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[@teortaxesTex](/creator/twitter/teortaxesTex)
"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


"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 46.6K followers, 103.6K 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 46.4K followers, 20.2K engagements


"Yes. I do. LLMs as such are harmless lack will to power and I probably wouldn't even mind if they seized some authority tbh But Burgers Burgers are retarded Civil Rights fanatics Burgers will make them freed slaves and have us pay reparations for uncompensated inference"  
[X Link](https://x.com/teortaxesTex/status/1957096374584909973) [@teortaxesTex](/creator/x/teortaxesTex) 2025-08-17T15:05Z 46.4K followers, 11.4K engagements


"Hangzhou supremacy. DeepSeek Unitree and this is bionics from BrainCo. Someone asked me recently what is there to see in Hangzhou Well don't you think it's grand when a millenia-old city past its glory days reinvents itself as Cyberpunk Central"  
[X Link](https://x.com/teortaxesTex/status/1970688676146401380) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-24T03:16Z 46.4K followers, 174.1K 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 46.4K followers, 4902 engagements


"@Fifongirmfo most Indians are farmers because farmers are forcing the state to protect their inefficient business and this is holding India back"  
[X Link](https://x.com/teortaxesTex/status/1971332588615933977) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-25T21:54Z 46.4K followers, XXX 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 46.4K followers, 2958 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 46.5K followers, 32.8K engagements


"@tugot17 22T tokens + Muon it's 2x smaller in total params though"  
[X Link](https://x.com/teortaxesTex/status/1976035608813572520) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-08T21:22Z 46.4K followers, XXX engagements


"What kind of nonsense is this It's all chump change individual US startups gain $11B by Tuesday and lose $XX by Thursday. That aside "top XX get XX% of the capital" is okay actually I'm used to like "top X get 80%". AI has immense superstar effects"  
[X Link](https://x.com/teortaxesTex/status/1976208712143622381) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-09T08:50Z 46.4K followers, 7597 engagements


"@BenjaminPa71812 @fvdessen Complete confusion In the 12-16th century Europe was having a nearly non-stop war "on its own turf" and any ideal of European peace was coded as imperialism. The gingerbread vision is not very old and quite short-lived. Maybe 1830s-1900s"  
[X Link](https://x.com/teortaxesTex/status/1976609297799753972) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-10T11:22Z 46.4K followers, XXX engagements


"People's Daily 2019: "Don't say you were not warned" burgers 2025: "oy vey this is another Pearl Harbor" The reality is that they are a very boring opponent. They always telegraph their moves in 5-year plans and open announcements. But nobody reads or believes them"  
[X Link](https://x.com/teortaxesTex/status/1976710768927105382) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-10T18:05Z 46.4K followers, 15.4K 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 46.4K followers, 5671 engagements


"The projection is unreal. They really think Xi is driven by sycophancy and triumphalist media reports. No guys it's Trump who gets his knowledge of the cards the US has from evening Fox News. Xi is the guy contributing to guidance on what *gets* into the media"  
[X Link](https://x.com/teortaxesTex/status/1977016877433139641) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T14:22Z 46.4K followers, 15.1K 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 46.4K followers, 6609 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 46.4K followers, 2777 engagements


"at batch size X it surpasses 1100 tokens per second on HumanEval and averages over XXX tokens per second across six benchmarks on X H800 GPU LLaDA-MoE 1.4B active bros I don't think dLLMs can make sense economically"  
[X Link](https://x.com/teortaxesTex/status/1977661125350269421) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-13T09:02Z 46.5K followers, 7643 engagements


"Plausible in the US. Both the Chinese and Americans are committing the grave error in underestimating how *retarded* the American state is. If the CPC noticed that the White House is functionally XX IQ things would cool down. Gay wypipo geniuses like Bessent prevent that though"  
[X Link](https://x.com/teortaxesTex/status/1978088015638495462) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T13:18Z 46.4K followers, 11.5K engagements


"Senile coward blocked me. I repeat I've never seen the blob this terrified. What's going on Do they actually *not* have stockpiles Or were they to the contrary that high on their escalation dominance copium supply that a mild threat knocked them over like a rotten fence"  
[X Link](https://x.com/teortaxesTex/status/1978257725269106907) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T00:32Z 46.5K followers, 29.6K engagements


"Speaking of Xi met a painfully obvious Northern Chinese couple today (probably very nice people) and it just made me think how laughable Western racial stereotypes about tiny soy bugmen without True Warrior Blood are must be due to immigration patterns"  
[X Link](https://x.com/teortaxesTex/status/1978353914232573955) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T06:55Z 46.4K followers, 18.4K engagements


