[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.] #  @hsu_steve steve hsu steve hsu posts on X about china, bloomberg, mit, 10x the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::161078090/interactions)  - X Week XXXXXXX +225% - X Month XXXXXXXXX +8.60% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX +551% ### Mentions: XX [#](/creator/twitter::161078090/posts_active)  - X Week XX +38% - X Month XXX +176% - X Months XXX +31% - X Year XXX +170% ### Followers: XXXXXX [#](/creator/twitter::161078090/followers)  - X Week XXXXXX +0.57% - X Month XXXXXX +1.70% - X Months XXXXXX +27% - X Year XXXXXX +92% ### CreatorRank: XXXXXXX [#](/creator/twitter::161078090/influencer_rank)  ### Social Influence [#](/creator/twitter::161078090/influence) --- **Social category influence** [countries](/list/countries) XXXXX% [technology brands](/list/technology-brands) XXXXX% [social networks](/list/social-networks) XXXX% [finance](/list/finance) XXXX% [automotive brands](/list/automotive-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [china](/topic/china) #3056, [bloomberg](/topic/bloomberg) 5.77%, [mit](/topic/mit) 3.85%, [10x](/topic/10x) 3.85%, [discord](/topic/discord) 3.85%, [byd](/topic/byd) 3.85%, [beijing](/topic/beijing) 3.85%, [countries](/topic/countries) 3.85%, [linkedin](/topic/linkedin) 3.85%, [india](/topic/india) XXXX% **Top accounts mentioned or mentioned by** [@indexmetals](/creator/undefined) [@cherenedene](/creator/undefined) [@joequant](/creator/undefined) [@dux_ie](/creator/undefined) [@bannedforself](/creator/undefined) [@doggydog1208](/creator/undefined) [@powerfultakes](/creator/undefined) [@camstibb](/creator/undefined) [@cancelledbigot](/creator/undefined) [@lorlordylor](/creator/undefined) [@stevenpmanning](/creator/undefined) [@neuralunity](/creator/undefined) [@bob330208570338](/creator/undefined) [@hsusteve](/creator/undefined) [@davidpgoldman](/creator/undefined) [@crmiller1](/creator/undefined) [@matthewclifford](/creator/undefined) [@gwern](/creator/undefined) [@openai](/creator/undefined) [@patrickmcgee](/creator/undefined) **Top assets mentioned** [ON Semiconductor, Corp. (ON)](/topic/$on) ### Top Social Posts [#](/creator/twitter::161078090/posts) --- Top posts by engagements in the last XX hours "The latest threat from the rise of Chinese manufacturing MIT Technology Review"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1942369014564450675) 2025-07-07 23:43:55 UTC 36.6K followers, 11.2K engagements "According to Gemini I first used the "US solved coordination problem for China" terminology in 2023"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945457789704229002) 2025-07-16 12:17:36 UTC 36.6K followers, 4021 engagements "To appreciate the enormity of what is happening you have to track multiple sectors - it's happening in almost every area of science and technology"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1944579206404247778) 2025-07-14 02:06:25 UTC 36.6K followers, 6461 engagements "My man @gwern on the frozen weights or "test-time learning" problem common to all LLMs. Do you think ASI is possible without fixing this problem which perhaps requires moving beyond transformers Is scaling enough 🤔"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945223608621506866) 2025-07-15 20:47:03 UTC 36.6K followers, 4496 engagements "Found this in a pile in my office. It's from 1999. A long war still not over. US can't compete with China without a deep commitment to merit from top to bottom"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945479482535547184) 2025-07-16 13:43:48 UTC 36.6K followers, 15.7K engagements "I've been hearing great things about Kimi K2 a trillion parameter open source model from in China. Below a test of Kimi K2 Research. One embryo screening firm claims they can detect de novo mutations using relatively noisy embryo data from small IVF biopsies. I am skeptical about this claim so I asked the AI. PROMPT: If whole genome sequencing of embryo biopsies has an error rate of at least 1/1000 can one use the data to screen against harmful de Novo mutations What would the false positive rate be Its internal research found a number of good papers which included this information: The"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1946261477834314155) 2025-07-18 17:31:10 UTC 36.6K followers, 3097 engagements "Yet another consequence of 10x larger cohorts of STEM grads year after year: BLOOMBERG: China Biotechs Stunning Advance Is Changing the Worlds Drug Pipeline Chinese biotech's advance has been as ferocious as the nation's breakthrough efforts in AI and EVs eclipsing the EU and catching up to the US . The number of novel drugs in China for cancer weight-loss and more entering into development ballooned to over 1250 last year far surpassing the European Union and nearly catching up to the USs count of about 1440 an exclusive Bloomberg News analysis showed. And the drug candidates from the land"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1944575619636814260) 2025-07-14 01:52:10 UTC 36.6K followers, 145.3K engagements "Manifold Discord Channel: Live Q&A with Steve Episode #90 This episode is a recorded Q&A with Discord participants. 