Woz Ahmed's Avatar

Woz Ahmed

@wozahmed.bsky.social

CxO, NED, advisor. Curious. Deep tech (most especially semiconductors) & China. https://chilliventures.substack.com/ Usual sensible disclaimers apply.

174 Followers  |  682 Following  |  178 Posts  |  Joined: 06.08.2024  |  2.1648

Latest posts by wozahmed.bsky.social on Bluesky

Best wishes

04.08.2025 17:34 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

still thinking about the Montana knife maker who said you don't have to worry about tariffs if you buy american. and then three months later, he realized he imports swedish steel and german equipment. and even MiUSA equipment costs $100k more now because of tariffs

04.08.2025 01:13 β€” πŸ‘ 27106    πŸ” 4707    πŸ’¬ 733    πŸ“Œ 275

So many billions spent on the build out of infrastructure for a product that hardly anyone is willing to pay to use.

pivot-to-ai.com/2025/07/04/o...

02.08.2025 13:08 β€” πŸ‘ 369    πŸ” 134    πŸ’¬ 22    πŸ“Œ 47

"The AI infrastructure build-out is so gigantic that in the past 6 months, it contributed more to the growth of the U.S. economy than /all of consumer spending/" - @mims.bsky.social

My takeway is that The US has gone ALL IN BET OF THE 21st Century on AI, while China has gone all in on green tech

01.08.2025 19:03 β€” πŸ‘ 374    πŸ” 125    πŸ’¬ 18    πŸ“Œ 47

Mel P reaching the "Those Jews are unfit to be Jews, and a danger to the real Jews" stage of fascistic ethnonationalist purity discourse.

02.08.2025 08:20 β€” πŸ‘ 120    πŸ” 29    πŸ’¬ 8    πŸ“Œ 0
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It is very striking that Kemi Badenoch has decided that she lacks the authority to prevent her MPs joining the campaign of Rupert Lowe - when he is engaging with overt fascists + advocating for the deportation of a large share of legal and settled migrants.

01.08.2025 22:06 β€” πŸ‘ 27    πŸ” 22    πŸ’¬ 1    πŸ“Œ 1
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Tom understands fairness. He went to private school πŸ˜‰

It's pretty galling that a scheme to widen access into fast track gets a lot of hate, especially when 1/4 senior civil servants were privately educated in 2021.

We're in 2025 and parts of HMG remain a club.

02.08.2025 10:14 β€” πŸ‘ 3    πŸ” 4    πŸ’¬ 2    πŸ“Œ 1

One of the advantages of going to a commercial school is the opportunity to study such useful subjects as Doublethink, Co-opting Threatening Arguments and Strategic Self-Pity.

02.08.2025 10:22 β€” πŸ‘ 4    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
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That Melanie Phillips is a lunatic conspiracist bigot and racist is not remotely shocking. But the fact that the Times continues to employ her should be.

01.08.2025 22:09 β€” πŸ‘ 1282    πŸ” 310    πŸ’¬ 95    πŸ“Œ 35
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How Pakistan shot down India's cutting-edge fighter using Chinese gear Just after midnight on May 7, the screen in the Pakistan Air Force's operations room lit up in red with the positions of dozens of active enemy planes across the border in India.

How Pakistan shot down India's cutting-edge fighter using Chinese gear reut.rs/4flaeGr

02.08.2025 10:35 β€” πŸ‘ 61    πŸ” 16    πŸ’¬ 4    πŸ“Œ 7
OUR FUTURE TOGETHER - I AM JOINING ADVANCE UK!!!

I am sick and tired of being politically homeless, I am sick of the establishment lies of 
@Nigel_Farage
, I am putting my faith in 
@benhabib6
 and his new political party 
@_AdvanceUK
 

Join us here - https://advanceuk.org.uk

Give this a share to everyone you know.