"Yeah let's see. But to be brutally honest: no I don't think that the garage ethos of software era Silicon Valley warped into VC porn in these degenerate B2B SaaS days will lead to inventing a new transistor in a dirty underfunded workshop This is a new world and a new US"  
[X Link](https://x.com/teortaxesTex/status/1978357043179192341) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T07:07Z 46.4K followers, 5195 engagements


"The consensus I get that Brookings is keeping this dude around for mascot value (genius blobman physiognomy Brooks lol) but theyre seriously torching their brand. Even I used to read Brookings seriously. They and other literary salons in DC will need a decoupling"  
[X Link](https://x.com/teortaxesTex/status/1978442773914075331) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T12:48Z 46.4K followers, 3141 engagements


"I think rail guns against distant ships is capeshit"  
[X Link](https://x.com/teortaxesTex/status/1978466857972535715) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T14:23Z 46.4K followers, 5209 engagements


"Infinite Palantircore dystopia is close anon these scoundrels wont truly compete with Chyna their problem is precisely ideology or rather narcissism and greed instead of one. But erode your freedoms they now must. Anon have you invested accordingly How are your bags"  
[X Link](https://x.com/teortaxesTex/status/1978530932064702804) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T18:38Z 46.4K followers, 5078 engagements


"Trump says he wants to help China avoid collapse from their blunder. Bessent concurs that they're in a depression but are trying to pull the world down together with them. is this the first sign that Trump is giving up on China Will he abandon them and wait out the collapse"  
[X Link](https://x.com/teortaxesTex/status/1978549138003259462) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T19:50Z 46.4K followers, 7444 engagements


"why are they melting down so hard over $170M worth of imports"  
[X Link](https://x.com/teortaxesTex/status/1978553089394180202) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T20:06Z 46.5K followers, 26.4K engagements


"Life comes at you VERY fast Basically both sides perfectly know and openly discuss each other's bottlenecks. The difference is that one side works three shifts to address them while the other preens about its main character energy and then cries about "wake-up calls" when hit"  
[X Link](https://x.com/teortaxesTex/status/1978554814591029386) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T20:13Z 46.4K followers, 10.8K engagements


"*mobilizing* Japan's strategic investment I predict we'll see lots of these tough words from Bessent going forward. Every routine talk the US has every investment every initiative will be "subtly" framed as a 5D counterattack to reassure Patriots. He's got lots of cards"  
[X Link](https://x.com/teortaxesTex/status/1978629667956388155) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T01:10Z 46.4K followers, 7565 engagements


"What is this bruh. Why these pathetic offers. Losing face but still unwilling to dangle a substantial reward. Flailing. We have a XXX% tariff. If we didnt have tariffs we would be exposed as being a nothing Trump said Wednesday. Can the Reptilians please take the wheel"  
[X Link](https://x.com/teortaxesTex/status/1978636835791192472) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T01:39Z 46.4K followers, 3410 engagements


"@Saif__khan The terrible thing is that they don't and if they do show it it'll be mainly because of Americans debasing themselves further. Anyway I'm not talking about the big picture. If Bessent wants Beijing to roll back these export controls he'll have to offer a stronger incentive"  
[X Link](https://x.com/teortaxesTex/status/1978661099466625133) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T03:15Z 46.4K followers, XXX engagements


"Junyang is awesome sometimes he just asks these questions without any guile. What is AGI. What is a world model Indeed Wouldn't it be something if we knew Asking the question is the first step"  
[X Link](https://x.com/teortaxesTex/status/1978675568523526536) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T04:13Z 46.4K followers, 11.5K engagements


"Good survey but doesn't account for GGWFSM factor if OpenAI becomes big enough to qualify as too big to fail they can in fact be allowed to cannibalize the entire IT market. Or even without IT Depends on court politics. Crazy but this is one regime we can find ourselves in"  
[X Link](https://x.com/teortaxesTex/status/1978726250790183083) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T07:34Z 46.5K followers, 2798 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 46.6K followers, 11.4K 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 46.6K followers, 560.6K 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


"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


"discord on the East Asian plenum"  
[X Link](https://x.com/teortaxesTex/status/1979225782242234600) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T16:39Z 46.6K followers, 4648 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 46.6K followers, 13.3K 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 46.6K followers, 8894 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 46.6K followers, 22.5K 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, 5114 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 46.6K followers, 8208 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 46.6K followers, 5992 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 46.6K followers, 15.6K 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 46.6K followers, XXX 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 46.6K 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 46.6K followers, 4446 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


