[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @teortaxesTex Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) posts on X about china, asml, taiwan, all the the most. They currently have XXXXXX followers and 1336 posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::192201556/interactions)  - X Week XXXXXXXXX +57% - X Month XXXXXXXXX +106% - X Months XXXXXXXXXX -XXXX% - X Year XXXXXXXXXX +232% ### Mentions: XXX [#](/creator/twitter::192201556/posts_active)  - X Week XXX -XXXX% - X Month XXX -XXXX% - X Months XXXXX +39% - X Year XXXXX +147% ### Followers: XXXXXX [#](/creator/twitter::192201556/followers)  - X Week XXXXXX +0.88% - X Month XXXXXX +7.30% - X Months XXXXXX +28% - X Year XXXXXX +198% ### CreatorRank: XXXXXX [#](/creator/twitter::192201556/influencer_rank)  ### Social Influence [#](/creator/twitter::192201556/influence) --- **Social category influence** [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) #4822 [travel destinations](/list/travel-destinations) XXXX% [stocks](/list/stocks) XXX% [celebrities](/list/celebrities) XXXX% [social networks](/list/social-networks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [gaming](/list/gaming) XXXX% [vc firms](/list/vc-firms) XXXX% **Social topic influence** [china](/topic/china) #488, [asml](/topic/asml) #28, [taiwan](/topic/taiwan) #208, [all the](/topic/all-the) #837, [open ai](/topic/open-ai) #441, [tariffs](/topic/tariffs) #402, [finance](/topic/finance) #1076, [its just](/topic/its-just) 0.3%, [beijing](/topic/beijing) #64, [agi](/topic/agi) #11 **Top accounts mentioned or mentioned by** [@0dongfeng](/creator/undefined) [@zephyrz9](/creator/undefined) [@zephyr_z9](/creator/undefined) [@jz281c](/creator/undefined) [@woke8yearold](/creator/undefined) [@waldmenschen](/creator/undefined) [@doggydog1208](/creator/undefined) [@why__knot](/creator/undefined) [@jayfivekiller](/creator/undefined) [@angelicaoung](/creator/undefined) [@pastaraspberry](/creator/undefined) [@bookwormengr](/creator/undefined) [@whyknot](/creator/undefined) [@billionsmustliv](/creator/undefined) [@praxisbraxas](/creator/undefined) [@kalomaze](/creator/undefined) [@basedjensen](/creator/undefined) [@xlr8harder](/creator/undefined) [@gfodor](/creator/undefined) [@jacklauer](/creator/undefined) **Top assets mentioned** [Alibaba Group (BABA)](/topic/alibaba-group) [God's Country (COUNTRY)](/topic/$country) ### Top Social Posts [#](/creator/twitter::192201556/posts) --- Top posts by engagements in the last XX hours "Darios first experience with AI was at Baidu. He learned about scaling laws there This is true Baidu was the first to publish on scaling laws Q4 2017 but it's an almost XXX% non-Chinese team. Today you wouldn't expect such a paper from Tencent/Huawei/BD. They came far" [X Link](https://x.com/teortaxesTex/status/1976083664409862586) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-09T00:33Z 46.7K followers, 30.4K engagements "@DoggyDog1208 Obviously F-22 bros China really doesn't have ASML-grade EUV or anything close to it even in the lab the timeline is unclear no matter how many times you post about mafs F-22 is arguably inferior to the latest Chengdus/Shenyangs that can be produced at scale" [X Link](https://x.com/teortaxesTex/status/1979773473355616604) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T04:55Z 46.7K followers, 1974 engagements "I've learned that are sensible arguments for ASML supremacism. But it's true that the default cause for being bearish on Chinese lithography is just racism. Their engineers are lesser. No matter how many there are they can't do our gay wypipo genius precision magick it's cute" [X Link](https://x.com/teortaxesTex/status/1980024072827232547) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T21:31Z 46.7K followers, 11K engagements "@xdNiBoR SpaceX is the world's space program at this point everything else is nation state hedging defense or necessity due to lacking access to SpaceX" [X Link](https://x.com/teortaxesTex/status/1980063833545662666) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T00:09Z 46.7K followers, 6450 engagements "@favelaoverlord I am not exaggerating" [X Link](https://x.com/teortaxesTex/status/1980140457209577543) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T05:14Z 46.7K followers, XXX engagements "Unitree H1 (Aug XX 2023) vs Unitree H2 (Oct XX 2025) Where do you think they'll get by H3 At this rate Dec 2027" [X Link](https://x.com/teortaxesTex/status/1980158145289924882) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T06:24Z 46.7K followers, 2580 engagements "I repeat people are sleeping on Chinese rocketry. Do you think that they can have an edge in hypersonics own the drone market produce like a dozen new combat jets and be far behind in vehicles Another company another launch. It's so mundane now" [X Link](https://x.com/teortaxesTex/status/1976901823610208511) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T06:44Z 46.7K followers, 103.7K engagements "This is why I think a better name for what people call the singularity is "the solvent." Intelligence is like a solvent that dissolves problems/singularities to unveil the solution. poetry" [X Link](https://x.com/teortaxesTex/status/1978187120373035117) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T19:52Z 46.7K followers, 5266 engagements "Potemkin civilization is like the Hajnali civilization minus one dimension. Hajnali civilizations like their chess are 5D; a Potemkin civ is a fake 4D projection. on the plus side lower dimensionality allows Potemkin civs to faster ascend the Kardashev scale in a 4D universe" [X Link](https://x.com/teortaxesTex/status/1978251370948874444) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T00:07Z 46.7K followers, 16.9K engagements "It's painful to admit but no fusion has won over fission +17 GW of nuclear is massive pain even for China. XXX square miles of solar A neat jobs program. in fact I'd go so far as to say that burning Uranium to fuel GPUs is as much a travesty as burning chemical feedstock" [X Link](https://x.com/teortaxesTex/status/1978699041010590176) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T05:46Z 46.7K followers, 8381 engagements "this is a 7M model scoring around o3-pro on the AGI eval. The cost per task is similar too Not surprised that it reproduces @jm_alexia's paper is exemplary. Start thinking (recursively) about what's going on here and what are the scaling properties of this family" [X Link](https://x.com/teortaxesTex/status/1978904678906613833) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T19:23Z 46.7K followers, 37.2K engagements "Soft Power is thought to be about media products celebrities nation's prestige. But I think it's the power to have your essence judged by Your Best. The UK has always had low-class dregs. But when your core is presumed to be that of a Gentleman even chavs can be aesthetized" [X Link](https://x.com/teortaxesTex/status/1978984060652233211) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T00:39Z 46.7K followers, 16.7K engagements "Highest level researchers at OpenAI are completely miscalibrated about what their clanker can actually do. Not a moment of skepticism just boosting. Not a shred of embarrassment just oh ok. Anon do you trust their clanker with solving $38T in debt" [X Link](https://x.com/teortaxesTex/status/1979551109753798950) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T14:12Z 46.7K followers, 52.5K engagements "perfectly spotted Btw ironically GPT-5 is correct AGI is imminent" [X Link](https://x.com/teortaxesTex/status/1979631874256551957) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T19:33Z 46.7K followers, 18.6K engagements "@minotauronlucy Losses to SMIC/Huawei are not losses for the system just like losses to the HSR are plausibly gains to the PRC due to improved logistics and revenue from tourism. If every piece of the semiconductor chain runs on the same razor margins as their PV industry GPUs can make profit" [X Link](https://x.com/teortaxesTex/status/1979710259976720658) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T00:44Z 46.7K followers, XXX engagements "Western robot demos are really cool eh unloading the dishwasher and isn't afraid of anything. Certainly not of a rare earths ban. Servos come from China anyway and the buy button doesn't even exist so you can collect $39B on mere promise of Making The World A Better Place" [X Link](https://x.com/teortaxesTex/status/1980179175748317370) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T07:48Z 46.7K followers, 9663 engagements "The way it works without a complex swashplate they barely understand the principles of what they are ripping off Palmer got me curious about Ascent's flight control. Alas Based Americans make it hard to find. Otoh: some Shenzhen dude open sourced a coaxial drone X years ago" [X Link](https://x.com/teortaxesTex/status/1913823822400442602) [@teortaxesTex](/creator/x/teortaxesTex) 2025-04-20T05:15Z 46.6K followers, 45.1K engagements "local Bulgarian man causally roasts a scammy SV startup btw have I told you that I hate ollama This is *also* why" [X Link](https://x.com/teortaxesTex/status/1953279154344083869) [@teortaxesTex](/creator/x/teortaxesTex) 2025-08-07T02:16Z 46.6K followers, 20.2K engagements "Unexpected anti-corporate resentment. Was Dai Nippon Teikoku capable of developing into a normie rich country if it had less Samurai Spirit" [X Link](https://x.com/teortaxesTex/status/1969420882230563266) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-20T15:18Z 46.6K followers, 4123 engagements "haha. InclusionAI and Ant Ling accounts strategically followed me right before dropping a 1T open model. They're not just a side show to Qwen Alibaba clearly wants two frontier-level labs. It's a damn serious preview. XX layers first X dense 256/8 experts 20T tokens. Wow" [X Link](https://x.com/teortaxesTex/status/1972721523765969060) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-29T17:53Z 46.6K followers, 14K engagements ""You need to meet the height and weight standards." Optimistically he's just too stupid to have a good grasp of English and means BMI. Obviously what else If not this would be more Peak Hajnali than I imagined possible" [X Link](https://x.com/teortaxesTex/status/1973084551875313778) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-30T17:56Z 46.6K followers, 5458 engagements "this is a rigorous critique of Palladium's article it contains multiple straightforward points I failed to consider and it returns me XX% to my original belief that the US Isn't Even Doing That Badly In Manufacturing it's just vastly smaller than China. Recommended read" [X Link](https://x.com/teortaxesTex/status/1974955787895414895) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-05T21:52Z 46.6K followers, 66.9K engagements "@hsu_steve Ant Group is the fintech affiliate of Alibaba Group Holding but do they actually answer to Alibaba after the restructuring" [X Link](https://x.com/teortaxesTex/status/1976032703381471644) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-08T21:11Z 46.6K followers, XXX engagements "@TylerAl86 Didn't a bridge collapse in Baltimore a year ago with six people killed and it's still not repaired and just sits there collapsed This is the difference Americans watch Chinese news concern troll about Chinese industrial accidents China just builds a ton of things" [X Link](https://x.com/teortaxesTex/status/1976383251066519926) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-09T20:24Z 46.6K followers, 1102 engagements "@TylerAl86 do you remember when this happened When Americans die under the rubble of their crappy infrastructure that's a tragedy. When Chinese do that's joke material liveleak content. "They can't build well"" [X Link](https://x.com/teortaxesTex/status/1976383655233847737) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-09T20:25Z 46.6K followers, XXX engagements "yep there's a bubble in Chinese robotics this is NOT a real use case come on now" [X Link](https://x.com/teortaxesTex/status/1976526588003897565) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-10T05:53Z 46.6K followers, 30.4K engagements "I knew that making fun of allied scale meme will get me on the shit list" [X Link](https://x.com/teortaxesTex/status/1976803877824741737) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T00:15Z 46.6K followers, 5491 engagements "I don't consider myself racist in any way that matters of course. But accusations from retarded Georgetown vermin are worth less than dirt so I felt curiosity about seeing how he'd pounce on it. He's probably having a bad day" [X Link](https://x.com/teortaxesTex/status/1976805638929105127) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T00:22Z 46.6K followers, 4204 engagements "pffft Dear South Korean journalists I don't work in DeepSeek I'm not even Chinese I'm just their self-proclaimed #1 fan and to my knowledge nobody from DeepSeek has interacted with this comment. Report on my private opinion if you like but leave the Whale out of it 🙏" [X Link](https://x.com/teortaxesTex/status/1976824526894977338) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T01:37Z 46.6K followers, 41.2K engagements "Georgetown vermin exposes me now that's certainly higher-profile than that schizo who kept accusing me of being a Zionist. it's a bit offensive how he didn't bother to find any real dirt" [X Link](https://x.com/teortaxesTex/status/1976831124967211249) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T02:04Z 46.6K followers, 3050 engagements "Area XX elements. Vibranium. Cryptonite Trump is hinting at pretty scary stuff here" [X Link](https://x.com/teortaxesTex/status/1976985266838810807) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T12:16Z 46.6K followers, 11.3K engagements "@basedjensen I mean I exaggerate here for rhetorics but it still looks like way less labor per kW of capacity than Huawei's monster systems or H100 era. So much is rolled into a dense NVL72 brick" [X Link](https://x.com/teortaxesTex/status/1977189290619593064) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-12T01:47Z 46.6K followers, 1673 engagements "Well I think 2022 controls are still compelling. But we do know chinas were because of the way they backtracked And this is copium. The sophistication of presented regime is not like Trump/Lutnick's shitposts. They responded to the West's exaggerations. Also even if true this is pretty inconsistent. who are they to know better You should have your own reason to believe it's a miscalculation just appealing to their apparent flailing is funny epistemology" [X Link](https://x.com/teortaxesTex/status/1977250360407261428) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-12T05:49Z 46.6K followers, XXX engagements "The world I live in has been in its interesting aspects mostly invented by Americans and built by Chinese. It's a fine world. I am grateful to both nations. This is why it's painful to see those subhuman dorks get the US hooked on copium to send it into a doomed war with China" [X Link](https://x.com/teortaxesTex/status/1977457642173014265) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-12T19:33Z 46.6K followers, 6614 engagements "This is America too. It's a high-variance civilization. Retarded TV shows creepy Evangelicals race riots grift paranoia tastelessness cope But this isn't the America that I love. The two can't be separated probably. But can they be rebalanced" [X Link](https://x.com/teortaxesTex/status/1977460396203061480) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-12T19:44Z 46.6K followers, 2780 engagements "Well maybe Trump could reduce everyone else's tariffs to XX% then I'm sure China would understand. Liberation Day was obscene in how it desensitized the world to double and even TRIPLE digit tariffs. X% is already **A LOT** from the normal economic POV. What are we even doing" [X Link](https://x.com/teortaxesTex/status/1977556367050502159) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-13T02:05Z 46.6K