Miscellaneous News

Temstar

Brigadier
Registered Member
I am now depressed because I realized that damn whale is better at forum shitposting than me:
1737927143169.png
Also the realisation that instead of the default serious business like tone, if you ask DeepSeek to write in witty or sarcastic tone it instantly feels much more human like, which in some ways is a disturbing thought.
 

Serb

Junior Member
Registered Member
I said, if the rumors are true.

Also, Trump / Elon would never announce a back door deal until it's signed & complete, but believing this is totally made up is also foolish; likely it is the US negotiating position.

As far as kill switches go, all I know is that the US completely shut out Huawei smart phones from the global market via sanctions. During its height, Huawei was above Apple in total sales and was just about to over take Samsung. Yes, Huawei is making a come back now, but only in China. Its market share outside of China was completely destroyed by the Trump administration, so excuse me for thinking it might be the same threat they're using against Byte Dance today.
Huawei is basically already just slightly below the pre-sanctions profit level (at around 93% in the first half of 2024) with diversified offerings. However, Huawei will now also rise 10X faster in the near future just by virtue of being forced by the US sanctions to go so hard into cutting-edge R&D in the last few years- supported by the govt as a result of that. Their upper limit now is literally sky-high and raised many times over thanks to the blessings of the US. If they stuck to only smartphones, it would not be the case. Look at Russia, China, Chinese other sanctioned companies, etc. They are all having a renaissance. China should pray Trump sanctions as many of them as possible. The US sanctions = fuel units.
 

iewgnem

Junior Member
Registered Member
I said, if the rumors are true.

Also, Trump / Elon would never announce a back door deal until it's signed & complete, but believing this is totally made up is also foolish; likely it is the US negotiating position.

As far as kill switches go, all I know is that the US completely shut out Huawei smart phones from the global market via sanctions. During its height, Huawei was above Apple in total sales and was just about to over take Samsung. Yes, Huawei is making a come back now, but only in China. Its market share outside of China was completely destroyed by the Trump administration, so excuse me for thinking it might be the same threat they're using against Byte Dance today.
There's nothing made up about it, Trump has been vocal about wanting to negotiate forever, your problem is equating a report that simply repeated Trump wants a deal with his actually having any chance of getting a deal. I mean the fact that "tariffs" of all things is what they want to bargain with means it's not even a team doing the fantasizing, it's just Trump personally.

Let's not forget US law already require ByteDance to sell and ByteDance already ignored US law, let's also not forget both Biden and Trump already demonstrated beyond all doubt they can't afford for TikTok to actually shut down. Even just one of those two is sufficent to demonstrate how much chance of Trump's fantasy happening... And let's not forget the humiliation Americans just received from users going to XHS instead of Facebook, this isn't even just bluffing after everyone saw your cards, thihs is trying to bluff after you already played your cards....

Lastly do you want to compute how much market share Apple will have if they can't make any, and I mean ANY phones if China cuts off their access to all Asian supply chain? Because market share is zero sum, and if Apple (or any other non-Chinese phone makers) can't make any phones, guess who gets all the market share? China is the only nation in history to be fully self sufficent in semi-conductors, handsets and software stack, the implications of this fact will become fully apparent in such a scenerio.

Trump has been out of the loop for 4 years and he's 78, the guy lives in a fantasy world where China isn't actively destroying American AI or rasiing export prices or banning critical tech exports or sending drones to Russia, everyone's from crypto bros to AI scammers to Indians are playing him for an idiot, China is no exception, but let's not pretend Americans still have any cards left.
 

