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@zephyr_z9 "@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 on X 2025-07-18 04:58:36 UTC 6728 followers, XXX engagements

"@randomusernamw Whatever access they have isn't enough If China wants to win the AI race or have AI sovereignty then they need to give DS at least 100-200 EFLOPs Otherwise they will remain dependent on US just like semicon (Intel AMD Nvidia)"
@zephyr_z9 on X 2025-07-17 04:51:11 UTC 6734 followers, XXX engagements

"the cost cutting is fucking insane Will sell a lot and accelerate research too"
@zephyr_z9 on X 2025-07-25 10:00:24 UTC 6737 followers, 5242 engagements

"Here's the list Startups: Deepseek Moonshot GLM Big Tech: Bytedance Alibaba Potential: Tencent Stepfun Minimax"
@zephyr_z9 on X 2025-07-17 04:43:47 UTC 6736 followers, 8908 engagements

"Out of all the Big Tech companies Alibaba handled the AI transition quite well (Google was always an AI company)"
@zephyr_z9 on X 2025-07-25 12:19:05 UTC 6733 followers, 1228 engagements

"@epicarism If this rumor is tru then Chinese stocks will go up especially as more 7nm/5nm capacity comes online"
@zephyr_z9 on X 2025-07-25 13:05:45 UTC 6734 followers, XXX engagements

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

"Zhipu has the best agentic model will be released soon"
@zephyr_z9 on X 2025-07-25 13:46:53 UTC 6737 followers, 1752 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 on X 2025-07-15 04:56:48 UTC 6737 followers, 1197 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 on X 2025-07-17 16:29:05 UTC 6734 followers, 5557 engagements

"Coper is coping about "timing the launch" Multiple startups started after Chatgpt was launched Llama Mistral Qwen Deepseek Kimi etc"
@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 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 on X 2025-07-19 02:02:55 UTC 6733 followers, 1174 engagements

""vision forms a core pillar of Chinas Eastern Data Western Computing initiative." XX GW for DCs"
@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 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 on X 2025-07-23 19:34:00 UTC 6734 followers, 18.3K engagements

"Unitree will become the Nvidia of humanoid hardware with this release"
@zephyr_z9 on X 2025-07-25 13:41:34 UTC 6737 followers, 2125 engagements

"This is the final output right They haven't published all the tokens it generated while solving the problem"
@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 on X 2025-07-23 06:20:32 UTC 6719 followers, XXX engagements

"@teortaxesTex @ReilgunII Do u think closed labs have better optimizers"
@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 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 on X 2025-07-18 03:39:05 UTC 6730 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 on X 2025-07-18 03:17:57 UTC 6730 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 on X 2025-07-23 09:18:33 UTC 6712 followers, 1753 engagements

"@casper_hansen_ who Tencent or is it the coding model from Alibaba"
@zephyr_z9 on X 2025-07-22 16:50:23 UTC 6737 followers, 2875 engagements

"They are more detailed about their solutions and process @doomslide @_xjdr"
@zephyr_z9 on X 2025-07-23 05:36:28 UTC 6737 followers, 1047 engagements

"@brickroad7 Bedrock is fucking it up for them and their main focus is Enterprise"
@zephyr_z9 on X 2025-07-26 19:01:52 UTC 6737 followers, XXX 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 on X 2025-07-23 07:37:01 UTC 6694 followers, XXX engagements

"Wife leaves Poasting game instantly improves"
@zephyr_z9 on X 2025-07-24 12:54:26 UTC 6737 followers, 261.7K engagements

"ded rong NSA & SPCT GRM is far more impressive compared to Prover V2 What they haven't released this year is a new optimizer (I don't think they will use AdamW especially when Muon exists) and a better RL algo GRPO has some issues and whale isn't as compute constrained anymore"
@zephyr_z9 on X 2025-07-27 04:48:08 UTC 6737 followers, 1417 engagements

"So this slop is being pushed to everybody"
@zephyr_z9 on X 2025-07-24 17:55:58 UTC 6734 followers, 4820 engagements

"@apralky Elon & altman will fit that archetype too"
@zephyr_z9 on X 2025-07-26 20:31:03 UTC 6737 followers, XXX 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 on X 2025-07-19 12:02:39 UTC 6737 followers, 29.3K 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 on X 2025-07-25 13:18:06 UTC 6734 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 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 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 on X 2025-07-25 13:13:01 UTC 6734 followers, 1387 engagements

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

"@nntaleb this spike is due to Nauru buying tuna ships from China"
@zephyr_z9 on X 2025-07-19 18:42:03 UTC 6734 followers, 2412 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 on X 2025-05-16 12:40:58 UTC 6730 followers, 4659 engagements

"6-7 GPU startups in China in 2026 As long as H20E is supplied to China Nvidia will own the inference market in China as HBM3E is banned for exports and CXMT can't supply HBM3E before 2027"
@zephyr_z9 on X 2025-07-19 02:32:04 UTC 6737 followers, 1426 engagements