Martijn Rasser
@martijnrasser.bsky.social
Senior Advisor at the Special Competitive Studies Project
Pinned
Martijn Rasser
@martijnrasser.bsky.social
· Nov 22
“If the Americans are to be overtaken, one thing must be done: surpass them in science and technology.”
- Wang Huning, America Against America (1991)
- Wang Huning, America Against America (1991)
China's export restrictions on rare earth elements are forcing EV manufacturers to innovate and explore alternative technologies to de-risk supply chains
manufacturingdigital.com/news/ev-manu...
manufacturingdigital.com/news/ev-manu...
Why EV Manufacturing is Moving Away from Chinese Rare Earths
China's export restrictions on rare earth elements are forcing EV manufacturers to innovate and explore alternative technologies to de-risk supply chains
manufacturingdigital.com
November 30, 2025 at 6:50 AM
China's export restrictions on rare earth elements are forcing EV manufacturers to innovate and explore alternative technologies to de-risk supply chains
manufacturingdigital.com/news/ev-manu...
manufacturingdigital.com/news/ev-manu...
The Kremlin pitched the White House on peace through business. To Europe’s dismay, the president and his envoy are on board.
www.wsj.com/world/russia...
www.wsj.com/world/russia...
Make Money Not War: Trump’s Real Plan for Peace in Ukraine
The Kremlin pitched the White House on peace through business. To Europe’s dismay, the president and his envoy are on board.
www.wsj.com
November 29, 2025 at 9:57 AM
The Kremlin pitched the White House on peace through business. To Europe’s dismay, the president and his envoy are on board.
www.wsj.com/world/russia...
www.wsj.com/world/russia...
Harlingen, Friesland, after which the city in Texas was named.
November 29, 2025 at 9:39 AM
Harlingen, Friesland, after which the city in Texas was named.
Wing, the Chinese owner of Nexperia, is trying to regain control of the chipmaker through the Dutch Supreme Court.
Nexperia's headquarters in the Netherlands is calling for consultations, but no rapprochement has been reached.
www.nrc.nl/nieuws/2025/...
Nexperia's headquarters in the Netherlands is calling for consultations, but no rapprochement has been reached.
www.nrc.nl/nieuws/2025/...
Moederbedrijf Nexperia in cassatie tegen uitspraak: ‘geen eerlijk proces’
Chipcrisis: Wing, de Chinese eigenaar van Nexperia, probeert via de Hoge Raad de controle over de chipmaker terug te krijgen. Het Nexperia-hoofdkantoor in Nederland roept op tot overleg, maar van toen...
www.nrc.nl
November 28, 2025 at 8:35 PM
Wing, the Chinese owner of Nexperia, is trying to regain control of the chipmaker through the Dutch Supreme Court.
Nexperia's headquarters in the Netherlands is calling for consultations, but no rapprochement has been reached.
www.nrc.nl/nieuws/2025/...
Nexperia's headquarters in the Netherlands is calling for consultations, but no rapprochement has been reached.
www.nrc.nl/nieuws/2025/...
European officials fear the continent will be left behind as the U.S., China and Russia vie for economic, technological and military dominance
www.wsj.com/world/europe...
www.wsj.com/world/europe...
Europe Fears It Can’t Catch Up in Great Power Competition
Underarmed and politically fractious, the continent worries it is becoming the biggest loser in the new era of transactional politics.
www.wsj.com
November 28, 2025 at 7:10 AM
European officials fear the continent will be left behind as the U.S., China and Russia vie for economic, technological and military dominance
www.wsj.com/world/europe...
www.wsj.com/world/europe...
Mick Jagger. Rolling Stone. Cultural icon. And cricket streaming pioneer
www.nytimes.com/athletic/678...
www.nytimes.com/athletic/678...
Mick Jagger. Rolling Stone. Cultural icon. And cricket streaming pioneer
The Rolling Stones' lead singer, a huge cricket fan, spotted the huge potential of the internet while others still treated it with suspicion
www.nytimes.com
November 27, 2025 at 7:14 AM
Mick Jagger. Rolling Stone. Cultural icon. And cricket streaming pioneer
www.nytimes.com/athletic/678...
www.nytimes.com/athletic/678...
An Auto Holy Grail: Motors That Don’t Rely on Chinese Rare Earths www.nytimes.com/2025/11/24/b...
An Auto Holy Grail: Motors That Don’t Rely on Chinese Rare Earths
www.nytimes.com
November 25, 2025 at 12:26 PM
An Auto Holy Grail: Motors That Don’t Rely on Chinese Rare Earths www.nytimes.com/2025/11/24/b...
“Although some doubts are creeping in globally about how quickly AI will transform the world, China isn’t waiting: It wants to deploy what is available today quicker than the U.S. can, locking in any advantages.”
www.wsj.com/tech/ai/ai-r...
www.wsj.com/tech/ai/ai-r...
