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@zephyr_z9 Avatar @zephyr_z9 Zephyr

Zephyr posts on X about china, open ai, chips, r1 the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence technology brands XXXXX% countries XXXX% finance XXXX% stocks XXXX% travel destinations XXXX% cryptocurrencies XXXX% automotive brands XXXX% currencies XXXX%

Social topic influence china 5.19%, open ai 3.25%, chips 3.25%, r1 2.6%, gpu 2.6%, tencent 2.6%, llm 1.95%, bytedance 1.95%, alibaba 1.95%, $100b XXXX%

Top accounts mentioned or mentioned by @teortaxestex @doggydog1208 @brickroad7 @hventillat96967 @thepoliecon @glennluk @tprochow @basedjensen @jukanlosreve @dragoninvest470 @kuittinenpetri @headbetwixknees @grok @chasebrowe32432 @0dongfeng @zephyrz9 @rwang07 @tphuang @randomusernamw @paurooteri

Top assets mentioned Alphabet Inc Class A (GOOGL) Datadog Inc (DDOG) NVIDIA Corp. (NVDA) Telcoin (TEL) Applied Materials, Inc. (AMAT) Lam Research Corporation (LRCX) Tesla, Inc. (TSLA)

Top Social Posts #

Top posts by engagements in the last XX hours

"@DoggyDog1208 @teortaxesTex @dragoninvest470 I never said nobody But they certainly didn't extend their support towards them The government started focusing on GenAI/LLM after R1 dropped"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 04:58:36 UTC 6728 followers, XXX engagements

"@basedjensen So have speculated that the non governmental entity is a GPs trying to fuck up his fund raise Getting one shotted by 4o is pathetic"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-17 18:09:21 UTC 6728 followers, XXX engagements

"the cost cutting is fucking insane Will sell a lot and accelerate research too"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-25 10:00:24 UTC 6732 followers, 5182 engagements

"@CyberVerse91 startups yes Bytedance alone had over 500K H100 equivalents in 2024"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 17:08:07 UTC 6682 followers, XX engagements

"Out of all the Big Tech companies Alibaba handled the AI transition quite well (Google was always an AI company)"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-25 12:19:05 UTC 6732 followers, 1204 engagements

"@epicarism If this rumor is tru then Chinese stocks will go up especially as more 7nm/5nm capacity comes online"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-25 13:05:45 UTC 6732 followers, XXX engagements

"very interesting Why is OAI ditching them Security vulnerability"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-13 08:21:39 UTC 6698 followers, 1564 engagements

"@brickroad7 The guy I QTed is a VC Training models is expensive and has negative returns rn but it is essential as it enables others to build on top of it China can rely on American models So if LLM training stops in China (companies start focusing on application layer- cheaper and easy ROI)"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-17 08:33:35 UTC 6675 followers, XXX engagements

"Zhipu has the best agentic model will be released soon"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-25 13:46:53 UTC 6732 followers, 1665 engagements

"Which company is this 300K B30s (will probably get canceled now that H20E is available) They are not Baidu Tencent or Alibaba Then is it Bytedance"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-15 04:56:48 UTC 6722 followers, 1196 engagements

"@teortaxesTex Robin brooks is always wrong He was talking about Russia falling into a recession and China devaluing Yuan after Trump tariffs Both didn't happen"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 07:18:34 UTC 6691 followers, XXX engagements

"The model is the product U & I both know that Manus doesn't control the model on which their product runs Manus will get buried unless Whale releases an agentic model"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 00:35:42 UTC 6679 followers, 2161 engagements

"AGI/ASI can't be developed by pussies U have to take some risk A $20T economy can certainly afford to risk $50B-$100B per year"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-17 16:29:05 UTC 6704 followers, 5549 engagements

"Coper is coping about "timing the launch" Multiple startups started after Chatgpt was launched Llama Mistral Qwen Deepseek Kimi etc"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-15 16:47:50 UTC 6710 followers, 1696 engagements

"Need to invest at least $100B-$150B Mistral is too small"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 19:51:00 UTC 6728 followers, 1096 engagements

"@teortaxesTex If Cambricon can cross $50B mcap with way less revenue then Unitree can cross it to U are not familiar with Chinese stock pumps"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 02:02:55 UTC 6732 followers, 1172 engagements

"@basedjensen He is reading ChatGPT generated text from a PC screen and lots of drugs"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-16 08:08:43 UTC 6681 followers, XXX engagements

""vision forms a core pillar of Chinas Eastern Data Western Computing initiative." XX GW for DCs"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-20 01:25:19 UTC 6722 followers, 3430 engagements

"Now I'm really wondering if Robin Brooks was finessing & lying about Russian sanction evasion using these graphs Will have to cross-check with Russian imports from these countries"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-20 11:51:29 UTC 6719 followers, 2281 engagements

"Grok X big launch fizzled Kimi & Qwen are doing great"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 19:34:00 UTC 6732 followers, 18.2K engagements

"Unitree will become the Nvidia of humanoid hardware with this release"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-25 13:41:34 UTC 6732 followers, 2008 engagements

"This is the final output right They haven't published all the tokens it generated while solving the problem"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 18:16:06 UTC 6725 followers, 2086 engagements

"@xeophon_ Dario sweating Lobbying for more export controoools"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 06:20:32 UTC 6719 followers, XXX engagements

"@teortaxesTex They should just increase the CS department budget of the top X universities"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-17 04:52:16 UTC 6687 followers, XXX engagements