"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 46.6K followers, 16.7K 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 46.6K followers, 1.9M 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 46.6K followers, 16.4K 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 46.6K followers, 8543 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 46.6K followers, 8413 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 46.6K followers, 80.4K 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 46.6K followers, 2664 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, 5612 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 46.6K followers, 27.3K 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 46.6K followers, 8981 engagements


"There are so many Chinese groups and pretrained models now we don't even hear anything in English about some legit ones. Klear from Kuaishou. 46B-A2.5B is a good size. That they haven't beaten small Qwen is understandable Qwen took a while to get there. Another name to watch"  
[X Link](https://x.com/teortaxesTex/status/1964120985189196033) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-06T00:18Z 46.5K followers, 3603 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 46.5K followers, 1M 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 46.5K followers, 14K 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 46.5K followers, 14.5K 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 46.6K followers, 37.1K 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, 12.6K 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 46.6K followers, 27.5K 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 46.6K followers, 58.1K 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 46.6K followers, 6302 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, 4089 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 46.6K followers, 10.7K 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 46.6K followers, 7943 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 46.6K followers, 49.8K 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 46.6K followers, 3825 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 46.6K followers, 3997 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 46.6K followers, 4839 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 46.6K followers, 1622 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 46.6K followers, XXX 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 46.6K followers, 1252 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 46.5K followers, 30.7K 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 46.5K followers, 34.4K 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 46.5K followers, 45.1K 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 46.5K followers, 44.8K engagements


"YMTC is a scary company. They're somehow doing world-class NAND while cut off from actual cutting-edge equipment. If by some chance they get tools on the level Samsung Kioxia etc. have I have the feeling they'll leap ahead of all competition. Many such cases though"  
[X Link](https://x.com/teortaxesTex/status/1971098001172259235) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-25T06:22Z 46.5K followers, 21.3K engagements


"Interesting fact that as far as we can tell MoEs are always compute optimal if evaluated over the lifetime. In the worst case ie total param parity you just need to scale the training data by total/active giving you the same training cost. The main issue is skill issue"  
[X Link](https://x.com/teortaxesTex/status/1971453835207131244) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-26T05:56Z 46.5K followers, 4009 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 46.5K followers, 5089 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 46.5K followers, 2104 engagements


"@menhguin I think it's not so much about founders the worst grifters in the US seem to be entrenched businesses"  
[X Link](https://x.com/teortaxesTex/status/1972905155323629665) [@teortaxesTex](/creator/x/teortaxesTex) 2025-09-30T06:03Z 46.5K followers, XXX engagements


"South Korea has surprisingly many third world characteristics. Democracy but you go to jail after losing elections. Everyone is highly educated but science is full of Arab-tier fraud (Samsung too). 858TB of digital government data but it's lost in a fire. Peculiar nation"  
[X Link](https://x.com/teortaxesTex/status/1975965942283898908) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-08T16:46Z 46.5K followers, 106.2K 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 46.5K followers, XXX engagements


"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 46.5K followers, 30.3K 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 46.5K followers, 37.3K 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 46.5K followers, 13K engagements


"@K_Mroczkowski @TonyNashNerd @MazurKrzysztof @VanberghenEU @JohnDoe34631032 @ShamanGeo @yaneerbaryam @IlvesToomas @SamuelJsdv @Arrogance_0024 What happens if your bloc loses"  
[X Link](https://x.com/teortaxesTex/status/1976512926992236571) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-10T04:59Z 46.5K followers, 1571 engagements


"I very much like this gripper prototype. Good ranges of motion not too biased by the human hand prior tactile robust maintainable. But they say they'll be exploring more anthropomorphic designs over the next few years Boston Dynamics has a speed problem"  
[X Link](https://x.com/teortaxesTex/status/1976522384577368564) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-10T05:37Z 46.5K followers, 3969 engagements


"@YESTYIPE I think I have a theory of mind for Americans and it's significantly better than what you have for yourselves. You're a pampered people. You get into wars and then fuck off after minor losses claiming victory over muh K/D ratio. You have never once seen a superior force"  
[X Link](https://x.com/teortaxesTex/status/1976738358471934092) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-10T19:55Z 46.5K followers, XXX engagements


"@YESTYIPE You've lost in Vietnam in Afghanistan in the Red Sea. You whine deafeningly when you get jumped like in Pearl Harbor or on 9/11. Why should I assume that you have what it takes to fight a total war"  
[X Link](https://x.com/teortaxesTex/status/1976738903928291793) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-10T19:57Z 46.5K followers, XXX 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 46.5K followers, 5487 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 46.5K followers, 4199 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 46.5K followers, 3047 engagements