#UnitingTheKingdom

OUR FUTURE TOGETHER - I AM JOINING ADVANCE UK!!! I am sick and tired of being politically homeless, I am sick of the establishment lies of @Nigel_Farage , I am putting my faith in @benhabib6 and his new political party @_AdvanceUK Join us here - https://advanceuk.org.uk Give this a share to everyone you know. #UnitingTheKingdom

Tommy Robinson has joined the Advance UK party led by Ben Habib

This seems to me a very implausible political project, pitching for the niche market which is OK with these three propositions at once
- Reform + Farage are too woke
- Ethnic minority leadership is OK
- Tommy Robinson is not toxic

02.08.2025 10:33 β€” πŸ‘ 234    πŸ” 77    πŸ’¬ 36    πŸ“Œ 22

I occasionally test Chat GPT to see whether has finally become useful for looking up simple trade questions such as β€œwhat is the US tariff on x”. Can confirm it is still completely useless.

30.07.2025 19:24 β€” πŸ‘ 144    πŸ” 21    πŸ’¬ 16    πŸ“Œ 0
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Sowas kânnen sich auch nur Stolzlappen ausdenken... Rasierklingen unterm BlauSticker. 🀒😑
Also ihr Lieben, seid vorsichtig beim Nazidreckentfernen egal ob in Leipzig und andernorts! 🫢🏻

29.07.2025 16:37 β€” πŸ‘ 2485    πŸ” 1198    πŸ’¬ 37    πŸ“Œ 80
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This video is, unsurprisingly, a mix of straightforward lies and deliberately misleading half-truths.

My earlier analysis on the long-run fiscal impact of recent migrants is here:

docs.google.com/document/d/e...

29.07.2025 18:59 β€” πŸ‘ 219    πŸ” 86    πŸ’¬ 20    πŸ“Œ 4
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As an immigrant, disinfo like this pisses me off.

We don't move here penniless. We can't.

EVERY international student brings Β£150K for tuition fees & living expenses. Then we work hard to make that money back and pay taxes.

Moving countries & careers is VERY HARD and we do it and we succeed.

29.07.2025 18:00 β€” πŸ‘ 389    πŸ” 101    πŸ’¬ 19    πŸ“Œ 10
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Elon Musk's Tesla Diner Is the Cybertruck of Restaurants Elon Musk's new Tesla Diner in Hollywood: long lines, chaotic service, disappointing food and a puzzling design with drive-in movie screens.

Read this and laugh (or cry). "the design is ill-considered, the atmosphere is an afterthought, the system is disorganized, and the food is disappointing" -- symptomatic of an ego disconnected from the real world. www.rollingstone.com/culture/cult...

28.07.2025 16:54 β€” πŸ‘ 15    πŸ” 3    πŸ’¬ 0    πŸ“Œ 0
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Denver Pastor and Wife Face Charges in β€˜God-Inspired’ Cryptocurrency Scheme

This is possibly the most quintessentially American news story ever written. β€œMr. Regalado and his wife said their cryptocurrency platform β€˜blends biblical kingdom principles of wealth creation with cutting-edge blockchain technology.’” www.nytimes.com/2025/07/27/u...

28.07.2025 14:08 β€” πŸ‘ 2651    πŸ” 738    πŸ’¬ 225    πŸ“Œ 199

What a surprise.

28.07.2025 16:56 β€” πŸ‘ 33    πŸ” 15    πŸ’¬ 0    πŸ“Œ 0

US confirming EU carve out on pharma and chips probes under 232. So EU tariffs stay at 15% as reported

28.07.2025 16:19 β€” πŸ‘ 22    πŸ” 11    πŸ’¬ 1    πŸ“Œ 0

Fascinating. The excellent folks at FTM had a forensic accountancy professor look at BYD Europe’s comprehensive income statement for 2020, delivered 4 yrs late in 2024. Apparently it’s a mess and the firm’s accountant RSM refused to certify its accuracy, and this is a pattern at BYD.