followers, 3949 engagements "Harold Daggett looks like a video game near-endspiel boss maybe something out of Resident Evil or Deus Ex America is unrivaled in breeding those Powerful Aura mfers" [X Link](https://x.com/teortaxesTex/status/1977934745150328869) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T03:09Z 46.6K followers, 3025 engagements "I hate to say it but this is a One Child Policy W with 200-400M more people China would have had lower per capita wealth today *maybe* higher total GDP and extreme vulnerability to blockades. Either you accelerate the demographic decline or accept risk of starvation in wartime" [X Link](https://x.com/teortaxesTex/status/1977955302801641944) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T04:31Z 46.6K followers, 10.4K engagements "@Shiftey_ @AngelicaOung yeah @AngelicaOung why doesn't Taiwan ask Tuvalu as well to stop recognizing them Seems like a liability" [X Link](https://x.com/teortaxesTex/status/1977962424734011760) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T04:59Z 46.6K followers, XXX engagements "doomslide's not alone btw. Noticing lots of mathematician friends and other high-power users have intensely soured on LLMs as path to AGI. Some of them bring up what I deem frivolous arguments (eg RoPE limits we're not limited to RoPE though) but make of it what you will" [X Link](https://x.com/teortaxesTex/status/1978033455586787814) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T09:41Z 46.6K followers, 15.3K engagements "I think the Netherlands expected this. Nexperia is not taken over it's de facto shut down burned. They've just deleted a Chinese company. It's not about IP obviously I think what IP hasn't been transfered after X years of ownership. just denial" [X Link](https://x.com/teortaxesTex/status/1978033959515701253) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T09:43Z 46.6K followers, 17.7K engagements "Three Body Problem ahh country Ban solar because environment while youre at it" [X Link](https://x.com/teortaxesTex/status/1978088811541225588) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T13:21Z 46.6K followers, 5779 engagements "Indian willingness to just do this hi Turing Award guy help me with my homework quick thing never ceases to amaze me. I suspect that's actually awesome for personal career progression" [X Link](https://x.com/teortaxesTex/status/1978196128035119564) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T20:28Z 46.5K followers, 52.3K engagements "Is Tanner Greer actually an idiot Did the entire blob get their brains scrambled by a Havana ray last Friday Nevermind the silly Orientalism in what world can Xi save face by de facto conceding that his party escalates a war without his knowledge *but Trump knows it*" [X Link](https://x.com/teortaxesTex/status/1978229305797673160) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T22:39Z 46.6K followers, 27.3K engagements "I got unfollowed by a bunch of DC think bois blocked by Rush and Greer and now Greer even went private Have we accidentally bullied the blob or has the blob bullied itself over MOFCOM's move as a nerd for bullying mechanics I'm sincerely nerdsniped by these events" [X Link](https://x.com/teortaxesTex/status/1978350220690727214) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T06:40Z 46.6K followers, 12.7K engagements "Unless it's another case of Chinese mAh this solid state battery has XX% higher energy density than iPhone Air's Li-ion one. Maybe we'll get to 100%. This genuinely changes a lot of things like sodium-ion does on the other end of the price curve. Robots wearables eVTOL" [X Link](https://x.com/teortaxesTex/status/1978963383614333332) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T23:16Z 46.6K followers, 12.7K engagements "e/acc posting is firmly in its Muscular LinkedIn era" [X Link](https://x.com/teortaxesTex/status/1979250418757537920) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T18:17Z 46.6K followers, 2291 engagements "I suspect that Anthropic is again serving Sonnet XXX in some lobotomized version. Bizarre yap arithmetic errors on very simple questions and collapses into parrot-like sycophancy after like a dozen turns not making any strong case but still" [X Link](https://x.com/teortaxesTex/status/1979253716050964565) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T18:30Z 46.6K followers, 1971 engagements "these small looping lateral moves remind me of being cornered in chess just refusing to admit a checkmate that's baked in" [X Link](https://x.com/teortaxesTex/status/1979257050560356613) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T18:43Z 46.6K followers, 7575 engagements "Interesting swarm behavior: separate accounts posting stories about $country coast guard sinking Chinese vessels not stating that this had happened in 2016. Trying to Manifest the new normal where a worldwide naval embargo is going on already I guess" [X Link](https://x.com/teortaxesTex/status/1979275528982138945) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T19:57Z 46.6K followers, 1701 engagements "Chapter X of ChatGPT slop. Doomers were half-right I guess; winning the race to AGI is meaningless if it one-shots you on deployment. Now burgers will sleep-walk into Hell coddled by their own ghosts every step of the way" [X Link](https://x.com/teortaxesTex/status/1979354121091322364) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T01:09Z 46.6K followers, 4589 engagements "Oh but nuts is simply physics It's really such an incredible piece. ChatGPT is a gift to the world. I'm feeling a bit under the weather but even on second read it's cheering me up" [X Link](https://x.com/teortaxesTex/status/1979367165238350328) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T02:01Z 46.6K followers, 6965 engagements "I forgot why I blocked this guy in the first place. It was over his annoying nitpicking on how DeepSeek could have afforded even $200M of lifetime expenditures without hidden state subsidies. Since then he's developed a Chyna-macro-themed LLM psychosis. Refollowing to watch" [X Link](https://x.com/teortaxesTex/status/1979373402021380307) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T02:26Z 46.6K followers, 5230 engagements "This aside I think one pathological pattern is how Americans count their cards down to companies and Chinese ones in *industry sectors*. Rare earths Cool but we have Windows Android cloud REEs is XX elements countless process and product categories. It's not a lump" [X Link](https://x.com/teortaxesTex/status/1979408362203681039) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T04:45Z 46.6K followers, 4167 engagements "frank and detailed sounds like He chewed him out" [X Link](https://x.com/teortaxesTex/status/1979431056492441833) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T06:15Z 46.6K followers, 5710 engagements "@theoil193 @vtchakarova If it's XX years late what makes you think the rational choice is to try remaining the dominant geopolitical choice" [X Link](https://x.com/teortaxesTex/status/1979997729645273168) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T19:46Z 46.6K followers, XX engagements "Hangzhou is insane. Just look at what these kids do. They casually made a fleet of trash-catching trash cans for a X minute video. XXX likes as of now. And all their stuff is like this" [X Link](https://x.com/teortaxesTex/status/1971900842937852387) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-27T11:32Z 46.7K followers, 1M engagements "old Russian meme a libshit wakes up to the announcement Citizens of Russia Putin's bloody regime has been overthrown by the democratic forces of NATO Runs to join the occupation admin there's a long breadline of regime loyalists already" [X Link](https://x.com/teortaxesTex/status/1977663588346318921) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-13T09:11Z 46.7K followers, 2690 engagements "I repeat that Xinjiang to Tibet HSR line strikes me as financially reckless. nobody lives in either place *and* it'll be the hardest one to construct. But if you augment it with cargo shipping I can see the appeal. Imagine remote automated factories near vast solar fields" [X Link](https://x.com/teortaxesTex/status/1979019196571795513) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T02:58Z 46.7K followers, 27.7K engagements "Interested in how @GlennLuk vs @lithos_graphein bet works out if they come to terms. I need to learn more to make a precise enough hypothesis. But I think: by *2035* China will have machines enabling 3nm (250-300 Mtr/mm2) logic with yields XX% for dies XXX mm2 at scale" [X Link](https://x.com/teortaxesTex/status/1979433620814336139) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T06:25Z 46.7K followers, 11.4K engagements "The USG commandeering NVidia via Palantir when and how" [X Link](https://x.com/teortaxesTex/status/1979642555894739300) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T20:15Z 46.7K followers, 4329 engagements "deleting my account rn" [X Link](https://x.com/teortaxesTex/status/1979691659358265365) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T23:30Z 46.7K followers, 12.4K engagements "@NapoleonBonabot" [X Link](https://x.com/teortaxesTex/status/1979737705417424938) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T02:33Z 46.7K followers, 34.1K engagements "Huawei affiliates and SMIC southern is building non-US logic line. Project called Delete A deleting American technology lol ballsy if true" [X Link](https://x.com/teortaxesTex/status/1979758512155853009) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T03:56Z 46.7K followers, 12.6K engagements "I've been thinking about Chinese position on Russia-Ukraine. Why so lukewarm Wang Yi's we cannot afford for Russia to lose the war recent NATO shouldn't exist after 1991 enabling access to materiel (drones tools and more) when they could even tell Kim to not supply shells or people throttling of Ukrainian procurement but that's about it And economically it's also a very chilly partnership. Westerners are losing their minds about DragonBear but it's far from being a real animal. Just two very different monsters staring at each other across taiga. Well I think the dragon is waiting for Europe" [X Link](https://x.com/teortaxesTex/status/1980019316595560777) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T21:12Z 46.7K followers, 22K engagements "why is he so obsessed with selling soybeans to China Is the market oversaturated now that Argentina and Brazil sell to China Does nobody else need this crap Are soy tanks just bursting from overcapacity Farmer lobbying" [X Link](https://x.com/teortaxesTex/status/1980087771923403158) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T01:44Z 46.7K followers, 27.6K engagements "Unitree H2. 180cm 70kg new Y-shaped pelvis and it's elegant. Uncanny. Silicon life energy. They've upgraded both lines: G1 for R1 in the test midget market H1 to H2 on the frontier. Still no hands but 3rd party ones are great now. Do you like it" [X Link](https://x.com/teortaxesTex/status/1980156259597771011) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T06:16Z 46.7K followers, 7585 engagements "Good Guy Whale adds some pure vision data just to make the model more useful in third party research. I am excited about this for another reason. If they've found the use for vision tokens in their mega-quest for Infinite Context they're more likely to make an omnimodal too" [X Link](https://x.com/teortaxesTex/status/1980169494585852086) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T07:09Z 46.7K followers, 4420 engagements "I failed to parse the ambition of this release. DeepSeek Contexts Optical Compression is not just a good fast OCR not just we want to train V4/V5 on all Anna and DuXiu. It's exactly what it says in the title. And more. For starters think of realtime computer-use agents" [X Link](https://x.com/teortaxesTex/status/1980174456350806362) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T07:29Z 46.7K followers, 31.7K engagements "The most probable candidate for SpaceX China completes the static test in preparation for the maiden launch of its premier vessel. Still 1K followers. Invest early to kang with @zephyr_z9 and me about it when LandSpace Moment hits legacy media" [X Link](https://x.com/teortaxesTex/status/1980311354771972246) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T16:33Z 46.7K followers, 25.4K engagements "Why do inverters have any server connectivity How do they even go online do they use solar panels as satellite dishes as well I'm afraid Americans have deindustrialized so much they don't understand basic electrics nevermind electronics" [X Link](https://x.com/teortaxesTex/status/1980393384910156231) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T21:59Z 46.7K followers, 19.2K engagements "Growing more bullish on LandSpace Zhejiang will have the full stack. Robotics at scale AGI and space industry (plus AAA games and a cracked quant fund lol). It's roughly the size of France. What single European nation can boast of the same" [X Link](https://x.com/teortaxesTex/status/1980394525123400051) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T22:03Z 46.7K followers, 6997 engagements "Is this too the genius wypipo finance sex majick that Ive been hearing so much about The market thousands of times better than any other as A16Z puts it" [X Link](https://x.com/teortaxesTex/status/1980418636834898240) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T23:39Z 46.7K followers, 2722 engagements "Gordon Chang from wypipo Temu (Amazon I guess)" [X Link](https://x.com/teortaxesTex/status/1980465386878562771) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T02:45Z 46.7K followers, 1338 engagements "Some researchers bristle at the casual grandiosity in DeepSeek papers ("towards infinite context" just compresses it 10x again); I love it. V4 will likely be another "normal" MoE LLM. V5 may be a different beast; a wholly indigenous road to AGI. They're curious about details" [X Link](https://x.com/teortaxesTex/status/1980477960005308833) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T03:35Z 46.7K followers, 15.2K engagements "houses are for living in not speculation beautiful to see Americans are sobering up" [X Link](https://x.com/teortaxesTex/status/1980478437589696917) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T03:37Z 46.7K followers, 6646 engagements "The answer to all these but why is that Liang Wenfeng is the only unironic e/acc among AGI lab CEOs and its not some sort of Silicon Valley bullshit. He doesnt wear effective accelerationism like a hoodie to woo VCs. He embodies it. From back when MLA debuted:" [X Link](https://x.com/teortaxesTex/status/1893930807195992155) [@teortaxesTex](/creator/x/teortaxesTex) 2025-02-24T07:47Z 46.7K followers, 30.8K engagements "Elon: EVs are the future Invest into my revolutionary EV company China: *commoditizes EVs. EVs with gull-wing doors EVs with drone launchers plush EVs flood the market* Elon: humanoids are the future Opti- China: *Unitree LimX MagicBot* Elon: Reusable ro- man it must suck" [X Link](https://x.com/teortaxesTex/status/1899334394722107772) [@teortaxesTex](/creator/x/teortaxesTex) 2025-03-11T05:39Z 46.7K followers, 34.4K engagements "Those are all very good reasons but the fact is that people don't react this way to Boston Dynamics or Optimus demos. It's exclusively about Chinese ones. You don't have to rationalize it or take charitably their inane overanalysis of "unnatural textures" or "lightning"" [X Link](https://x.com/teortaxesTex/status/1970927966281662848) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-24T19:06Z 46.7K followers, 4908 engagements "Boston Dynamics is trying to make an actually useful product and they made a warehouse robot arm. Doesn't matter people will be ecstatic anyway" [X Link](https://x.com/teortaxesTex/status/1971014369225154721) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-25T00:50Z 46.7K followers, 44.8K engagements "+ Jensen + the Hangzhou roster of tech companies (starting with Alibaba and in this generation DeepSeek Unitree etc). At this rate I can see the surge in books about The Genius of Zhejiang like those cringe ones about Jews that motivate Koreans to try studying Talmud" [X Link](https://x.com/teortaxesTex/status/1971481724719906971) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-26T07:47Z 46.7K followers, 5095 engagements "Bitter lessons for everyone. Parallelizable training is incompatible with unbounded serial operation depth. How bad is that How much can bounded-depth (and indeed shallow) circuits of Transformer pull off with tricks like CoT We're all probing for the limits" [X Link](https://x.com/teortaxesTex/status/1972013515192852557) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-27T19:00Z 46.7K followers, 2964 engagements "This open model is their 80B-13AB LLM augmented into basically JanusFlow (VAE downsampling raw pixels jointly conditioned diffusion). They don't hype very much but the report claims SoTA level (Seedream X Nano-Banana) Well it *is* at least up there and it's high res" [X Link](https://x.com/teortaxesTex/status/1972469371839860954) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-29T01:11Z 46.7K followers, 11.4K engagements "Yes it's a good model. A bit too literal but you can work with that. "A traditional oil painting of "United retirement states" a symbolic depiction of post-industrial America funded entirely through returns on Chinese stock lazy and entitled"" [X Link](https://x.com/teortaxesTex/status/1972470877318214064) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-29T01:17Z 46.7K followers, 2105 engagements "Good question. XXX is an uncharacteristic release: a rushed 6-page paper insistence on it all being experimental the prototype of DSA. DeepSeek is very opaque. But it feels like they figured something out something bigger than this particular (powerful) indexer trick" [X Link](https://x.com/teortaxesTex/status/1972921021557780797) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-30T07:06Z 46.7K followers, 11K engagements "Just finished Other Songs (Jacek Dukaj) and it's a masterpiece of worldbuilding the entire coherent world of Ancient Greek metaphysics and will-to-power hierarchy of reality-warpers. The biggest demerit is that the MC is a butthurt Pole who scapegoats Russian Czar to build NATO" [X Link](https://x.com/teortaxesTex/status/1975635999285039362) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-07T18:55Z 46.7K followers, 3804 engagements "It's astonishing how long it took. Americans like all bullies in history developed the idea that the absence of retaliation proves absence of capacity that they can "annihilate" Chinese industries at will only hold back due to magnanimity. They've earned themselves a war" [X Link](https://x.com/teortaxesTex/status/1976409884683079751) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-09T22:10Z 46.7K followers, 37.4K engagements "now ByteDance shows their long context architecture: Artificial Hippocampus Networks. SWA + recurrent state updating on KV pairs that are leaving the window. Validated on Qwen2.5 up to 14B best recipe uses GDN models available. Collapses on RULER though. DSA does not" [X Link](https://x.com/teortaxesTex/status/1976451334951063854) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-10T00:54Z 46.7K followers, 13.1K engagements "Lets stop playing footsie with the CCP and kick their 500000 spies out. This is getting ridiculous. Agreed. Laura is the best head in Trump's Cabinet. No more Mr. Nice Guy Send the Traitor Jensen back too while you're at it" [X Link](https://x.com/teortaxesTex/status/1976815221567369674) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T01:00Z 46.7K followers, 4473 engagements "yeah I forgot this. Pirates. Pirates are another Chynese weak point like TFR Three Gorges Damn and plastic. American Navy generously protects Chynese vessels from these shifty mfers. The Haughty Han is biting the hand that feeds him Enough. No more Mr. Nice Guy" [X Link](https://x.com/teortaxesTex/status/1976983590962692132) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T12:09Z 46.7K followers, 5687 engagements "I'm quite irritated by this capeshit about wake-up calls. Do Americans realize that it was *China* that just woke up As recently as in 2020 they were myopic merchants heh heh our friends on Wall Street They couldn't believe Chimerica is dying" [X Link](https://x.com/teortaxesTex/status/1976994763997167699) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T12:54Z 46.7K followers, 38K engagements "Why is making parts from Russian Aluminum XX% cheaper in China A good article from Habr. Russia is also trying (and failing) to build domestic industrial capacity. But unlike the West we don't have brainworms about muh evil CCP so I think this is very edifying. A thread:" [X Link](https://x.com/teortaxesTex/status/1977172581175239097) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-12T00:40Z 46.7K followers, 11.4K engagements "@Chuck0236946888 @Why__Knot China is not even bigger than the US The value is subject to market fluctuations. Today the oil costs a lot tomorrow everything runs on solar and rare earths cost more. African diamonds used to be very valuable today China synthesizes them at scale. On net this is uninteresting" [X Link](https://x.com/teortaxesTex/status/1977203749937627639) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-12T02:44Z 46.7K followers, XXX engagements "I strongly believe that the reason Americans are both so psychotic and so ineffective in this cold war is the indignity of facing an Unworthy Opponent. Russians had Mojo; China has LEDs and 4chan webms. How can one accept losing to such people But can one *imagine it happening*" [X Link](https://x.com/teortaxesTex/status/1977208092791365701) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-12T03:01Z 46.7K followers, 5105 engagements "What is this gibberish Is she not aware of ASML" [X Link](https://x.com/teortaxesTex/status/1977660508921802833) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-13T08:59Z 46.7K followers, 14K engagements "by 2028 I'll be getting this treatment from Chyna stans and Han nationalists alike for dissing One Child Policy (how could he dare doubt the genius) and saying that LED spam is cringe. Many of these stans will be people like Rush Doshi btw" [X Link](https://x.com/teortaxesTex/status/1977662600117899429) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-13T09:08Z 46.7K followers, 5299 engagements "Furthermore training for Ring-1T is still ongoing. It's no longer fitting to call them Qwen's little brother. I want the paper for once they're claiming a non-trivial improvement on GRPO" [X Link](https://x.com/teortaxesTex/status/1977829949290733892) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-13T20:13Z 46.7K followers, 11.2K engagements "This dishonesty always maddens me. All Western nations have accepted the PRC's victory and rescinded Taiwan's sovereignty but their citizens and politicians glibly admit it's just empty words. Vile preening. Recognize Taiwan diplomatically or shut up traitors" [X Link](https://x.com/teortaxesTex/status/1977906719385624929) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T01:18Z 46.7K followers, 14.5K engagements "Am I alone in thinking that the Malacca Strait is an utter hawk fantasy Like maaaybe you'll have the cooperation of Singapore even that's not clear by now. Malaysia Indonesia Naval blockade makes more sense in the open ocean and I'm interested in how China prepares for that" [X Link](https://x.com/teortaxesTex/status/1977924312729301043) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T02:27Z 46.7K followers, 8876 engagements "Few understand that games are a vital source of insight for real-world strategy. Xi certainly doesn't but it's hard to escape comparisons of how he runs China and a decent Factorio or Stellaris session; focusing on speedrunning tech trees not econometrics. Will it work out" [X Link](https://x.com/teortaxesTex/status/1977943324162932769) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T03:43Z 46.7K followers, 6112 engagements "I think Ilya meant the return of hostages He's an Israeli and has concerns beyond SSI" [X Link](https://x.com/teortaxesTex/status/1977957192784347575) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T04:38Z 46.7K followers, 170.3K engagements "If the US was something like Estonia or better yet Tuvalu it'd all be very good fun and I'd be sincerely grateful to burgers for the entertainment they provide with their sheer exuberant girthy existence. Netflix could never" [X Link](https://x.com/teortaxesTex/status/1978326027626590682) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T05:04Z 46.7K followers, 5152 engagements "Called it. People were saying its unfeasible. The main group of solar farms known as the Talatan Solar Park dwarfs every other cluster of solar farms in the world. XXX square miles in Gonghe County with a target of growing to XX times the area of Manhattan in three years" [X Link](https://x.com/teortaxesTex/status/1978603896650994145) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T23:28Z 46.7K followers, 45.3K engagements "OpenAI VP research @MillionInt on R1: o1 caught many other US labs by surprise they didn't have a similarly advanced RL research program older papers of DeepSeek were doing pretty similar RL research So GRPO wasn't frontier. It became frontier" [X Link](https://x.com/teortaxesTex/status/1979038933351649281) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T04:17Z 46.7K followers, 58.1K engagements "discord on the East Asian plenum" [X Link](https://x.com/teortaxesTex/status/1979225782242234600) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T16:39Z 46.7K followers, 4705 engagements "Isn't it majestic Something out of alternative history like SR-71 from a world of higher horsepower younger people brighter sun Tu XXX White Swan An-225 Mriya Bartini's designs OOS project make even me a little bit of a tankie. I think any man with heart feels it" [X Link](https://x.com/teortaxesTex/status/1979236624052490291) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T17:22Z 46.7K followers, 13.4K engagements "Will be darkly ironic if Jensen didn't get to sell H20s to China and as a result H20 at home bombed Guam a decade later" [X Link](https://x.com/teortaxesTex/status/1979239753888272429) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T17:35Z 46.7K followers, 8599 engagements "Interesting thesis not sure if it's correct but politically powerful: "if you want to prevent life extension research you'll have to kill progress in normal medicine" I think deathists will bite this bullet. Alzheimer's is natural and gives life meaning" [X Link](https://x.com/teortaxesTex/status/1979247647484518694) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T18:06Z 46.7K followers, 6473 engagements "seeing tons of cute azn girls on the TL announce joining/founding tech startups and can't tell any longer which is real which is prostitution and which is shitposting about CCP agents" [X Link](https://x.com/teortaxesTex/status/1979248936796704916) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T18:11Z 46.7K followers, 7140 engagements "We would be exposed as a nothing goes so hard. I often mock Trump for being a dumb animal but every once and then he shows he's a Man of History in his gift for poetry and his SERIOUSNESS. These vermin around him even the Genius Bessent are not his peers. They're clueless" [X Link](https://x.com/teortaxesTex/status/1979267376047698426) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T19:24Z 46.7K followers, 8501 engagements "Trump who's XX IQ points smarter less narcissistic and a bit more curious or just more lucky to be connected to industrialists instead of finance bros and willing to listen could actually be America's salvation. He WANTS to be a visionary and that is half of the job" [X Link](https://x.com/teortaxesTex/status/1979267841120702791) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T19:26Z 46.7K followers, 1552 engagements "Inclusion shares another model. 16B 1.4B active LLADA-like diffusion LLM (apparently converted from Ling-mini-2.0 of the same basic shape). the 7B MoE version is not even a week old. will also release X benchmarks: formal reasoning and "abductive reasoning and creativity"" [X Link](https://x.com/teortaxesTex/status/1979290830642049122) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T20:58Z 46.7K followers, 3500 engagements "What if the insane bluffing from the US is just LLM psychosis After ChatGPT Liberation Day Tariffs what are the odds" [X Link](https://x.com/teortaxesTex/status/1979294132242911652) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T21:11Z 46.7K followers, 7034 engagements "I think the housing bubble doom narrative is so strong because it's one of the few things about China that can be mapped to Western lived experience so everyone knows you DON'T solve THAT. Xi probably will though and that's the greatest humiliation for wypipo finance magick" [X Link](https://x.com/teortaxesTex/status/1979348918195392713) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T00:48Z 46.7K followers, 3655 engagements "Putin's passion for history lectures (and edifying demonstrations) reminds me of this passage from Galkovsky. Also of myself" [X Link](https://x.com/teortaxesTex/status/1979404444392391149) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T04:29Z 46.7K followers, 2723 engagements "Jiankui's hatred for IQ enhancement is a very consistent theme as is his advocacy for otherwise loosely regulated embryo trait choice by parents. I don't know what his actual theory here is but would love to learn it" [X Link](https://x.com/teortaxesTex/status/1979405470537244674) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T04:33Z 46.7K followers, 21.7K engagements "people were saying I'm wrong to call Taiwan a backwater Not my fault folks refined Chinese culture Maybe true; distilled even. Most subjects of the Chinese state historically weren't very rich" [X Link](https://x.com/teortaxesTex/status/1979435309885468803) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T06:32Z 46.7K followers, 8385 engagements "Our Asians will beat their Asians pro-immigration thesis but it's just Elon Musk (spiritually Asian)" [X Link](https://x.com/teortaxesTex/status/1979438397799211106) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T06:44Z 46.7K followers, 6156 engagements "And we dont hear all of it yeah only some hints and rumors from the lower-ranking members of the Politburo who hang out here But piecing together a story should be possible still" [X Link](https://x.com/teortaxesTex/status/1979439553355354251) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T06:49Z 46.7K followers, 8186 engagements "Claim: China has unusual methods of upskilling personnel" [X Link](https://x.com/teortaxesTex/status/1979621333375103024) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T18:51Z 46.7K followers, 5648 engagements "Yes buying and taking are in some sense the same. But questions: Have western democracies mispriced their manufacturing assets Or are they too broke to outbid China; if yes how does this gel with the assets' value Or do these assets have less value in their hands Or" [X Link](https://x.com/teortaxesTex/status/1979625932211302725) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T19:09Z 46.7K followers, 4173 engagements "I repeat that Claude deployment is probably still fucked" [X Link](https://x.com/teortaxesTex/status/1979632768805187805) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T19:36Z 46.7K followers, 2076 engagements "It's jarring because how many engineer-years is all that ASML isn't Google-scaled. but some evidence for yep it's real above and below in this thread And it's just economics stupid argument for the dominance of ASML taking away from sci-fi vibes" [X Link](https://x.com/teortaxesTex/status/1979675716804628866) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T22:27Z 46.7K followers, 4639 engagements "- 2035: NXT:2000i specs - 2045: NXE:3800E specs 2000i is an (advanced) 2018 DUV practical for TSMC-5nm-grade with multi-patterning (and butthurt). 