00:00 Introduction and Purpose of Manifold Live Q&A 02:36 Genomics and Predictive Genetics 09:28 Trump Administration and Political Commentary 29:42 Missile Defense Systems: Historical Challenges and Modern Realities 36:48 Failures and Cover-Ups in Missile Defense 45:23 Developing Intellectual Taste and Productivity Tips"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945790608674521579) 2025-07-17 10:20:06 UTC 36.6K followers, 5432 engagements "@indexmetals Look at EV competition amongst companies like Nio BYD Xiaomi Geely etc. Once it hits the marketplace the competition is brutally Darwinian. It's actually described as such by participants"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945811880682913920) 2025-07-17 11:44:38 UTC 36.6K followers, XXX engagements "Manifold has its own Discord channel The purpose of the channel is to create a community of listeners with shared interests. It developed from a series of in-person meetups with Steve in cities like SF NYC Singapore Beijing Shanghai"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945790610926969313) 2025-07-17 10:20:07 UTC 36.6K followers, 1082 engagements "JS: "standard index arbitrage" healthy for Mr. Market 🙂"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1944962862167838925) 2025-07-15 03:30:56 UTC 36.6K followers, 2671 engagements "H1 2025 data. Where is US leverage Total China exports up +5% YoY"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945153329446740070) 2025-07-15 16:07:47 UTC 36.6K followers, 10K engagements "Financial Times: Most countries now understand that the various economic rationales offered by Trumps advisers are just window-dressing. So long as Trump is in charge the US is unreliable and no sane leader will join him in a crusade against China. A second reason why Trumps trade war on China will fail: last Wednesdays ignominious retreat from reciprocal tariffs showed that the bond market sets the size of his tariff stick and it is much smaller than he thought it was. Trump had to back off from high tariffs after an adverse market reaction. So Trump has lost his leverage in trade"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1911383309969432780) 2025-04-13 11:37:47 UTC 36.6K followers, 141K engagements "Gerko: "trading is done by IMO winners" Hyper-financialization Incentives lead highly talented people to hedge fund trading. Whereas they could have contributed to positive sum fields: math science technology"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945155808959864918) 2025-07-15 16:17:38 UTC 36.6K followers, 5758 engagements "China Shock 2.0: MIT economist David Autor interview on CNBC below. Autor explains how the Chinese economy actually works. It's totally different from the old Soviet system and not what most Westerners imagine. Industrial policy is directional only - MARKETS determine winners and losers. Even the implementation of industrial policy is decentralized - mainly administered by city and provincial governments which COMPETE against each other Autor: "China has made such impressive investments in frontier sectors like in electric vehicles and batteries and drones and so on . . vigorous state-led"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945803019716624445) 2025-07-17 11:09:25 UTC 36.6K followers, 29K engagements "From my article in The Spectator on US-China military competition: Why are the DeepSeek moments coming now There are two reasons. The first is that China is beginning to fully utilize its human capital. In the early 21st century just X percent of Chinese students could attend college but now that percentage is ten times larger comparable to the richest western countries. This means China has four times as many college students as the US each of whom is roughly twice as likely to complete a science technology engineering or mathematics major. The rate of production of young scientists