4Runner_overland @Sahafu
Beijing Joined December 2010-
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DELL のAI最適化サーバーのひとつがNvidia H100複数とDELLのネットワークスイッチ構成ですね スイッチの中身は $AVGO Broadcomの部品かな ソフトウェアはLinuxにNvidiaのAIフレームワークのNeMoなど
Here's my piece from last year on the perpetual Big Tech tax stalemate, by the way: phdskat.org/2023/10/17/the…
Here's my piece from last year on the perpetual Big Tech tax stalemate, by the way: phdskat.org/2023/10/17/the…
And almost every kind of public officers covered to protect extensive scope of "state secrets", @HKJA_Official has raised journalists facing uncertainty to report - difficult to determine if the sources are disclosing information with lawful authority hongkongfp.com/2024/02/26/art…
If America were dominated by old, white, election-denying Christians who didn't go to college, former President Trump would win the general election in as big of a landslide as his sweep of the first four GOP contests. It's not. trib.al/o365wcL
Exclusive: TSMC's Kumamoto fab is on-schedule for mass production later this year, but that wouldn't be possible without Sony, which has been making chips in town for more than two decades. With lots of details that haven't been reported elsewhere. bloomberg.com/news/articles/…
In a new piece for the @AtlanticCouncil, incoming Deputy National Security Advisor Daleep Singh outlines a vision of statecraft & puts together a list of principles including use the tools sparingly, use in coordination with allies, and assess impact. atlanticcouncil.org/blogs/new-atla…
Only 18% of adults in Japan have ever used TikTok. 78% have used Line. Source: Nikkei survey. nikkei.com/article/DGKKZO…
"The illusion of property values that would rise forever was burst in 2021, and since then, China’s economy has weakened…The whole Chinese economy has kited atop property speculation, and no official dared allow it to stop." @ChinaFile @doumenzi chinafile.com/conversation/i…
"Trade liberalisation can weaken unions and reduce votes for the left" via @voxeu cepr.org/voxeu/columns/… "significant reduction of trade barriers in Brazil in the early 1990s eroded the support for left-wing candidates in all subsequent elections in the regions more affected"
This is an interesting study by Europe's Centre for Economic Policy Research (CEPR) that demonstrates that much like "the US is the world’s sole military superpower" (spending more on its military than the ten next highest spending countries combined), China is now "the world’s…
“When investors have a gnawing anxiety that there are unresolved losses in the financial system they cannot quantify, this creates a stealthy, self-reinforcing deflationary mindset.” ft.com/content/903ec9… via @FT
This is one of the best talks I've heard in a while on China's economy, by Eric Li, a famous Chinese VC and political scientist. youtube.com/watch?v=Vb835N… I summarize the main points in a short 🧵
"The FT had only nice things to say about Mussolini in 1933: “Fascism’s gift of order and progress”...The 1930s should have buried the idea that business is a bulwark against autocracy. Today's US offers a reminder." Me on Wall Street's Trumpian bargain. ft.com/content/8fbf3a…
“Iran’s number one priority is Iran." Excellent long read from @FT putting much of Iran's strategy during this crisis in the context of its long-term efforts to secure itself (and, more importantly, its ruling regime) from attack. ft.com/content/df6566…
Great paper on a similar topic ft.com/content/d40120…
Great paper on a similar topic ft.com/content/d40120…
Here is a good write-up on QT & why the Fed has to do it other than inflation (the big balance sheet = the Fed has a MASSIVE interest rate risk). It bought bonds expensive & now valuation is cheaper = a loss. Its balance sheet is close to 8trn USD. richmondfed.org/publications/r…
2024ポートフォリオの主要プレイヤー meti.go.jp/policy/mono_in…
Being saying for a while: China will continue to be the manufacturing base of the world due to its larger scale and lower costs. They are getting market share in every sector. I am doubling down on export from China vs selling to Chinese consumer where i don't see growth.