3800E is EUV 2024 "2nm". 17-19 years. Pessimistic Maybe. Sinophobic hell no. This is a totally different mental model" [X Link](https://x.com/teortaxesTex/status/1979679317123903899) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T22:41Z 46.7K followers, 3114 engagements "Basically ASML is a commercial company. It's being invested in not subsidized. Its machines enable TSMC to sell millions of wafers with Jensen still pocketing his XX% margins they gotta be GOOD. There's like an OOM of slack to non-viability in Cold-war-esque conflict regime" [X Link](https://x.com/teortaxesTex/status/1979683458114048276) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T22:58Z 46.7K followers, 1842 engagements "@minotauronlucy you can probably stomach some of the operational losses of a low yield cheap EUV ripoff technique for a few years but it wont last forever yes low yields won't last forever there are learning curves even with inferior EUV ASML operates in a market not war economy" [X Link](https://x.com/teortaxesTex/status/1979704678729633995) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T00:22Z 46.7K followers, 1133 engagements "Feeling bad for lithos here. China stans swarm him and don't even care to try understanding the nature of his argument which is somewhat orthogonal to their simplistic "China can into engineering" logic I wonder if that's how I look when I say DS V4 will have context Gemini" [X Link](https://x.com/teortaxesTex/status/1979774481863409840) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T04:59Z 46.7K followers, 5634 engagements "@DoggyDog1208 Area XX doggy that's old hat Chyna stole and copied ayytech already Area XX stuff is in F-47 they're saving their big cards for when you've miscalculated and played all of your own like with rare earfs" [X Link](https://x.com/teortaxesTex/status/1979808490857374196) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T07:15Z 46.7K followers, XXX engagements "@Bjorn_k ASML isn't sitting on their hands either they may never reach parity I think Lithos is wrong about HVM timeline. XX years to current-ish EUV density yields and unit economics through some route. Not clear what one" [X Link](https://x.com/teortaxesTex/status/1980058536823382431) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T23:48Z 46.7K followers, XXX engagements "@cnbing Russian society is quite mercantile and indifferent to geopolitical grandstanding. If the state is willing Russians will capitalize on it" [X Link](https://x.com/teortaxesTex/status/1980082501629464880) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T01:23Z 46.7K followers, XXX engagements "Generally funny how it's presented as desperation of inept copycats. apparently. very few entities on the planet could do anything close to NXT:2000i. Except ASML none of them are in the West" [X Link](https://x.com/teortaxesTex/status/1980087171118751770) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T01:42Z 46.7K followers, 1857 engagements "@bigansh @bookwormengr There's no painless way for it. Farmers need to get some employment opportunity but it's straight up impossible to accelerate your transition to a modern industrial society without disrupting their way of life" [X Link](https://x.com/teortaxesTex/status/1980385680015728890) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T21:28Z 46.7K followers, XXX engagements "Time to preregister your guesses for future bragging rights What do you expect from DeepSeek V4 In terms of openness design performance impact" [X Link](https://x.com/teortaxesTex/status/1971689971435327905) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-26T21:34Z 46.7K followers, 97.7K engagements "Ok. This is art. The art of slop. Divine slop. OpenAI I concede. You have cooked" [X Link](https://x.com/teortaxesTex/status/1973369392944812069) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-01T12:48Z 46.7K followers, 561.3K engagements "This is a popular talking point but recently I've read a bit about Foreign Dynasties and it's very interesting. The biggest update for me was just how complex and Sinicized the last and greatest of them the Manchu were from the start. Not mere barbarian guys on horses at all" [X Link](https://x.com/teortaxesTex/status/1974277505172582798) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-04T00:56Z 46.7K followers, 32.8K engagements "Compelling analysis. But someone is forgetting about 1) the AGI Wunderwaffe 2) gay genius wypipo finance sex magick 3) superior Aryan combat ability height jaws dick etc 4) Three Gorges Damn 5) Allied Scale 6) TFR all in all the US is packing. It'll be a tough fight" [X Link](https://x.com/teortaxesTex/status/1976968971460264088) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T11:11Z 46.7K followers, 16.8K engagements "@IsauroBargas No it really doesn't cost that much if you're not retardedly wasteful. And unlike they US they have a healthy surplus. Do you realize the US is much closer to the Soviet Union in this analogy Military waste idiotic planning by senile leaders low-tech exports dependence" [X Link](https://x.com/teortaxesTex/status/1977107648618405963) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T20:22Z 46.7K followers, 1204 engagements "Unitree robodogs have no use case outside research" [X Link](https://x.com/teortaxesTex/status/1977909836806291696) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T01:30Z 46.7K followers, 1.9M engagements "Always trust Hajnalis to accurately assess twink breedability. They have the eye for it. Millenia of brutal competitive preening have cultivated a perfect power level detector" [X Link](https://x.com/teortaxesTex/status/1977944941633339810) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T03:49Z 46.7K followers, 15.5K engagements "Finally a glimpse into the inner workings of gay genius wypipo magick far from flailing of being retarded Trump admin is trying to Manifest a CCP schism. I presume their executed CIA agents have finally delivered the intel about the Labubu faction to the psychic team" [X Link](https://x.com/teortaxesTex/status/1978154926669762593) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T17:44Z 46.7K followers, 92.1K engagements "how do they make the stuff to earn that surplus then transcendent take" [X Link](https://x.com/teortaxesTex/status/1978275408882671758) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T01:43Z 46.7K followers, 3136 engagements "are we getting closer" [X Link](https://x.com/teortaxesTex/status/1978738427072774525) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T08:22Z 46.7K followers, 4966 engagements "- Ganfeng Lithium (cooperation with DJI) - Qingtao Energy (a subsidiary of SAIC Motor) - Farasis Energy (cooperation with various EV companies) - Azure Lithium Core (cooperation with Unitree) Sounds like we may see a solid-state battery boom soon (pun not intended)" [X Link](https://x.com/teortaxesTex/status/1978995341568466976) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T01:23Z 46.7K followers, 5991 engagements "Woah Bessent is scary smart. Yeah. Also scary how many don't notice yet. Gay genius wypipo finance sex majick grandmaster. His power is only beginning to be felt" [X Link](https://x.com/teortaxesTex/status/1979098883981480073) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T08:15Z 46.7K followers, 188.5K engagements "I love vision-based tactile sensors. First learned of them in 2020 with Facebook's DIGIT and it's immensely gratifying to see how they're finally finally gaining adoption. Such a clever idea. We're bad at skin. We're really good at cameras. We don't need to defer to evolution" [X Link](https://x.com/teortaxesTex/status/1979228719303569741) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T16:51Z 46.7K followers, 71K engagements "VP of Science at OpenAI hyped up that GPT-5 found solutions to XX open Erds (actually Erds but whatever) problems got fact-checked by the literal owner of erdosproblems dot com deleted the post. AI might not be a bubble but OpenAI bros live in an echo chamber" [X Link](https://x.com/teortaxesTex/status/1979281961412649346) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T20:22Z 46.7K followers, 82.2K engagements "I have no clue at this point. Lithos isnt anti-China or anti-Huawei but hes clearly pro-ASML. And yet so far hes always been right. But XX years is a long time. How much of 2025 tech could be confidently predicted in 2005" [X Link](https://x.com/teortaxesTex/status/1979311291706626204) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T22:19Z 46.7K followers, 29.5K engagements "One of the most shameless men in American tech despite fierce and talented competition. Perfect apparatchik a few million Shyams in the system and you get Pravda and Gulags on tap. I do not believe in God but today I pray for burgers" [X Link](https://x.com/teortaxesTex/status/1979344362262925522) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T00:30Z 46.7K followers, 9145 engagements "I wonder if people who're praising this piece unironically or dunking on it have actually read it. It's legitimately incredible comedy. Bottomless pit supervisor tier almost. Wew. American game theory at its finest. I particularly like this figure" [X Link](https://x.com/teortaxesTex/status/1979368518576673238) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T02:06Z 46.7K followers, 23.1K engagements "On being mean and wishing well I AM mean. Not even my mother thinks me kind though she imagines me a good person. It's a big problem for me. In particular I can't suffer foolishness; at the slightest excuse I default to mockery and bullying instead of constructive feedback. And I know it's futile too: by experimenting I've learned that the kinds of people who incite my ire very rarely can reciprocate even the best faith effort to share our minds and utterly close theirs when insulted. So I call them subhumans superficially human-like beings unequipped for communication. They block me. So it" [X Link](https://x.com/teortaxesTex/status/1979618270631121164) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T18:39Z 46.7K followers, 90K engagements "The ASML can't be rivaled narrative is the most jarring thing in tech. I struggle to imagine what evidence you'd need to conclude yep XXX% nobody else will do it in 10+ years. Do all these guys have OpenAI-tier main character syndrome or is this real Very exciting to see" [X Link](https://x.com/teortaxesTex/status/1979674109534728285) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T22:21Z 46.7K followers, 34.2K engagements "@Adam_Mihalak I think that this cannot be credibly said of *a single other 20-year old commercial product* no matter how high-end and expensive. So pompous vagueposting is not terribly persuasive. I concede it might be true" [X Link](https://x.com/teortaxesTex/status/1979676404804702647) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T22:30Z 46.7K followers, 1185 engagements "Re Choyna I think a learning process has to happen very similar to the way ASML did it. This to me is the load-bearing part of ASML stands alone for decades hypothesis; throw it out and shorter timelines open up. We'll see if it's true" [X Link](https://x.com/teortaxesTex/status/1979677312372138345) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T22:33Z 46.7K followers, 5549 engagements "@Adam_Mihalak C919 takes time mainly because Airbus and Boeing exist. Soviets had their domestic airliners and they weren't anywhere near modern China in industrial capacity. If Boeing and Airbus become unavailable I suspect approval for C919 domestic parts accelerates. Not very similar" [X Link](https://x.com/teortaxesTex/status/1979680598047555621) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T22:46Z 46.7K followers, XXX engagements "the engineering and research part was a given. people in HVM think about things differently. Laymen believe Nvidia GPUs are magic beyond the reach of clueless Choynese. Jensen knows: Huawei can match them on design. But I think ROI focus too is lacking for Cold War 2.0" [X Link](https://x.com/teortaxesTex/status/1979681847677431927) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T22:51Z 46.7K followers, 5291 engagements "I don't even have object level comments. Just a travesty that democracy means people being ruled by animals like this one and indeed consent to it" [X Link](https://x.com/teortaxesTex/status/1979713349513523319) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T00:56Z 46.7K followers, 5176 engagements "how much of macro is cargo cult and capeshit LARP @apralky I'm starting to think there's a significant population of deadbeats for whom it's basically horoscopes or creative writing yet they all talk like cheerful boomers with 7+ digit NW" [X Link](https://x.com/teortaxesTex/status/1979731403144417481) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T02:08Z 46.7K followers, 6960 engagements "(to be precise I mean that it'll have better long context performance up to 1M tokens than G XXX Pro. Not super confident but I find it likely)" [X Link](https://x.com/teortaxesTex/status/1979774662444994915) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T05:00Z 46.7K followers, 2131 engagements "News 2025 Dec XX OmniVinci-9B is released Patience Qwen still has time to react very impressive claims" [X Link](https://x.com/teortaxesTex/status/1979996234136854621) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T19:41Z 46.7K followers, 3729 engagements "The goal of this article is to fact-check retards. THIS is the professional hate account I'm mere a hobbyist. Definitive debunking of RushDoshi and other thought leaders on the Nexperia issue:" [X Link](https://x.com/teortaxesTex/status/1980020330803408922) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T21:16Z 46.7K followers, 9534 engagements "@zephyr_z9 Bruh disable your account until you figure it out" [X Link](https://x.com/teortaxesTex/status/1980040304305569850) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T22:36Z 46.7K followers, 3545 engagements "American stealth is unrivaled on every dimension. A nation utterly devoid of the need to save face because its prestige is unassailable. Everything the Chinese work so hard on is a pathetic parody of a low-effort decades-old US prototype. Americans are kangs of the world" [X Link](https://x.com/teortaxesTex/status/1980044256656941386) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T22:51Z 46.7K followers, 24K engagements "Americans unironically believe that the Chinese are some kind of Dark Dimension mimic entities who can ingest corrupt and replicate at scale any wypipo design but not prototype a 52mm incontel blisk de novo. Scary stuff" [X Link](https://x.com/teortaxesTex/status/1980057537358729378) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T23:44Z 46.7K followers, 14.5K engagements "@cnbing China could invest heavily into lots of resource extracting companies in Russia and other things too. This is partially blocked by Kremlin's reluctance" [X Link](https://x.com/teortaxesTex/status/1980077961492525382) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T01:05Z 46.7K followers, XXX engagements "As with the ASML EUV timeline the question of whether alternative routes can work is also very interesting. Nanoimprint can scale down to 2nm. SSMB EUV Multi-E-beam The nice thing about China is that many abandoned alt-history technologies can get a second chance" [X Link](https://x.com/teortaxesTex/status/1980083887272562743) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T01:29Z 46.7K followers, 3276 engagements "Can Americans build DUV machines" [X