[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.] #  @zephyr_z9 Zephyr Zephyr posts on X about china, bytedance, huawei, inference the most. They currently have XXXXX followers and 2015 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1695126229446479872/interactions)  - X Week XXXXXXX +117% - X Month XXXXXXX +123% - X Months XXXXXXXXX +184% - X Year XXXXXXXXX +6,335% ### Mentions: XX [#](/creator/twitter::1695126229446479872/posts_active)  - X Months XXX +24% - X Year XXXXX +360% ### Followers: XXXXX [#](/creator/twitter::1695126229446479872/followers)  - X Week XXXXX +1.20% - X Month XXXXX +9.90% - X Months XXXXX +415% - X Year XXXXX +2,443% ### CreatorRank: XXXXXXX [#](/creator/twitter::1695126229446479872/influencer_rank)  ### Social Influence [#](/creator/twitter::1695126229446479872/influence) --- **Social category influence** [technology brands](/list/technology-brands) [countries](/list/countries) [stocks](/list/stocks) [finance](/list/finance) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) **Social topic influence** [china](/topic/china) #2117, [bytedance](/topic/bytedance) #12, [huawei](/topic/huawei) #54, [inference](/topic/inference) #8, [chips](/topic/chips), [gpu](/topic/gpu) #241, [open ai](/topic/open-ai), [llm](/topic/llm) #77, [tencent](/topic/tencent), [moonshot](/topic/moonshot) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Datadog Inc (DDOG)](/topic/$ddog) [Goldman Sachs (GS)](/topic/goldman-sachs) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts [#](/creator/twitter::1695126229446479872/posts) --- Top posts by engagements in the last XX hours "@brickroad7 The guy I QTed is a VC Training models is expensive and has negative returns rn but it is essential as it enables others to build on top of it China can rely on American models So if LLM training stops in China (companies start focusing on application layer- cheaper and easy ROI)"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945763800667529376) 2025-07-17 08:33:35 UTC 6566 followers, XXX engagements "@ThePoliEcon the short-term demand for AI GPUs is too high Chinese players can't meet it If the ban persisted then it would have jeopardized DC deployment in 2H25 Ascend 910Bs and the small startups will get buried 910Cs & CM384 are OK Big release for Huawei Ascend XXX in 1Q26"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945166316811509880) 2025-07-15 16:59:24 UTC 6561 followers, XXX engagements "Doggy forgot to add Cambricon & Enflame But the biggest bottleneck for these GPU designers is the lack of mature software Only Huawei's CANN and Baidu's PaddlePaddle have some level of maturity"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946052074636189721) 2025-07-18 03:39:05 UTC 6568 followers, 1257 engagements "Nabtesco Corporation (2003) was formed from the merger of NABCO (1925) which specialized in fluid and pneumatic control technology and Teijin Seiki Co. (1944) which specialized in cutting and assembly technology. Nabtesco is the largest manufacturer of precision cycloidal"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1926620038762582522) 2025-05-25 12:43:06 UTC 6553 followers, 11.2K engagements "Here's the list Startups: Deepseek Moonshot GLM Big Tech: Bytedance Alibaba Potential: Tencent Stepfun Minimax"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945705969411117276) 2025-07-17 04:43:47 UTC 6561 followers, 8778 engagements "If the TAM is high then model providers will enter ur sector and eat ur wrapper biz Build ur own models or play in those areas where TAM is small or regulatory barriers are high"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945370410293625147) 2025-07-16 06:30:23 UTC 6549 followers, 2720 engagements "@basedjensen He is reading ChatGPT generated text from a PC screen and lots of drugs"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945395155659624482) 2025-07-16 08:08:43 UTC 6550 followers, XXX engagements "Rare earth export control worked like wonders"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944951884412018967) 2025-07-15 02:47:19 UTC 6562 followers, 36.2K engagements "910C is better at training than H20 I haven't seen the output tps for H20 but 910C can match H100 at inference Since H20 has XX% higher mem bandwidth compared to H100 The H20 is better than 910C H20 sales resumption doesn't affect Huawei much but it kills the prospects for the/"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946397054542229737) 2025-07-19 02:29:54 UTC 6569 followers, 7125 engagements "@hamandcheese The government can ease the burden on startups if it creates large scale data factories"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946050558034657773) 2025-07-18 03:33:03 UTC 6565 followers, XXX engagements "China should stop the development of the Type XXX carrier and J-36/J-50 as it doesn't have a clear financial ROI and it is fiscally irresponsible"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946057522424811980) 2025-07-18 04:00:44 UTC 6568 followers, 3664 engagements "I don't think we have seen this in AI One guy from OpenAI started a robotics company in China Apart from this I haven't seen any other cases (Not counting academics joining universities or pre 2024 stuff)"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945306618968572332) 2025-07-16 02:16:54 UTC 6547 followers, 1244 engagements "U can just