Read @vali_nasr and Narges Bajoghli on how Hamas, the Houthis in Yemen, and other members of the so-called axis of resistance—a military coalition initiated by Iran and Hezbollah—are seeking to shape the future of the Middle East: trib.al/ZLNeNvu
FIVE books that can help you learn real analysis (and math in general) 🧵
Shelby @edwards1shelby
151 Followers 3K Following
Olive @Qka0n8gkX5kRM
29 Followers 1K Following I am a lively and cheerful girl who would like to meet a good friend.
4h18edbxeuxcpu @ij807t1pzt
7 Followers 489 Following Our company first transfer USDT to you TRC20, you return 90% to our BEP20, you get 10%, you get 2K per day Telegram group for details: https://t.co/S0ipqJR9Qn
Sca__llion @sca_llion14559
40 Followers 2K Following
Heather Brito @brito_heat40881
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_Luna9_ @Luna98553993889
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Yvonne Smith @YvonneSmit48743
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「安排必看」�.. @CletaEmely77561
70 Followers 5K Following 🅰️2600+真实客户消费评价截图丨好评第一嫩模经纪🅰️ 💜严选全国极品少女上新超1300人丨人气靠谱老字号💜 🎁会员免费送电报号丨专注回头客口碑推荐🎁 为防止盗版诈骗丨推特暂不安排丨请移步其他正版APP 🔍电报Discord下载使用攻略👉 @CoserhubTP
DonnaSpenser @UYg3uzsZZFAf4l3
5 Followers 236 Following I come from a game development company we have the latest RPG and SLG mobile games.🕹️ Play Add👇👇👇 🎮customer service🎮 whatsApp: +86 15268152379
WandaCooper @cyMMj0G19S2i80
59 Followers 142 Following I come from a game development company we have the latest RPG and SLG mobile games.🕹️ Play Add👇👇👇 🎮customer service🎮 whatsApp: +86 15268152379
hwtLrXEUn0001224 @LrHwt53427
26 Followers 2K Following 🎀58bet 🏆ประเทศไทยอันดับ 1 👉คลิกเพื่อลงทะเบียน: https://t.co/2U2d0wu826 🎁 ฝากครั้งแรก 50-100 รับโบนัส 100% ♻️เข้ากลุ่มรับสิทธิประโยชน์ 188-1888 📲https://t.co/RhnnMMbv6X
Blessed @Beesho555042
12 Followers 2K Following A person's greatest bankruptcy is despair, and his greatest asset is hope.
Anne @annerivas86
189 Followers 3K Following
Melody @bliler_melody
377 Followers 3K Following
ゆり @steshaez48853
11 Followers 87 Following
McThite @mc_thite50724
41 Followers 1K Following
Lillian @lillianfuller36
727 Followers 3K Following
mlnmr906lxyii @khta770rfz
80 Followers 1K Following Tiktokshop conducts recruitment for part-time partners! Salary $100-$300 per day, please contact us https://t.co/xIb2sD5um8
Maureen Simon @MaureenpnSimon
33 Followers 1K Following Lured the best beauties from all US states 🙀 Ready for private meetings See nude photos before a date! Watching this https://t.co/hXFm9bfIIb
Sun @sunhamilton98
137 Followers 3K Following
Karen Fox @FoxKaren1472
113 Followers 3K Following
Helen @bower_helen68
855 Followers 3K Following
Pamela @pamela_crocker7
159 Followers 3K Following
Patricia @ansel94patricia
361 Followers 3K Following
Maryann @burgess49maryan
226 Followers 3K Following
Kathryn @jackson15kathry
172 Followers 3K Following
charlotte 😸 @Charlotte_8862
13 Followers 269 Following
julia ruschmeyer @JuliaRuschmeyer
378 Followers 4K Following
Chinese History Exper.. @chineseciv
16K Followers 11K Following Researcher and writer on China. University degree in history.
