"Send in the missiles"
Expecting rationality from an irrational actor is a fool's game.You got it backwards, its China that has the killswitch over the US AI and US economy
Killing Huawei was 100x more important than Tiktok. US already used up all its cards, best one was EUV.
Even supposing US had a magical killswitch, why would they waste it on TikTok? Does not pass litmus test
A bit too much analysis imo.I shared a theory in the AI thread about how the "50k H100s" might have came about, crossposting it here
Artificial Intelligence thread
Tongyi Qianwen has open-sourced a new visual understanding model, Qwen2.5-VL, the flagship visual language model of the Qwen model family, with three sizes: 3B, 7B, and 72B. The main features of Qwen2.5-VL: ◆Visual understanding: Qwen2.5-VL is not only good at identifying common objects such...www.sinodefenceforum.com
Bloody hell, they seem to be well on track to pissing everyone off with this cowboy idiot nonsense. Has the concept of diplomacy and humility occurred to Trump, I guess not given his lack of a brain but damn am impressed at how quickly everything went south on his watch"Send in the missiles"
F*ck that guyA bit too much analysis imo.
Dylan was the first person to claim 50k hoppers on Twitter. Not a big secret.
Any action he makes has to be viewed through the lens of him personally wanting more US chip sanctions on Chinese companies.
It's was his entire MO before he started SemiAnalysis, since he thinks sanction evasion is the only reason China is showing any progress on chips or AI.
"Send in the missiles"
How long until someone jumps out and say "The cartels are Chinese!"?