Reiterating re: Strait of Hormuz

I still can’t comprehend this

Victor Shih Technically it's still industrial policy! Just in favor of Old Low Quality Productive Forces.

I agree. That’s the biggest and actually the only hurdle for China to really become the world’s top innovator. It’s not about technology, nor about capital itself, but the courage to make huge bet on super-high-risk venture with no benchmarkable road map at all.

Frankly, I don’t think that’s a good argument. You can’t really predict that. When EV was first created, you could well argue that it was not useful and won’t make a difference at all. Why rely on batteries when ICEs are already so good. And then the is a reason that it was

Robert @Baiguan Lei Gong In my view, China’s EV strategy actually fits your definition above. It was an unprecedented idea without any existing proof that it worked commercially. I should note that I don’t think it’s particularly relevant to cite Tesla as having “proved” out the commercial feasibility

If only we had some dataset that could tell us whether China is becoming more or less energy efficient. I guess we'll never know.

What about folks at OpenAI & DeepMind though? But I agree the great majority of projects at SV are not molded in this way, and there aren’t big difference between Chinese and SV companies in terms of innovation. But I am only comparing the creme de la crème here, and I still

I fully agree OpenAI and Tesla represent the “public wow moment”. And this “wow moment” shouldn’t be downplayed. It’s the moment when real support from society can be garnered. If it’s a fallacy to attribute too much attention to these fake innovation leaders, then it’s the

I worried as early as 2011 about the short-termism of a "Chinese presidency" at the time. It simply didn't work. So in 2017, I am actually one of the few who actually cheered for that constitutional change. Yes succession problem will be huge. But let's solve one problem a time.

Looking at this list, it’s hard to argue now that the ai contest is predominantly between Chinese vs Chinese American. Exciting.

Very understandable. 洋人 is very scary

I don’t know about you, I feel much more cliche rather than excitement for this one.

Japan has long sought a “special relationship” with the U.S., one like the U.K. enjoyed (in the past). Those dreams were shattered on Monday by the tone of Trump’s letter. asia.nikkei.com/Economy/Trade-…

This is such a meaningless number. Keyboards have written 100% of Google's code for over 2 decades... The real question is whether AI writes the code autonomously without human engineers going through multiple iterations to correct it. And when you look at it this way, AI most

powell is in this weird purgatory where his life would almost certainly be better if he just resigned, but he obviously can't and won't, and so he has to go over a line item capital expenditure budget live on fox news

It's safe to say if DeepSeek did not open source the way it did, GPT-OSS would not have open sourced the way *it* did: permissive license, full chain of thought, even opened up the tokenizer This is a rare (only?) example of positive sum tech competition between the US and

Why is there a big divergence between the not-so-solid economic data and strong capital market performance in China right now? In the very first installment of the collaboration series between Baiguan and Horizon Insights, a decades-old China-based independent research house

This is so spot on