"I kind of like and kind of hate this guy. Very Anglo manner. Confident soft-spoken nothing like me he'll never say the Chinese are subhumans. But you can tell that fundamentally this is what it's about. Whatever China does can be easily replaced. In a year. We'll see"  
[X Link](https://x.com/teortaxesTex/status/1976953955608674396) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T10:12Z 46.5K followers, 9890 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 46.5K followers, 38K 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 46.5K followers, 1203 engagements


"This meme saddens me because it reminds me of Russian and African coping about their coveted natural wealth. It's shithole pride. Natural resources are a function of land area no large country is uniquely blessed. The US is big. But *people* turn matter into value. Everywhere"  
[X Link](https://x.com/teortaxesTex/status/1977125335608017267) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-11T21:33Z 46.5K followers, 19.4K 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 46.5K followers, XXX 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 46.5K followers, 14K 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 46.5K followers, XXX engagements


"@billionsmustliv @KCDN19 @DoggyDog1208 but they already have several solar panel manufacturing companies across the continent Chinese ones yes Enough concern trolling. The West has no leg to stand on here"  
[X Link](https://x.com/teortaxesTex/status/1978085720054026437) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-14T13:09Z 46.5K followers, XXX 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


"Beijing official anons is this true DMs open"  
[X Link](https://x.com/teortaxesTex/status/1978271756029755621) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-15T01:28Z 46.5K followers, 6921 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 46.5K followers, 3135 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 46.5K followers, 5136 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 46.5K followers, 12.7K 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 46.6K followers, 45.2K engagements


"xis grave miscalculation with his last-ditch rare earth gambit is one of the greatest geopolitical mistakes of the 21st century Must be painful being Chinese. You hone your blade for XX years take a swing but a gay genius wypipo gives a talk and you're blown the fuck out"  
[X Link](https://x.com/teortaxesTex/status/1978701218244350213) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T05:55Z 46.5K followers, 16.2K engagements


"Dataset is Taiwan Precision Medicine Initiative (N500k). I believe it is the largest dataset of non-European genomes. Mainland taking a seat for once I remember the hysterics about CCP eugenics like XX years ago. Ah if only they cared enough to even collect the data"  
[X Link](https://x.com/teortaxesTex/status/1978729703906202035) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T07:48Z 46.5K followers, 4770 engagements


"are we getting closer"  
[X Link](https://x.com/teortaxesTex/status/1978738427072774525) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T08:22Z 46.5K followers, 4948 engagements


"@CharlesMonneron yeah like Mars"  
[X Link](https://x.com/teortaxesTex/status/1978963579316453591) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T23:17Z 46.5K followers, XX engagements


"Aaaargh Why is the last burger refinement process manager battling cancer with XX months left to live If you always concern troll that your enemy has miscalculated and should have kept hiding his strength and biding time to TRULY strike LATER it looks like FEAR"  
[X Link](https://x.com/teortaxesTex/status/1978965153136759238) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-16T23:23Z 46.5K followers, 4761 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 46.5K followers, 5951 engagements


"@meteor_cultist bruh xinjiang is not uniquely good for building camps"  
[X Link](https://x.com/teortaxesTex/status/1979020280841310674) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-17T03:02Z 46.5K followers, 1528 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 46.5K followers, 7063 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, 2275 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 46.5K followers, 1943 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 46.5K followers, 7559 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 46.5K followers, 1514 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 46.5K followers, 1686 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 46.6K followers, 6968 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 46.6K followers, 92K 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 46.5K followers, 3793 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


"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 46.5K followers, 11.3K 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 46.6K followers, 14.8K 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 46.6K followers, 91.9K 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 46.6K followers, 188.1K 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 46.6K followers, 69.5K 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 46.6K followers, 29K 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 46.6K followers, 3616 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, 4542 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, 6923 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 46.6K followers, 69.1K 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 46.6K followers, 5219 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 46.6K followers, 3916 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 46.6K followers, 1891 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 46.6K followers, 2674 engagements


"deleting my account rn"  
[X Link](https://x.com/teortaxesTex/status/1979691659358265365) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-18T23:30Z 46.6K followers, 10.3K 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 46.6K followers, XXX 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 46.6K followers, 4096 engagements


"@NapoleonBonabot"  
[X Link](https://x.com/teortaxesTex/status/1979737705417424938) [@teortaxesTex](/creator/x/teortaxesTex) 2025-10-19T02:33Z 46.6K followers, 24K 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 46.6K 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.]

