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[@Tb0UNJDXCPlb9Y3](/creator/twitter/Tb0UNJDXCPlb9Y3)
"China DC build out will continue Bytedance Alibaba and Deepseek are top-tier Chinese frontier labs"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1979084597347651587) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-17T07:18Z XX followers, XXX engagements


"He Lifeng: Lutnick screwed everything Bessent: Li screwed everything. But I am in charge now and lets work together. How about we go back to where we were at Madrid He: lets talk face to face in Malaysia. Bessent: ok thanks. Thats all"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1979450195663556788) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-18T07:31Z XX followers, XXX engagements


"@zephyr_z9 Baidu netdisk is not AI application. It is Chinese OneDrive 😂😂😂"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1979487530837041349) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-18T09:59Z XX followers, XXX engagements


"@pstAsiatech Nope. Baidu is overestimated in U.S. (not sure why). Its visionary but veeeery slow. Not much people use its AI products (netdisk is Chinese Dropbox / OneDrive. Nothing on AI ) iFlytek is never good at consumer products or basic research. It wont win"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1979569282758651937) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-18T15:24Z XX followers, XXX engagements


"@teortaxesTex I thought the questions on how to compete with ASML have been answered by the U.S. USG has created an environment for ASML competitors no matter how MORE efficient ASML is"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1979699598479569018) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-19T00:02Z XX followers, XXX engagements


"Lutnick - sorry I fold Arrow Electronics says that US trade curbs on its Chinese affiliates are being reversed"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1979715564408094762) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-19T01:05Z XX followers, XXX engagements


"Zhizhen Optics is technologically leading in the field of semiconductor optics. Its high-precision off-axis ellipsoidal mirrors and ion beam polishing machines have broken foreign monopolies and are now used in core domestic equipment such as lithography machines. Public source"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1979852406092677534) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-19T10:09Z XX followers, 1967 engagements


"50% of Nexperia demand is in China. XX% backend capacity is in China. China is securing supplies for its own automotive OEMs. EU OEMs need to switch to Infineon"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1978090229492855278) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-14T13:27Z XX followers, XXX engagements


"@jx_210 @zephyr_z9 @teortaxesTex @GlennLuk @lithos_graphein Signal is already loud and clear. YMTC already have a complete Non-US line for memory publicly reported. Huawei affiliates and SMIC southern is building non-US logic line. Project called Delete A deleting American technology"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1979752869760041346) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-19T03:34Z XX followers, 13.5K engagements


"@zephyr_z9 Yeah sparse model but longer context window. We will have models supporting 10M context window in next X months"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1979861064151101450) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-19T10:43Z XX followers, XXX engagements


"@ssankar Logic is so degenerative If China needs to export problem out why would China want US the largest customer to be poor Shouldnt a supplier wish customers to be rich and richer and richest to buy more"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1979414000174796967) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-18T05:07Z XX followers, 15.4K engagements


"@zephyr_z9 Many have started. Build a vector database in the last X days to injection all the proprietary data we have"  
[X Link](https://x.com/Tb0UNJDXCPlb9Y3/status/1980267919113404718) [@Tb0UNJDXCPlb9Y3](/creator/x/Tb0UNJDXCPlb9Y3) 2025-10-20T13:40Z XX followers, 8430 engagements