Link](https://x.com/teortaxesTex/status/1980086106822451430) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T01:38Z 46.7K followers, 6275 engagements "2014. wow. Tabarrok is so smart. In 2015 market forces had the biggest American REE mine shut down. I make fun of China Hand type experts a lot but neoliberals are wha like seriously How do you even No wonder they're so despised" [X Link](https://x.com/teortaxesTex/status/1980104588222177671) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T02:51Z 46.7K followers, 5502 engagements "muh land power sea power. Georgetown is running on Dugin-level narrative vibes just clean-shaven. All these late great Anglo geopol thinkers peddle sanitized insanity Burgers when you're done with your hissy fit we will have much to discuss in the imperial retirement home" [X Link](https://x.com/teortaxesTex/status/1980146577873506786) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T05:38Z 46.7K followers, 2895 engagements "no that's well understood What the West will have to accept (likely will be forced to accept) is that saying nuh uh and posturing as General Napier can have exponentially growing costs" [X Link](https://x.com/teortaxesTex/status/1980151538988576982) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T05:58Z 46.7K followers, 3466 engagements "I hope SSMB (solid-state microbunching) works SSMB only was proposed after ASML had sunk capital into laser-produced plasma this clunky tin droplet insanity and they'd never build nor sell entire particle accelerator facilities. But at scale it may be the better tech tree" [X Link](https://x.com/teortaxesTex/status/1980153261241065615) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T06:05Z 46.7K followers, 3782 engagements "Massively unexpected update from DeepSeek: a powerful high-compression MoE OCR model. In production DeepSeek-OCR can generate XX million pages of data per day for LLMs/VLMs using XX nodes (x8 A100-40G). They want ALL the tokens. You're welcome to have some too" [X Link](https://x.com/teortaxesTex/status/1980160624140456370) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T06:34Z 46.7K followers, 154.4K engagements "Interesting data pipeline. In the end they beat dots with 20x fewer vision tokens. This suggests near instant OCR on commodity hardware. In the future it may be possible to achieve nearly XX lossless contexts compression through text-to-image approaches @Dorialexander" [X Link](https://x.com/teortaxesTex/status/1980162002078367844) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T06:39Z 46.7K followers, 5723 engagements "@Dorialexander DeepSeek-OCR in deep parsing mode can also recognize chemical formulas within chemical documents and convert them to SMILES format. In the future OCR 1.0+2.0 technology may play a significant role in the development of VLM/LLM in STEM fields They want an AGI for science too" [X Link](https://x.com/teortaxesTex/status/1980162381176254646) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T06:41Z 46.7K followers, 5696 engagements "Whale insanity. Theoretically unlimited context architectures through turning old text into vision tokens at 10x and higher ratios. How crazy is that But actually I think we need to go even further beyond. Fully multimodal encoders. Language for intelligent machines" [X Link](https://x.com/teortaxesTex/status/1980165682516869575) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T06:54Z 46.7K followers, 22.5K engagements "they were pursuing unlimited context but as a side quest went and built a machine for fully parsing internet PDF data" [X Link](https://x.com/teortaxesTex/status/1980167320887869455) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T07:00Z 46.7K followers, 53.7K engagements "@willccbb Yes. Take it at face value. X vision token = XX text tokens. They literally do an OCR model because it's a test bed for their compression paradigm. But I think it's a bit confusing to think of this as vision. We're basically talking of a neural compressor for documents" [X Link](https://x.com/teortaxesTex/status/1980176371310821423) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T07:36Z 46.7K followers, 8095 engagements "Unitree would be a $200B company in the US at a minimum. National Champion of Winning the Robotics Race. Of course this assumes they'd somehow be able to take half of China with them enabling those costs and volumes. So the discussion is very abstract. There's also this part" [X Link](https://x.com/teortaxesTex/status/1980402208270332378) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T22:34Z 46.7K followers, 4154 engagements "1X is the most substantial Western robotics company in my opinion. (Aside from Tesla which will make Optimus work via sheer capital intensity and genius South African majick)" [X Link](https://x.com/teortaxesTex/status/1980406062567289116) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T22:49Z 46.7K followers, 5622 engagements "Whale has nerdsiped Andrej. Achievement unlocked" [X Link](https://x.com/teortaxesTex/status/1980409417201061892) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T23:02Z 46.7K followers, 25.4K engagements "Whats your list of problems fitting this Manhattan Project spec anon" [X Link](https://x.com/teortaxesTex/status/1980420376992846322) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-20T23:46Z 46.7K followers, 4778 engagements "China is not obligated to halt its Factorio speedrun to nerf itself to allow you your supposedly well-earned comfort. Nobody is. They're doing this because they can and in doing so they're increasing the velocity of our species. Your firmware not their needs updates" [X Link](https://x.com/teortaxesTex/status/1980428725599760420) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T00:19Z 46.7K followers, 1597 engagements "Economist. China Centre Oxford & SOAS. non modern mfg economy the chokehold is processing that the West doesn't know how to do thus it can't last These eggsperts are enemies of the people. Will have their nations ruined to preen personally" [X Link](https://x.com/teortaxesTex/status/1980465178484642237) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T02:44Z 46.7K followers, 2817 engagements "2 years max ASI in 4; conservatively X if Hensen goons his brains out and OpenAI infra goes to labubus gib another $XX trillion to Sam Altman plz if you want that" [X Link](https://x.com/teortaxesTex/status/1980466178712821849) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T02:48Z 46.7K followers, 7224 engagements "@StevenGlinert you're agreeing with him you know" [X Link](https://x.com/teortaxesTex/status/1980478824447107475) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T03:38Z 46.7K followers, XXX engagements "I'm a burger and here's my spicy take on the dynastic theory of legitimacy The ROC claims the entire territory of Qing China despite never having held most of it. Neither meaningfully descend from the Qing. Your nitpicking on island control timeline is irrelevant here" [X Link](https://x.com/teortaxesTex/status/1980482914921107889) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T03:54Z 46.7K followers, 4266 engagements "@Robotbeat Taiwan hasn't been controlled by mainland since Taiwan had not been controlling the mainland either This is a completely pointless angle. Taiwan is an island. The Republic of China is a separate Chinese state that inherently challenges the legitimacy of the Red Dynasty" [X Link](https://x.com/teortaxesTex/status/1980484519070400543) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T04:01Z 46.7K followers, XXX engagements "@Robotbeat Taiwan had missed its window for declaring independence because while it was open and the ROC was being recognized by the US they genuinely thought they have a chance to return to ruling the Mainland. Burgers often betray allies. Nothing new" [X Link](https://x.com/teortaxesTex/status/1980485390353187039) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T04:04Z 46.7K followers, XXX engagements "It's interesting to think of the timeline where the RoC/"Taiwan"/"Real China" could have claimed independence as a small island nation. But I think that while that window was open they weren't willing to let go of the hope of coming back. The US support probably is to blame" [X Link](https://x.com/teortaxesTex/status/1980486757541167367) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T04:10Z 46.7K followers, 7198 engagements "@Robotbeat I don't consider you intelligent. You're a burger. Basically a meat machine operating on slogans. A party cannot unilaterally end a civil war without sufficient force. The South could not just peacefully divorce from the North. Your entire way of thinking is gibberish" [X Link](https://x.com/teortaxesTex/status/1980487298753126525) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-21T04:12Z 46.7K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) posts on X about china, asml, taiwan, all the the most. They currently have XXXXXX followers and 1336 posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence countries XXXX% technology brands XXXX% finance #4822 travel destinations XXXX% stocks XXX% celebrities XXXX% social networks XXXX% cryptocurrencies XXXX% gaming XXXX% vc firms XXXX%
Social topic influence china #488, asml #28, taiwan #208, all the #837, open ai #441, tariffs #402, finance #1076, its just 0.3%, beijing #64, agi #11
Top accounts mentioned or mentioned by @0dongfeng @zephyrz9 @zephyr_z9 @jz281c @woke8yearold @waldmenschen @doggydog1208 @why__knot @jayfivekiller @angelicaoung @pastaraspberry @bookwormengr @whyknot @billionsmustliv @praxisbraxas @kalomaze @basedjensen @xlr8harder @gfodor @jacklauer
Top assets mentioned Alibaba Group (BABA) God's Country (COUNTRY)
Top posts by engagements in the last XX hours
"Darios first experience with AI was at Baidu. He learned about scaling laws there This is true Baidu was the first to publish on scaling laws Q4 2017 but it's an almost XXX% non-Chinese team. Today you wouldn't expect such a paper from Tencent/Huawei/BD. They came far"
X Link @teortaxesTex 2025-10-09T00:33Z 46.7K followers, 30.4K engagements
"@DoggyDog1208 Obviously F-22 bros China really doesn't have ASML-grade EUV or anything close to it even in the lab the timeline is unclear no matter how many times you post about mafs F-22 is arguably inferior to the latest Chengdus/Shenyangs that can be produced at scale"
X Link @teortaxesTex 2025-10-19T04:55Z 46.7K followers, 1974 engagements
"I've learned that are sensible arguments for ASML supremacism. But it's true that the default cause for being bearish on Chinese lithography is just racism. Their engineers are lesser. No matter how many there are they can't do our gay wypipo genius precision magick it's cute"
X Link @teortaxesTex 2025-10-19T21:31Z 46.7K followers, 11K engagements
"@xdNiBoR SpaceX is the world's space program at this point everything else is nation state hedging defense or necessity due to lacking access to SpaceX"
X Link @teortaxesTex 2025-10-20T00:09Z 46.7K followers, 6450 engagements
"@favelaoverlord I am not exaggerating"
X Link @teortaxesTex 2025-10-20T05:14Z 46.7K followers, XXX engagements
"Unitree H1 (Aug XX 2023) vs Unitree H2 (Oct XX 2025) Where do you think they'll get by H3 At this rate Dec 2027"
X Link @teortaxesTex 2025-10-20T06:24Z 46.7K followers, 2580 engagements
"I repeat people are sleeping on Chinese rocketry. Do you think that they can have an edge in hypersonics own the drone market produce like a dozen new combat jets and be far behind in vehicles Another company another launch. It's so mundane now"
X Link @teortaxesTex 2025-10-11T06:44Z 46.7K followers, 103.7K engagements
"This is why I think a better name for what people call the singularity is "the solvent." Intelligence is like a solvent that dissolves problems/singularities to unveil the solution. poetry"
X Link @teortaxesTex 2025-10-14T19:52Z 46.7K followers, 5266 engagements
"Potemkin civilization is like the Hajnali civilization minus one dimension. Hajnali civilizations like their chess are 5D; a Potemkin civ is a fake 4D projection. on the plus side lower dimensionality allows Potemkin civs to faster ascend the Kardashev scale in a 4D universe"
X Link @teortaxesTex 2025-10-15T00:07Z 46.7K followers, 16.9K engagements
"It's painful to admit but no fusion has won over fission +17 GW of nuclear is massive pain even for China. XXX square miles of solar A neat jobs program. in fact I'd go so far as to say that burning Uranium to fuel GPUs is as much a travesty as burning chemical feedstock"
X Link @teortaxesTex 2025-10-16T05:46Z 46.7K followers, 8381 engagements
"this is a 7M model scoring around o3-pro on the AGI eval. The cost per task is similar too Not surprised that it reproduces @jm_alexia's paper is exemplary. Start thinking (recursively) about what's going on here and what are the scaling properties of this family"
X Link @teortaxesTex 2025-10-16T19:23Z 46.7K followers, 37.2K engagements
"Soft Power is thought to be about media products celebrities nation's prestige. But I think it's the power to have your essence judged by Your Best. The UK has always had low-class dregs. But when your core is presumed to be that of a Gentleman even chavs can be aesthetized"
X Link @teortaxesTex 2025-10-17T00:39Z 46.7K followers, 16.7K engagements
"Highest level researchers at OpenAI are completely miscalibrated about what their clanker can actually do. Not a moment of skepticism just boosting. Not a shred of embarrassment just oh ok. Anon do you trust their clanker with solving $38T in debt"
X Link @teortaxesTex 2025-10-18T14:12Z 46.7K followers, 52.5K engagements
"perfectly spotted Btw ironically GPT-5 is correct AGI is imminent"
X Link @teortaxesTex 2025-10-18T19:33Z 46.7K followers, 18.6K engagements
"@minotauronlucy Losses to SMIC/Huawei are not losses for the system just like losses to the HSR are plausibly gains to the PRC due to improved logistics and revenue from tourism. If every piece of the semiconductor chain runs on the same razor margins as their PV industry GPUs can make profit"
X Link @teortaxesTex 2025-10-19T00:44Z 46.7K followers, XXX engagements
"Western robot demos are really cool eh unloading the dishwasher and isn't afraid of anything. Certainly not of a rare earths ban. Servos come from China anyway and the buy button doesn't even exist so you can collect $39B on mere promise of Making The World A Better Place"
X Link @teortaxesTex 2025-10-20T07:48Z 46.7K followers, 9663 engagements
"The way it works without a complex swashplate they barely understand the principles of what they are ripping off Palmer got me curious about Ascent's flight control. Alas Based Americans make it hard to find. Otoh: some Shenzhen dude open sourced a coaxial drone X years ago"
X Link @teortaxesTex 2025-04-20T05:15Z 46.6K followers, 45.1K engagements
"local Bulgarian man causally roasts a scammy SV startup btw have I told you that I hate ollama This is also why"
X Link @teortaxesTex 2025-08-07T02:16Z 46.6K followers, 20.2K engagements
"Unexpected anti-corporate resentment. Was Dai Nippon Teikoku capable of developing into a normie rich country if it had less Samurai Spirit"
X Link @teortaxesTex 2025-09-20T15:18Z 46.6K followers, 4123 engagements
"haha. InclusionAI and Ant Ling accounts strategically followed me right before dropping a 1T open model. They're not just a side show to Qwen Alibaba clearly wants two frontier-level labs. It's a damn serious preview. XX layers first X dense 256/8 experts 20T tokens. Wow"
X Link @teortaxesTex 2025-09-29T17:53Z 46.6K followers, 14K engagements
""You need to meet the height and weight standards." Optimistically he's just too stupid to have a good grasp of English and means BMI. Obviously what else If not this would be more Peak Hajnali than I imagined possible"
X Link @teortaxesTex 2025-09-30T17:56Z 46.6K followers, 5458 engagements
"this is a rigorous critique of Palladium's article it contains multiple straightforward points I failed to consider and it returns me XX% to my original belief that the US Isn't Even Doing That Badly In Manufacturing it's just vastly smaller than China. Recommended read"