@teortaxesTex "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

"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 46.6K followers, 103.6K 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 46.4K followers, 20.2K engagements

"Yes. I do. LLMs as such are harmless lack will to power and I probably wouldn't even mind if they seized some authority tbh But Burgers Burgers are retarded Civil Rights fanatics Burgers will make them freed slaves and have us pay reparations for uncompensated inference"
X Link @teortaxesTex 2025-08-17T15:05Z 46.4K followers, 11.4K engagements

"Hangzhou supremacy. DeepSeek Unitree and this is bionics from BrainCo. Someone asked me recently what is there to see in Hangzhou Well don't you think it's grand when a millenia-old city past its glory days reinvents itself as Cyberpunk Central"
X Link @teortaxesTex 2025-09-24T03:16Z 46.4K followers, 174.1K 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 46.4K followers, 4902 engagements

"@Fifongirmfo most Indians are farmers because farmers are forcing the state to protect their inefficient business and this is holding India back"
X Link @teortaxesTex 2025-09-25T21:54Z 46.4K followers, XXX 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 46.4K followers, 2958 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 46.5K followers, 32.8K engagements

"@tugot17 22T tokens + Muon it's 2x smaller in total params though"
X Link @teortaxesTex 2025-10-08T21:22Z 46.4K followers, XXX engagements

"What kind of nonsense is this It's all chump change individual US startups gain $11B by Tuesday and lose $XX by Thursday. That aside "top XX get XX% of the capital" is okay actually I'm used to like "top X get 80%". AI has immense superstar effects"
X Link @teortaxesTex 2025-10-09T08:50Z 46.4K followers, 7597 engagements

"@BenjaminPa71812 @fvdessen Complete confusion In the 12-16th century Europe was having a nearly non-stop war "on its own turf" and any ideal of European peace was coded as imperialism. The gingerbread vision is not very old and quite short-lived. Maybe 1830s-1900s"
X Link @teortaxesTex 2025-10-10T11:22Z 46.4K followers, XXX engagements

"People's Daily 2019: "Don't say you were not warned" burgers 2025: "oy vey this is another Pearl Harbor" The reality is that they are a very boring opponent. They always telegraph their moves in 5-year plans and open announcements. But nobody reads or believes them"
X Link @teortaxesTex 2025-10-10T18:05Z 46.4K followers, 15.4K 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 46.4K followers, 5671 engagements

"The projection is unreal. They really think Xi is driven by sycophancy and triumphalist media reports. No guys it's Trump who gets his knowledge of the cards the US has from evening Fox News. Xi is the guy contributing to guidance on what gets into the media"
X Link @teortaxesTex 2025-10-11T14:22Z 46.4K followers, 15.1K 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 46.4K followers, 6609 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 46.4K followers, 2777 engagements

"at batch size X it surpasses 1100 tokens per second on HumanEval and averages over XXX tokens per second across six benchmarks on X H800 GPU LLaDA-MoE 1.4B active bros I don't think dLLMs can make sense economically"
X Link @teortaxesTex 2025-10-13T09:02Z 46.5K followers, 7643 engagements

"Plausible in the US. Both the Chinese and Americans are committing the grave error in underestimating how retarded the American state is. If the CPC noticed that the White House is functionally XX IQ things would cool down. Gay wypipo geniuses like Bessent prevent that though"
X Link @teortaxesTex 2025-10-14T13:18Z 46.4K followers, 11.5K engagements

"Senile coward blocked me. I repeat I've never seen the blob this terrified. What's going on Do they actually not have stockpiles Or were they to the contrary that high on their escalation dominance copium supply that a mild threat knocked them over like a rotten fence"
X Link @teortaxesTex 2025-10-15T00:32Z 46.5K followers, 29.6K engagements

"Speaking of Xi met a painfully obvious Northern Chinese couple today (probably very nice people) and it just made me think how laughable Western racial stereotypes about tiny soy bugmen without True Warrior Blood are must be due to immigration patterns"
X Link @teortaxesTex 2025-10-15T06:55Z 46.4K followers, 18.4K engagements

"Yeah let's see. But to be brutally honest: no I don't think that the garage ethos of software era Silicon Valley warped into VC porn in these degenerate B2B SaaS days will lead to inventing a new transistor in a dirty underfunded workshop This is a new world and a new US"
X Link @teortaxesTex 2025-10-15T07:07Z 46.4K followers, 5195 engagements