Robots and AI Are Already Remaking the Chinese Economy
China’s factories and ports are learning to make and export more goods faster, cheaper and with fewer workers.
www.wsj.com
November 25, 2025 at 12:04 PM
“Although some doubts are creeping in globally about how quickly AI will transform the world, China isn’t waiting: It wants to deploy what is available today quicker than the U.S. can, locking in any advantages.”
www.wsj.com/tech/ai/ai-r...
www.wsj.com/tech/ai/ai-r...
While cleaning out their late mother's California attic last Christmas, three brothers made a life-changing discovery under a pile of faded newspapers: one of the first Superman comics ever made.
www.bbc.com/news/article...
www.bbc.com/news/article...
Superman edition found in mum's attic is most valuable comic ever at $9.12m
It's a bird! It's a plane! It's a new record after Man of Steel comic found in a California home is auctioned.
www.bbc.com
November 21, 2025 at 10:52 PM
While cleaning out their late mother's California attic last Christmas, three brothers made a life-changing discovery under a pile of faded newspapers: one of the first Superman comics ever made.
www.bbc.com/news/article...
www.bbc.com/news/article...
AMD’s Lisa Su has a new chip and a new goal: To grab a big chunk of an AI business that could reach $1 trillion a year.
www.wsj.com/tech/ai/amd-...
www.wsj.com/tech/ai/amd-...
The Chip CEO Staring Down Nvidia and Talk of an AI Bubble
Su has a new chip and a new goal: To grab a big chunk of an AI business that could reach $1 trillion a year.
www.wsj.com
November 21, 2025 at 9:52 PM
AMD’s Lisa Su has a new chip and a new goal: To grab a big chunk of an AI business that could reach $1 trillion a year.
www.wsj.com/tech/ai/amd-...
www.wsj.com/tech/ai/amd-...
CrowdStrike Counter Adversary Operations identifies innocuous trigger words that lead DeepSeek to produce more vulnerable code.
www.crowdstrike.com/en-us/blog/c...
www.crowdstrike.com/en-us/blog/c...
CrowdStrike Researchers Identify Hidden Vulnerabilities in AI-Coded Software
CrowdStrike researchers reveal how trigger words cause DeepSeek-R1 to generate vulnerable code—exposing new AI-driven risks in software development.
www.crowdstrike.com
November 21, 2025 at 1:58 PM
CrowdStrike Counter Adversary Operations identifies innocuous trigger words that lead DeepSeek to produce more vulnerable code.
www.crowdstrike.com/en-us/blog/c...
www.crowdstrike.com/en-us/blog/c...
To Meld A.I. With Supercomputers, National Labs Are Picking Up the Pace www.nytimes.com/2025/11/20/t...
To Meld A.I. With Supercomputers, National Labs Are Picking Up the Pace
www.nytimes.com
November 20, 2025 at 4:45 PM
To Meld A.I. With Supercomputers, National Labs Are Picking Up the Pace www.nytimes.com/2025/11/20/t...
China is priming its people and the world for a new pressure campaign on Taiwan
www.wsj.com/world/china/...
www.wsj.com/world/china/...
China Is Priming Its People and the World for a New Pressure Campaign on Taiwan
Beijing’s strategy, known as “the pen and the gun,” employs a domestic media campaign and aggressive rhetoric toward Taipei’s friends.
www.wsj.com
November 20, 2025 at 11:45 AM
China is priming its people and the world for a new pressure campaign on Taiwan
www.wsj.com/world/china/...
www.wsj.com/world/china/...
Europe’s Chip Dreams Confront Business Realities www.nytimes.com/2025/11/19/t...
Europe’s Chip Dreams Confront Business Realities
www.nytimes.com
November 19, 2025 at 11:44 AM
Europe’s Chip Dreams Confront Business Realities www.nytimes.com/2025/11/19/t...
Ford Motor CEO Jim Farley tells politicians a hard truth about the American labor force.
www.wsj.com/opinion/ford...
www.wsj.com/opinion/ford...
Opinion | Why Ford Can’t Find Mechanics
Forget about reshoring manufacturing without more skilled workers.
www.wsj.com
November 18, 2025 at 11:27 AM
Ford Motor CEO Jim Farley tells politicians a hard truth about the American labor force.
www.wsj.com/opinion/ford...
www.wsj.com/opinion/ford...
Polish Prime Minister Donald Tusk described an explosion on the country’s rail network near the Ukraine border as an “unprecedented act of sabotage”
www.wsj.com/world/europe...
www.wsj.com/world/europe...
Poland Says Rail Explosion Was ‘Unprecedented Act of Sabotage’
Prime Minister Donald Tusk said the goal of the sabotage was to blow up a train and that additional damage had been identified elsewhere on the route.
www.wsj.com
November 17, 2025 at 9:42 PM
Polish Prime Minister Donald Tusk described an explosion on the country’s rail network near the Ukraine border as an “unprecedented act of sabotage”
www.wsj.com/world/europe...
www.wsj.com/world/europe...