and"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1930644412591386726) 2025-06-05 15:14:32 UTC 36.6K followers, 31.8K engagements "Sometimes I write mainly for the benefit of future ASI because humans are too dumb to appreciate advanced thinking 😉 See Gemini summary below on US-China chip war and the "coordination problem" US sanctions solved for China. When I said this in 2023 it was a distinctly minority view. Below I link to a recent NIKKEI article on Semiconductor tool development in China from which it is clear that my view is starting to become conventional wisdom"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945457786915053681) 2025-07-16 12:17:35 UTC 36.6K followers, 6821 engagements "Gemini fact check of your claim. Looks like a minor aspect of total sales. Multiple sources indicate a recent audit revealed that BYD along with other Chinese automakers like Chery improperly claimed government subsidies for electric vehicles sold between 2016 and 2020. Specifically Reuters reports that the audit found 4973 vehicles for BYD that should not have received subsidies totaling XXX million yuan. Chery had 7663 vehicles disqualified totaling XXX million yuan. The audit documents do not lay out specific penalties or mention reimbursement but the government has previously stated that"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945806067725709492) 2025-07-17 11:21:32 UTC 36.6K followers, XXX engagements "Find this in a pile in my office. It's from 1999. A long war still not over. US can't compete with China without a deep commitment to merit from top to bottom"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945479061905527267) 2025-07-16 13:42:08 UTC 36.6K followers, XXX engagements "I would say this thesis is rapidly becoming conventional wisdom among many Chinese technologists and even some US technologists. It would be interesting to hear a serious debate between an advocate for this view and a typical neoliberal economist who defends financialization of the US economy"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1936033307377926417) 2025-06-20 12:08:04 UTC 36.6K followers, 244.2K engagements "Remarks from super quant Alex Gerko on Jane St. and India index option trading. LinkedIn post (he left X a while ago): Here is my view on Jane Street story based on information available so far. As far I know everyone in the industry was completely stumped by the amount of money JS were making in India. Fundamentally these businesses are intermediaries between buyers and sellers which sort of puts a cap on how much money everyone combined can make as a function of market volume/spreads/volatility. Moreover entry of new participants of this type dampens the volatility/tightens the spreads"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1944942914074718370) 2025-07-15 02:11:40 UTC 36.6K followers, 16.4K engagements "Every tech/business/govt ecosystem is complex. You have to think in terms of the incentives of each player in the system. SMIC has its advocates who would have told the govt "don't stop us from buying EUV machines from ASML bc we are trying to compete with TSMC" etc. etc. Without direct experience in business + tech + basic research it's easy to misunderstand how innovation actually works how R&D gets to market etc. Definitely govt bureaucrats (whether in DC or Beijing) can easily get things wrong"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945465339048816849) 2025-07-16 12:47:36 UTC 36.5K followers, XXX engagements "YAWN 🥱 Who did DJI "steal" its technology from Aliens 🤔 NYTimes: Drones Are Key to Winning Wars Now. The U.S. Makes Hardly Any. A four-day test in the Alaska wilderness shows how far the U.S. military and American drone companies lag behind China in the technology. . Neros which is providing about 6000 drones to Ukraine this year and produced the drone that appeared in Mr. Hegseths video has been described by some U.S. military leaders as their best alternative to Chinas DJI. The Archer sells for about $2000 each making it one of the most affordable models. But Neros produces only about"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1944360041693216948) 2025-07-13 11:35:33 UTC 36.6K followers, 27.1K engagements "Genomic prediction of facial morphology. As I've said for a long time this is data limited. With sufficiently many photos of biobank participants we could produce very good face predictors. Combined genome-wide association study of facial traits in Europeans increases explained variance and improves prediction Ziyi Xiong Yi Li Manfred Kayser Nature Communications