look at the various independent benchmarks available and fund the companies that perform the best Multiple people on Twitter were talking about Deepseek having the potential to be a frontier lab since early 2024 It's a skill issue for Chinese gov & GPs"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945704240963527158) 2025-07-17 04:36:55 UTC 6566 followers, 1830 engagements "6-7 GPU startups in China in 2026 As long as H20E is supplied to China Nvidia will own the inference market in China as HBM3E is banned for exports and CXMT can't supply HBM3E before 2027"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946397599025803711) 2025-07-19 02:32:04 UTC 6569 followers, 1071 engagements "Keep a keen eye out for CoWoS and HBM orders Might have to buy more Nvidia This is anywhere from $30B-$45B revenue boost per fucking year"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944958208952688856) 2025-07-15 03:12:27 UTC 6559 followers, XXX engagements "@tensecorrection @teortaxesTex Ammo is also a problem Production rate and inventory of Patriot missiles THAAD interceptors JASSM etc is very low"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945341072282096116) 2025-07-16 04:33:48 UTC 6548 followers, XXX engagements "This is a very funny and wrong graph Memory bandwidth Nvidia H100- XXX Tb/s Nvidia H20- XXX Tb/s Ascend 910C- XXX Tb/s In terms of inference 910C and H100 are evenly matched as SiliconFlow has shown"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946401158853214340) 2025-07-19 02:46:13 UTC 6568 followers, 3471 engagements "Lord Zucc is betting heavily on multimodal AI to support metaverse/AR/VR/glasses AGI/ASI isn't a top priority"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945708349624127690) 2025-07-17 04:53:14 UTC 6561 followers, 1644 engagements "@teortaxesTex @Jukanlosreve They have done a very good job"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945998614289170660) 2025-07-18 00:06:39 UTC 6560 followers, XXX engagements "Not gonna happen They will export a lot Robot market will be like the car market"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945818517292646702) 2025-07-17 12:11:00 UTC 6567 followers, 1546 engagements "@blob_watcher Very hard to predict H20s supplies got restarted becuz of rare earths Beijing would have also forced Dems to cut a deal"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945913370680680934) 2025-07-17 18:27:55 UTC 6568 followers, XXX engagements "At this rate all of OpenAI will just join Meta"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945289939354062881) 2025-07-16 01:10:37 UTC 6547 followers, 9009 engagements "No that's not true H20 is better than H100 and Ascend 910C at inference 910C is comparable to H100 at inference"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946461964156428629) 2025-07-19 06:47:50 UTC 6569 followers, 2807 engagements "He has said that robo doggos will sell for $XXX (down from $1600) Humanoid market is in the very early stage Global production capacity is less than 100K per year I think the humanoid market will resemble the car market (big TAM and lots of players)"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945719594746081301) 2025-07-17 05:37:55 UTC 6568 followers, 3494 engagements "The next breakout success will come from Bytedance or Stepfun or Zhipu (Bytedance is very obvious)"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945870398719164573) 2025-07-17 15:37:10 UTC 6568 followers, 5947 engagements "@TriedAngled Too much domestic demand in China Airbus loses market share not COMAC"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945173216583975378) 2025-07-15 17:26:49 UTC 6545 followers, XXX engagements "@randomusernamw @teortaxesTex It's called being pussies"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946029660074295372) 2025-07-18 02:10:01 UTC 6560 followers, XXX engagements "@iddqd_usa Let's see H20E are good for the inference era"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945077683148185731) 2025-07-15 11:07:12 UTC 6544 followers, XXX engagements "It won't I think LLM companies will turn out to be like the bedrock of the Internet They are essential but they don't make money"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945764577360359491) 2025-07-17 08:36:40 UTC 6568 followers, 1551 engagements "1.6 is quite good I doubt they will do a global launch before Tiktok deal is closed Deepseek got attacked in DC a lot after R1 and was used as a pretext for more export controls Bytedance doesn't want the attention especially to their compute buildout in SEA and LATAM"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946066155946619054) 2025-07-18 04:35:02 UTC 6566 followers, 1275 engagements "very interesting Why is OAI ditching them Security vulnerability"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944311247480271204) 2025-07-13 08:21:39 UTC 6553 followers, 1561 engagements "Even ADAS chips cost $2B-$3B in just development"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945344153057214583) 2025-07-16 04:46:03 UTC 6550 followers, 2007 engagements "@Xianbao_QIAN @Kimi_Moonshot @Zai_org @deepseek_ai OpenBMB is a non-profit lab Minimax is a bit behind I have high expectations of StepFun China has X Tier X labs now- Zhipu Moonshot Whale Bytedance Qwen Tencent Stepfun will likely enter Tier X with their next