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VOICE ARCHIVE

Shaun Rein

@shaunrein
9 posts
2025-12-18
The Dutch have smart engineers but dumb politicians. The Chinese have smart engineers & smart politicians Obviously China will be able to make EUV lithography machines. Anyone who says they won't is either stupid, racist or bigot ASML will lose China market just like Nvidia
2025-12-18 View on X
Reuters

Sources: China built a working prototype of an EUV machine in early 2025 with a team of former ASML engineers who reverse-engineered the company's EUV machines

In a high-security Shenzhen laboratory, Chinese scientists have built what Washington has spent years trying to prevent …

2025-10-13
The Dutch long ago decided to become a vassal to America & try to contain China. Now they steal Nexperia in a way that will destroy Europe as an investment destination for Chinese firms I wrote about Dutch bad behavior in my book The Split - I argued the Dutch had made their bed [image]
2025-10-13 View on X
Financial Times

The Dutch government takes control of Chinese-owned Dutch chipmaker Nexperia using its Goods Availability Act, a first, to safeguard chip supply for Europe

Move by The Hague escalates frictions between western countries and Beijing over access to high-end technology

2025-04-09
Forget cocaine and fetanyl, Mexican gangs are going to start smuggling iPhones, Air Jordans and t-shirts from China, Vietnam and Cambodia into America
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 …

2025-01-27
American tech bros throwing hissy fits, saying China's DeepSeek is overrated or illegal Why they losing their minds? DeepSeek is open source & 96% cheaper than OpenAI Silicon Valley tech bros lost multi-billion valuations overnight. VCs should lose jobs for throwing money away
2025-01-27 View on X
Bloomberg

DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT, stirring doubts in Silicon Valley about the strength of the US' AI lead

- App's lower-cost model upends premise for AI spending boom  — Stocks of chip gear makers ASML and Advantest plunge

2025-01-26
In 1 week, from DeepSeek to Red Note, Chinese tech companies have shattered the self-confidence of Silicon Valley Techbros at OpenAI, Facebook, Google wetting their pants I predicted this would happen in my 2014 book The End of Copycat China but SV & media attacked me as a
2025-01-26 View on X
MIT Technology Review

Rather than weakening China's AI capabilities, US sanctions appear to be driving startups like DeepSeek to innovate by prioritizing efficiency and collaboration

The AI community is abuzz over DeepSeek R1, a new open-source reasoning model.  —  The model was developed by the Chinese AI startup DeepSeek …

In 1 week, from DeepSeek to Red Note, Chinese tech companies have shattered the self-confidence of Silicon Valley Techbros at OpenAI, Facebook, Google wetting their pants I predicted this would happen in my 2014 book The End of Copycat China but SV & media attacked me as a
2025-01-26 View on X
Financial Times

Industry insiders say DeepSeek's focus on research makes it a dangerous competitor as it's willing to share breakthroughs rather than protect them for profits

China is pulling the same trick.  —  www.ft.com/content/747a... Mastodon: Brian Kung / @briankung@hachyderm.io : “There's a pretty delicious, or maybe disconcerting irony to this, ...

2025-01-25
In 1 week, from DeepSeek to Red Note, Chinese tech companies have shattered the self-confidence of Silicon Valley Techbros at OpenAI, Facebook, Google wetting their pants I predicted this would happen in my 2014 book The End of Copycat China but SV & media attacked me as a
2025-01-25 View on X
VentureBeat

Yann LeCun says DeepSeek “profited from open research and open source” like Meta's Llama and is proof that open source models are surpassing proprietary ones

If you hadn't heard, there's a new AI star in town: DeepSeek, the subsidiary of Hong Kong-based quantitative analysis …

2021-09-07
The crackdown on tech in China is benefitting consumers, esp in ride sharing as there's a price war going on I couldn't believe how cheap prices were in BJ last week I discuss w the @FT's new China correspondent @EllieOlcott https://www.ft.com/... https://twitter.com/...
2021-09-07 View on X
Financial Times

Didi's ride hailing rival Cao Cao Mobility, which is owned by automaker Geely, raises ~$588M from Chinese state-owned funds; Cao Cao had 10M+ MAUs in July

it has forced all the players to cut prices” https://www.ft.com/...

2019-10-29
Like I've long argued - Trump's trade war is accelerating indigenous innovation push in China Trump is shooting US companies in foot (head?). US no longer trustworthy part of the global supply chain anymore And a stupid political class wants more blood https://www.bloomberg.com/...
2019-10-29 View on X
Bloomberg

China has created a $29B state-backed fund to invest in the semiconductor industry, from design to manufacturing, to reduce its dependency on US technology

- Second of its kind, the fund is mainly backed by state capital  — China wants to become self-reliant in chip-making and design