"The consensus I get that Brookings is keeping this dude around for mascot value (genius blobman physiognomy Brooks lol) but theyre seriously torching their brand. Even I used to read Brookings seriously. They and other literary salons in DC will need a decoupling"
X Link @teortaxesTex 2025-10-15T12:48Z 46.4K followers, 3141 engagements

"I think rail guns against distant ships is capeshit"
X Link @teortaxesTex 2025-10-15T14:23Z 46.4K followers, 5209 engagements

"Infinite Palantircore dystopia is close anon these scoundrels wont truly compete with Chyna their problem is precisely ideology or rather narcissism and greed instead of one. But erode your freedoms they now must. Anon have you invested accordingly How are your bags"
X Link @teortaxesTex 2025-10-15T18:38Z 46.4K followers, 5078 engagements

"Trump says he wants to help China avoid collapse from their blunder. Bessent concurs that they're in a depression but are trying to pull the world down together with them. is this the first sign that Trump is giving up on China Will he abandon them and wait out the collapse"
X Link @teortaxesTex 2025-10-15T19:50Z 46.4K followers, 7444 engagements

"why are they melting down so hard over $170M worth of imports"
X Link @teortaxesTex 2025-10-15T20:06Z 46.5K followers, 26.4K engagements

"Life comes at you VERY fast Basically both sides perfectly know and openly discuss each other's bottlenecks. The difference is that one side works three shifts to address them while the other preens about its main character energy and then cries about "wake-up calls" when hit"
X Link @teortaxesTex 2025-10-15T20:13Z 46.4K followers, 10.8K engagements

"mobilizing Japan's strategic investment I predict we'll see lots of these tough words from Bessent going forward. Every routine talk the US has every investment every initiative will be "subtly" framed as a 5D counterattack to reassure Patriots. He's got lots of cards"
X Link @teortaxesTex 2025-10-16T01:10Z 46.4K followers, 7565 engagements

"What is this bruh. Why these pathetic offers. Losing face but still unwilling to dangle a substantial reward. Flailing. We have a XXX% tariff. If we didnt have tariffs we would be exposed as being a nothing Trump said Wednesday. Can the Reptilians please take the wheel"
X Link @teortaxesTex 2025-10-16T01:39Z 46.4K followers, 3410 engagements

"@Saif__khan The terrible thing is that they don't and if they do show it it'll be mainly because of Americans debasing themselves further. Anyway I'm not talking about the big picture. If Bessent wants Beijing to roll back these export controls he'll have to offer a stronger incentive"
X Link @teortaxesTex 2025-10-16T03:15Z 46.4K followers, XXX engagements

"Junyang is awesome sometimes he just asks these questions without any guile. What is AGI. What is a world model Indeed Wouldn't it be something if we knew Asking the question is the first step"
X Link @teortaxesTex 2025-10-16T04:13Z 46.4K followers, 11.5K engagements

"Good survey but doesn't account for GGWFSM factor if OpenAI becomes big enough to qualify as too big to fail they can in fact be allowed to cannibalize the entire IT market. Or even without IT Depends on court politics. Crazy but this is one regime we can find ourselves in"
X Link @teortaxesTex 2025-10-16T07:34Z 46.5K followers, 2798 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 46.6K followers, 11.4K engagements

"Ok. This is art. The art of slop. Divine slop. OpenAI I concede. You have cooked"
X Link @teortaxesTex 2025-10-01T12:48Z 46.6K followers, 560.6K 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

"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

"discord on the East Asian plenum"
X Link @teortaxesTex 2025-10-17T16:39Z 46.6K followers, 4648 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 46.6K followers, 13.3K 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 46.6K followers, 8894 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 46.6K followers, 22.5K 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, 5114 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 46.6K followers, 8208 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 46.6K followers, 5992 engagements

"perfectly spotted Btw ironically GPT-5 is correct AGI is imminent"
X Link @teortaxesTex 2025-10-18T19:33Z 46.6K followers, 15.6K 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 46.6K followers, XXX 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 46.6K 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 46.6K followers, 4446 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

"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 46.6K followers, 16.7K engagements

"Unitree robodogs have no use case outside research"
X Link @teortaxesTex 2025-10-14T01:30Z 46.6K followers, 1.9M 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 46.6K followers, 16.4K 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 46.6K followers, 8543 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 46.6K followers, 8413 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 46.6K followers, 80.4K 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 46.6K followers, 2664 engagements

"frank and detailed sounds like He chewed him out"
X Link @teortaxesTex 2025-10-18T06:15Z 46.6K followers, 5612 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 46.6K followers, 27.3K 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 46.6K followers, 8981 engagements