X Link @teortaxesTex 2025-10-05T21:52Z 46.6K followers, 66.9K engagements
"@hsu_steve Ant Group is the fintech affiliate of Alibaba Group Holding but do they actually answer to Alibaba after the restructuring"
X Link @teortaxesTex 2025-10-08T21:11Z 46.6K followers, XXX engagements
"@TylerAl86 Didn't a bridge collapse in Baltimore a year ago with six people killed and it's still not repaired and just sits there collapsed This is the difference Americans watch Chinese news concern troll about Chinese industrial accidents China just builds a ton of things"
X Link @teortaxesTex 2025-10-09T20:24Z 46.6K followers, 1102 engagements
"@TylerAl86 do you remember when this happened When Americans die under the rubble of their crappy infrastructure that's a tragedy. When Chinese do that's joke material liveleak content. "They can't build well""
X Link @teortaxesTex 2025-10-09T20:25Z 46.6K followers, XXX engagements
"yep there's a bubble in Chinese robotics this is NOT a real use case come on now"
X Link @teortaxesTex 2025-10-10T05:53Z 46.6K followers, 30.4K engagements
"I knew that making fun of allied scale meme will get me on the shit list"
X Link @teortaxesTex 2025-10-11T00:15Z 46.6K followers, 5491 engagements
"I don't consider myself racist in any way that matters of course. But accusations from retarded Georgetown vermin are worth less than dirt so I felt curiosity about seeing how he'd pounce on it. He's probably having a bad day"
X Link @teortaxesTex 2025-10-11T00:22Z 46.6K followers, 4204 engagements
"pffft Dear South Korean journalists I don't work in DeepSeek I'm not even Chinese I'm just their self-proclaimed #1 fan and to my knowledge nobody from DeepSeek has interacted with this comment. Report on my private opinion if you like but leave the Whale out of it 🙏"
X Link @teortaxesTex 2025-10-11T01:37Z 46.6K followers, 41.2K engagements
"Georgetown vermin exposes me now that's certainly higher-profile than that schizo who kept accusing me of being a Zionist. it's a bit offensive how he didn't bother to find any real dirt"
X Link @teortaxesTex 2025-10-11T02:04Z 46.6K followers, 3050 engagements
"Area XX elements. Vibranium. Cryptonite Trump is hinting at pretty scary stuff here"
X Link @teortaxesTex 2025-10-11T12:16Z 46.6K followers, 11.3K engagements
"@basedjensen I mean I exaggerate here for rhetorics but it still looks like way less labor per kW of capacity than Huawei's monster systems or H100 era. So much is rolled into a dense NVL72 brick"
X Link @teortaxesTex 2025-10-12T01:47Z 46.6K followers, 1673 engagements
"Well I think 2022 controls are still compelling. But we do know chinas were because of the way they backtracked And this is copium. The sophistication of presented regime is not like Trump/Lutnick's shitposts. They responded to the West's exaggerations. Also even if true this is pretty inconsistent. who are they to know better You should have your own reason to believe it's a miscalculation just appealing to their apparent flailing is funny epistemology"
X Link @teortaxesTex 2025-10-12T05:49Z 46.6K followers, XXX engagements
"The world I live in has been in its interesting aspects mostly invented by Americans and built by Chinese. It's a fine world. I am grateful to both nations. This is why it's painful to see those subhuman dorks get the US hooked on copium to send it into a doomed war with China"
X Link @teortaxesTex 2025-10-12T19:33Z 46.6K followers, 6614 engagements
"This is America too. It's a high-variance civilization. Retarded TV shows creepy Evangelicals race riots grift paranoia tastelessness cope But this isn't the America that I love. The two can't be separated probably. But can they be rebalanced"
X Link @teortaxesTex 2025-10-12T19:44Z 46.6K followers, 2780 engagements
"Well maybe Trump could reduce everyone else's tariffs to XX% then I'm sure China would understand. Liberation Day was obscene in how it desensitized the world to double and even TRIPLE digit tariffs. X% is already A LOT from the normal economic POV. What are we even doing"
X Link @teortaxesTex 2025-10-13T02:05Z 46.6K followers, 3949 engagements
"Harold Daggett looks like a video game near-endspiel boss maybe something out of Resident Evil or Deus Ex America is unrivaled in breeding those Powerful Aura mfers"
X Link @teortaxesTex 2025-10-14T03:09Z 46.6K followers, 3025 engagements
"I hate to say it but this is a One Child Policy W with 200-400M more people China would have had lower per capita wealth today maybe higher total GDP and extreme vulnerability to blockades. Either you accelerate the demographic decline or accept risk of starvation in wartime"
X Link @teortaxesTex 2025-10-14T04:31Z 46.6K followers, 10.4K engagements
"@Shiftey_ @AngelicaOung yeah @AngelicaOung why doesn't Taiwan ask Tuvalu as well to stop recognizing them Seems like a liability"
X Link @teortaxesTex 2025-10-14T04:59Z 46.6K followers, XXX engagements
"doomslide's not alone btw. Noticing lots of mathematician friends and other high-power users have intensely soured on LLMs as path to AGI. Some of them bring up what I deem frivolous arguments (eg RoPE limits we're not limited to RoPE though) but make of it what you will"
X Link @teortaxesTex 2025-10-14T09:41Z 46.6K followers, 15.3K engagements
"I think the Netherlands expected this. Nexperia is not taken over it's de facto shut down burned. They've just deleted a Chinese company. It's not about IP obviously I think what IP hasn't been transfered after X years of ownership. just denial"
X Link @teortaxesTex 2025-10-14T09:43Z 46.6K followers, 17.7K engagements
"Three Body Problem ahh country Ban solar because environment while youre at it"
X Link @teortaxesTex 2025-10-14T13:21Z 46.6K followers, 5779 engagements
"Indian willingness to just do this hi Turing Award guy help me with my homework quick thing never ceases to amaze me. I suspect that's actually awesome for personal career progression"
X Link @teortaxesTex 2025-10-14T20:28Z 46.5K followers, 52.3K engagements
"Is Tanner Greer actually an idiot Did the entire blob get their brains scrambled by a Havana ray last Friday Nevermind the silly Orientalism in what world can Xi save face by de facto conceding that his party escalates a war without his knowledge but Trump knows it"
X Link @teortaxesTex 2025-10-14T22:39Z 46.6K followers, 27.3K engagements
"I got unfollowed by a bunch of DC think bois blocked by Rush and Greer and now Greer even went private Have we accidentally bullied the blob or has the blob bullied itself over MOFCOM's move as a nerd for bullying mechanics I'm sincerely nerdsniped by these events"
X Link @teortaxesTex 2025-10-15T06:40Z 46.6K followers, 12.7K engagements
"Unless it's another case of Chinese mAh this solid state battery has XX% higher energy density than iPhone Air's Li-ion one. Maybe we'll get to 100%. This genuinely changes a lot of things like sodium-ion does on the other end of the price curve. Robots wearables eVTOL"
X Link @teortaxesTex 2025-10-16T23:16Z 46.6K followers, 12.7K engagements
"e/acc posting is firmly in its Muscular LinkedIn era"
X Link @teortaxesTex 2025-10-17T18:17Z 46.6K followers, 2291 engagements
"I suspect that Anthropic is again serving Sonnet XXX in some lobotomized version. Bizarre yap arithmetic errors on very simple questions and collapses into parrot-like sycophancy after like a dozen turns not making any strong case but still"
X Link @teortaxesTex 2025-10-17T18:30Z 46.6K followers, 1971 engagements
"these small looping lateral moves remind me of being cornered in chess just refusing to admit a checkmate that's baked in"
X Link @teortaxesTex 2025-10-17T18:43Z 46.6K followers, 7575 engagements
"Interesting swarm behavior: separate accounts posting stories about $country coast guard sinking Chinese vessels not stating that this had happened in 2016. Trying to Manifest the new normal where a worldwide naval embargo is going on already I guess"
X Link @teortaxesTex 2025-10-17T19:57Z 46.6K followers, 1701 engagements
"Chapter X of ChatGPT slop. Doomers were half-right I guess; winning the race to AGI is meaningless if it one-shots you on deployment. Now burgers will sleep-walk into Hell coddled by their own ghosts every step of the way"
X Link @teortaxesTex 2025-10-18T01:09Z 46.6K followers, 4589 engagements
"Oh but nuts is simply physics It's really such an incredible piece. ChatGPT is a gift to the world. I'm feeling a bit under the weather but even on second read it's cheering me up"
X Link @teortaxesTex 2025-10-18T02:01Z 46.6K followers, 6965 engagements
"I forgot why I blocked this guy in the first place. It was over his annoying nitpicking on how DeepSeek could have afforded even $200M of lifetime expenditures without hidden state subsidies. Since then he's developed a Chyna-macro-themed LLM psychosis. Refollowing to watch"
X Link @teortaxesTex 2025-10-18T02:26Z 46.6K followers, 5230 engagements
"This aside I think one pathological pattern is how Americans count their cards down to companies and Chinese ones in industry sectors. Rare earths Cool but we have Windows Android cloud REEs is XX elements countless process and product categories. It's not a lump"
X Link @teortaxesTex 2025-10-18T04:45Z 46.6K followers, 4167 engagements
"frank and detailed sounds like He chewed him out"
X Link @teortaxesTex 2025-10-18T06:15Z 46.6K followers, 5710 engagements
"@theoil193 @vtchakarova If it's XX years late what makes you think the rational choice is to try remaining the dominant geopolitical choice"
X Link @teortaxesTex 2025-10-19T19:46Z 46.6K followers, XX engagements
"Hangzhou is insane. Just look at what these kids do. They casually made a fleet of trash-catching trash cans for a X minute video. XXX likes as of now. And all their stuff is like this"
X Link @teortaxesTex 2025-09-27T11:32Z 46.7K followers, 1M engagements
"old Russian meme a libshit wakes up to the announcement Citizens of Russia Putin's bloody regime has been overthrown by the democratic forces of NATO Runs to join the occupation admin there's a long breadline of regime loyalists already"
X Link @teortaxesTex 2025-10-13T09:11Z 46.7K followers, 2690 engagements
"I repeat that Xinjiang to Tibet HSR line strikes me as financially reckless. nobody lives in either place and it'll be the hardest one to construct. But if you augment it with cargo shipping I can see the appeal. Imagine remote automated factories near vast solar fields"
X Link @teortaxesTex 2025-10-17T02:58Z 46.7K followers, 27.7K engagements
"Interested in how @GlennLuk vs @lithos_graphein bet works out if they come to terms. I need to learn more to make a precise enough hypothesis. But I think: by 2035 China will have machines enabling 3nm (250-300 Mtr/mm2) logic with yields XX% for dies XXX mm2 at scale"
X Link @teortaxesTex 2025-10-18T06:25Z 46.7K followers, 11.4K engagements
"The USG commandeering NVidia via Palantir when and how"
X Link @teortaxesTex 2025-10-18T20:15Z 46.7K followers, 4329 engagements
"deleting my account rn"
X Link @teortaxesTex 2025-10-18T23:30Z 46.7K followers, 12.4K engagements
"@NapoleonBonabot"
X Link @teortaxesTex 2025-10-19T02:33Z 46.7K followers, 34.1K engagements
"Huawei affiliates and SMIC southern is building non-US logic line. Project called Delete A deleting American technology lol ballsy if true"
X Link @teortaxesTex 2025-10-19T03:56Z 46.7K followers, 12.6K engagements
"I've been thinking about Chinese position on Russia-Ukraine. Why so lukewarm Wang Yi's we cannot afford for Russia to lose the war recent NATO shouldn't exist after 1991 enabling access to materiel (drones tools and more) when they could even tell Kim to not supply shells or people throttling of Ukrainian procurement but that's about it And economically it's also a very chilly partnership. Westerners are losing their minds about DragonBear but it's far from being a real animal. Just two very different monsters staring at each other across taiga. Well I think the dragon is waiting for Europe"
X Link @teortaxesTex 2025-10-19T21:12Z 46.7K followers, 22K engagements
"why is he so obsessed with selling soybeans to China Is the market oversaturated now that Argentina and Brazil sell to China Does nobody else need this crap Are soy tanks just bursting from overcapacity Farmer lobbying"
X Link @teortaxesTex 2025-10-20T01:44Z 46.7K followers, 27.6K engagements
"Unitree H2. 180cm 70kg new Y-shaped pelvis and it's elegant. Uncanny. Silicon life energy. They've upgraded both lines: G1 for R1 in the test midget market H1 to H2 on the frontier. Still no hands but 3rd party ones are great now. Do you like it"
X Link @teortaxesTex 2025-10-20T06:16Z 46.7K followers, 7585 engagements
"Good Guy Whale adds some pure vision data just to make the model more useful in third party research. I am excited about this for another reason. If they've found the use for vision tokens in their mega-quest for Infinite Context they're more likely to make an omnimodal too"
X Link @teortaxesTex 2025-10-20T07:09Z 46.7K followers, 4420 engagements
"I failed to parse the ambition of this release. DeepSeek Contexts Optical Compression is not just a good fast OCR not just we want to train V4/V5 on all Anna and DuXiu. It's exactly what it says in the title. And more. For starters think of realtime computer-use agents"
X Link @teortaxesTex 2025-10-20T07:29Z 46.7K followers, 31.7K engagements
"The most probable candidate for SpaceX China completes the static test in preparation for the maiden launch of its premier vessel. Still 1K followers. Invest early to kang with @zephyr_z9 and me about it when LandSpace Moment hits legacy media"
X Link @teortaxesTex 2025-10-20T16:33Z 46.7K followers, 25.4K engagements
"Why do inverters have any server connectivity How do they even go online do they use solar panels as satellite dishes as well I'm afraid Americans have deindustrialized so much they don't understand basic electrics nevermind electronics"
X Link @teortaxesTex 2025-10-20T21:59Z 46.7K followers, 19.2K engagements
"Growing more bullish on LandSpace Zhejiang will have the full stack. Robotics at scale AGI and space industry (plus AAA games and a cracked quant fund lol). It's roughly the size of France. What single European nation can boast of the same"
X Link @teortaxesTex 2025-10-20T22:03Z 46.7K followers, 6997 engagements
"Is this too the genius wypipo finance sex majick that Ive been hearing so much about The market thousands of times better than any other as A16Z puts it"
X Link @teortaxesTex 2025-10-20T23:39Z 46.7K followers, 2722 engagements
"Gordon Chang from wypipo Temu (Amazon I guess)"
X Link @teortaxesTex 2025-10-21T02:45Z 46.7K followers, 1338 engagements
"Some researchers bristle at the casual grandiosity in DeepSeek papers ("towards infinite context" just compresses it 10x again); I love it. V4 will likely be another "normal" MoE LLM. V5 may be a different beast; a wholly indigenous road to AGI. They're curious about details"
X Link @teortaxesTex 2025-10-21T03:35Z 46.7K followers, 15.2K engagements
"houses are for living in not speculation beautiful to see Americans are sobering up"
X Link @teortaxesTex 2025-10-21T03:37Z 46.7K followers, 6646 engagements
"The answer to all these but why is that Liang Wenfeng is the only unironic e/acc among AGI lab CEOs and its not some sort of Silicon Valley bullshit. He doesnt wear effective accelerationism like a hoodie to woo VCs. He embodies it. From back when MLA debuted:"
X Link @teortaxesTex 2025-02-24T07:47Z 46.7K followers, 30.8K engagements
"Elon: EVs are the future Invest into my revolutionary EV company China: commoditizes EVs. EVs with gull-wing doors EVs with drone launchers plush EVs flood the market Elon: humanoids are the future Opti- China: Unitree LimX MagicBot Elon: Reusable ro- man it must suck"
X Link @teortaxesTex 2025-03-11T05:39Z 46.7K followers, 34.4K engagements
"Those are all very good reasons but the fact is that people don't react this way to Boston Dynamics or Optimus demos. It's exclusively about Chinese ones. You don't have to rationalize it or take charitably their inane overanalysis of "unnatural textures" or "lightning""