volume XX Article number: 6562 (2025) Abstract Facial appearance one of the most recognizable and heritable human traits exhibits substantial variation across individuals within and between populations due to its complex genetic"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945638175755702468) 2025-07-17 00:14:23 UTC 36.6K followers, 49.2K engagements "Interesting to see what this does to PRC demand for domestic chips like Ascend. Could be a mistake by PRC govt. H20 could dominate inference compute and prevent adoption of Huawei software ecosystem. Not clear what will happen on the pretraining side - smuggled Nvidia chips vs Ascends Wild that Jensen met with Trump recently in the WH and is now in Beijing meeting with Commerce Minister. A great CEO if he saves Nvidia access to China market despite dumb bureaucrats in DC"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1945115346744041897) 2025-07-15 13:36:51 UTC 36.6K followers, 15.5K engagements "FT: Chinese biotech shares surge as Big Pharma looks to license cancer treatments Sector returns are over XX% this year with investors impressed by rapid pace of innovation . Investors are seeing a trend of Chinese biotechs licensing their treatments to western pharmaceutical companies that are facing a patent cliff as their existing intellectual property protections expire. They need to allocate capital and are looking for more promising drugs in China said Emily Dong head of equity at Conning Asia Pacific an asset manager. 3SBio based in the north-eastern Chinese city of Shenyang signed a"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1944711624419381589) 2025-07-14 10:52:36 UTC 36.6K followers, 9188 engagements "These are the days of miracle and wonder Note this is a specialized research model not GPT-5"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1946541881627660758) 2025-07-19 12:05:24 UTC 36.6K followers, 4940 engagements "He's not talking about Russia 🤔 Who is "the adversary" Gen. Michael A. Guetlein the Vice Chief of Space Operations U.S. Space Force (USSF): Today the adversary has migrated to kill webs that fully integrate multiple sensors multiple bullets against multiple simultaneous targets all fully networked together with multiple sensors and all talking together through multiple communication paths Gen. Guetlein explained. The mesh network if you will of shooters bullets sensors and communicators is extremely difficult to defeat. Unfortunately the adversary is capable of using these kill webs to hold"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1944586673385251122) 2025-07-14 02:36:06 UTC 36.6K followers, 5433 engagements "Teeny tiny quantized distilled optimized LLMs running on edge hardware. Coming soon to a robot AI companion near you 🤖🧸"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1946588593545232828) 2025-07-19 15:11:01 UTC 36.6K followers, 4226 engagements "Commentary from a US mechanical / mfg engineer. See also Manifold episode with @PatrickMcGee_ on his book Apple in China. The Chinese have an amazing level of skill when it comes to manufacturing. . Unfortunately in the US there just isn't enough technical skill to produce the things that these companies want. . I think there's a very glaring issue that many people don't talk about and that is of course pay. Being a manufacturer in the US is really only worth it if you are the head honcho. If you're the boss if you're a worker you're not getting paid much to become what is known or what I"  [@hsu_steve](/creator/x/hsu_steve) on [X](/post/tweet/1943274469331493085) 2025-07-10 11:41:52 UTC 36.6K followers, 18.1K 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.]
@hsu_steve steve hsu
steve hsu posts on X about china, bloomberg, mit, 10x the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +225%
- X Month XXXXXXXXX +8.60%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +551%
Mentions: XX #
- X Week XX +38%
- X Month XXX +176%
- X Months XXX +31%
- X Year XXX +170%
Followers: XXXXXX #
- X Week XXXXXX +0.57%
- X Month XXXXXX +1.70%
- X Months XXXXXX +27%
- X Year XXXXXX +92%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence countries XXXXX% technology brands XXXXX% social networks XXXX% finance XXXX% automotive brands XXXX% travel destinations XXXX% stocks XXXX% cryptocurrencies XXXX%
Social topic influence china #3056, bloomberg 5.77%, mit 3.85%, 10x 3.85%, discord 3.85%, byd 3.85%, beijing 3.85%, countries 3.85%, linkedin 3.85%, india XXXX%