The world’s richest men are earnestly talking about traveling to outer space to build gigantic data centers to train artificial-intelligence models among the stars
www.wsj.com/tech/now-tec...
www.wsj.com/tech/now-tec...
Now Tech Moguls Want to Build Data Centers in Outer Space
Energy constraints in the artificial-intelligence race are causing tech companies to think out of this world.
www.wsj.com
November 16, 2025 at 12:54 PM
The world’s richest men are earnestly talking about traveling to outer space to build gigantic data centers to train artificial-intelligence models among the stars
www.wsj.com/tech/now-tec...
www.wsj.com/tech/now-tec...
Yann LeCun invented many fundamental components of modern AI. Now he’s convinced most in his field have been led astray by the siren song of large language models.
www.wsj.com/tech/ai/yann...
www.wsj.com/tech/ai/yann...
He’s Been Right About AI for 40 Years. Now He Thinks Everyone Is Wrong.
Yann LeCun invented many fundamental components of modern AI. Now he’s convinced most in his field have been led astray by the siren song of large language models.
www.wsj.com
November 15, 2025 at 10:05 PM
Yann LeCun invented many fundamental components of modern AI. Now he’s convinced most in his field have been led astray by the siren song of large language models.
www.wsj.com/tech/ai/yann...
www.wsj.com/tech/ai/yann...
US shipbuilding is a strategic liability.
Rebuilding our industrial base at scale is impossible without robotics & AI.
Transformation, not replacement. This creates the skilled workforce we need.
Full analysis w/ @wendyranderson.bsky.social: substack.com/home/post/p-...
Rebuilding our industrial base at scale is impossible without robotics & AI.
Transformation, not replacement. This creates the skilled workforce we need.
Full analysis w/ @wendyranderson.bsky.social: substack.com/home/post/p-...
November 15, 2025 at 6:20 PM
US shipbuilding is a strategic liability.
Rebuilding our industrial base at scale is impossible without robotics & AI.
Transformation, not replacement. This creates the skilled workforce we need.
Full analysis w/ @wendyranderson.bsky.social: substack.com/home/post/p-...
Rebuilding our industrial base at scale is impossible without robotics & AI.
Transformation, not replacement. This creates the skilled workforce we need.
Full analysis w/ @wendyranderson.bsky.social: substack.com/home/post/p-...
Big companies have teams to guide AI strategy—small-business owners are noodling with ChatGPT, Gemini and other tools until something works
www.wsj.com/tech/ai/thes...
www.wsj.com/tech/ai/thes...
These Small-Business Owners Are Putting AI to Good Use
Big companies have teams to guide tech strategy—smaller firms noodle until something works.
www.wsj.com
November 15, 2025 at 1:39 PM
Big companies have teams to guide AI strategy—small-business owners are noodling with ChatGPT, Gemini and other tools until something works
www.wsj.com/tech/ai/thes...
www.wsj.com/tech/ai/thes...
Six charts show the gaps between AI hype and AI reality, where record capital expenditures on data centers run up against the ground truths of physical infrastructure
www.wsj.com/tech/ai/when...
www.wsj.com/tech/ai/when...
When AI Hype Meets AI Reality: A Reckoning in 6 Charts
Record capital expenditures and data-center planning are running up against the ground truths of physical infrastructure.
www.wsj.com
November 14, 2025 at 3:25 PM
Six charts show the gaps between AI hype and AI reality, where record capital expenditures on data centers run up against the ground truths of physical infrastructure
www.wsj.com/tech/ai/when...
www.wsj.com/tech/ai/when...
Trump Administration Prepares Tariff Exemptions in Bid to Lower Food Prices www.nytimes.com/2025/11/13/u...
Trump Administration Prepares Tariff Exemptions in Bid to Lower Food Prices
www.nytimes.com
November 14, 2025 at 1:20 PM
Trump Administration Prepares Tariff Exemptions in Bid to Lower Food Prices www.nytimes.com/2025/11/13/u...
The US has rolled back tariffs and natsec measures. China has done…nothing.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
China and US Still to Agree on Rare Earth Deal Weeks After Talks
The US and China are still negotiating over the key details of how Beijing will free up sales of rare earths, according to a person familiar with the matter, weeks after a trade truce that Washington ...
www.bloomberg.com
November 14, 2025 at 1:17 PM
The US has rolled back tariffs and natsec measures. China has done…nothing.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Spicy 🌶️: Amazon and Microsoft support the Gain AI Act, which would give priority to U.S. demand for chips before exports to China and some other countries.
www.wsj.com/tech/amazon-...
www.wsj.com/tech/amazon-...
Exclusive | Amazon and Microsoft Back Effort That Would Restrict Nvidia’s Exports to China
Legislation in Washington would give tech leaders preferential access to chips at their data centers around the world.
www.wsj.com
November 14, 2025 at 4:02 AM
Spicy 🌶️: Amazon and Microsoft support the Gain AI Act, which would give priority to U.S. demand for chips before exports to China and some other countries.
www.wsj.com/tech/amazon-...
www.wsj.com/tech/amazon-...