extremely information dense and energized, everything from China's hypercompetitiveness to AI hardware buildout projections

Would be a 7 but isn't timeless

China is super OP

China has insane power (electricity) density, and building so much all the time that they could totally spin up a 10GW data center without us noticing

Huawei is insanely good. Globally competitive with two hands tied behind their back (sanctions on lots of stuff, running on older fabs than rest of world, etc)

^do not underestimate China.

China is getting around the chip sanctions with enough success

Tons of espionage, lots of Chinese companies catch up so quickly bc they're stealing secrets from everyone else. Keep getting caught but keeps happening

Mindset in China is that in 5 years we will be attacked by the west and need to work extremely hard every day so we will win

Also this group is just hilarious together

Tsmc has like 75k employees and 50k have PhDs wtf