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VOICE ARCHIVE

@hassankhan

@hassankhan
33 posts
2026-01-03
I do not think the Apple EV case is instructive about *industrial capabilities.* Apple is a *high margin hardware business* and it's more likely they saw that EVs were a ~zero margin business given intense Chinese competition. Why scale capex for a business with no returns?
2026-01-03 View on X
Dan Wang

Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, how China and the US are building the future, and more

danwang.co/2025-letter/ Conor Sen / @conorsen : This is how I learned I'm a better fit for finance culture and tech culture.  You only succeed in tech culture by fully embracing th...

Many great lines in this letter (the crack on Europeans and ACs my favorite) but this observation is something I feel viscerally [image]
2026-01-03 View on X
Dan Wang

Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, how China and the US are building the future, and more

danwang.co/2025-letter/ Conor Sen / @conorsen : This is how I learned I'm a better fit for finance culture and tech culture.  You only succeed in tech culture by fully embracing th...

2026-01-02
Many great lines in this letter (the crack on Europeans and ACs my favorite) but this observation is something I feel viscerally [image]
2026-01-02 View on X
Dan Wang

Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, and how China and the US are building the future

One way that Silicon Valley and the Communist Party resemble each other is that both are serious, self-serious, and indeed, completely humorless.

2025-04-26
although semiconductors are the focal industry in the current geopolitical battle both sides keep exempting them from tariffs because critical industries on either side can't easily substitute the goods
2025-04-26 View on X
Washington Post

Sources: China has quietly exempted from tariffs at least eight classifications of US-made microchips, as it seeks to exempt “irreplaceable” goods

duties paid are eligible for refunds Wency Chen / South China Morning Post : China said to waive retaliatory tariffs on some US chip imports in sign of trade war thaw Meaghan Tobin...

2025-04-09
Was discussing this with my former coworkers who are still at Apple working in operations [Screenshot of Lutnick's “The army of millions and millions of human beings screwing in little screws to make iPhones — that kind of thing is going to come to America”, with a comment: “I have seen the slide with that exact cost analysis and can tell you that is not happening lol"]
2025-04-09 View on X
CNN

The White House says that tariffs on China are set to rise to 104% at 12:01am ET on April 9 after China missed Trump's deadline to remove its reciprocal tariffs

President Donald Trump is set to impose an astounding 104% in levies across all Chinese imports on Wednesday …

Was discussing this with my former coworkers who are still at Apple working in operations [Screenshot of Lutnick's “The army of millions and millions of human beings screwing in little screws to make iPhones — that kind of thing is going to come to America”, with a comment: “I have seen the slide with that exact cost analysis and can tell you that is not happening lol"]
2025-04-09 View on X
9to5Mac

White House Press Secretary Karoline Leavitt says that President Trump “believes” the US has the labor, workforce, and resources to build iPhones in the US

Trump's massive 104% tariffs on China are set to go into effect at midnight tonight, a move that will have a major impact on Apple and its supply chain.

2024-12-18
This is the second round I've seen AMD participate in lately (Ayar). Do they have an internal venture shop?
2024-12-18 View on X
Wall Street Journal

Data center operator Vultr raised $333M led by LuminArx, with participation from AMD and others, at a $3.5B valuation, its first outside funding round

AMD's investment is part of how the chip giant plans to make a dent in the artificial intelligence chip market dominated by Nvidia

2024-05-21
These are some Hard Tech Series C company ramping their first factory numbers it's genuinely impressive they lost this much money for an app that has ~zero innovations
2024-05-21 View on X
Variety

Truth Social parent Trump Media and Technology Group reports $771K in Q1 revenue, a $327.6M net loss, a $12.1M operating loss, and plans a “live TV” platform

2023-12-11
CHIPS has announced its first award [image]
2023-12-11 View on X
New York Times

The US awards the first CHIPS Act grant to BAE Systems, giving the defense contractor $35M to quadruple production of chips used in F-15 and F-35 fighter jets

The award, which will go to BAE Systems, is part of a new government program aimed at creating a more secure supply of semiconductors.