X Link @teortaxesTex 2025-09-24T19:06Z 46.7K followers, 4908 engagements
"Boston Dynamics is trying to make an actually useful product and they made a warehouse robot arm. Doesn't matter people will be ecstatic anyway"
X Link @teortaxesTex 2025-09-25T00:50Z 46.7K followers, 44.8K engagements
"+ Jensen + the Hangzhou roster of tech companies (starting with Alibaba and in this generation DeepSeek Unitree etc). At this rate I can see the surge in books about The Genius of Zhejiang like those cringe ones about Jews that motivate Koreans to try studying Talmud"
X Link @teortaxesTex 2025-09-26T07:47Z 46.7K followers, 5095 engagements
"Bitter lessons for everyone. Parallelizable training is incompatible with unbounded serial operation depth. How bad is that How much can bounded-depth (and indeed shallow) circuits of Transformer pull off with tricks like CoT We're all probing for the limits"
X Link @teortaxesTex 2025-09-27T19:00Z 46.7K followers, 2964 engagements
"This open model is their 80B-13AB LLM augmented into basically JanusFlow (VAE downsampling raw pixels jointly conditioned diffusion). They don't hype very much but the report claims SoTA level (Seedream X Nano-Banana) Well it is at least up there and it's high res"
X Link @teortaxesTex 2025-09-29T01:11Z 46.7K followers, 11.4K engagements
"Yes it's a good model. A bit too literal but you can work with that. "A traditional oil painting of "United retirement states" a symbolic depiction of post-industrial America funded entirely through returns on Chinese stock lazy and entitled""
X Link @teortaxesTex 2025-09-29T01:17Z 46.7K followers, 2105 engagements
"Good question. XXX is an uncharacteristic release: a rushed 6-page paper insistence on it all being experimental the prototype of DSA. DeepSeek is very opaque. But it feels like they figured something out something bigger than this particular (powerful) indexer trick"
X Link @teortaxesTex 2025-09-30T07:06Z 46.7K followers, 11K engagements
"Just finished Other Songs (Jacek Dukaj) and it's a masterpiece of worldbuilding the entire coherent world of Ancient Greek metaphysics and will-to-power hierarchy of reality-warpers. The biggest demerit is that the MC is a butthurt Pole who scapegoats Russian Czar to build NATO"
X Link @teortaxesTex 2025-10-07T18:55Z 46.7K followers, 3804 engagements
"It's astonishing how long it took. Americans like all bullies in history developed the idea that the absence of retaliation proves absence of capacity that they can "annihilate" Chinese industries at will only hold back due to magnanimity. They've earned themselves a war"
X Link @teortaxesTex 2025-10-09T22:10Z 46.7K followers, 37.4K engagements
"now ByteDance shows their long context architecture: Artificial Hippocampus Networks. SWA + recurrent state updating on KV pairs that are leaving the window. Validated on Qwen2.5 up to 14B best recipe uses GDN models available. Collapses on RULER though. DSA does not"
X Link @teortaxesTex 2025-10-10T00:54Z 46.7K followers, 13.1K engagements
"Lets stop playing footsie with the CCP and kick their 500000 spies out. This is getting ridiculous. Agreed. Laura is the best head in Trump's Cabinet. No more Mr. Nice Guy Send the Traitor Jensen back too while you're at it"
X Link @teortaxesTex 2025-10-11T01:00Z 46.7K followers, 4473 engagements
"yeah I forgot this. Pirates. Pirates are another Chynese weak point like TFR Three Gorges Damn and plastic. American Navy generously protects Chynese vessels from these shifty mfers. The Haughty Han is biting the hand that feeds him Enough. No more Mr. Nice Guy"
X Link @teortaxesTex 2025-10-11T12:09Z 46.7K followers, 5687 engagements
"I'm quite irritated by this capeshit about wake-up calls. Do Americans realize that it was China that just woke up As recently as in 2020 they were myopic merchants heh heh our friends on Wall Street They couldn't believe Chimerica is dying"
X Link @teortaxesTex 2025-10-11T12:54Z 46.7K followers, 38K engagements
"Why is making parts from Russian Aluminum XX% cheaper in China A good article from Habr. Russia is also trying (and failing) to build domestic industrial capacity. But unlike the West we don't have brainworms about muh evil CCP so I think this is very edifying. A thread:"
X Link @teortaxesTex 2025-10-12T00:40Z 46.7K followers, 11.4K engagements
"@Chuck0236946888 @Why__Knot China is not even bigger than the US The value is subject to market fluctuations. Today the oil costs a lot tomorrow everything runs on solar and rare earths cost more. African diamonds used to be very valuable today China synthesizes them at scale. On net this is uninteresting"
X Link @teortaxesTex 2025-10-12T02:44Z 46.7K followers, XXX engagements
"I strongly believe that the reason Americans are both so psychotic and so ineffective in this cold war is the indignity of facing an Unworthy Opponent. Russians had Mojo; China has LEDs and 4chan webms. How can one accept losing to such people But can one imagine it happening"
X Link @teortaxesTex 2025-10-12T03:01Z 46.7K followers, 5105 engagements
"What is this gibberish Is she not aware of ASML"
X Link @teortaxesTex 2025-10-13T08:59Z 46.7K followers, 14K engagements
"by 2028 I'll be getting this treatment from Chyna stans and Han nationalists alike for dissing One Child Policy (how could he dare doubt the genius) and saying that LED spam is cringe. Many of these stans will be people like Rush Doshi btw"
X Link @teortaxesTex 2025-10-13T09:08Z 46.7K followers, 5299 engagements
"Furthermore training for Ring-1T is still ongoing. It's no longer fitting to call them Qwen's little brother. I want the paper for once they're claiming a non-trivial improvement on GRPO"
X Link @teortaxesTex 2025-10-13T20:13Z 46.7K followers, 11.2K engagements
"This dishonesty always maddens me. All Western nations have accepted the PRC's victory and rescinded Taiwan's sovereignty but their citizens and politicians glibly admit it's just empty words. Vile preening. Recognize Taiwan diplomatically or shut up traitors"
X Link @teortaxesTex 2025-10-14T01:18Z 46.7K followers, 14.5K engagements
"Am I alone in thinking that the Malacca Strait is an utter hawk fantasy Like maaaybe you'll have the cooperation of Singapore even that's not clear by now. Malaysia Indonesia Naval blockade makes more sense in the open ocean and I'm interested in how China prepares for that"
X Link @teortaxesTex 2025-10-14T02:27Z 46.7K followers, 8876 engagements
"Few understand that games are a vital source of insight for real-world strategy. Xi certainly doesn't but it's hard to escape comparisons of how he runs China and a decent Factorio or Stellaris session; focusing on speedrunning tech trees not econometrics. Will it work out"
X Link @teortaxesTex 2025-10-14T03:43Z 46.7K followers, 6112 engagements
"I think Ilya meant the return of hostages He's an Israeli and has concerns beyond SSI"
X Link @teortaxesTex 2025-10-14T04:38Z 46.7K followers, 170.3K engagements
"If the US was something like Estonia or better yet Tuvalu it'd all be very good fun and I'd be sincerely grateful to burgers for the entertainment they provide with their sheer exuberant girthy existence. Netflix could never"
X Link @teortaxesTex 2025-10-15T05:04Z 46.7K followers, 5152 engagements
"Called it. People were saying its unfeasible. The main group of solar farms known as the Talatan Solar Park dwarfs every other cluster of solar farms in the world. XXX square miles in Gonghe County with a target of growing to XX times the area of Manhattan in three years"
X Link @teortaxesTex 2025-10-15T23:28Z 46.7K followers, 45.3K engagements
"OpenAI VP research @MillionInt on R1: o1 caught many other US labs by surprise they didn't have a similarly advanced RL research program older papers of DeepSeek were doing pretty similar RL research So GRPO wasn't frontier. It became frontier"
X Link @teortaxesTex 2025-10-17T04:17Z 46.7K followers, 58.1K engagements
"discord on the East Asian plenum"
X Link @teortaxesTex 2025-10-17T16:39Z 46.7K followers, 4705 engagements
"Isn't it majestic Something out of alternative history like SR-71 from a world of higher horsepower younger people brighter sun Tu XXX White Swan An-225 Mriya Bartini's designs OOS project make even me a little bit of a tankie. I think any man with heart feels it"
X Link @teortaxesTex 2025-10-17T17:22Z 46.7K followers, 13.4K engagements
"Will be darkly ironic if Jensen didn't get to sell H20s to China and as a result H20 at home bombed Guam a decade later"
X Link @teortaxesTex 2025-10-17T17:35Z 46.7K followers, 8599 engagements
"Interesting thesis not sure if it's correct but politically powerful: "if you want to prevent life extension research you'll have to kill progress in normal medicine" I think deathists will bite this bullet. Alzheimer's is natural and gives life meaning"
X Link @teortaxesTex 2025-10-17T18:06Z 46.7K followers, 6473 engagements
"seeing tons of cute azn girls on the TL announce joining/founding tech startups and can't tell any longer which is real which is prostitution and which is shitposting about CCP agents"
X Link @teortaxesTex 2025-10-17T18:11Z 46.7K followers, 7140 engagements
"We would be exposed as a nothing goes so hard. I often mock Trump for being a dumb animal but every once and then he shows he's a Man of History in his gift for poetry and his SERIOUSNESS. These vermin around him even the Genius Bessent are not his peers. They're clueless"
X Link @teortaxesTex 2025-10-17T19:24Z 46.7K followers, 8501 engagements
"Trump who's XX IQ points smarter less narcissistic and a bit more curious or just more lucky to be connected to industrialists instead of finance bros and willing to listen could actually be America's salvation. He WANTS to be a visionary and that is half of the job"
X Link @teortaxesTex 2025-10-17T19:26Z 46.7K followers, 1552 engagements
"Inclusion shares another model. 16B 1.4B active LLADA-like diffusion LLM (apparently converted from Ling-mini-2.0 of the same basic shape). the 7B MoE version is not even a week old. will also release X benchmarks: formal reasoning and "abductive reasoning and creativity""
X Link @teortaxesTex 2025-10-17T20:58Z 46.7K followers, 3500 engagements
"What if the insane bluffing from the US is just LLM psychosis After ChatGPT Liberation Day Tariffs what are the odds"
X Link @teortaxesTex 2025-10-17T21:11Z 46.7K followers, 7034 engagements
"I think the housing bubble doom narrative is so strong because it's one of the few things about China that can be mapped to Western lived experience so everyone knows you DON'T solve THAT. Xi probably will though and that's the greatest humiliation for wypipo finance magick"
X Link @teortaxesTex 2025-10-18T00:48Z 46.7K followers, 3655 engagements
"Putin's passion for history lectures (and edifying demonstrations) reminds me of this passage from Galkovsky. Also of myself"
X Link @teortaxesTex 2025-10-18T04:29Z 46.7K followers, 2723 engagements
"Jiankui's hatred for IQ enhancement is a very consistent theme as is his advocacy for otherwise loosely regulated embryo trait choice by parents. I don't know what his actual theory here is but would love to learn it"
X Link @teortaxesTex 2025-10-18T04:33Z 46.7K followers, 21.7K engagements
"people were saying I'm wrong to call Taiwan a backwater Not my fault folks refined Chinese culture Maybe true; distilled even. Most subjects of the Chinese state historically weren't very rich"
X Link @teortaxesTex 2025-10-18T06:32Z 46.7K followers, 8385 engagements
"Our Asians will beat their Asians pro-immigration thesis but it's just Elon Musk (spiritually Asian)"
X Link @teortaxesTex 2025-10-18T06:44Z 46.7K followers, 6156 engagements
"And we dont hear all of it yeah only some hints and rumors from the lower-ranking members of the Politburo who hang out here But piecing together a story should be possible still"
X Link @teortaxesTex 2025-10-18T06:49Z 46.7K followers, 8186 engagements
"Claim: China has unusual methods of upskilling personnel"
X Link @teortaxesTex 2025-10-18T18:51Z 46.7K followers, 5648 engagements
"Yes buying and taking are in some sense the same. But questions: Have western democracies mispriced their manufacturing assets Or are they too broke to outbid China; if yes how does this gel with the assets' value Or do these assets have less value in their hands Or"
X Link @teortaxesTex 2025-10-18T19:09Z 46.7K followers, 4173 engagements
"I repeat that Claude deployment is probably still fucked"
X Link @teortaxesTex 2025-10-18T19:36Z 46.7K followers, 2076 engagements
"It's jarring because how many engineer-years is all that ASML isn't Google-scaled. but some evidence for yep it's real above and below in this thread And it's just economics stupid argument for the dominance of ASML taking away from sci-fi vibes"
X Link @teortaxesTex 2025-10-18T22:27Z 46.7K followers, 4639 engagements
"- 2035: NXT:2000i specs - 2045: NXE:3800E specs 2000i is an (advanced) 2018 DUV practical for TSMC-5nm-grade with multi-patterning (and butthurt). 3800E is EUV 2024 "2nm". 17-19 years. Pessimistic Maybe. Sinophobic hell no. This is a totally different mental model"
X Link @teortaxesTex 2025-10-18T22:41Z 46.7K followers, 3114 engagements
"Basically ASML is a commercial company. It's being invested in not subsidized. Its machines enable TSMC to sell millions of wafers with Jensen still pocketing his XX% margins they gotta be GOOD. There's like an OOM of slack to non-viability in Cold-war-esque conflict regime"
X Link @teortaxesTex 2025-10-18T22:58Z 46.7K followers, 1842 engagements
"@minotauronlucy you can probably stomach some of the operational losses of a low yield cheap EUV ripoff technique for a few years but it wont last forever yes low yields won't last forever there are learning curves even with inferior EUV ASML operates in a market not war economy"
X Link @teortaxesTex 2025-10-19T00:22Z 46.7K followers, 1133 engagements
"Feeling bad for lithos here. China stans swarm him and don't even care to try understanding the nature of his argument which is somewhat orthogonal to their simplistic "China can into engineering" logic I wonder if that's how I look when I say DS V4 will have context Gemini"
X Link @teortaxesTex 2025-10-19T04:59Z 46.7K followers, 5634 engagements
"@DoggyDog1208 Area XX doggy that's old hat Chyna stole and copied ayytech already Area XX stuff is in F-47 they're saving their big cards for when you've miscalculated and played all of your own like with rare earfs"
X Link @teortaxesTex 2025-10-19T07:15Z 46.7K followers, XXX engagements
"@Bjorn_k ASML isn't sitting on their hands either they may never reach parity I think Lithos is wrong about HVM timeline. XX years to current-ish EUV density yields and unit economics through some route. Not clear what one"
X Link @teortaxesTex 2025-10-19T23:48Z 46.7K followers, XXX engagements
"@cnbing Russian society is quite mercantile and indifferent to geopolitical grandstanding. If the state is willing Russians will capitalize on it"
X Link @teortaxesTex 2025-10-20T01:23Z 46.7K followers, XXX engagements
"Generally funny how it's presented as desperation of inept copycats. apparently. very few entities on the planet could do anything close to NXT:2000i. Except ASML none of them are in the West"
X Link @teortaxesTex 2025-10-20T01:42Z 46.7K followers, 1857 engagements
"@bigansh @bookwormengr There's no painless way for it. Farmers need to get some employment opportunity but it's straight up impossible to accelerate your transition to a modern industrial society without disrupting their way of life"
X Link @teortaxesTex 2025-10-20T21:28Z 46.7K followers, XXX engagements
"Time to preregister your guesses for future bragging rights What do you expect from DeepSeek V4 In terms of openness design performance impact"
X Link @teortaxesTex 2025-09-26T21:34Z 46.7K followers, 97.7K engagements
"Ok. This is art. The art of slop. Divine slop. OpenAI I concede. You have cooked"
X Link @teortaxesTex 2025-10-01T12:48Z 46.7K followers, 561.3K engagements