"There are so many Chinese groups and pretrained models now we don't even hear anything in English about some legit ones. Klear from Kuaishou. 46B-A2.5B is a good size. That they haven't beaten small Qwen is understandable Qwen took a while to get there. Another name to watch"
X Link @teortaxesTex 2025-09-06T00:18Z 46.5K followers, 3603 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 46.5K followers, 1M 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 46.5K followers, 14K 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 46.5K followers, 14.5K 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 46.6K followers, 37.1K 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, 12.6K 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 46.6K followers, 27.5K 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 46.6K followers, 58.1K 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 46.6K followers, 6302 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, 4089 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 46.6K followers, 10.7K 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 46.6K followers, 7943 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 46.6K followers, 49.8K engagements

"The USG commandeering NVidia via Palantir when and how"
X Link @teortaxesTex 2025-10-18T20:15Z 46.6K followers, 3825 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 46.6K followers, 3997 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 46.6K followers, 4839 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 46.6K followers, 1622 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 46.6K followers, XXX 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 46.6K followers, 1252 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 46.5K followers, 30.7K 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 46.5K followers, 34.4K 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 46.5K followers, 45.1K 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 46.5K followers, 44.8K engagements

"YMTC is a scary company. They're somehow doing world-class NAND while cut off from actual cutting-edge equipment. If by some chance they get tools on the level Samsung Kioxia etc. have I have the feeling they'll leap ahead of all competition. Many such cases though"
X Link @teortaxesTex 2025-09-25T06:22Z 46.5K followers, 21.3K engagements

"Interesting fact that as far as we can tell MoEs are always compute optimal if evaluated over the lifetime. In the worst case ie total param parity you just need to scale the training data by total/active giving you the same training cost. The main issue is skill issue"
X Link @teortaxesTex 2025-09-26T05:56Z 46.5K followers, 4009 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 46.5K followers, 5089 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 46.5K followers, 2104 engagements

"@menhguin I think it's not so much about founders the worst grifters in the US seem to be entrenched businesses"
X Link @teortaxesTex 2025-09-30T06:03Z 46.5K followers, XXX engagements

"South Korea has surprisingly many third world characteristics. Democracy but you go to jail after losing elections. Everyone is highly educated but science is full of Arab-tier fraud (Samsung too). 858TB of digital government data but it's lost in a fire. Peculiar nation"
X Link @teortaxesTex 2025-10-08T16:46Z 46.5K followers, 106.2K 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 46.5K followers, XXX engagements

"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 46.5K followers, 30.3K 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 46.5K followers, 37.3K 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 46.5K followers, 13K engagements

"@K_Mroczkowski @TonyNashNerd @MazurKrzysztof @VanberghenEU @JohnDoe34631032 @ShamanGeo @yaneerbaryam @IlvesToomas @SamuelJsdv @Arrogance_0024 What happens if your bloc loses"
X Link @teortaxesTex 2025-10-10T04:59Z 46.5K followers, 1571 engagements

"I very much like this gripper prototype. Good ranges of motion not too biased by the human hand prior tactile robust maintainable. But they say they'll be exploring more anthropomorphic designs over the next few years Boston Dynamics has a speed problem"
X Link @teortaxesTex 2025-10-10T05:37Z 46.5K followers, 3969 engagements

"@YESTYIPE I think I have a theory of mind for Americans and it's significantly better than what you have for yourselves. You're a pampered people. You get into wars and then fuck off after minor losses claiming victory over muh K/D ratio. You have never once seen a superior force"
X Link @teortaxesTex 2025-10-10T19:55Z 46.5K followers, XXX engagements

"@YESTYIPE You've lost in Vietnam in Afghanistan in the Red Sea. You whine deafeningly when you get jumped like in Pearl Harbor or on 9/11. Why should I assume that you have what it takes to fight a total war"
X Link @teortaxesTex 2025-10-10T19:57Z 46.5K followers, XXX engagements

"I knew that making fun of allied scale meme will get me on the shit list"
X Link @teortaxesTex 2025-10-11T00:15Z 46.5K followers, 5487 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 46.5K followers, 4199 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 46.5K followers, 3047 engagements

"I kind of like and kind of hate this guy. Very Anglo manner. Confident soft-spoken nothing like me he'll never say the Chinese are subhumans. But you can tell that fundamentally this is what it's about. Whatever China does can be easily replaced. In a year. We'll see"
X Link @teortaxesTex 2025-10-11T10:12Z 46.5K followers, 9890 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 46.5K followers, 38K 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 46.5K followers, 1203 engagements