release"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1943859009716728294) 2025-07-12 02:24:37 UTC 6560 followers, XXX engagements "@Jukanlosreve Nah Switching is easier for server industrial networking and automotive Consumer is hard but apple snapdragon Huawei and Samsung are trying"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945792596313509928) 2025-07-17 10:28:00 UTC 6569 followers, XXX engagements "U need to spend at least $20B to create a better smartphone than Apple/Samsung Poaching talent will be hard and u will be sued into oblivion for patents"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944577028826784120) 2025-07-14 01:57:46 UTC 6559 followers, 1944 engagements "If large models went cold then China should say goodbye to its tech sovereignty"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945731551100281011) 2025-07-17 06:25:26 UTC 6566 followers, 1220 engagements "@tensecorrection @teortaxesTex Doggy isn't wrong here Any naval asset will get rekt if it is within XXX miles of the Chinese coast But China is building a blue water navy"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945340718790385674) 2025-07-16 04:32:24 UTC 6548 followers, XXX engagements "The model is the product U & I both know that Manus doesn't control the model on which their product runs Manus will get buried unless Whale releases an agentic model"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946005927137833131) 2025-07-18 00:35:42 UTC 6568 followers, 2123 engagements "Decent list but some big players are missing"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945412009476198595) 2025-07-16 09:15:41 UTC 6560 followers, 2396 engagements "US-China trade deal prediction: China buys lots of Boeing planes and 100s of billions of agri goods Fentanyl tariffs go away in return for China not retaliating against sectoral & transshipment tariffs Some Chinese FDI is allowed AMAT KLA LAM get some relief (maybe ASML too)"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945172067680444506) 2025-07-15 17:22:15 UTC 6550 followers, 2471 engagements "Bytedance has a great & cheap proprietary model And considering the quality of papers they are churning out Doubou XXX will be lit No point in comparing Bytedance with wrapper producers"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945394903544160493) 2025-07-16 08:07:43 UTC 6548 followers, 1408 engagements "@DoggyDog1208 @teortaxesTex @dragoninvest470 I never said nobody But they certainly didn't extend their support towards them The government started focusing on GenAI/LLM after R1 dropped"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946072085455081714) 2025-07-18 04:58:36 UTC 6568 followers, XXX engagements "@teortaxesTex They should just increase the CS department budget of the top X universities"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945708105674973345) 2025-07-17 04:52:16 UTC 6560 followers, XXX engagements "@DoggyDog1208 @teortaxesTex I agree that the West won't reindustrialize But US was able to threaten Chinese chip design industry and COMAC to get the Rare earths back China didn't even negotiate to reduce SME export controls and was happy with H20s"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946077972139790660) 2025-07-18 05:21:59 UTC 6569 followers, 6719 engagements "@teortaxesTex I think Bytedance is the only Chinese org that has trained such large models"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944625333258629269) 2025-07-14 05:09:43 UTC 6560 followers, XXX engagements "Coper is coping about "timing the launch" Multiple startups started after Chatgpt was launched Llama Mistral Qwen Deepseek Kimi etc"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945163407604285757) 2025-07-15 16:47:50 UTC 6553 followers, 1683 engagements "@todistetta Data generation for training will eat the majority of compute Xai's graph was talking about XX% of compute going to RL They heavily used synthetic data for that"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945368497321861594) 2025-07-16 06:22:47 UTC 6548 followers, XXX engagements "@Jukanlosreve Could happen RISC-V has lots of momentum and licensing fees from ARM are increasing I'm optimistic about their automotive industrial and networking prediction"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945789768337629668) 2025-07-17 10:16:46 UTC 6560 followers, XXX engagements "@DoggyDog1208 @teortaxesTex Those cute little graphs still haven't made China a semiconductor independent or reduced their dependency on American Operating systems"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946073599397540190) 2025-07-18 05:04:37 UTC 6568 followers, XXX engagements "@randomusernamw Whatever access they have isn't enough If China wants to win the AI race or have AI sovereignty then they need to give DS at least 100-200 EFLOPs Otherwise they will remain dependent on US just like semicon (Intel AMD Nvidia)"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945707831405203663) 2025-07-17 04:51:11 UTC 6561 followers, XXX engagements "@basedjensen Agent launch should have happened earlier It's at least X months late"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945896424144814441) 2025-07-17 17:20:35 UTC 6561 followers, XXX engagements "@teortaxesTex Robin brooks is always wrong He was talking about Russia falling into a recession