Eventine

Junior Member
Registered Member
Huawei is basically already just slightly below the pre-sanctions profit level (at around 93% in the first half of 2024) with diversified offerings. However, Huawei will now also rise 10X faster in the near future just by virtue of being forced by the US sanctions to go so hard into cutting-edge R&D in the last few years- supported by the govt as a result of that. Their upper limit now is literally sky-high and raised many times over thanks to the blessings of the US. If they stuck to only smartphones, it would not be the case. Look at Russia, China, Chinese other sanctioned companies, etc. They are all having a renaissance. China should pray Trump sanctions as many of them as possible. The US sanctions = fuel units.
Huawei was sanctioned in 2018 and its revenue has barely recovered in 2024 compared to 6 years ago. In addition, its market share of every consumer segment is basically negligible outside of China. We can’t pretend US sanctions didn’t cut Huawei down to size - it would have been a juggernaut larger than Samsung (~2x Huawei revenue) if it didn’t happen.

That’s not to say Huawei hasn’t made the best of the situation. But not every company can make a pivot to core research like Huawei. And even if they did there’s no guarantee they’ll be able to reclaim global market share. I’ll remind that the latest wave of globally influential tech. from China has no items from Huawei, and that Huawei has not been able to make much head way with its Harmony OS beyond China.
 

SanWenYu

Captain
Registered Member
What the hell, DeepSeek R1 in Chinese is super funny and human like, here's someone asking it how does it feel about making headlines in recent days:

View attachment 144443
View attachment 144444
That's some wild Chinese training data, like as if they trained it based on weibo memelord or something. I dig how it keeps referring to the person interacting with it as "you mankind".

"You can't blame me if Nvidia's share price drops, what's next Jensen Huang's leather jacket loses a button and you'll blame that on me too?"
"next time the server goes down cus you're all ddosing me can you not screenshot it and post all over weibo, even AI like me don't want to lose face".
Has someone asked DS to comment on the TT refugees?

EDIT: removed extra quotes by accident
 
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ficker22

Senior Member
Registered Member
I am now depressed because I realized that damn whale is better at forum shitposting than me:
View attachment 144446
Also the realisation that instead of the default serious business like tone, if you ask DeepSeek to write in witty or sarcastic tone it instantly feels much more human like, which in some ways is a disturbing thought.
A billion Chinese swimmin, why not a billion Chinese typing???? Real AI? From chicom, never!
 

Serb

Junior Member
Registered Member
Huawei was sanctioned in 2018 and its revenue has barely recovered in 2024 compared to 6 years ago. In addition, its market share of every consumer segment is basically negligible outside of China. We can’t pretend US sanctions didn’t cut Huawei down to size - it would have been a juggernaut larger than Samsung (~2x Huawei revenue) if it didn’t happen.

And what's your point? The Chinese market is basically 1/3 of the world in every single consumer segment on average. Imagine in few years.

Whereas Xiaomi and other smartphone companies are also filling the gaps left outside. "Juggernaut" can't be dependent on foreign tech lol.
 

Eventine

Junior Member
Registered Member
And what's your point? The Chinese market is basically 1/3 of the world in every single consumer segment on average. Imagine in few years.

Whereas Xiaomi and other smartphone companies are also filling the gaps left outside. "Juggernaut" can't be dependent on foreign tech lol.
My argument is that, contrary to what many people seem to believe, the US still does have a lot of cards to play.

On this particular topic, it has two powerful cards: 1) a virtual monopoly on software platforms for phones and PCs (in the form of IOS, Android, Windows, and even Linux if we go by the recent removal of Russian contributors from Linux's code base), 2) being the sole financial super power of the world, controlling the flow of the vast majority of global capital through its SWIFT system, stock market, and currency.

There's a reason no one outside of China and Russia really dare to do business with a sanctioned entity - the US can completely crush them in retaliation just by either freezing their financial assets (almost always in dollars), or by just banning them from the IOS and Android App. Stores, if they're a software company. The wealth of the so called "global elite" outside of China and Russia is almost entirely in the hands of US banks and trading houses. That's why the US can isolate and contain countries like Iran and Cuba with the stroke of a pen.

In short, the US is not helpless, and that's why a negotiated settlement favorable to the US may, in fact, happen.

That doesn't mean I agree with it. But dismissing it out right is foolish and ignores the advantages the US does have.
 
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