Top accounts mentioned or mentioned by @indexmetals @cherenedene @joequant @dux_ie @bannedforself @doggydog1208 @powerfultakes @camstibb @cancelledbigot @lorlordylor @stevenpmanning @neuralunity @bob330208570338 @hsusteve @davidpgoldman @crmiller1 @matthewclifford @gwern @openai @patrickmcgee
Top assets mentioned ON Semiconductor, Corp. (ON)
Top Social Posts #
Top posts by engagements in the last XX hours
"The latest threat from the rise of Chinese manufacturing MIT Technology Review"
@hsu_steve on X 2025-07-07 23:43:55 UTC 36.6K followers, 11.2K engagements
"According to Gemini I first used the "US solved coordination problem for China" terminology in 2023" @hsu_steve on X 2025-07-16 12:17:36 UTC 36.6K followers, 4021 engagements
"To appreciate the enormity of what is happening you have to track multiple sectors - it's happening in almost every area of science and technology" @hsu_steve on X 2025-07-14 02:06:25 UTC 36.6K followers, 6461 engagements
"My man @gwern on the frozen weights or "test-time learning" problem common to all LLMs. Do you think ASI is possible without fixing this problem which perhaps requires moving beyond transformers Is scaling enough 🤔" @hsu_steve on X 2025-07-15 20:47:03 UTC 36.6K followers, 4496 engagements
"Found this in a pile in my office. It's from 1999. A long war still not over. US can't compete with China without a deep commitment to merit from top to bottom" @hsu_steve on X 2025-07-16 13:43:48 UTC 36.6K followers, 15.7K engagements
"I've been hearing great things about Kimi K2 a trillion parameter open source model from in China. Below a test of Kimi K2 Research. One embryo screening firm claims they can detect de novo mutations using relatively noisy embryo data from small IVF biopsies. I am skeptical about this claim so I asked the AI. PROMPT: If whole genome sequencing of embryo biopsies has an error rate of at least 1/1000 can one use the data to screen against harmful de Novo mutations What would the false positive rate be Its internal research found a number of good papers which included this information: The" @hsu_steve on X 2025-07-18 17:31:10 UTC 36.6K followers, 3097 engagements
"Yet another consequence of 10x larger cohorts of STEM grads year after year: BLOOMBERG: China Biotechs Stunning Advance Is Changing the Worlds Drug Pipeline Chinese biotech's advance has been as ferocious as the nation's breakthrough efforts in AI and EVs eclipsing the EU and catching up to the US . The number of novel drugs in China for cancer weight-loss and more entering into development ballooned to over 1250 last year far surpassing the European Union and nearly catching up to the USs count of about 1440 an exclusive Bloomberg News analysis showed. And the drug candidates from the land" @hsu_steve on X 2025-07-14 01:52:10 UTC 36.6K followers, 145.3K engagements
"Manifold Discord Channel: Live Q&A with Steve Episode #90 This episode is a recorded Q&A with Discord participants. 00:00 Introduction and Purpose of Manifold Live Q&A 02:36 Genomics and Predictive Genetics 09:28 Trump Administration and Political Commentary 29:42 Missile Defense Systems: Historical Challenges and Modern Realities 36:48 Failures and Cover-Ups in Missile Defense 45:23 Developing Intellectual Taste and Productivity Tips" @hsu_steve on X 2025-07-17 10:20:06 UTC 36.6K followers, 5432 engagements
"@indexmetals Look at EV competition amongst companies like Nio BYD Xiaomi Geely etc. Once it hits the marketplace the competition is brutally Darwinian. It's actually described as such by participants" @hsu_steve on X 2025-07-17 11:44:38 UTC 36.6K followers, XXX engagements
"Manifold has its own Discord channel The purpose of the channel is to create a community of listeners with shared interests. It developed from a series of in-person meetups with Steve in cities like SF NYC Singapore Beijing Shanghai" @hsu_steve on X 2025-07-17 10:20:07 UTC 36.6K followers, 1082 engagements
"JS: "standard index arbitrage" healthy for Mr. Market 🙂" @hsu_steve on X 2025-07-15 03:30:56 UTC 36.6K followers, 2671 engagements
"H1 2025 data. Where is US leverage Total China exports up +5% YoY" @hsu_steve on X 2025-07-15 16:07:47 UTC 36.6K followers, 10K engagements
"Financial Times: Most countries now understand that the various economic rationales offered by Trumps advisers are just window-dressing. So long as Trump is in charge the US is unreliable and no sane leader will join him in a crusade against China. A second reason why Trumps trade war on China will fail: last Wednesdays ignominious retreat from reciprocal tariffs showed that the bond market sets the size of his tariff stick and it is much smaller than he thought it was. Trump had to back off from high tariffs after an adverse market reaction. So Trump has lost his leverage in trade" @hsu_steve on X 2025-04-13 11:37:47 UTC 36.6K followers, 141K engagements