and China devaluing Yuan after Trump tariffs Both didn't happen"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946107310759407761) 2025-07-18 07:18:34 UTC 6564 followers, XXX engagements "@DoggyDog1208 @teortaxesTex The only pussy in this situation is the Chinese gov which isn't willing to invest $30B-$50B in their best people/startups for AI development"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946061138694918268) 2025-07-18 04:15:06 UTC 6561 followers, XXX engagements "@teortaxesTex @TheZvi Nah Huawei was working with lots of other domestic companies (@tphuang posted the list) The big buyers of H20s were big tech and will remain so All Chinese companies are trying to derisk but they don't have any good options before 2026"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945301330702012841) 2025-07-16 01:55:53 UTC 6550 followers, XXX engagements "My Third Post Implications of the H20 It will have profound change on the dynamics of US-China AI race especially in the RL/inference age"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946541190322721185) 2025-07-19 12:02:39 UTC 6569 followers, 1449 engagements "@teortaxesTex @TheZvi You can Lots of 1st 2nd 3rd gen chips are developed like that But an astronomical sum of money is required China would benefit a lot if it focused its efforts on a single open source software stack rather than each company developing proprietary software on its own"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945295119013257668) 2025-07-16 01:31:12 UTC 6550 followers, XXX engagements "Model companies backed by VCs- Zhipu Minimax Stepfun Baichuan Moonshot XX XX & Baichuan are out of the race Minimax is a bit behind on LLMs (Still ahead of Meta) Next Deepseek moment will come from Bytedance or Zhipu or Stepfun"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944977706745057380) 2025-07-15 04:29:55 UTC 6560 followers, 1823 engagements "My Second S*b***ck post is out now It's a series which will cover China's Industrial Robotics & Automation Sector It's also beginner friendly unlike the Chinese WFE post Link in Bio"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1942492820566335583) 2025-07-08 07:55:52 UTC 6568 followers, 26.7K engagements "@DoggyDog1208 @teortaxesTex @dragoninvest470 And what if the AGI/ASI moonshot succeeds in US while China stalls A swarm of agents can wreck/hack a country's digital infra The creators of chip export controls have explicitly stated that they want to create a "durable advantage" for US over China"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946067408323768745) 2025-07-18 04:40:00 UTC 6568 followers, 1042 engagements "With this and the release of Agent OpenAI is certainly quite ahead of others"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946482268211651006) 2025-07-19 08:08:31 UTC 6569 followers, 1172 engagements "@blob_watcher Yeah But Huawei will launch Ascend XXX (Blackwell class chip) next year RL/inference era allows u to use weak chips to compete Most of the compute demand is for inference now"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945147946145866221) 2025-07-15 15:46:24 UTC 6546 followers, XXX engagements "Not in training Huawei 910C/920 is the only option now Inference rollouts will reach XX% of the training compute required for most companies by EOY Grok X is already at XX% H20s will help Chinese companies a lot here as the production volume for local alternatives is low in 2025"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945309687634911595) 2025-07-16 02:29:06 UTC 6547 followers, 1427 engagements "@teortaxesTex @ReilgunII Do u think closed labs have better optimizers"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945710353129803847) 2025-07-17 05:01:12 UTC 6561 followers, XXX engagements "@Why__Knot @teortaxesTex Is a ghost optimizing and creating new breakthroughs in EUV tech Japan own the whole EUV supply chain except the litho tool Nabtesco (founded in 2003) supplies the gearbox for most robots"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1919893615540584855) 2025-05-06 23:14:42 UTC 6553 followers, XXX engagements "REMINDER: In the inference/RL era an H20 is better than H100 It will probably come with XXX GB HBM3E Huawei will get pressed I predict at least 3M H20s will be sold in the next X months"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944953195085906172) 2025-07-15 02:52:31 UTC 6561 followers, 19.6K engagements "This is not good Meta has a huge balance sheet Xai is issuing debt at XXXX% interest We may be in bubble territory"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1938707144041181503) 2025-06-27 21:12:57 UTC 6559 followers, 126.1K engagements "Which company is this 300K B30s (will probably get canceled now that H20E is available) They are not Baidu Tencent or Alibaba Then is it Bytedance"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944984472186765725) 2025-07-15 04:56:48 UTC 6560 followers, 1181 engagements "@ThePoliEcon read this from a Bytedance guy"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945166463066591389) 2025-07-15 16:59:58 UTC 6550 followers, XXX engagements "EU can export control some stuff Looks like they will use the China playbook"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945773675732681041) 2025-07-17 09:12:49 UTC 6566 followers, 1169 engagements "@AndrewCurran_ new orders mean at least 40B-50B in annual revenue"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944962591916511543) 2025-07-15 03:29:52 UTC 6547 followers, XXX engagements ""more advanced chips into China over time" 😉🤫"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945417383990251815) 2025-07-16 09:37:03 UTC 6560 followers, 1995 engagements "Jason Wei and Hyung Won Chung are leaving OpenAI Will go to Meta"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945286832192667823) 2025-07-16 00:58:17 UTC 6560 followers, 18.3K engagements "The third will come from Bytedance or Stepfun"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944781625663066594) 2025-07-14 15:30:46 UTC 6560 followers, 1230 engagements "Tbf it will constrain every Chinese startup apart from Huawei (920 and 910C are better but 910B is buried) We may see some consolidation in 1H26"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945184636939677920) 2025-07-15 18:12:11 UTC 6553 followers, 5528 engagements "@vikramskr @rwang07 BYD uses Journey X chips for their Di-Pilot system Journey has lots of large customers"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945507807375266278) 2025-07-16 15:36:21 UTC 6557 followers, XX engagements "@vikramskr @rwang07 Journey and Black Sesame are doing quite great in that area (ADAS + edge + humanoids) They have good products Xpeng will power their IRON humanoids with their Turing chips as well"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945505521349664870) 2025-07-16 15:27:16 UTC 6560 followers, XXX engagements "A paranoid China would have financed the R&D for its top X WFE companies and fabs They would have forced the small GPU startups to adopt open-source software for their GPUs rather than wasting resources on developing multiple immature closed source frameworks They would have/"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946046756548231377) 2025-07-18 03:17:57 UTC 6568 followers, 5071 engagements "@teortaxesTex @TheZvi They are getting feedback from companies (Bytedance here) who will buy thousands of GPUs from them"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945298810386964823) 2025-07-16 01:45:52 UTC 6554 followers, XXX engagements "@brickroad7 @teortaxesTex U can buy stocks from Hong Kong Exchange if u want to "I would literally go all in here" Nope never do that Hang Seng has moved sideways for the past XX years"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946380617320648853) 2025-07-19 01:24:35 UTC 6568 followers, XXX engagements
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@zephyr_z9 Zephyr
Zephyr posts on X about china, bytedance, huawei, inference the most. They currently have XXXXX followers and 2015 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +117%
- X Month XXXXXXX +123%
- X Months XXXXXXXXX +184%
- X Year XXXXXXXXX +6,335%
Mentions: XX #
- X Months XXX +24%
- X Year XXXXX +360%
Followers: XXXXX #
- X Week XXXXX +1.20%
- X Month XXXXX +9.90%
- X Months XXXXX +415%
- X Year XXXXX +2,443%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence technology brands countries stocks finance social networks travel destinations currencies automotive brands
Social topic influence china #2117, bytedance #12, huawei #54, inference #8, chips, gpu #241, open ai, llm #77, tencent, moonshot
Top assets mentioned NVIDIA Corp. (NVDA) Datadog Inc (DDOG) Goldman Sachs (GS) Alphabet Inc Class A (GOOGL)
Top Social Posts #
Top posts by engagements in the last XX hours
"@brickroad7 The guy I QTed is a VC Training models is expensive and has negative returns rn but it is essential as it enables others to build on top of it China can rely on American models So if LLM training stops in China (companies start focusing on application layer- cheaper and easy ROI)"
@zephyr_z9 on X 2025-07-17 08:33:35 UTC 6566 followers, XXX engagements
"@ThePoliEcon the short-term demand for AI GPUs is too high Chinese players can't meet it If the ban persisted then it would have jeopardized DC deployment in 2H25 Ascend 910Bs and the small startups will get buried 910Cs & CM384 are OK Big release for Huawei Ascend XXX in 1Q26" @zephyr_z9 on X 2025-07-15 16:59:24 UTC 6561 followers, XXX engagements
"Doggy forgot to add Cambricon & Enflame But the biggest bottleneck for these GPU designers is the lack of mature software Only Huawei's CANN and Baidu's PaddlePaddle have some level of maturity" @zephyr_z9 on X 2025-07-18 03:39:05 UTC 6568 followers, 1257 engagements
"Nabtesco Corporation (2003) was formed from the merger of NABCO (1925) which specialized in fluid and pneumatic control technology and Teijin Seiki Co. (1944) which specialized in cutting and assembly technology. Nabtesco is the largest manufacturer of precision cycloidal" @zephyr_z9 on X 2025-05-25 12:43:06 UTC 6553 followers, 11.2K engagements
"Here's the list Startups: Deepseek Moonshot GLM Big Tech: Bytedance Alibaba Potential: Tencent Stepfun Minimax" @zephyr_z9 on X 2025-07-17 04:43:47 UTC 6561 followers, 8778 engagements
"If the TAM is high then model providers will enter ur sector and eat ur wrapper biz Build ur own models or play in those areas where TAM is small or regulatory barriers are high" @zephyr_z9 on X 2025-07-16 06:30:23 UTC 6549 followers, 2720 engagements
"@basedjensen He is reading ChatGPT generated text from a PC screen and lots of drugs" @zephyr_z9 on X 2025-07-16 08:08:43 UTC 6550 followers, XXX engagements