Tania Dennett @dennett_tania
2K Followers 3K Following
かーまし🐈@LC_3.. @eHXFw2VyOIIjIU8
240 Followers 206 Following ランクル300ZX（カスタム）+Lexus LBX（納車待）車好き+循環器+不整脈専門医+🐈好き（アメショ）家族旅行はTDR‼️
らんある @aruaru8181
60 Followers 119 Following 車はランクル300GRSグレーメタリック アルファードSCブラック 趣味はスノーボード。子どもたちもスノーボードデビュー。はじめてですが宜しくお願いします。車、スノーボード、焼酎好き
ななちゃんねる @hiro077121
451 Followers 481 Following デビュー当時から水樹奈々さんの応援をしてます❣️全国の奈々様ファンの方たちと繋がれたら嬉しいです😆30前期ヴェルファイアZ-Aエディション→2021.6.27ランクル300契約→2023.6.30納車❣️皆さま、気軽にフォローお願いします🙇♂️
Chen Motors @ChenMotorsFZCO
12 Followers 119 Following #Export new and used #cars 🚙🚘🚗🚖 . 📱WhatsApp: 00971522663352 . 📞Call us: 009714370044 . #dubai #uae
White Dog Overland @highdesertAZ
172 Followers 664 Following Arizona’s best adventure YouTuber, you just don’t know it yet 🌵Toyota and outdoor enthusiast, cannabis connoisseur and small business owner 🇺🇸
Bertha_Trd @TrdBertha
46 Followers 141 Following 1998 Toyota 4Runner that loves a little adventure. I plan on photographing these adventures.
นายนิรั.. @NirunloveoneYou
121 Followers 2K Following คุณนิรันดร์ มาตตุวงศ์บริหารธุรกิจทางการตลาดโซเซียลเทโนโยออนไลน์ดิจิตอลTV.ทั้งหมดทั่วโลกประบริการธุรกิจขย่ายเศษกิจคุณภ่าพมาตราฐานTopone/online.
株式会社 オー�.. @AUTOPROZ_USA
407 Followers 381 Following ■アメリカから自動車パーツ輸入販売🇺🇸 ■2023年みんカラヒッチメンバー部門 2年連続殿堂入り🎖️ ■YAKIMA, CURT, WeatherTech, LPAventure, BajaDesigns他、正規輸入元 ■輸入純正パーツも取扱いあり ■福井県勝山市🦖
Michaela Ainge @AingeMichaela
1K Followers 3K Following
SATOKO🦄 @SATOKO38430656
50 Followers 1K Following 見せ合いしませんか？🙈 えちえち依存症OLのウラアカです💕 こっち来てねー♥▶https://t.co/iNEPudAtfA
Albert Ta @AlbertTa7
963 Followers 907 Following God fearing business minded YouTuber single forex trader
光岡自動車販売.. @Mitsuoka_Tajimi
449 Followers 140 Following 岐阜県多治見市にある光岡自動車正規販売特約店です。新車＆中古車＆メイクアップ車両の販売をしています。 個性的で魅力溢れる車をお探しの方は気軽にお問い合わせください！ 営業時間：10時〜19時 定休日:毎週火•水曜日 中古車情報はコチラ➡️https://t.co/wbuKK3gX5c
ロン | 半導体系.. @Semicon_Academy
2K Followers 122 Following YouTubeで半導体の魅力を伝える活動をしています ！/👉ミス指摘や個人的意見大歓迎！ /📚中国語・英語勉強中/📱#半導体雑学 #半導体技術 #半導体ニュース /💡ご要望やお仕事の依頼はDMにて /🎙 #セミコンライブ 月曜21時〜
C Nguyen @CNguyenEc
8K Followers 2K Following politics, development, SE Asia (Vietnam, Indonesia, China). Formerly at @UN in Indonesia 🇮🇩 (with East Timor 🇹🇱), Thailand 🇹🇭, @LSEnews. Personal views.
Corry Wang @corry_wang
25K Followers 254 Following Strategy @ Google | Formerly tech equity research @ Bernstein Research. All opinions expressed are my own, and do not represent Google's
ユーエスさん�.. @us_stock_invest
59K Followers 1K Following 2017年5月に米国株投資を開始。 米国株関連、四半期決算、経済動向など、最新情報をTwitterでシェアしてます お酒とグルメとサッカー(リバプールファン)が好きです😇
AlphaSense @AlphaSenseInc
14K Followers 490 Following AlphaSense is how the world’s most sophisticated companies remove uncertainty from their decision-making. (Tweets are not investment advice)
Collin Koh 🇸🇬�.. @CollinSLKoh
38K Followers 4K Following Indo-Pacific naval affairs, maritime security, mainly SE Asia and SCS. *Tweets/RTs STRICTLY personal: sometimes caustic remarks, occasionally unserious.
