@pstasiatech.bsky.social
Unflinching unideological views from industry and personal experience on the nexus of technology, geopolitics, and US China relations and beyond. Focus on semiconductors, AI stack, AI governance, digital assets, and the meaning of life.
Yep, this has been happening for some time. The October 9 controls were coming, but 50 Percent Rule forced Beijing's hand early.....initial media comments on the Chinese controls mischaracterized their origin and potential impact...it will depend...
Push to restore semiconductor manufacturing faces labor crisis: can US train enough workers
in time?
...not clear where US will find 300,000 engineers and other high-tech workers needed to staff planned new chip plants
Talking about this for 3 years..
theconversation.com/the-push-to-...
Nice....
ICYMI Trump wants TSMC to take over Intel's plants. Here’s what needs to happen instead | Fortune fortune.com/2025/02/26/t...
Big fines coming for US export violations, says ex-Commerce official, as China sales probed
Brilliant, fining companies for selling hard drives to China, whose idea was this?
www.reuters.com/markets/us/b...
China's Honor to invest $10bn in AI over next 5 years - Nikkei Asia asia.nikkei.com/Business/Tec...
China dominates the world in renewable energy, including solar and wind - The Washington Post www.washingtonpost.com/climate-solu...
Right, that is the typical response of the low information Elon critic. You are suffering from the Elon Derangement Syndrome so deeply I fear there is no hope for you. You clearly do not want to understand...much easier and comforting to traffic in silly memes...
For more on the impact of DeepSeek on the open source community outside China, see here.
pstaidecrypted.substack.com/p/the-deepse...
Observers are characterizing this as unprecedented levels of information release about an open source/weight model and how it was developed. This is an important part of #TheDeepSeekEffect.
During Open Source Week, China’s AI phenom DeepSeek did something unusual, releasing six separate posts/papers detailing key elements of its hardware and software optimizations. Here are a few observations on the releases.
Absurd. This is a typical what I call "low information" Elon critic stance, based exclusively on what you have read in the mainstream media. It is hard to educate yourself on what is really happen, but it is worth the effort.....
I get it but think this is a rather stupid response to the issue and is counterproductive. It also plays into the conservative industries pushing back on EVs and Tesla that would like to see Tesla fail. So it is aligning with the past, not the future....
Targeting Elon is convenient but lazy, a self righteous moment that is based on specious justifications and short-sighted feel good-ism.
Most people make decisions on cars based on energy use, the planet, and their children, not not on the CEO. Your toilet paper comes from the Koch brothers, who arguably have been much worse for the country and planet, by far.
Do not agree that that is what Elon is doing. The narrative on Elon is largely driven by media tropes, and "nazi" is a convenient but very lazy epithet to throw around, but it sells and drives clicks. Elon's motivations are complex, and should not be pigeonholed into these silly comparisons.
Despite the happy talk, nothing that happens in Ukraine in next 5 years will change the current equation: Chinese firms hold multiyear leads all along the supply chain...
@pstasiatech.bsky.social It is also not about either mining or processing, its about producing actual products, like rare earth magnets and graphite anodes, and cathodes using a variety of critical minerals.
Marro: “It’s not entirely clear how [reliance on Ukraine] would dislodge China’s place from that global supply chain, given that the processing capabilities in any market are going to struggle to match what China currently offers."
Would a Ukraine-US deal on rare earths provide a workaround to China’s curbs?
Short answer: no. Long answer: no.....
www.scmp.com/economy/glob...
How Trump and Biden’s Focus on Minerals Became Core to U.S. Foreign Policy
China dominates in critical minerals, and President Trump has turned to high-pressure tactics to acquire them.
Lots of focus/hand waving, but no serious long-term strategy. Also about the IP.
www.nytimes.com/2025/02/26/u...
The Trump administration can avoid a strategic misstep in the AI global race - Microsoft On the Issues
Some good points here, but real issue is this whole effort misguided?...
blogs.microsoft.com/on-the-issue...
China’s Baiont Quant Says Funds Must Adopt AI to Survive After DeepSeek
One of Kai-fu's portfolio companies...think many will be surprised China has such quant funds, even after DeepSeek..
www.bloomberg.com/news/article...
Give them some time and credit. Have you ever tried to assess the programs and spending of a multi-trillion dollar government? And stop imputing motives to Elon that are frankly absurd...
Nvidia will rise on DeepSeek boost for reasoning AI, Jensen Huang says - Nikkei Asia asia.nikkei.com/Business/Tec...
Have driven a Tesla for 7 year, with no significant maintenance, great service when rarely needed (tires), and high level of performance. Yes, charging infrastructure is amazingly good and have driven cross country several times without any problem. If I could buy a NIO or BYD I would....
Why Arm’s CEO Sees Room for Nvidia Competitors — The Information
“You will start to see some specialized” chips for running AI because so many of the biggest AI developers and cloud providers are developing alternatives to Nvidia chips, Haas said.
www.theinformation.com/articles/why...
ICYMI Big....Samsung strikes rare deal with China’s YMTC for NAND chip tech www.chosun.com/english/indu...
Not clear what is going on here, more likely result of people waiting for new Model Y. Sad to see people rooting against the only global US EV company for what I think are frankly silly reasons...
Rooting against the only major global US EV company for dubious reasons may not be a winner....