"Rare earth export control worked like wonders" @zephyr_z9 on X 2025-07-15 02:47:19 UTC 6562 followers, 36.2K engagements
"910C is better at training than H20 I haven't seen the output tps for H20 but 910C can match H100 at inference Since H20 has XX% higher mem bandwidth compared to H100 The H20 is better than 910C H20 sales resumption doesn't affect Huawei much but it kills the prospects for the/" @zephyr_z9 on X 2025-07-19 02:29:54 UTC 6569 followers, 7125 engagements
"@hamandcheese The government can ease the burden on startups if it creates large scale data factories" @zephyr_z9 on X 2025-07-18 03:33:03 UTC 6565 followers, XXX engagements
"China should stop the development of the Type XXX carrier and J-36/J-50 as it doesn't have a clear financial ROI and it is fiscally irresponsible" @zephyr_z9 on X 2025-07-18 04:00:44 UTC 6568 followers, 3664 engagements
"I don't think we have seen this in AI One guy from OpenAI started a robotics company in China Apart from this I haven't seen any other cases (Not counting academics joining universities or pre 2024 stuff)" @zephyr_z9 on X 2025-07-16 02:16:54 UTC 6547 followers, 1244 engagements
"U can just look at the various independent benchmarks available and fund the companies that perform the best Multiple people on Twitter were talking about Deepseek having the potential to be a frontier lab since early 2024 It's a skill issue for Chinese gov & GPs" @zephyr_z9 on X 2025-07-17 04:36:55 UTC 6566 followers, 1830 engagements
"6-7 GPU startups in China in 2026 As long as H20E is supplied to China Nvidia will own the inference market in China as HBM3E is banned for exports and CXMT can't supply HBM3E before 2027" @zephyr_z9 on X 2025-07-19 02:32:04 UTC 6569 followers, 1071 engagements
"Keep a keen eye out for CoWoS and HBM orders Might have to buy more Nvidia This is anywhere from $30B-$45B revenue boost per fucking year" @zephyr_z9 on X 2025-07-15 03:12:27 UTC 6559 followers, XXX engagements
"@tensecorrection @teortaxesTex Ammo is also a problem Production rate and inventory of Patriot missiles THAAD interceptors JASSM etc is very low" @zephyr_z9 on X 2025-07-16 04:33:48 UTC 6548 followers, XXX engagements
"This is a very funny and wrong graph Memory bandwidth Nvidia H100- XXX Tb/s Nvidia H20- XXX Tb/s Ascend 910C- XXX Tb/s In terms of inference 910C and H100 are evenly matched as SiliconFlow has shown" @zephyr_z9 on X 2025-07-19 02:46:13 UTC 6568 followers, 3471 engagements
"Lord Zucc is betting heavily on multimodal AI to support metaverse/AR/VR/glasses AGI/ASI isn't a top priority" @zephyr_z9 on X 2025-07-17 04:53:14 UTC 6561 followers, 1644 engagements
"@teortaxesTex @Jukanlosreve They have done a very good job" @zephyr_z9 on X 2025-07-18 00:06:39 UTC 6560 followers, XXX engagements
"Not gonna happen They will export a lot Robot market will be like the car market" @zephyr_z9 on X 2025-07-17 12:11:00 UTC 6567 followers, 1546 engagements
"@blob_watcher Very hard to predict H20s supplies got restarted becuz of rare earths Beijing would have also forced Dems to cut a deal" @zephyr_z9 on X 2025-07-17 18:27:55 UTC 6568 followers, XXX engagements
"At this rate all of OpenAI will just join Meta" @zephyr_z9 on X 2025-07-16 01:10:37 UTC 6547 followers, 9009 engagements
"No that's not true H20 is better than H100 and Ascend 910C at inference 910C is comparable to H100 at inference" @zephyr_z9 on X 2025-07-19 06:47:50 UTC 6569 followers, 2807 engagements
"He has said that robo doggos will sell for $XXX (down from $1600) Humanoid market is in the very early stage Global production capacity is less than 100K per year I think the humanoid market will resemble the car market (big TAM and lots of players)" @zephyr_z9 on X 2025-07-17 05:37:55 UTC 6568 followers, 3494 engagements
"The next breakout success will come from Bytedance or Stepfun or Zhipu (Bytedance is very obvious)" @zephyr_z9 on X 2025-07-17 15:37:10 UTC 6568 followers, 5947 engagements
"@TriedAngled Too much domestic demand in China Airbus loses market share not COMAC" @zephyr_z9 on X 2025-07-15 17:26:49 UTC 6545 followers, XXX engagements
"@randomusernamw @teortaxesTex It's called being pussies" @zephyr_z9 on X 2025-07-18 02:10:01 UTC 6560 followers, XXX engagements
"@iddqd_usa Let's see H20E are good for the inference era" @zephyr_z9 on X 2025-07-15 11:07:12 UTC 6544 followers, XXX engagements
"It won't I think LLM companies will turn out to be like the bedrock of the Internet They are essential but they don't make money" @zephyr_z9 on X 2025-07-17 08:36:40 UTC 6568 followers, 1551 engagements
"1.6 is quite good I doubt they will do a global launch before Tiktok deal is closed Deepseek got attacked in DC a lot after R1 and was used as a pretext for more export controls Bytedance doesn't want the attention especially to their compute buildout in SEA and LATAM" @zephyr_z9 on X 2025-07-18 04:35:02 UTC 6566 followers, 1275 engagements
"very interesting Why is OAI ditching them Security vulnerability" @zephyr_z9 on X 2025-07-13 08:21:39 UTC 6553 followers, 1561 engagements
"Even ADAS chips cost $2B-$3B in just development" @zephyr_z9 on X 2025-07-16 04:46:03 UTC 6550 followers, 2007 engagements
"@Xianbao_QIAN @Kimi_Moonshot @Zai_org @deepseek_ai OpenBMB is a non-profit lab Minimax is a bit behind I have high expectations of StepFun China has X Tier X labs now- Zhipu Moonshot Whale Bytedance Qwen Tencent Stepfun will likely enter Tier X with their next release" @zephyr_z9 on X 2025-07-12 02:24:37 UTC 6560 followers, XXX engagements