2023-11-29
This piece is a reminder that the reorganization of global trade networks is mediated by firms and the people who work for them. A key component of that is how corporate cultures navigate nation state boundaries. Worth your time.
2023-11-29 View on X
Rest of World

A look at Foxconn's struggles to manufacture the iPhone 15 in India, contending with language barriers, labor disputes, regulatory hurdles, and more

Chinese engineers are flying to India to train the next generation of iPhone builders.  —  • SUNGUVARCHATRAM, INDIA

2023-11-25
Nvidia reported $18.1B revenue w/ $4.7B COGS. Let's assume 100% of that is to TSMC. Coincidentally, 37% of TSMC's Q3 revenue was on the N4/N5 node ($17.3B, $6.4B, Nvidia ~3/4). So, Nvidia generates more revenue than TSMC but only represents ~1/4 of TSMC's sales! [image]
2023-11-25 View on X
Tom's Hardware

Analysis: Nvidia was the world's biggest chip company by revenue in Q3, with revenue of $18.12B, vs. TSMC's $17.28B, Intel's $14.16B, and Samsung's $12.52B

Mark Tyson / Tom's Hardware :

2023-10-06
Looks like links in ads still have a headline? lol what a dumb fucking website [image]
2023-10-06 View on X
The Wrap

X starts removing preview headlines from posts with article links, showing only the lead image and domain name; Elon Musk mentioned the change in August 2023

https://www.washingtonpost.com/ ... @rickf@indieweb.social : In other words, “please generate needless clicks so I can boost ‘engagement’ on the platform to get more advertisers ba...

2023-10-05
Looks like links in ads still have a headline? lol what a dumb fucking website [image]
2023-10-05 View on X
The Wrap

X starts removing preview headlines from posts with article links, showing only the lead image and domain name; Elon Musk mentioned the change in August 2023

The platform formerly known as Twitter now only displays outside sites' featured images on its iPhone app

2023-08-20
Removing the block option would violate TOS for both the App Store and Play Store
2023-08-20 View on X
The Verge

Elon Musk claims “block is going to be deleted as a ‘feature’, except for DMs”, without giving any details, in a reply to a user's X post about block vs. mute

the ability to block trolls Metro.co.uk : Elon Musk plans to stop letting X (formerly Twitter) users block each other Jorge Aguilar / Android Police : The app formally known as Twi...

2023-08-19
Removing the block option would violate TOS for both the App Store and Play Store
2023-08-19 View on X
The Verge

Elon Musk claims “block is going to be deleted as a ‘feature’, except for DMs”, without giving any details, in a reply to a user's X post about block vs. mute

Elon Musk says X's — formerly Twitter's — block feature is on the chopping block …

2023-07-19
What's heartbreaking here exactly? That she's better at monetizing attention than you? [image]
2023-07-19 View on X
Washington Post

A look at “non-playable character” TikTok creators, like Pinkydoll, who livestream themselves doing robotic and repetitive actions for digital tips

On TikTok, a woman named Pinkydoll with a thousand-yard stare faces you, undulating just enough to let you know she's alive.

This woman is doing no one harm. That podcast is a cesspool of bad takes.
2023-07-19 View on X
Washington Post

A look at “non-playable character” TikTok creators, like Pinkydoll, who livestream themselves doing robotic and repetitive actions for digital tips

On TikTok, a woman named Pinkydoll with a thousand-yard stare faces you, undulating just enough to let you know she's alive.

2022-08-16
oh COME ON https://twitter.com/...
2022-08-16 View on X
New York Times

a16z invests in Adam Neumann's residential real estate management startup Flow, sources say ~$350M at a $1B+ valuation, the firm's largest-ever individual check

Our nation has a housing crisis.  —  The demographic trends driving … Ryan Deffenbaugh / Protocol : Can proptech go with Adam Neumann's Flow? Edward Ongweso Jr / VICE : NIMBY Marc ...

2022-07-19
The first piece I've seen that's made explicit what CHIPS truly is: a bailout of Intel under the guise of “American competitiveness” https://www.reuters.com/...
2022-07-19 View on X
Reuters

Sources: several US chip makers have deliberated over whether to oppose the Chips Act if its final language disproportionately benefits manufacturers like Intel

2022-01-31
We're not at full employment until gig economy startups can't find workers https://twitter.com/...
2022-01-31 View on X
Wall Street Journal

A look at the fight between six rapid grocery delivery startups in NYC, which have raised $5.5B+ since 2020; sources say some are losing $20/order on average