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FairAndUnbiased

Brigadier
Registered Member
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In Malaysia and Singapore, there are many people in the investment and business community who are yet again very bullish about Trump and very doom and gloom for China. They are also predicting yet again that India is the next big thing. I am seeing deja vu because they have been saying this since Trump 1.0.

I've listened to investments, business, and even Feng Shui talks. And they have all been claiming year after year, that this year, China and the CPC will be humbled. Last time it was Covid, then its the property crash, then it's the Ukraine War, then it's the rise of Supapowar India, and now it's Trump 2.0. These people continue to cheer for to the Anglo world, Taiwan, HK, Japan, SK, and increasingly, India. Its obvious where they're getting their news from. But for them to believe the Jai Hind media? These people always bet against China. I've gone beyond the point of trying to understand them. Now, I can only laugh at them.
can't wake those pretending to be asleep.
 

horse

Colonel
Registered Member
In the long run either China controls TSMC or TSMC gets destroyed or US gets cut off from all Asian semiconductor, there is no long run for the Americans.

In the short run you'll need to squeeze 50x better performance out of 1 node increment to make up for superior Chinese sofware, and node improvements are barely 10%

Americans can't brute their way out of fundamentally inferior culture....

Even though this is not my field, and I am pulling this out of my ass, but clearly, those American A.I. companies are royally F-ed right now, and there is no way out of it.

I based that on the fact, that DeepSeek was using 8-bit technology application or applying 8-bit at a time. Something like that. Haha!

Like, holy crap! Haha!

8-bit means, in one calculation of the computer, 8-bits are sent and calculated.

Those Nvida chips? What are they? 128 bit? 256 bit? Betcha they calculating those clock-cycles (?) to the max!

This is how badly they got beat. How elegant is that programming by DeepSeek.

All this means, this is not a plateau for DeepSeek, they will get more hardware for their side project, they are just getting started.

:D
 

Chevalier

Captain
Registered Member

Biscuits

Colonel
Registered Member
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In Malaysia and Singapore, there are many people in the investment and business community who are yet again very bullish about Trump and very doom and gloom for China. They are also predicting yet again that India is the next big thing. I am seeing deja vu because they have been saying this since Trump 1.0.

I've listened to investments, business, and even Feng Shui talks. And they have all been claiming year after year, that this year, China and the CPC will be humbled. Last time it was Covid, then its the property crash, then it's the Ukraine War, then it's the rise of Supapowar India, and now it's Trump 2.0. These people continue to cheer for to the Anglo world, Taiwan, HK, Japan, SK, and increasingly, India. Its obvious where they're getting their news from. But for them to believe the Jai Hind media? These people always bet against China. I've gone beyond the point of trying to understand them. Now, I can only laugh at them.
That's why these countries are third world and remain third world for the foreseeable future
 
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