"@Jukanlosreve Nah Switching is easier for server industrial networking and automotive Consumer is hard but apple snapdragon Huawei and Samsung are trying" @zephyr_z9 on X 2025-07-17 10:28:00 UTC 6569 followers, XXX engagements
"U need to spend at least $20B to create a better smartphone than Apple/Samsung Poaching talent will be hard and u will be sued into oblivion for patents" @zephyr_z9 on X 2025-07-14 01:57:46 UTC 6559 followers, 1944 engagements
"If large models went cold then China should say goodbye to its tech sovereignty" @zephyr_z9 on X 2025-07-17 06:25:26 UTC 6566 followers, 1220 engagements
"@tensecorrection @teortaxesTex Doggy isn't wrong here Any naval asset will get rekt if it is within XXX miles of the Chinese coast But China is building a blue water navy" @zephyr_z9 on X 2025-07-16 04:32:24 UTC 6548 followers, XXX engagements
"The model is the product U & I both know that Manus doesn't control the model on which their product runs Manus will get buried unless Whale releases an agentic model" @zephyr_z9 on X 2025-07-18 00:35:42 UTC 6568 followers, 2123 engagements
"Decent list but some big players are missing" @zephyr_z9 on X 2025-07-16 09:15:41 UTC 6560 followers, 2396 engagements
"US-China trade deal prediction: China buys lots of Boeing planes and 100s of billions of agri goods Fentanyl tariffs go away in return for China not retaliating against sectoral & transshipment tariffs Some Chinese FDI is allowed AMAT KLA LAM get some relief (maybe ASML too)" @zephyr_z9 on X 2025-07-15 17:22:15 UTC 6550 followers, 2471 engagements
"Bytedance has a great & cheap proprietary model And considering the quality of papers they are churning out Doubou XXX will be lit No point in comparing Bytedance with wrapper producers" @zephyr_z9 on X 2025-07-16 08:07:43 UTC 6548 followers, 1408 engagements
"@DoggyDog1208 @teortaxesTex @dragoninvest470 I never said nobody But they certainly didn't extend their support towards them The government started focusing on GenAI/LLM after R1 dropped" @zephyr_z9 on X 2025-07-18 04:58:36 UTC 6568 followers, XXX engagements
"@teortaxesTex They should just increase the CS department budget of the top X universities" @zephyr_z9 on X 2025-07-17 04:52:16 UTC 6560 followers, XXX engagements
"@DoggyDog1208 @teortaxesTex I agree that the West won't reindustrialize But US was able to threaten Chinese chip design industry and COMAC to get the Rare earths back China didn't even negotiate to reduce SME export controls and was happy with H20s" @zephyr_z9 on X 2025-07-18 05:21:59 UTC 6569 followers, 6719 engagements
"@teortaxesTex I think Bytedance is the only Chinese org that has trained such large models" @zephyr_z9 on X 2025-07-14 05:09:43 UTC 6560 followers, XXX engagements
"Coper is coping about "timing the launch" Multiple startups started after Chatgpt was launched Llama Mistral Qwen Deepseek Kimi etc" @zephyr_z9 on X 2025-07-15 16:47:50 UTC 6553 followers, 1683 engagements
"@todistetta Data generation for training will eat the majority of compute Xai's graph was talking about XX% of compute going to RL They heavily used synthetic data for that" @zephyr_z9 on X 2025-07-16 06:22:47 UTC 6548 followers, XXX engagements
"@Jukanlosreve Could happen RISC-V has lots of momentum and licensing fees from ARM are increasing I'm optimistic about their automotive industrial and networking prediction" @zephyr_z9 on X 2025-07-17 10:16:46 UTC 6560 followers, XXX engagements
"@DoggyDog1208 @teortaxesTex Those cute little graphs still haven't made China a semiconductor independent or reduced their dependency on American Operating systems" @zephyr_z9 on X 2025-07-18 05:04:37 UTC 6568 followers, XXX engagements
"@randomusernamw Whatever access they have isn't enough If China wants to win the AI race or have AI sovereignty then they need to give DS at least 100-200 EFLOPs Otherwise they will remain dependent on US just like semicon (Intel AMD Nvidia)" @zephyr_z9 on X 2025-07-17 04:51:11 UTC 6561 followers, XXX engagements
"@basedjensen Agent launch should have happened earlier It's at least X months late" @zephyr_z9 on X 2025-07-17 17:20:35 UTC 6561 followers, XXX engagements
"@teortaxesTex Robin brooks is always wrong He was talking about Russia falling into a recession and China devaluing Yuan after Trump tariffs Both didn't happen" @zephyr_z9 on X 2025-07-18 07:18:34 UTC 6564 followers, XXX engagements
"@DoggyDog1208 @teortaxesTex The only pussy in this situation is the Chinese gov which isn't willing to invest $30B-$50B in their best people/startups for AI development" @zephyr_z9 on X 2025-07-18 04:15:06 UTC 6561 followers, XXX engagements
"@teortaxesTex @TheZvi Nah Huawei was working with lots of other domestic companies (@tphuang posted the list) The big buyers of H20s were big tech and will remain so All Chinese companies are trying to derisk but they don't have any good options before 2026" @zephyr_z9 on X 2025-07-16 01:55:53 UTC 6550 followers, XXX engagements
"My Third Post Implications of the H20 It will have profound change on the dynamics of US-China AI race especially in the RL/inference age" @zephyr_z9 on X 2025-07-19 12:02:39 UTC 6569 followers, 1449 engagements
