russli1993

11 ngày trướcdiscuss

Chinese solar technology is multiple generations ahead of US companies. First solar panels have a conversion rate of 17% while longi is 24.8% and demonstrating 26%. First solar should be out of the market without US government subsidies and protectionism.

russli1993

11 ngày trướcdiscuss

WS 15 is already shipping with latest J20, its trust to weight ratio is above 10.

russli1993

11 ngày trướcdiscuss

CJ1000A is being certified by 2028. It is equivalent to LEAP engines on fuel burn. WS15 and WS19 are all shipping today and have thrust to weight ratio above 10. CJ2000 is a 35-ton trust, genx fuel burn class engine, on track for 2030.

russli1993

13 ngày trướcdiscuss

if you look at the price per gb of memory, at today's prices its only equal to 2014. People don't complain about memory prices back then. The reality is modern world just need much more memory. Before 8GB memory was enough, today my 32GB memory is 95% used all the time due to chrome. And my 2TB SSD is filled with 4K HDR videos. This is not counting massive storage needs by datasets, AI models, KV caches, and bandwidth needed for LLM inferencing.

russli1993

13 ngày trướcdiscuss

US restriction on China is not just GPU, but total blockade of anything semi related all the way from fab equipment to final chips. Same restriction will work on any other country. But it does not work on China. Not only there are astonishing number of crazy smart AI researchers in China, but also the entire semi supply chain, from fab machines to GPU/XPU chips and software ecosystems, is advancing extremely rapidly. China will be the only country where every step of the AI supply chain from materials, fab equipment, lithography, 7nm to 3nm logic fabs, HBM, packaging, photonics, GPU/CPU/XPU, software ecosystem, frontier AI labs, power production and power generation equipment are all within a single country.

russli1993

14 ngày trướcdiscuss

Maybe software people can get around this issue by not making every app a electron bloat? This is now more than doable now you got AI right? And it will save your job

russli1993

14 ngày trướcdiscuss

cxmt is also selling their memory similar to the big three. No one hardware company in their right mind will sell their products not as high as possible after you learn how much harder hardware engineer and fab people work for.

russli1993

14 ngày trướcdiscuss

if demand is too high, the market will adjust by adding supply. If Apple can't take the price of memory, why don't they make memory themselves. Oh no, the technical and manufacturing know-how is a barrier to entry and there is no talent available to make it. That is memory or semi companies' competitive advantages and their pricing power. It also takes Phd degrees to work at hardware companies. You can't have people doing leetcode for 2 months and todo apps and getting into the field and make 300k a year and hardware engineers wih Phds making 100k before this boom. It is long overdue for a rebalance of pricing power between hardware and software companies

russli1993

14 ngày trướcdiscuss

memory is a commodity is laughable. Then software engineering is even more a commodity, the amount of engineering going into making memory chips the vast majority of people don't understand. There are a lot of software engineers getting this field after leetcoding and copy from hellointerview. Claude can write you an app in 30 minutes. Try build a lpddr5 dram chip in 30 minutes. Manufacturing know how itself is a specialty and barrier to entry.

russli1993

14 ngày trướcdiscuss

And hyper-scalers, Apple, AI labs all will die if memory makers can't sell to them?

russli1993

3 tháng trướcdiscuss

Lol, software company execs didn't see this coming. Fire all your experienced devs to jump on Anthropic bandwagon. Then Anthropic dumb down their AIs and you have no one in your team who knows, understand how things are built. Your entire company goes down. Your entire company's operation depends on the whims of Anthropic. If Anthropic raises prices by 10% per year, you have to eat it. This is what you get when you don't respect human beings and human talent.

russli1993

4 tháng trướcdiscuss

Chargers don't charge at 1.5MW 100% of time. You have grid storage batteries serving as buffer. It can be charged at steady rate by the grid all the time. People need time to drive in and out of the station. The math works out really well.

russli1993

4 tháng trướcdiscuss

They simply use a few grid storage batteries. Chargers don't charge at 1.5MW 100% of time. You also have people driving in and out of the station. The math works out really well.

russli1993

4 tháng trướcdiscuss

BYD is shipping both charging stations and cars with blade battery 2.0 first half of 2026. Both economic and premium models can charge from 0 - 97% under 12 minutes. They are also building these charging stations right now and few hundreds are already operational.

russli1993

4 tháng trướcdiscuss

there needs to be battery chemistry improvements. Otherwise, with existing batteries, charging at these speeds will cause too much heat and shorten battery life span. BYD is offering 1.5MW charging with increased battery lifespan and without increasing the heat dissipation requirements. Another improvement compared to current crop of batteries is charge curve. Charging from 80 to 95%, BYD batteries can handle higher power than current batteries at MAX

russli1993

4 tháng trướcdiscuss

BYD did not go to specifics about their blade 2.0 battery that enables this, but there has to be battery chemistry and manufacturing advancements. CATL shared some details on their 12C LFP batteries before, they lowered li-ion mobility resistance, increased how the anode and cathode can accept more li-ions at faster rates. Another improvement for blade 2.0 battery is the charge curve is much better. 80 - 90 % can have much higher charging rates.

russli1993

năm ngoáidiscuss

Chinese companies are working euv litho, its coming.

russli1993

năm ngoáidiscuss

Completely different, it is not a content ban but a sanction against entire company Bytedance. Capcut was also removed, how is the video editing app influence public perception and steal US data?