"This meme saddens me because it reminds me of Russian and African coping about their coveted natural wealth. It's shithole pride. Natural resources are a function of land area no large country is uniquely blessed. The US is big. But people turn matter into value. Everywhere"
X Link @teortaxesTex 2025-10-11T21:33Z 46.5K followers, 19.4K 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 46.5K followers, XXX engagements

"What is this gibberish Is she not aware of ASML"
X Link @teortaxesTex 2025-10-13T08:59Z 46.5K followers, 14K 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 46.5K followers, XXX engagements

"@billionsmustliv @KCDN19 @DoggyDog1208 but they already have several solar panel manufacturing companies across the continent Chinese ones yes Enough concern trolling. The West has no leg to stand on here"
X Link @teortaxesTex 2025-10-14T13:09Z 46.5K followers, XXX 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

"Beijing official anons is this true DMs open"
X Link @teortaxesTex 2025-10-15T01:28Z 46.5K followers, 6921 engagements

"how do they make the stuff to earn that surplus then transcendent take"
X Link @teortaxesTex 2025-10-15T01:43Z 46.5K followers, 3135 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 46.5K followers, 5136 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 46.5K followers, 12.7K 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 46.6K followers, 45.2K engagements

"xis grave miscalculation with his last-ditch rare earth gambit is one of the greatest geopolitical mistakes of the 21st century Must be painful being Chinese. You hone your blade for XX years take a swing but a gay genius wypipo gives a talk and you're blown the fuck out"
X Link @teortaxesTex 2025-10-16T05:55Z 46.5K followers, 16.2K engagements

"Dataset is Taiwan Precision Medicine Initiative (N500k). I believe it is the largest dataset of non-European genomes. Mainland taking a seat for once I remember the hysterics about CCP eugenics like XX years ago. Ah if only they cared enough to even collect the data"
X Link @teortaxesTex 2025-10-16T07:48Z 46.5K followers, 4770 engagements

"are we getting closer"
X Link @teortaxesTex 2025-10-16T08:22Z 46.5K followers, 4948 engagements

"@CharlesMonneron yeah like Mars"
X Link @teortaxesTex 2025-10-16T23:17Z 46.5K followers, XX engagements

"Aaaargh Why is the last burger refinement process manager battling cancer with XX months left to live If you always concern troll that your enemy has miscalculated and should have kept hiding his strength and biding time to TRULY strike LATER it looks like FEAR"
X Link @teortaxesTex 2025-10-16T23:23Z 46.5K followers, 4761 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 46.5K followers, 5951 engagements

"@meteor_cultist bruh xinjiang is not uniquely good for building camps"
X Link @teortaxesTex 2025-10-17T03:02Z 46.5K followers, 1528 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 46.5K followers, 7063 engagements

"e/acc posting is firmly in its Muscular LinkedIn era"
X Link @teortaxesTex 2025-10-17T18:17Z 46.6K followers, 2275 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 46.5K followers, 1943 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 46.5K followers, 7559 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 46.5K followers, 1514 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 46.5K followers, 1686 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 46.6K followers, 6968 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 46.6K followers, 92K 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 46.5K followers, 3793 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

"Area XX elements. Vibranium. Cryptonite Trump is hinting at pretty scary stuff here"
X Link @teortaxesTex 2025-10-11T12:16Z 46.5K followers, 11.3K 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 46.6K followers, 14.8K 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 46.6K followers, 91.9K 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 46.6K followers, 188.1K 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 46.6K followers, 69.5K 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 46.6K followers, 29K 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 46.6K followers, 3616 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, 4542 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, 6923 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 46.6K followers, 69.1K engagements

"Claim: China has unusual methods of upskilling personnel"
X Link @teortaxesTex 2025-10-18T18:51Z 46.6K followers, 5219 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 46.6K followers, 3916 engagements

"I repeat that Claude deployment is probably still fucked"
X Link @teortaxesTex 2025-10-18T19:36Z 46.6K followers, 1891 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 46.6K followers, 2674 engagements

"deleting my account rn"
X Link @teortaxesTex 2025-10-18T23:30Z 46.6K followers, 10.3K 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 46.6K followers, XXX 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 46.6K followers, 4096 engagements

"@NapoleonBonabot"
X Link @teortaxesTex 2025-10-19T02:33Z 46.6K followers, 24K 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 46.6K followers, XXX engagements

creator/twitter::192201556/posts
/creator/twitter::192201556/posts