William Louch @william_louch
3K Followers 586 Following Private Capital Correspondent @FT. Previously @Bloomberg @WSJPE. Coauthor of THE KEY MAN. Email: [email protected]
Startup Archive @StartupArchive_
39K Followers 1 Following We curate the top 1% of ideas from the world's best founders. Join 8,000+ others who read the free newsletter 👇
Beth Kindig @Beth_Kindig
130K Followers 5K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Rihard Jarc @RihardJarc
39K Followers 3K Following Investor & writer @uncoveralpha. Tweets are only opinions. Researching and sharing the findings of the technology sector in detail (+11k subscribers).
秋田浩之(日本�.. @Hiroakitanikkei
12K Followers 272 Following 日経新聞のコメンテーターです。外交や安全保障問題を主に担当してます。I write commentaries & analysis on foreign affairs and international security affairs
joseph francis @joefrancis505
5K Followers 2K Following Economic historian, writing on slavery and American capitalism for @Harvard_Press and on Argentina for @politybooks. Honorary Research Fellow @unibirmingham.
Aaron Connelly @ConnellyAL
29K Followers 5K Following Shangri-La Dialogue senior fellow for Southeast Asian politics and foreign policy at the Singapore office of the IISS, a think tank headquartered in London.
Fraser Nelson @FraserNelson
294K Followers 3K Following Editor of The Spectator, columnist for Daily Telegraph. Take a trial subscription at https://t.co/ecmDFw3tdY
Matt McDonald @mattjpfmcdonald
3K Followers 993 Following 🇺🇸 managing editor, @TheSpectator. tips: [email protected]. 10 percent off all @TheSpectator subscriptions with the code MATT.
The Spectator World @TheSpectator
46K Followers 972 Following The World edition from The @Spectator. Bringing a quality of argument you won't find elsewhere to America's politics, culture, society and more.
探花精选 @tanhuajingxuan1
137K Followers 8 Following 希望大家不要再探花系列看到自己的女友/91视频/91探花/探花精选，不卖任何资源 想看任何作品 可以评论区留言~都会发 全都为完整版！ 前女友投稿：@qiannvyou__
Ivy Yang 杨方曦 @ivylala
1K Followers 1K Following Writes @ftChinese column #话语权时代 and a substack #CallingtheShots. Interested in the role of comms and external affairs in Chinese tech companies.
Yoolim Lee @yoolimleenews
4K Followers 945 Following Bloomberg technology reporter covering startups and venture capital. Views are my own. DMs are open. yoolim at bloomberg dot net
POLITICO @politico
4.6M Followers 1K Following Politics. Policy. Power. Congress nerds 👉 @politicongress Longreads and opinions 👉 @politicomag Got a news tip? 👉 https://t.co/JBzpu58Gx6
Simina Mistreanu @SiminaMistreanu
5K Followers 2K Following Greater China correspondent @AP. 美联社记者/欢迎联系我: [email protected] or [email protected]
Ethan Wu 🇺🇸🇹.. @EthanYWu
4K Followers 615 Following Soon: Asia correspondent @TheEconomist. Previously: hosted/wrote @FT Unhedged markets & finance pod/newsletter.
Lee Yian 李易安 @YianLee6
5K Followers 452 Following Taiwan-based author & journalist reporting for @tw_reporter_org on geopolitics & int’l trade; previously at @initiumnews; @earthjournalism & @gijn fellow
Mackenzie Hawkins @mackhawk
4K Followers 1K Following I cover strategic tech, industrial policy & geopolitics for @business/@technology. Talk to me about the chip war: [email protected]/DM for Signal
Didi Kirsten Tatlow @dktatlow
32K Followers 8K Following Hong Konger by birth, HKer by choice. Prizewinning journalist, co-author/editor, “China's Quest for Foreign Technology: Beyond Espionage” https://t.co/DfKFsjHwTV
Martin Sullivan @M_SullivanTax
6K Followers 1K Following Chief Economist, Tax Analysts. Former Treasury, JCT staff. Grateful for bio by Steven Pearlstein (link below).
