival is closing fast... Here's the truth behind McKinsey's collapse (and what's coming next):

Installé sur une ancienne base OTAN près de Dreux, le radar Nostradamus de l’Onera est une pépite méconnue de la technologie française. En captant les ondes qui rebondissent sur l’ionosphère, il peut voir tout ce qui vole jusqu’à 3.000km. 288 antennes comme celle-ci sur 12ha

Climate caused the US Civil War, because: 1. Slavery was the main cause of the war 2. Different crops were the main cause of slavery 3. Climate caused different crops in the North vs South This is terribly important to understand the US today and how to heal it 🧵