"@basedjensen OAI hasn't even deployed $50B this year (5 months still left) OAI is certainly facing delays The article may have exaggerated the situation But the chances of $100B being deployed this year are quite low"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 07:37:47 UTC 6675 followers, XXX engagements

"@vikramskr @rwang07 Journey and Black Sesame are doing quite great in that area (ADAS + edge + humanoids) They have good products Xpeng will power their IRON humanoids with their Turing chips as well"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-16 15:27:16 UTC 6670 followers, XXX engagements

"@teortaxesTex @ReilgunII Do u think closed labs have better optimizers"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-17 05:01:12 UTC 6696 followers, XXX engagements

"910C is better at training than H20 I haven't seen the output tps for H20 but 910C can match H100 at inference Since H20 has XX% higher mem bandwidth compared to H100 The H20 is better than 910C H20 sales resumption doesn't affect Huawei much but it kills the prospects for the/"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 02:29:54 UTC 6722 followers, 10.7K engagements

"Doggy forgot to add Cambricon & Enflame But the biggest bottleneck for these GPU designers is the lack of mature software Only Huawei's CANN and Baidu's PaddlePaddle have some level of maturity"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 03:39:05 UTC 6731 followers, 1352 engagements

"A paranoid China would have financed the R&D for its top X WFE companies and fabs They would have forced the small GPU startups to adopt open-source software for their GPUs rather than wasting resources on developing multiple immature closed source frameworks They would have/"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 03:17:57 UTC 6731 followers, 5347 engagements

"They will reach parity with TEL and LAM in etch by the end of this year U should watch or read the Q1 earnings call from the CEO"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 09:18:33 UTC 6712 followers, 1753 engagements

"This is a very funny and wrong graph Memory bandwidth Nvidia H100- XXX Tb/s Nvidia H20- XXX Tb/s Ascend 910C- XXX Tb/s In terms of inference 910C and H100 are evenly matched as SiliconFlow has shown"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 02:46:13 UTC 6688 followers, 4721 engagements

"@casper_hansen_ who Tencent or is it the coding model from Alibaba"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 16:50:23 UTC 6678 followers, 2871 engagements

"They are more detailed about their solutions and process @doomslide @_xjdr"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 05:36:28 UTC 6714 followers, 1038 engagements

"@okaythenme @brickroad7 they are not poaching from China But Big Tech is going on the offensive and using its balance sheet It will strain the finances of startups like OpenAI Anthropic XAI"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 07:37:01 UTC 6694 followers, XXX engagements

"@GlennLuk Just imagine the financial risk Oracle is taking to build XXX GW of DC capacity Over $250B for assets(GPU) that depreciate in less than X years"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 03:34:06 UTC 6690 followers, XXX engagements

"So Qwen also gets the frontier lab designation now @xeophon_ @Presidentlin"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-21 18:22:34 UTC 6683 followers, 12.2K engagements

"Oracle is taking a huge risk by spending $250B to build XXX GW of DC capacity for OpenAI Will take X years to recoup the cost And financing this will be crazy hard"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 15:50:56 UTC 6684 followers, 1927 engagements

"Wife leaves Poasting game instantly improves"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-24 12:54:26 UTC 6732 followers, 260.8K engagements

"So this slop is being pushed to everybody"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-24 17:55:58 UTC 6732 followers, 4799 engagements

"My Third Post Implications of the H20 It will have profound change on the dynamics of US-China AI race especially in the RL/inference age"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 12:02:39 UTC 6732 followers, 28.6K engagements

"@AndrewCurran_ Less to do with OS catchup more to do with Chinese catchup Deepseek moved Chinese players in the more open direction (Qwen/Zhipu never released their best Kimi Stepfun Baidu Tencent never open-sourced)"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-25 13:18:06 UTC 6732 followers, XXX engagements

"not really Deepseek open sources because of Liang Wenfeng's ethos Qwen also has a robust open source culture which got strengthened when R1 came out They now release their Max models as well Same for Moonshot"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 06:10:23 UTC 6720 followers, 1973 engagements

"This also means that Grok can't open source any model legally"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 17:10:23 UTC 6697 followers, 9483 engagements

"Seems quite good at multimodal Want to see text benchmarks"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-25 13:13:01 UTC 6732 followers, 1325 engagements

"Very good article But China isn't a big opportunity for Nvidia in robotics and autonomy Chinese gov and the corporations don't want a repeat of the AI GPU situation They are actively trying to derisk"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 19:21:40 UTC 6681 followers, 1412 engagements

"@hamandcheese The government can ease the burden on startups if it creates large scale data factories"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 03:33:03 UTC 6722 followers, XXX engagements

"Bruh Dawg had to collateralize the IP It will be so dystopian if a lab creates AGI but can't generate enough financial returns to pay off the debt so the bank takes away the IP 💀💀💀"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 16:40:42 UTC 6683 followers, 7505 engagements

"@nntaleb this spike is due to Nauru buying tuna ships from China"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 18:42:03 UTC 6732 followers, 2409 engagements

"Hua Hong recruited Peng Bai and they want to start mass production of 7nm chips this year They will join SMIC and Huawei"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-05-16 12:40:58 UTC 6731 followers, 4659 engagements

"He should have sold some Tesla stock rather than collateralizing the IP Even after all this the interest rate on that loan is XXXX% Unnecessary risk"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 16:48:34 UTC 6684 followers, 1591 engagements