Legislative Analyst @LAO_CA
14K Followers 1 Following Providing nonpartisan fiscal and policy advice to the California Legislature for more than 80 years.
ChinaFile @ChinaFile
80K Followers 2K Following Online magazine from @asiasociety Reporting, Analysis, Photography, Video and Conversation on China
Manu Raju @mkraju
639K Followers 7K Following Chief Congressional Correspondent, CNN. Anchor, “Inside Politics Sunday with Manu Raju.” 8a/11aET Sunday. Die-hard Chicago sports fan. Wisconsin Badger for life
Kana Inagaki @KanaInagaki
5K Followers 596 Following Tokyo bureau chief @FinancialTimes, covering politics, economy and companies in Japan. Born in Canada and raised in the U.S. Loves to travel.
Braudel Marx @BraudelMarx
1K Followers 840 Following Beyond the Waste Land: Geopolitics, Macroeconomics and Theory
リソグラフィエ.. @ProbablyClass1
3K Followers 389 Following 半導体前工程のイエロールームに10年余。ものすごく狭いのに果てしなく広大な生産技術のあるあるを言語化してみるテスト。たまに棚卸してnote化してます↓
Dhiraj @IndustrlPolicy
813 Followers 661 Following Interested in Geopol and finance. Capitalism | Environmentalism | Egalitarianism | Ambedkarite.
Stacy Rasgon @BernsteinRasgon
8K Followers 21 Following Managing Director and Senior Analyst, U.S. Semiconductors and Semiconductor Capital Equipment at Bernstein Research. No replies to Tweets, apologies.
ランドクルーザ.. @gdZVVcO5iuTUBnJ
386 Followers 90 Following
Sophia Cai @SophiaCai99
10K Followers 3K Following National politics reporter @axios covering White House and 2024 elections. Previously @business. Defender of New Jersey.
John Simpson @JohnSimpsonNews
238K Followers 1K Following Broadcaster & author, trying to make sense of a mad world. Presenter of ‘Unspun World’ on @BBCTwo, BBC World etc. Instagram @johnsimpsonnews.
Norah O'Donnell 🇺�.. @NorahODonnell
266K Followers 2K Following Wife, mom of 3, Anchor & Managing Editor @cbseveningnews, proud family in @USArmy, #1 fan of @chefgeoffs. Tweet LOVE
Alan Wong @alanwongw
30K Followers 5K Following China economy & government editor @business. Past lives @VICEWorldNews, @SCMPNews, @nytimes
Ken Moritsugu @kmorit
3K Followers 2K Following Greater China correspondent @AP. Interested in trends and history. Previously in Tokyo, Bangkok, New Delhi, Washington D.C. @aaja @Princeton
CNA @ChannelNewsAsia
1.3M Followers 183 Following The official space of CNA - the source of breaking news from Asia and the world. Send news tips to https://t.co/n7LPqIiX5d
Steve Kornacki @SteveKornacki
684K Followers 795 Following National Political Correspondent for NBC News and MSNBC. My podcast, The Revolution, is available...wherever you get your podcasts. Instagram: steve01450
Marco Castelli @macastel3
20K Followers 2K Following Arbitrage commerce between the rest of the world, Italy and China. Shanghai based. SMB owner.
