gitah · HackerTrans

gitah

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Amazon Prime Live Events

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1 pointsby gitah9 lat temu0 comments

Amazon Twitch Prime

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2 miesiące temudiscuss

If you're going to compare OpenRouter numbers for DeepSeek at least use the same metric to compare Gemini. During last week DeepSeek V4 Flash did 3.72T tokens which is way higher than combined token counts for Gemini (2.5 Flash + 3.5 Flash + 3.1 Pro)

DeepSeek's official API, which has 10x cheaper cached input cost isn't even on OpenRouter as a provider, so just like Google, most volume is not going through OpenRouter. (Gemini's official hosted api is on OpenRouter BTW)

Also you're comparing an API with Google's internal corporate and consumer app use. Bytedance announced they were using 63T tokens/day (441T / week) at the end of 2025, so they are probably even higher than Google now. We don't know how much weekly tokens the DeepSeek chatapp uses, but it would also be a very high number much higher than OpenRouter tokens.

For the real reason of the recent price drops, go ask your AI about how much it would cost to run DeepSeek V4 or MiMo 2.5 after Ascend 950 PR have started to be mass delivered in 2026 Apr at $10k / card.

5 lat temudiscuss

Ironically, Compound suffered a even bigger issue (money wise) a few weeks ago:

* https://rekt.news/compound-rekt/

* HN discussion: https://news.ycombinator.com/item?id=28716979

5 lat temudiscuss

Just compare construction GDP between China and US. Both report a similar amount nominally (once adjusted for exchange rate), but China uses more than 10x the cement and steel as the US.

This is for actually building things. On the tertiary side, housing service GDP (ex. rent and inputed rent) has the US report 2-3x more than China despite having 25% the population.

9 lat temudiscuss

Combine the e-scooter with the bike sharing concept and you'll have the next big revolution.

9 lat temudiscuss

Don't think I can ever convince people like you. In terms of scale, driving down costs and adoption, Tesla is a shrimp.

Keep being arrogant and think the world revolves around Silicon Valley tech companies. When EVs completely replaces ICE, people like you will think Musk did by himself against dumb incumbents while completely ignoring the much much greater contributions of everyone else.

I'll just leave with this statistic [1]:

> China’s demand for electric bus batteries is almost equal to that of demand for all electric vehicle batteries

[1] https://www.bloomberg.com/view/articles/2017-12-08/china-goe...

9 lat temudiscuss

1) New models will obviously have more range than ones 4 years ago... My point was the Tesla Semi should be treated as incremental rather than revolutionary, just like releasing a new smartphone model with more RAM than one 4 years ago. Also the Tesla Semi hasn't even launched yet so they can easily overpromise making comparisons with any existing offerings difficult.

2) As with Ford for ICE vehicles, affordable EVs selling higher volumes are much more important to than the premium EVs offered by Tesla in terms bringing the tech mainstream. In this way, BYD and Nissan should be credited much more than Tesla. In terms of contribution, I would put BYD much higher than Tesla: BYD manufacturers their own batteries, sell more vehicles, drive industry competition in the much more relevant CN market, and their success influnced the Chinese government to phase out ICE cars.

3) My post was specifically replying the the person above who was worshipping Musk on a pedestal and giving all the credit to Tesla.

9 lat temudiscuss

This is typical Silicon Valley hype taking credit for everything. There were many EV manufacturers around the same time as Tesla (ex. Nissan, BYD). Even earlier, the supply chain for lithium batteries got momentum due to electric buses and hybrid vehicle manufactures but no one gives them credit, only Tesla for some reason. Currently, Tesla is only a small chunk of the entire EV and battery market but still gets all the credit.

You can see this in the Tesla Semi or the Tesla battery pack announcement. Companies have been mass producing them 4 years before and are already being used in production today. However, being B2B, these products were largely low key. But somehow Tesla gets all the credit these and "moving the industry forward". Chinese and Korean battery manufactures have also been expanding production like crazy and account for the vast majority of production but only the GigaFactory gets any mention which cause some people think Tesla alone is responsible for the decreasing price of batteries.

Major auto manufactures are working on EV mainly due to government policy. I agree private companies seeing traction selling EVs is a large impetus for the new government policies, but to only credit Tesla is over-exagerating it's contributions. How much does Tesla influence Chinese policy when 95% of Chinese EVs are made by domestic brands?

9 lat temudiscuss

This is a very Silicon Valley / US bubble mindset. Telsa/GM/Nissan have made much contribution but your are missing the major factor driving the EV industry forward which is government industrial policy.

The real reason is EU and China have announced their intention of banning ICE vehicles around 2030 with China having very aggressive EV marketshare goals starting next year. Companies that do not meet EV sale goals will have to buy credits from others that do just like a carbon emission market. This is causing all major automakers to not be complacent and invest heavily in EVs.

9 lat temudiscuss

Completely agree with you. The article looks at just a few companies and use them to claim Chinese brands as a whole won't succeed internationally ever. Very myopic.

The conclusion would be different if the author analyzed Chinese smartphone brands instead. Five years ago, even the domestic market was dominated by foreign brands like HTC and Samsung; now the domestic market is the complete opposite. Looking at the supply chain, back then all China provided was low-paid final assembly. Now, Chinese companies are very competitive in supplying most of the parts: displays, camera modules, fingerprint scanners, enclosures, sound components, RF components, batteries, SOC, etc. Only high-end semiconductor components (RAM, NAND, application processors) are lacking but Chinese industrial policy will rapidly help this area catch up.