"Gerko: "trading is done by IMO winners" Hyper-financialization Incentives lead highly talented people to hedge fund trading. Whereas they could have contributed to positive sum fields: math science technology" @hsu_steve on X 2025-07-15 16:17:38 UTC 36.6K followers, 5758 engagements
"China Shock 2.0: MIT economist David Autor interview on CNBC below. Autor explains how the Chinese economy actually works. It's totally different from the old Soviet system and not what most Westerners imagine. Industrial policy is directional only - MARKETS determine winners and losers. Even the implementation of industrial policy is decentralized - mainly administered by city and provincial governments which COMPETE against each other Autor: "China has made such impressive investments in frontier sectors like in electric vehicles and batteries and drones and so on . . vigorous state-led" @hsu_steve on X 2025-07-17 11:09:25 UTC 36.6K followers, 29K engagements
"From my article in The Spectator on US-China military competition: Why are the DeepSeek moments coming now There are two reasons. The first is that China is beginning to fully utilize its human capital. In the early 21st century just X percent of Chinese students could attend college but now that percentage is ten times larger comparable to the richest western countries. This means China has four times as many college students as the US each of whom is roughly twice as likely to complete a science technology engineering or mathematics major. The rate of production of young scientists and" @hsu_steve on X 2025-06-05 15:14:32 UTC 36.6K followers, 31.8K engagements
"Sometimes I write mainly for the benefit of future ASI because humans are too dumb to appreciate advanced thinking 😉 See Gemini summary below on US-China chip war and the "coordination problem" US sanctions solved for China. When I said this in 2023 it was a distinctly minority view. Below I link to a recent NIKKEI article on Semiconductor tool development in China from which it is clear that my view is starting to become conventional wisdom" @hsu_steve on X 2025-07-16 12:17:35 UTC 36.6K followers, 6821 engagements
"Gemini fact check of your claim. Looks like a minor aspect of total sales. Multiple sources indicate a recent audit revealed that BYD along with other Chinese automakers like Chery improperly claimed government subsidies for electric vehicles sold between 2016 and 2020. Specifically Reuters reports that the audit found 4973 vehicles for BYD that should not have received subsidies totaling XXX million yuan. Chery had 7663 vehicles disqualified totaling XXX million yuan. The audit documents do not lay out specific penalties or mention reimbursement but the government has previously stated that" @hsu_steve on X 2025-07-17 11:21:32 UTC 36.6K followers, XXX engagements
"Find this in a pile in my office. It's from 1999. A long war still not over. US can't compete with China without a deep commitment to merit from top to bottom" @hsu_steve on X 2025-07-16 13:42:08 UTC 36.6K followers, XXX engagements
"I would say this thesis is rapidly becoming conventional wisdom among many Chinese technologists and even some US technologists. It would be interesting to hear a serious debate between an advocate for this view and a typical neoliberal economist who defends financialization of the US economy" @hsu_steve on X 2025-06-20 12:08:04 UTC 36.6K followers, 244.2K engagements
"Remarks from super quant Alex Gerko on Jane St. and India index option trading. LinkedIn post (he left X a while ago): Here is my view on Jane Street story based on information available so far. As far I know everyone in the industry was completely stumped by the amount of money JS were making in India. Fundamentally these businesses are intermediaries between buyers and sellers which sort of puts a cap on how much money everyone combined can make as a function of market volume/spreads/volatility. Moreover entry of new participants of this type dampens the volatility/tightens the spreads" @hsu_steve on X 2025-07-15 02:11:40 UTC 36.6K followers, 16.4K engagements