28.07.2025 07:18 β€” πŸ‘ 22    πŸ” 8    πŸ’¬ 4    πŸ“Œ 0

I remember the days where we pretended the U.K. didn’t really have a far right.*

*we always did, they just fooled more of the media

27.07.2025 06:26 β€” πŸ‘ 31    πŸ” 7    πŸ’¬ 4    πŸ“Œ 0
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🎯

27.07.2025 05:22 β€” πŸ‘ 127    πŸ” 48    πŸ’¬ 4    πŸ“Œ 6

Isreal air dropping aid into Gaza is ineffective and performative bullshit. It controls a large amount of Gaza and can simply allow aid trucks in which will alleviate starvation. Air drops won’t.

27.07.2025 06:46 β€” πŸ‘ 17    πŸ” 9    πŸ’¬ 0    πŸ“Œ 0
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Take Big Money Out of Our Politics British politics is awash with money from super rich donors. In 2023, two-thirds of all private donations came from just 19 people. These so-called β€˜mega donors’ enjoy privileged access to political p...

In 2023, two-thirds of all private donations in Britain came from just 19 people.

Cap political donations. Now

31,000 people have signed 38 Degrees’ petition!!

Do add your name and share widely. Thanks! you.38degrees.org.uk/petitions/ta...

26.07.2025 12:40 β€” πŸ‘ 233    πŸ” 140    πŸ’¬ 4    πŸ“Œ 8
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ICE Prosecutor in Dallas Runs White Supremacist X Account The Observer has identified the operator of β€œGlomarResponder,” an overtly racist social media account, as ICE Assistant Chief Counsel James Rodden, based on an overwhelming number of biographical details matched through publicly available documents, other social media activity, and courtroom observation.

REVEALED: we identified the operator of an overtly racist X account, "GlomarResponder," as ICE Assistant Chief Counsel James Rodden, based on an overwhelming number of biographical details matched through publicly available documents, other social media activity, and courtroom observation.

19.02.2025 22:04 β€” πŸ‘ 32650    πŸ” 15355    πŸ’¬ 1144    πŸ“Œ 1892

Trump's Commerce Secretary Howard Lutnick just relaxed export restrictions on AI chip manufacturers AMD and Nvidia.

Lutnick's family business empire holds a combined $1.1B stake in both companies.

"Conflict of interest" is an understatement.

26.07.2025 20:00 β€” πŸ‘ 5993    πŸ” 2305    πŸ’¬ 207    πŸ“Œ 122
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We are all Jay Powell.

24.07.2025 23:03 β€” πŸ‘ 2176    πŸ” 468    πŸ’¬ 119    πŸ“Œ 34
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FCC Approves Paramount-Skydance Deal After Skydance’s CBS Ombudsman, Anti-DEI Pledges The FCC approved the transfer of CBS licenses to Skydance's ownership group, paving the way to the merger of Skydance and Paramount.

Bribes work!

24.07.2025 22:40 β€” πŸ‘ 12556    πŸ” 3331    πŸ’¬ 764    πŸ“Œ 302
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Volunteers map 10,000 routes in Great Britain to help make walking accessible Campaign group Slow Ways launches app for disabled people, parents with children, older people and others Volunteers have mapped 10,000 walking routes across Great Britain in an attempt to make rural walking more accessible. The routes provide accessible and scenic walks for disabled people, parents with children, and older people, according to Slow Ways, the campaign group behind the project. Continue reading...

Volunteers map 10,000 routes in Great Britain to help make walking accessible

25.07.2025 05:32 β€” πŸ‘ 238    πŸ” 60    πŸ’¬ 1    πŸ“Œ 9
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Ghislaine Maxwell Can’t Help But Notice Interview Room Covered In Plastic Sheeting TALLAHASSEE, FLβ€”Perplexed that the Department of Justice had chosen a setting with such strange decor to ask her about Jeffrey Epstein’s co-conspirators, Ghislaine Maxwell confirmed Thursday that she ...

Ghislaine Maxwell Can’t Help But Notice Interview Room Covered In Plastic Sheeting

24.07.2025 19:31 β€” πŸ‘ 24511    πŸ” 4485    πŸ’¬ 828    πŸ“Œ 344

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