Avid Amoeba

It’s just some capitalists fighting other capitalists. The renewable ones are still the weaker though.

Oh man, Tim Wu was a trailblazer during the Net Neutrality war.

Oh nice, I think I recall reading about it. I hope it works. Apart from making China less dependent foreign semiconductors, it should drive down prices across the board.

So these are at the level of 2022’s NVIDIA, but consume more power due to the higher manufacturing node. That’s pretty good. The article says yields are low which is not great but that’s a relatively independent development from the chip design itself. Any rumors on whether anyone in China’s closing in on an EUV machine?

Wow, this could be significant if they succeed. DeepMind has done some of the more impactful work in AI like AlphaFold.

No 🙂‍↔️

Do something about it. Or would doing something hurt the owner class behind the news and tech corporations used to spread the disinformation?

Great video. Steve keeps doing the good journalistic work.

Perhaps more to do with this. Google no longer has legal problems in the US under Trump.

What the 🦆

Some additional keywords on the tech behind this extended range capability:

… self-generated anode battery technology (which no longer uses traditional graphite anode material but allows elements to deposit on the current collector in metallic form, increasing volumetric energy density by 60% and gravimetric energy density by 50%)

…

Additionally, CATL’s self-generated anode technology can be adapted to multiple material systems. For example, when paired with sodium-ion systems, the energy density can reach 350Wh/L; with phosphate systems, it can reach 680-780Wh/L; and with ternary systems, it can exceed 1000Wh/L.

Source

The source cites CATL, but this self-generating anode tech has apparently been studied for a while by more than CATL.

You may still get hit with the tariff if it’s shipped from overseas. In such a scenario, you’re the importer and likely responsible for any duties and fees.

This thread makes me so proud 🥲

Seems like they forgot to take an important lesson of FDI’s success in China - take shared control of the new assets. Neoliberal indoctrination would do that to you.

This is the important insight. The absolute numbers in any poll aren’t that interesting. The trends are.

You should stop discussing because what you call a straw man is a perfectly reasonable interpretation of your comment. If you don’t want it to be open to interpretation, you should be more clear, rather than get mad at people taking one of the reasonable interpretations. An additional sentence at the end of that comment like “That said, the left should be worried.” would likely have been enough.

Be a shame they’ve left a poorly configured VPN node that allowed someone from a Chinese IP dump unknown quantities of IP. Happens all the time. And oh look the Chinese subsidiary hired some really talented people that got a new chip design in a record time!

Right, for profit companies famously have a history of just handing themselves over to totalitarian regimes.

There are Western for-profit companies who have Chinese subsidiaries developing and selling products in China. They make profits on those sales and hand them over to their shareholders in the West and in China. The Chinese government fully allows this so for-profit companies regularly do it. And yes the Chinese state often is a direct or indirect shareholder. But so could be Berkshire Hathaway. It’s not about handing over the ability to profit. It is about making profit. Also, Western for-profit companies often sell themselves to Chinese firms. E.g. Smithfield Foods, Syngenta and many others.

China has no successful companies that aren’t approved, controlled and often subsidized by the party.

That’s an interesting assertion. As far as I’m aware it’s typically the other way around. The companies that grow to be large enough or strategic enough give partial ownership to the government. Of course the government subsidizes important industries like every competent state does, but that doesn’t mean it owns every company it subsidizes. There’s no point in owning small fish. Some of those that grow even have foreign ownership. For example BYD has Berkshire Hathaway and BlackRock as some of its major shareholders.

So in the case of NVIDIA, it’s entirely plausible for the company to move operations in say Shenzhen, retaining most of its current ownership, perhaps giving some ownership to a Chinese state company. The profits keep flowing to BlackRock, Vanguard, Fidelity and Jensen Huang. Pretty sure they’ll approve it if it means more future profits compared to staying in the US and being unable to sell to China and others. For example if Trump decides that both EU and China are bad hombres and forbids AI chip sales to them, while the US economy tanks, decreasing the domestic sales.

Yes. There are plenty hugely successful Chinese companies. The hypothetical I’m considering is NVIDIA becoming a successful Chinese company, not an American company trying to do product development in China. It won’t be a foreign company to steal IP from and there won’t be a need to replace it with another one.

True. That’s a problem with the China route at this point. In a few years however I’d expect SMIC to be competitive with TSMC. They’re doing their damnest to get there and given the pressure and resources thrown at it, I think it’s a matter of time.