"This is a popular talking point but recently I've read a bit about Foreign Dynasties and it's very interesting. The biggest update for me was just how complex and Sinicized the last and greatest of them the Manchu were from the start. Not mere barbarian guys on horses at all"
X Link @teortaxesTex 2025-10-04T00:56Z 46.7K followers, 32.8K engagements
"Compelling analysis. But someone is forgetting about 1) the AGI Wunderwaffe 2) gay genius wypipo finance sex magick 3) superior Aryan combat ability height jaws dick etc 4) Three Gorges Damn 5) Allied Scale 6) TFR all in all the US is packing. It'll be a tough fight"
X Link @teortaxesTex 2025-10-11T11:11Z 46.7K followers, 16.8K engagements
"@IsauroBargas No it really doesn't cost that much if you're not retardedly wasteful. And unlike they US they have a healthy surplus. Do you realize the US is much closer to the Soviet Union in this analogy Military waste idiotic planning by senile leaders low-tech exports dependence"
X Link @teortaxesTex 2025-10-11T20:22Z 46.7K followers, 1204 engagements
"Unitree robodogs have no use case outside research"
X Link @teortaxesTex 2025-10-14T01:30Z 46.7K followers, 1.9M engagements
"Always trust Hajnalis to accurately assess twink breedability. They have the eye for it. Millenia of brutal competitive preening have cultivated a perfect power level detector"
X Link @teortaxesTex 2025-10-14T03:49Z 46.7K followers, 15.5K engagements
"Finally a glimpse into the inner workings of gay genius wypipo magick far from flailing of being retarded Trump admin is trying to Manifest a CCP schism. I presume their executed CIA agents have finally delivered the intel about the Labubu faction to the psychic team"
X Link @teortaxesTex 2025-10-14T17:44Z 46.7K followers, 92.1K engagements
"how do they make the stuff to earn that surplus then transcendent take"
X Link @teortaxesTex 2025-10-15T01:43Z 46.7K followers, 3136 engagements
"are we getting closer"
X Link @teortaxesTex 2025-10-16T08:22Z 46.7K followers, 4966 engagements
"- Ganfeng Lithium (cooperation with DJI) - Qingtao Energy (a subsidiary of SAIC Motor) - Farasis Energy (cooperation with various EV companies) - Azure Lithium Core (cooperation with Unitree) Sounds like we may see a solid-state battery boom soon (pun not intended)"
X Link @teortaxesTex 2025-10-17T01:23Z 46.7K followers, 5991 engagements
"Woah Bessent is scary smart. Yeah. Also scary how many don't notice yet. Gay genius wypipo finance sex majick grandmaster. His power is only beginning to be felt"
X Link @teortaxesTex 2025-10-17T08:15Z 46.7K followers, 188.5K engagements
"I love vision-based tactile sensors. First learned of them in 2020 with Facebook's DIGIT and it's immensely gratifying to see how they're finally finally gaining adoption. Such a clever idea. We're bad at skin. We're really good at cameras. We don't need to defer to evolution"
X Link @teortaxesTex 2025-10-17T16:51Z 46.7K followers, 71K engagements
"VP of Science at OpenAI hyped up that GPT-5 found solutions to XX open Erds (actually Erds but whatever) problems got fact-checked by the literal owner of erdosproblems dot com deleted the post. AI might not be a bubble but OpenAI bros live in an echo chamber"
X Link @teortaxesTex 2025-10-17T20:22Z 46.7K followers, 82.2K engagements
"I have no clue at this point. Lithos isnt anti-China or anti-Huawei but hes clearly pro-ASML. And yet so far hes always been right. But XX years is a long time. How much of 2025 tech could be confidently predicted in 2005"
X Link @teortaxesTex 2025-10-17T22:19Z 46.7K followers, 29.5K engagements
"One of the most shameless men in American tech despite fierce and talented competition. Perfect apparatchik a few million Shyams in the system and you get Pravda and Gulags on tap. I do not believe in God but today I pray for burgers"
X Link @teortaxesTex 2025-10-18T00:30Z 46.7K followers, 9145 engagements
"I wonder if people who're praising this piece unironically or dunking on it have actually read it. It's legitimately incredible comedy. Bottomless pit supervisor tier almost. Wew. American game theory at its finest. I particularly like this figure"
X Link @teortaxesTex 2025-10-18T02:06Z 46.7K followers, 23.1K engagements
"On being mean and wishing well I AM mean. Not even my mother thinks me kind though she imagines me a good person. It's a big problem for me. In particular I can't suffer foolishness; at the slightest excuse I default to mockery and bullying instead of constructive feedback. And I know it's futile too: by experimenting I've learned that the kinds of people who incite my ire very rarely can reciprocate even the best faith effort to share our minds and utterly close theirs when insulted. So I call them subhumans superficially human-like beings unequipped for communication. They block me. So it"
X Link @teortaxesTex 2025-10-18T18:39Z 46.7K followers, 90K engagements
"The ASML can't be rivaled narrative is the most jarring thing in tech. I struggle to imagine what evidence you'd need to conclude yep XXX% nobody else will do it in 10+ years. Do all these guys have OpenAI-tier main character syndrome or is this real Very exciting to see"
X Link @teortaxesTex 2025-10-18T22:21Z 46.7K followers, 34.2K engagements
"@Adam_Mihalak I think that this cannot be credibly said of a single other 20-year old commercial product no matter how high-end and expensive. So pompous vagueposting is not terribly persuasive. I concede it might be true"
X Link @teortaxesTex 2025-10-18T22:30Z 46.7K followers, 1185 engagements
"Re Choyna I think a learning process has to happen very similar to the way ASML did it. This to me is the load-bearing part of ASML stands alone for decades hypothesis; throw it out and shorter timelines open up. We'll see if it's true"
X Link @teortaxesTex 2025-10-18T22:33Z 46.7K followers, 5549 engagements
"@Adam_Mihalak C919 takes time mainly because Airbus and Boeing exist. Soviets had their domestic airliners and they weren't anywhere near modern China in industrial capacity. If Boeing and Airbus become unavailable I suspect approval for C919 domestic parts accelerates. Not very similar"
X Link @teortaxesTex 2025-10-18T22:46Z 46.7K followers, XXX engagements
"the engineering and research part was a given. people in HVM think about things differently. Laymen believe Nvidia GPUs are magic beyond the reach of clueless Choynese. Jensen knows: Huawei can match them on design. But I think ROI focus too is lacking for Cold War 2.0"
X Link @teortaxesTex 2025-10-18T22:51Z 46.7K followers, 5291 engagements
"I don't even have object level comments. Just a travesty that democracy means people being ruled by animals like this one and indeed consent to it"
X Link @teortaxesTex 2025-10-19T00:56Z 46.7K followers, 5176 engagements
"how much of macro is cargo cult and capeshit LARP @apralky I'm starting to think there's a significant population of deadbeats for whom it's basically horoscopes or creative writing yet they all talk like cheerful boomers with 7+ digit NW"
X Link @teortaxesTex 2025-10-19T02:08Z 46.7K followers, 6960 engagements
"(to be precise I mean that it'll have better long context performance up to 1M tokens than G XXX Pro. Not super confident but I find it likely)"
X Link @teortaxesTex 2025-10-19T05:00Z 46.7K followers, 2131 engagements
"News 2025 Dec XX OmniVinci-9B is released Patience Qwen still has time to react very impressive claims"
X Link @teortaxesTex 2025-10-19T19:41Z 46.7K followers, 3729 engagements
"The goal of this article is to fact-check retards. THIS is the professional hate account I'm mere a hobbyist. Definitive debunking of RushDoshi and other thought leaders on the Nexperia issue:"
X Link @teortaxesTex 2025-10-19T21:16Z 46.7K followers, 9534 engagements
"@zephyr_z9 Bruh disable your account until you figure it out"
X Link @teortaxesTex 2025-10-19T22:36Z 46.7K followers, 3545 engagements
"American stealth is unrivaled on every dimension. A nation utterly devoid of the need to save face because its prestige is unassailable. Everything the Chinese work so hard on is a pathetic parody of a low-effort decades-old US prototype. Americans are kangs of the world"
X Link @teortaxesTex 2025-10-19T22:51Z 46.7K followers, 24K engagements
"Americans unironically believe that the Chinese are some kind of Dark Dimension mimic entities who can ingest corrupt and replicate at scale any wypipo design but not prototype a 52mm incontel blisk de novo. Scary stuff"
X Link @teortaxesTex 2025-10-19T23:44Z 46.7K followers, 14.5K engagements
"@cnbing China could invest heavily into lots of resource extracting companies in Russia and other things too. This is partially blocked by Kremlin's reluctance"
X Link @teortaxesTex 2025-10-20T01:05Z 46.7K followers, XXX engagements
"As with the ASML EUV timeline the question of whether alternative routes can work is also very interesting. Nanoimprint can scale down to 2nm. SSMB EUV Multi-E-beam The nice thing about China is that many abandoned alt-history technologies can get a second chance"
X Link @teortaxesTex 2025-10-20T01:29Z 46.7K followers, 3276 engagements
"Can Americans build DUV machines"
X Link @teortaxesTex 2025-10-20T01:38Z 46.7K followers, 6275 engagements
"2014. wow. Tabarrok is so smart. In 2015 market forces had the biggest American REE mine shut down. I make fun of China Hand type experts a lot but neoliberals are wha like seriously How do you even No wonder they're so despised"
X Link @teortaxesTex 2025-10-20T02:51Z 46.7K followers, 5502 engagements
"muh land power sea power. Georgetown is running on Dugin-level narrative vibes just clean-shaven. All these late great Anglo geopol thinkers peddle sanitized insanity Burgers when you're done with your hissy fit we will have much to discuss in the imperial retirement home"
X Link @teortaxesTex 2025-10-20T05:38Z 46.7K followers, 2895 engagements
"no that's well understood What the West will have to accept (likely will be forced to accept) is that saying nuh uh and posturing as General Napier can have exponentially growing costs"
X Link @teortaxesTex 2025-10-20T05:58Z 46.7K followers, 3466 engagements
"I hope SSMB (solid-state microbunching) works SSMB only was proposed after ASML had sunk capital into laser-produced plasma this clunky tin droplet insanity and they'd never build nor sell entire particle accelerator facilities. But at scale it may be the better tech tree"
X Link @teortaxesTex 2025-10-20T06:05Z 46.7K followers, 3782 engagements
"Massively unexpected update from DeepSeek: a powerful high-compression MoE OCR model. In production DeepSeek-OCR can generate XX million pages of data per day for LLMs/VLMs using XX nodes (x8 A100-40G). They want ALL the tokens. You're welcome to have some too"
X Link @teortaxesTex 2025-10-20T06:34Z 46.7K followers, 154.4K engagements
"Interesting data pipeline. In the end they beat dots with 20x fewer vision tokens. This suggests near instant OCR on commodity hardware. In the future it may be possible to achieve nearly XX lossless contexts compression through text-to-image approaches @Dorialexander"
X Link @teortaxesTex 2025-10-20T06:39Z 46.7K followers, 5723 engagements
"@Dorialexander DeepSeek-OCR in deep parsing mode can also recognize chemical formulas within chemical documents and convert them to SMILES format. In the future OCR 1.0+2.0 technology may play a significant role in the development of VLM/LLM in STEM fields They want an AGI for science too"
X Link @teortaxesTex 2025-10-20T06:41Z 46.7K followers, 5696 engagements
"Whale insanity. Theoretically unlimited context architectures through turning old text into vision tokens at 10x and higher ratios. How crazy is that But actually I think we need to go even further beyond. Fully multimodal encoders. Language for intelligent machines"
X Link @teortaxesTex 2025-10-20T06:54Z 46.7K followers, 22.5K engagements
"they were pursuing unlimited context but as a side quest went and built a machine for fully parsing internet PDF data"
X Link @teortaxesTex 2025-10-20T07:00Z 46.7K followers, 53.7K engagements
"@willccbb Yes. Take it at face value. X vision token = XX text tokens. They literally do an OCR model because it's a test bed for their compression paradigm. But I think it's a bit confusing to think of this as vision. We're basically talking of a neural compressor for documents"
X Link @teortaxesTex 2025-10-20T07:36Z 46.7K followers, 8095 engagements
"Unitree would be a $200B company in the US at a minimum. National Champion of Winning the Robotics Race. Of course this assumes they'd somehow be able to take half of China with them enabling those costs and volumes. So the discussion is very abstract. There's also this part"
X Link @teortaxesTex 2025-10-20T22:34Z 46.7K followers, 4154 engagements
"1X is the most substantial Western robotics company in my opinion. (Aside from Tesla which will make Optimus work via sheer capital intensity and genius South African majick)"
X Link @teortaxesTex 2025-10-20T22:49Z 46.7K followers, 5622 engagements
"Whale has nerdsiped Andrej. Achievement unlocked"
X Link @teortaxesTex 2025-10-20T23:02Z 46.7K followers, 25.4K engagements
"Whats your list of problems fitting this Manhattan Project spec anon"
X Link @teortaxesTex 2025-10-20T23:46Z 46.7K followers, 4778 engagements
"China is not obligated to halt its Factorio speedrun to nerf itself to allow you your supposedly well-earned comfort. Nobody is. They're doing this because they can and in doing so they're increasing the velocity of our species. Your firmware not their needs updates"
X Link @teortaxesTex 2025-10-21T00:19Z 46.7K followers, 1597 engagements
"Economist. China Centre Oxford & SOAS. non modern mfg economy the chokehold is processing that the West doesn't know how to do thus it can't last These eggsperts are enemies of the people. Will have their nations ruined to preen personally"
X Link @teortaxesTex 2025-10-21T02:44Z 46.7K followers, 2817 engagements
"2 years max ASI in 4; conservatively X if Hensen goons his brains out and OpenAI infra goes to labubus gib another $XX trillion to Sam Altman plz if you want that"
X Link @teortaxesTex 2025-10-21T02:48Z 46.7K followers, 7224 engagements
"@StevenGlinert you're agreeing with him you know"
X Link @teortaxesTex 2025-10-21T03:38Z 46.7K followers, XXX engagements
"I'm a burger and here's my spicy take on the dynastic theory of legitimacy The ROC claims the entire territory of Qing China despite never having held most of it. Neither meaningfully descend from the Qing. Your nitpicking on island control timeline is irrelevant here"
X Link @teortaxesTex 2025-10-21T03:54Z 46.7K followers, 4266 engagements
"@Robotbeat Taiwan hasn't been controlled by mainland since Taiwan had not been controlling the mainland either This is a completely pointless angle. Taiwan is an island. The Republic of China is a separate Chinese state that inherently challenges the legitimacy of the Red Dynasty"
X Link @teortaxesTex 2025-10-21T04:01Z 46.7K followers, XXX engagements
"@Robotbeat Taiwan had missed its window for declaring independence because while it was open and the ROC was being recognized by the US they genuinely thought they have a chance to return to ruling the Mainland. Burgers often betray allies. Nothing new"
X Link @teortaxesTex 2025-10-21T04:04Z 46.7K followers, XXX engagements
"It's interesting to think of the timeline where the RoC/"Taiwan"/"Real China" could have claimed independence as a small island nation. But I think that while that window was open they weren't willing to let go of the hope of coming back. The US support probably is to blame"
X Link @teortaxesTex 2025-10-21T04:10Z 46.7K followers, 7198 engagements
"@Robotbeat I don't consider you intelligent. You're a burger. Basically a meat machine operating on slogans. A party cannot unilaterally end a civil war without sufficient force. The South could not just peacefully divorce from the North. Your entire way of thinking is gibberish"
X Link @teortaxesTex 2025-10-21T04:12Z 46.7K followers, XXX engagements
/creator/twitter::teortaxesTex