Chinese smartphones (phones with a Chinese brand not just manufactured there) have seen massive success internationally in the past couple of years and now make up HALF of global marketshare. In India, OnePlus has higher customer loyalty and sales than Apple in the high-end and Xiaomi is neck in neck with Samsung as the marketshare leader starting from zero two years ago.

Now remember, all of this happened in just the last five years. What other industries will break out in the next 5 years?

9 lat temudiscuss

Whenever China is discussed on HN, someone usually pops up with overly negative and biased comments that explain why China is doomed prefaced with "I have lived in China" like it adds extra validity.

This is like an Chinese international student coming to the US, reading about the opioid epidemic, obesity epidemic, the rust belt, black gang violence, out-of-wedlock birth rates, the world's highest incarceration rates, Hurricane Maria destroying Peruto Rico, mass shootings in Vegas, Flint water crisis, healthcare bankruptcy, the rise of alt-right Trump voters, 11M illegal immigrants, high P/E in the stock market, unsustainable pension obligations, social security crisis etc. and coming to the conclusion that the US is doomed. Obviously, the US has many problems but to only focus on the negatives but not the strengths is not an objective analysis.

===

Regarding your anecdotes:

1) I a cousin who grew up in rural Shandong, who moved to Shanghai with nothing and live in one these neighborhoods "a few subway stops away" and drives an electric scooter. While the living standards is not as good as the city center or rich western cities, his apartment is small but clean with running water and functional toilets. His standard of living is not any worse than when my family first immigrated to Canada. To say 90% of Chinese people in Shanghai lives in squalor is absurd and shows how biased you are.

2) These anecdotes of some your rich friends are pretty meaningless. I'm sure you can find vain people in any western city including the bay area as well. I know rich Chinese families who "half" immigrated to Canada who still have plenty of assets and business in China and want their children to go back after graduating from a Canadian university.

3) Making bets like this has cost hedge funds billions of dollars: https://www.bloomberg.com/news/articles/2017-09-07/down-240-...

4) Make similar comments like this about African American achievement and you'll quickly realize how racist it is and stop. But it's suddenly okay to say the same thing about Chinese since westerners aren't socialized to understand the racism and do not feel the same amount of shame.

9 lat temudiscuss

Just walk around a BestBuy in the US and you'll quickly realize how many Chinese brands there are: TP-Link routers, Huawei routers and phones, Lenovo laptops, Hisense TVs, ZTE phones, DJI drones, Haier appliances, Ninebot scooters, Instantpot press cookers, etc. If you also count brands owned by Chinese companies than include GE appliances and Motorola, Alcatel, Blackberry smartphones.

Go on Amazon.com and Chinese brands are bestsellers in many electronic categories: Anker/Sunvalleytek in phone accessories, Yi in action cameras and dash cams and security cameras, TCL in televisions, etc.

Also the rest of the world isn't just US. Chinese smartphone brands have 50% marketshare world wide. Xiaomi, Huawei, OPPO are growing fast in South Asia, South East Asian and MENA. Transsion (you've probably never even heard of this company) owns phone brands that dominate Africa and is the marketshare leader there. Chinese home appliance and consumer electronic brands are also big in non-western countries.

9 lat temudiscuss

I don't get it. US workers still have 5x higher average income than China. Doesn't this suggest there are still a ton of technological improvement left to exploit? Why can't China just keep walking the same path of technological improvement as the US?

9 lat temudiscuss

Can you elaborate?

From the article, Pettis assumes the following is true:

  1) China has overinvested in infrastructure and manufacturing capacity to such an extent 
  that in the aggregate the cost of additional 
  public sector investment exceeds the present 
  value of future increases in productivity generated by 
  the investment

and

  2) China's long-term sustainable growth rate is substantially below the economy's current GDP growth target

Why does he make these assumptions without also analyzing the technology improvement aspect? I don't see anything about that in this article.

9 lat temudiscuss

When you have a hammer everything looks like a nail. My problem with these kind of analysis is that it pretty much only looks at things from a financial perspective thinking it's the be-all-end all.

However, on first level principles, money is simply an abstraction; it's a medium for trading your services for other people's services. And if you become more efficient, you can buy more services with the same amount of effort and vice versa. The root cause of this increase in efficiency is technology.

As a developing country, China has lots of easy productivity growth just by adopting current technologies on the technological frontier. Therefore, I think an analysis on how fast China is advancing in various technological areas and their industrial policy would be much more useful than one just at a financial level. Are Chinese companies as a whole becoming more productive and creating new technology?

9 lat temudiscuss

Wonder why DIY houses aren't a thing anymore? Seems like a good idea.

I think self-assembling DIY house would be a huge game changer.

9 lat temudiscuss

They're also neighbors who live in the same neighborhood:

https://en.wikipedia.org/wiki/Medina,_Washington

You can kinda see both of their mansions (covered by privacy hedges) when driving across the SR-520.

10 lat temudiscuss

It would probably require 15-20 years if automation does reach the scale to have macro-level effects on employment. By that time China's economy will be 2x-3x bigger than it is now with GDP per capita around 30k USD. China would essentially be a developed country at that point.

It's easy to assume and take for granted that the US will create all the automation technology. However, I think it's more probable that China will move up the value chain and be the ones to own and develop these technologies, especially in manufacturing as China already has a super strong manufacturing ecosystem and talent (think Silicon Valley and Software).

If China owns the technology, the wealth would be in China so less will be available to spread around for basic income in developed countries like the US.