China gave foreign internet applications a list of rules to comply. And these are doable rules, u may not want to do them, but they are doable. That is why Bing, iCloud, AWS, Microsoft office, Azure, Tesla's cars, some of hosts critical and sensitive Chinese data are operating fine in China, even used by governments and state-owned companies.

And Google and Meta are currently earning 10s of billions of dollars from Chinese advertisers. And google and Meta can offer any other services to China that is not regulated by online community services.

Chinese citizens can visit Google and Meta apps using VPN, Google and Meta can transact with Chinese companies. Chinese rules just target online community-based services with a list of doable rules.

Tiktok's original wish is to replicate China's rules for foreign online services in China in the US. So have US citizens do the data and code, implement whatever censorship regime US government wants, store US data on US servers. Allow US government official inside the company to review and oversee code, algorithm and data practices. Allow US government kill switch to turn off the app if they see anything. This is reciprocity of rules.

But US is not giving any technical, doable options for you to adhere to. It is giving two options: either we kill you, or we give you a knife so you can kill yourself. China gives foreign companies room to live, so your workers have jobs and income, your inventor keep their inventions and private assets. US gives the foreign company two options: either we kill you, or we give you a knife so you can kill yourself. Your workers are out of jobs, what was a comfortable livelihood gone, your inventor's invention is destroyed, you will not get what your invention is worth, your private assets are gone. Or we can take your invention away from you and you lose all control of your baby in the future. If you don't see the difference, I have no word for you.

China doesn't kill your companies. Take away the invention from the inventor, take away assets, IP, technology, branding from the inventor, forcing the inventor the giveaway the baby they invented and worked so hard on. China just don't want you say certain things within its borders, but everyone can live, have a job, get paid, bring food to the table. US just want to end your company, make everyone jobless, and you can't say what you want to say anyway because everything is gone.

russli1993

năm ngoáidiscuss

Yes, you can also force sale or ban. And you should do that, because the US has shown it is legal and moral.

russli1993

năm ngoáidiscuss

Completely different. At least China's rules are technical and can be achieved. Bing, iCloud, AWS, Microsoft office, exchange, Azure are all in China. Of course, whether you want to comply the rules is up to you, but it is doable. Facebook can be in China if they adhere to rules, there were rumors they were going to offer a Chinese version of Facebook but stopped because of backlash, but the point is rule are technical and are doable.

Facebook and Google are still making tens of billions from Chinese advertisers selling stuff on their platform. And China never forced Facebook or Google to sell themselves to Chinese owners, so completely give up control on branding, IP, code, data and all assets etc etc.

US is not even giving you any technical rules to comply with. Tiktok's approach to US is replicate China's rules for foreign internet companies in China. All content moderation done by US employees, US employee work on code and data. Data stored in US based servers. But US companies operating in China, like iCloud, AWS and Azure, US employees can still get access to Chinese data for daily engineering operations, like debugging. Tiktok also offered US government appoint security and natsc officials on Tiktok senior leadership, overseeing all code and data practices. US government have kill switch to shutdown Tiktok if they find anything. Tiktok is perfectly fine with US government implementing the censorship to censor whatever US government doesn't like. These details are equal to China's practices.

But US is not allowing that, it just sell yourself 100% to US owner or get banned. And ban is much more draconian than Chinese ban. Chinese citizens can visit FB using VPN, and companies can transact with FB and Google, hence billions of advertising dollars for these companies. US ban targets all transaction with Bytedance, hence Google, Apple and Oracle are completely geofencing US users that even US user using VPN can't access Bytedance services. And Chinese regulations target specific type of products, Meta's FB main app may not be in China, but FB advertising is. US ban targets Bytedance, the entire company. Capcut, a video editing app is also banned in the US. What data does a video editing app collect? How does a video editing app affect public discourse and opinions? How is Capcut a national security threat? What evidence is there?

US is not offering you a chance to comply, it is offering you a knife to kill yourself, and say here, you got options, why don't u kill yourself. Anyone who think it is not an insult is just, I have no words for you. China gives foreign companies room to live, so your workers have jobs and income, your inventor keep their inventions and private assets. US gives the foreign company two options: either we kill you, or we give you a knife so you can kill yourself. Your workers are out of jobs, what was a comfortable livelihood gone, your inventor's invention is destroyed, you will not get what your invention is worth, your private assets are gone. Or we can take your invention away from you and you lose all control of your baby in the future. If you don't see the difference, I have no word for you.

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