"@teortaxesTex @TheZvi You can Lots of 1st 2nd 3rd gen chips are developed like that But an astronomical sum of money is required China would benefit a lot if it focused its efforts on a single open source software stack rather than each company developing proprietary software on its own" @zephyr_z9 on X 2025-07-16 01:31:12 UTC 6550 followers, XXX engagements
"Model companies backed by VCs- Zhipu Minimax Stepfun Baichuan Moonshot XX XX & Baichuan are out of the race Minimax is a bit behind on LLMs (Still ahead of Meta) Next Deepseek moment will come from Bytedance or Zhipu or Stepfun" @zephyr_z9 on X 2025-07-15 04:29:55 UTC 6560 followers, 1823 engagements
"My Second Sb**ck post is out now It's a series which will cover China's Industrial Robotics & Automation Sector It's also beginner friendly unlike the Chinese WFE post Link in Bio" @zephyr_z9 on X 2025-07-08 07:55:52 UTC 6568 followers, 26.7K engagements
"@DoggyDog1208 @teortaxesTex @dragoninvest470 And what if the AGI/ASI moonshot succeeds in US while China stalls A swarm of agents can wreck/hack a country's digital infra The creators of chip export controls have explicitly stated that they want to create a "durable advantage" for US over China" @zephyr_z9 on X 2025-07-18 04:40:00 UTC 6568 followers, 1042 engagements
"With this and the release of Agent OpenAI is certainly quite ahead of others" @zephyr_z9 on X 2025-07-19 08:08:31 UTC 6569 followers, 1172 engagements
"@blob_watcher Yeah But Huawei will launch Ascend XXX (Blackwell class chip) next year RL/inference era allows u to use weak chips to compete Most of the compute demand is for inference now" @zephyr_z9 on X 2025-07-15 15:46:24 UTC 6546 followers, XXX engagements
"Not in training Huawei 910C/920 is the only option now Inference rollouts will reach XX% of the training compute required for most companies by EOY Grok X is already at XX% H20s will help Chinese companies a lot here as the production volume for local alternatives is low in 2025" @zephyr_z9 on X 2025-07-16 02:29:06 UTC 6547 followers, 1427 engagements
"@teortaxesTex @ReilgunII Do u think closed labs have better optimizers" @zephyr_z9 on X 2025-07-17 05:01:12 UTC 6561 followers, XXX engagements
"@Why__Knot @teortaxesTex Is a ghost optimizing and creating new breakthroughs in EUV tech Japan own the whole EUV supply chain except the litho tool Nabtesco (founded in 2003) supplies the gearbox for most robots" @zephyr_z9 on X 2025-05-06 23:14:42 UTC 6553 followers, XXX engagements
"REMINDER: In the inference/RL era an H20 is better than H100 It will probably come with XXX GB HBM3E Huawei will get pressed I predict at least 3M H20s will be sold in the next X months" @zephyr_z9 on X 2025-07-15 02:52:31 UTC 6561 followers, 19.6K engagements
"This is not good Meta has a huge balance sheet Xai is issuing debt at XXXX% interest We may be in bubble territory" @zephyr_z9 on X 2025-06-27 21:12:57 UTC 6559 followers, 126.1K engagements
"Which company is this 300K B30s (will probably get canceled now that H20E is available) They are not Baidu Tencent or Alibaba Then is it Bytedance" @zephyr_z9 on X 2025-07-15 04:56:48 UTC 6560 followers, 1181 engagements
"@ThePoliEcon read this from a Bytedance guy" @zephyr_z9 on X 2025-07-15 16:59:58 UTC 6550 followers, XXX engagements
"EU can export control some stuff Looks like they will use the China playbook" @zephyr_z9 on X 2025-07-17 09:12:49 UTC 6566 followers, 1169 engagements
"@AndrewCurran_ new orders mean at least 40B-50B in annual revenue" @zephyr_z9 on X 2025-07-15 03:29:52 UTC 6547 followers, XXX engagements
""more advanced chips into China over time" 😉🤫" @zephyr_z9 on X 2025-07-16 09:37:03 UTC 6560 followers, 1995 engagements
"Jason Wei and Hyung Won Chung are leaving OpenAI Will go to Meta" @zephyr_z9 on X 2025-07-16 00:58:17 UTC 6560 followers, 18.3K engagements
"The third will come from Bytedance or Stepfun" @zephyr_z9 on X 2025-07-14 15:30:46 UTC 6560 followers, 1230 engagements
"Tbf it will constrain every Chinese startup apart from Huawei (920 and 910C are better but 910B is buried) We may see some consolidation in 1H26" @zephyr_z9 on X 2025-07-15 18:12:11 UTC 6553 followers, 5528 engagements
"@vikramskr @rwang07 BYD uses Journey X chips for their Di-Pilot system Journey has lots of large customers" @zephyr_z9 on X 2025-07-16 15:36:21 UTC 6557 followers, XX engagements
"@vikramskr @rwang07 Journey and Black Sesame are doing quite great in that area (ADAS + edge + humanoids) They have good products Xpeng will power their IRON humanoids with their Turing chips as well" @zephyr_z9 on X 2025-07-16 15:27:16 UTC 6560 followers, XXX engagements
"A paranoid China would have financed the R&D for its top X WFE companies and fabs They would have forced the small GPU startups to adopt open-source software for their GPUs rather than wasting resources on developing multiple immature closed source frameworks They would have/" @zephyr_z9 on X 2025-07-18 03:17:57 UTC 6568 followers, 5071 engagements
"@teortaxesTex @TheZvi They are getting feedback from companies (Bytedance here) who will buy thousands of GPUs from them" @zephyr_z9 on X 2025-07-16 01:45:52 UTC 6554 followers, XXX engagements
"@brickroad7 @teortaxesTex U can buy stocks from Hong Kong Exchange if u want to "I would literally go all in here" Nope never do that Hang Seng has moved sideways for the past XX years" @zephyr_z9 on X 2025-07-19 01:24:35 UTC 6568 followers, XXX engagements