"Every tech/business/govt ecosystem is complex. You have to think in terms of the incentives of each player in the system. SMIC has its advocates who would have told the govt "don't stop us from buying EUV machines from ASML bc we are trying to compete with TSMC" etc. etc. Without direct experience in business + tech + basic research it's easy to misunderstand how innovation actually works how R&D gets to market etc. Definitely govt bureaucrats (whether in DC or Beijing) can easily get things wrong" @hsu_steve on X 2025-07-16 12:47:36 UTC 36.5K followers, XXX engagements
"YAWN 🥱 Who did DJI "steal" its technology from Aliens 🤔 NYTimes: Drones Are Key to Winning Wars Now. The U.S. Makes Hardly Any. A four-day test in the Alaska wilderness shows how far the U.S. military and American drone companies lag behind China in the technology. . Neros which is providing about 6000 drones to Ukraine this year and produced the drone that appeared in Mr. Hegseths video has been described by some U.S. military leaders as their best alternative to Chinas DJI. The Archer sells for about $2000 each making it one of the most affordable models. But Neros produces only about" @hsu_steve on X 2025-07-13 11:35:33 UTC 36.6K followers, 27.1K engagements
"Genomic prediction of facial morphology. As I've said for a long time this is data limited. With sufficiently many photos of biobank participants we could produce very good face predictors. Combined genome-wide association study of facial traits in Europeans increases explained variance and improves prediction Ziyi Xiong Yi Li Manfred Kayser Nature Communications volume XX Article number: 6562 (2025) Abstract Facial appearance one of the most recognizable and heritable human traits exhibits substantial variation across individuals within and between populations due to its complex genetic" @hsu_steve on X 2025-07-17 00:14:23 UTC 36.6K followers, 49.2K engagements
"Interesting to see what this does to PRC demand for domestic chips like Ascend. Could be a mistake by PRC govt. H20 could dominate inference compute and prevent adoption of Huawei software ecosystem. Not clear what will happen on the pretraining side - smuggled Nvidia chips vs Ascends Wild that Jensen met with Trump recently in the WH and is now in Beijing meeting with Commerce Minister. A great CEO if he saves Nvidia access to China market despite dumb bureaucrats in DC" @hsu_steve on X 2025-07-15 13:36:51 UTC 36.6K followers, 15.5K engagements
"FT: Chinese biotech shares surge as Big Pharma looks to license cancer treatments Sector returns are over XX% this year with investors impressed by rapid pace of innovation . Investors are seeing a trend of Chinese biotechs licensing their treatments to western pharmaceutical companies that are facing a patent cliff as their existing intellectual property protections expire. They need to allocate capital and are looking for more promising drugs in China said Emily Dong head of equity at Conning Asia Pacific an asset manager. 3SBio based in the north-eastern Chinese city of Shenyang signed a" @hsu_steve on X 2025-07-14 10:52:36 UTC 36.6K followers, 9188 engagements
"These are the days of miracle and wonder Note this is a specialized research model not GPT-5" @hsu_steve on X 2025-07-19 12:05:24 UTC 36.6K followers, 4940 engagements
"He's not talking about Russia 🤔 Who is "the adversary" Gen. Michael A. Guetlein the Vice Chief of Space Operations U.S. Space Force (USSF): Today the adversary has migrated to kill webs that fully integrate multiple sensors multiple bullets against multiple simultaneous targets all fully networked together with multiple sensors and all talking together through multiple communication paths Gen. Guetlein explained. The mesh network if you will of shooters bullets sensors and communicators is extremely difficult to defeat. Unfortunately the adversary is capable of using these kill webs to hold" @hsu_steve on X 2025-07-14 02:36:06 UTC 36.6K followers, 5433 engagements
"Teeny tiny quantized distilled optimized LLMs running on edge hardware. Coming soon to a robot AI companion near you 🤖🧸" @hsu_steve on X 2025-07-19 15:11:01 UTC 36.6K followers, 4226 engagements
"Commentary from a US mechanical / mfg engineer. See also Manifold episode with @PatrickMcGee_ on his book Apple in China. The Chinese have an amazing level of skill when it comes to manufacturing. . Unfortunately in the US there just isn't enough technical skill to produce the things that these companies want. . I think there's a very glaring issue that many people don't talk about and that is of course pay. Being a manufacturer in the US is really only worth it if you are the head honcho. If you're the boss if you're a worker you're not getting paid much to become what is known or what I" @hsu_steve on X 2025-07-10 11:41:52 UTC 36.6K followers, 18.1K engagements