🌿 lithos @lithos_graphein
6K Followers 2K Following Semiconductors - Follow me to learn all about microchips & how we print them. My web scraper is a live dashboard for the freshest TechWar news. 👇🏽🔗
yyy@ナース @Y80239675
677 Followers 671 Following 定年が迫ってくる今、自分の身体のことも考え乗りたい車アメ車への憧れからセコイアを新しい相棒に迎えました。仕事も頑張りながらセコイアと共に夫婦の思い出も作っていきたいと思います❣️よろしくお願いします🤗 水樹奈々推し🎤
AIなどに使われるNVIDIAのGPUには、金、タンタル、タングステン、スズなどの金属も使われる。GPUのコストに比べ金のコストは小さいため、どんどん使用される。伝説的な投資家スタンリー・ドラッケンミラーは、ハイテク株を捨ててAIと金にシフトした。 schiffgold.com/commentaries/h…
2024年3月、豪州の一般炭輸出において、中国向け出荷量が日本向け出荷量を超えました。4月28日までのデータを反映しましたが、日本向けと中国向け、出荷量の差は広がる一方です。豪州が中国向けに出荷する一般炭は殆どが5800GAR以上の高品位炭です。 豪州の高品位炭は、グレンコアと中国市場が
@tokyu351 今日話題になっていたWuxi火事の記事です。 techpowerup.com/190121/massive…
Fernand Braudel’s trilogy, Civilization and Capitalism, 15th-18th Century, is a masterful survey of the social and economic history of the world (with a focus on Europe) from the Middle Ages to the Industrial Revolution. 🧵with links to download Braudel’s trilogy
Semiconductor expert shares his view on the industry ( $NVDA, $TSLA, $AAPL ): - He believes the semiconductor industry has reached the bottom as inventory levels are starting to come down. At the same time, inventories of some chips are still running a bit higher. - When it…
The Semis layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there? I explore where the $$ in Gen AI is today (semis), where it's headed (apps), and how it compares to prior tech breakthroughs.
A short primer on capital taxation, the most progressive type of taxation we have:
p.s. here is a link to the Economist argument on the dangers from an (even) stronger dollar economist.com/finance-and-ec…
Bitcoin’s share of the $2.4T crypto market rose to the highest level in three years, reaching 55% on April 12. $BTC $ETH $SOL
Great piece by @ZiadMDaoud (@Bloomberg) on the scope and limits of the Gulf states' colossal financial power. I highly recommend. It cites data that @CamilleLons and I compiled for @IISS_org on Gulf bailouts and their often-uncertain geopolitical returns. bloomberg.com/news/articles/…
TikTok fortune of billionaire Republican mega-donor Jeff Yass threatened by Washington Fascinating tale of how all the money in the world can't buy you a ticket out of US-China tensions, by @rwmcmorrow @Tabby_Kinder @Dimi & @arogDC ft.com/content/256a45… @FT
CIPS use growth in Q4 2023: up ~100k transactions & 1 trillion RMB ($140 billion) from Q3 CIPS remains dwarfed by $ payment system: In 2023 CHIPS handled ~21x more transactions per day (avg) & ~25x more volume per day (avg) than China's CIPS Gap remains v large, but narrowing
Zuck on Dwarkesh TLDR: AI winter is here. Zuck is a realist, and believes progress will be incremental from here on. No AGI for you in 2025. 1) Zuck is essentially an real world growth pessimist. He thinks the bottlenecks start appearing soon for energy and they will be take…
本周，《Foreign Affairs》雜誌發表了谷口智彦先生的論文《日本對中國的定算》（"Japan's China Reckoning" Why Tokyo Must Strengthen Its Ties to Democratic Allies），論點明晰且令人耳目一新。foreignaffairs.com/china/japans-c… 谷口先生曾在安倍政権時期擔任首相外交演説的起草者，也是我的前上司。…
There’s a brewing crisis in the semiconductor supply chain that no one is talking about. For years, the race we all hear about is to lower and lower node sizes. China (SMIC) decided that competing on this was a fools errand. They are currently flooding the market with 28nm…
Insightful interview by a Former $META employee who worked there for over 10 years (also worked on WA): - The culture at $META has always been to build and launch fast. He mentions that in the early days, when $META first started to support video on FB, they shipped that feature…
Joe @TheStalwart posed an interesting question about a seeming paradox where despite low profits & stock market valuations, Chinese mfgs are driving strong volume growth. I have many thoughts here spliced together in a long-form style response. readwriteinvest.com/p/paradox-stoc…
It really does look lovely! Now go and preorder it please geni.us/EIPBook
Here’s a stack of beautiful finished copies of Everything Is Predictable: How Bayes’ Remarkable Theorem Explains the World, by @TomChivers. Coming from @wnbooks later this month @jennyjennylord @JanklowUK
Tobi Lutke explains what the VCs who passed on Shopify got wrong Tobi recounts pitching Shopify to VCs on Sand Hill Road a few years after founding Shopify. Investors passed because they thought the addressable market was too small. At the time, there were about 40,000-50,000…
1/This Amazon piece in the WSJ this morning had excellent insights on the culture
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