Paul T
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pstasiatech.bsky.social
Paul T
@pstasiatech.bsky.social
Unflinching unideological views from industry and personal experience on the nexus of technology, geopolitics, and US China relations and beyond. Focus on semiconductors, AI stack, AI governance, digital assets, and the meaning of life.
Yep, this has been happening for some time. The October 9 controls were coming, but 50 Percent Rule forced Beijing's hand early.....initial media comments on the Chinese controls mischaracterized their origin and potential impact...it will depend...
October 23, 2025 at 5:43 PM
Nice....
March 5, 2025 at 12:59 PM
Right, that is the typical response of the low information Elon critic. You are suffering from the Elon Derangement Syndrome so deeply I fear there is no hope for you. You clearly do not want to understand...much easier and comforting to traffic in silly memes...
March 3, 2025 at 2:57 PM
For more on the impact of DeepSeek on the open source community outside China, see here.
pstaidecrypted.substack.com/p/the-deepse...
The DeepSeek Effect: What DeepSeek means outside of China
Western tech leaders embrace DeepSeek despite government skepticism, bans, and conspiracy theories. This is not the "shunning" of Chinese AI open source models you were looking for...
pstaidecrypted.substack.com
March 3, 2025 at 2:56 PM
Observers are characterizing this as unprecedented levels of information release about an open source/weight model and how it was developed. This is an important part of #TheDeepSeekEffect.
March 3, 2025 at 2:56 PM
Absurd. This is a typical what I call "low information" Elon critic stance, based exclusively on what you have read in the mainstream media. It is hard to educate yourself on what is really happen, but it is worth the effort.....
March 3, 2025 at 12:42 PM
I get it but think this is a rather stupid response to the issue and is counterproductive. It also plays into the conservative industries pushing back on EVs and Tesla that would like to see Tesla fail. So it is aligning with the past, not the future....
March 3, 2025 at 12:41 PM
Targeting Elon is convenient but lazy, a self righteous moment that is based on specious justifications and short-sighted feel good-ism.
February 27, 2025 at 3:06 PM
Most people make decisions on cars based on energy use, the planet, and their children, not not on the CEO. Your toilet paper comes from the Koch brothers, who arguably have been much worse for the country and planet, by far.
February 27, 2025 at 3:06 PM
Do not agree that that is what Elon is doing. The narrative on Elon is largely driven by media tropes, and "nazi" is a convenient but very lazy epithet to throw around, but it sells and drives clicks. Elon's motivations are complex, and should not be pigeonholed into these silly comparisons.
February 27, 2025 at 3:03 PM
Despite the happy talk, nothing that happens in Ukraine in next 5 years will change the current equation: Chinese firms hold multiyear leads all along the supply chain...
February 27, 2025 at 3:01 PM
@pstasiatech.bsky.social It is also not about either mining or processing, its about producing actual products, like rare earth magnets and graphite anodes, and cathodes using a variety of critical minerals.
February 27, 2025 at 3:01 PM
Marro: “It’s not entirely clear how [reliance on Ukraine] would dislodge China’s place from that global supply chain, given that the processing capabilities in any market are going to struggle to match what China currently offers."
February 27, 2025 at 3:01 PM
Give them some time and credit. Have you ever tried to assess the programs and spending of a multi-trillion dollar government? And stop imputing motives to Elon that are frankly absurd...
February 27, 2025 at 1:56 PM