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🚨 Brand new details on Huawei’s Ascend 910C chip and CloudMatrix384 system! A new paper from Huawei confirms what we suspected about the architecture, throughput, and HBM of the Ascend 910C NPU. More details: 🧵

JD.com’s 2025 “618” China share of appliance sales on major e-commerce platforms.

Let me tell you what McKinsey consultants actually do: 1. Analyze industry trends and competitive dynamics 2. Benchmark companies and products 3. Identify strategic risks and opportunities 4. Package it all in fancy slides and charge 6 figures But guess what? AI can now do 90%

Only one in five companies believe they have high-quality strategy. What do these Strategy Champions have in common? They excel at designing bold strategies—and are even better at mobilizing their execution. Learn more: mck.co/452zHAU #Strategy

China has made progress in many parts of the semiconductor supply chain over the last 5 years: CMP tools, etch & clean, deposition, advanced packaging, testing. But China remains far behind industry leaders in lithography equipment. Great new report: cset.georgetown.edu/article/inside…

7-15-2025 ($) •Cognition Buys Windsurf •Nvidia Can Sell to China •Grok 4 and Kimi stratechery.com/2025/cognition…

This is my lecture from 2 months ago at Cornell University “How do I increase my output?” One natural answer is "I will just work a few more hours." Working longer can help, but eventually you hit a physical limit. A better question is, “How do I increase my output without increasing

CHINESE INTERNET COMPANIES ARE TAKING OVER THE GROCERY MARKET The China Chain Store & Franchise Association released its annual ranking of China’s supermarket chains. In 2024, total sales of the top 100 companies were about RMB 900 billion (roughly $126 billion). Twelve

China is building the vast majority of all Green Energy project on earth.

We've launched Claude for Financial Services. Claude now integrates with leading data platforms and industry providers for real-time access to comprehensive financial information, verified across internal and industry sources.

Xi Jinping questions whether every province needs to be developing industries in AI, compute, and EVs. From the Central Urban Work Meeting: “When it comes to launching projects, it’s always the same few things: artificial intelligence, computing power, and new energy vehicles.

I am happy that the paperback of "Sovereign Funds: How the Communist Party of China Finances Its Global Ambitions" is now available! Get a copy and chat with me, or to impress your in-laws! 😊 a.co/d/al0rW31

Highlights: - Of the global top 10 semiconductor equipment makers, 2 are now Chinese - Chinese firms only have 4% of global market share for older gen lithography machines - SME industry is consolidating due to scale. But Chinese firms are not, due to state support like

Sahil Bloom I had a buddy who used to say: "Potential is a great thing to have but a bad thing to keep."

ROIC > WACC Indicates value creation for companies. Let's learn more... 𝗥𝗢𝗜𝗖 equals return on invested capital. 𝗪𝗔𝗖𝗖 equals weighted average cost of capital. Why is this important? First, a quick definition of each:

I highly recommend this paper for those wanting to understand the semiconductor industry better. It provides an excellent overview of industrial policy efforts, the role of major economies, and how supply chains are evolving.

THE CHINESE GOVERNMENT ENDS THE FOOD DELIVERY WAR This morning, I spoke with a Reuters reporter about the unprecedented war in China’s food delivery / instant retail market. One of the things I mentioned was that I was expecting the whole thing to end when the government would

China cuts US Treasury stockpiles to the lowest level since 2009 Beijing shed more US debt in May as trade tensions flared and Trump’s ‘Big Beautiful Bill’ sparked alarm sc.mp/obcw3?utm_sour… via @scmpnews

I did that already. Sold through #harvardbiz here: hbr.org/store/landing/…

Ham & cheese pain suisse ร้าน Sauvage แจ้งวัฒนะ สมศักดิ์ศรีร้าน no.1 ในดวงใจ ถึงจะชื่อแค่ "แฮมชีส" ธรรมดาๆ แต่ร้านนี้อัพเกรดไปอีกหลายเลเวล ใช้แฮมรมควันของร้าน Larder ชีสสี่อย่างคือ mozzarella, parmesan, emmental, cheddar ผสมกับซอส béchamel แล้วตัดเลี่ยนด้วย pickle กับมัสตาร์ด