Why is Argentina poor? “Around 1900, Argentina was 2x richer than Japan, and over 4x richer than Taiwan, South Korea, and China. But all these countries are now richer than Argentina.” Factors like land concentration and poor economic policies have […]
China is killing the US on energy. Does that mean they’ll win AGI? “How will we feed the 100s of GWs of extra energy demand that AI will create over the next decade? On this episode, Casey Handmer (Caltech PhD, […]
The Great Tea Race of 1866. On a May morning, five fast clippers set sail from China to London in a maritime showdown for the prized first tea delivery. Ariel and Taeping reached London neck-and-neck, only to face the harsh […]
Your phone already has social credit. “The only difference between your phone and China’s social credit system is that China tells you what they’re doing. We pretend our algorithmic reputation scores are just “user experience features.” At least Beijing admits […]
The humanoid thesis. Here’s a bull case for humanoids of the future. “Enter general-purpose humanoids. Humanoids won’t just fill labor gaps, they’ll do it cheaper, faster, and at scale. At a $50,000 unit price, a humanoid robot is already cheaper […]
We’re in the Groupon Era of AI. Remember when Groupon exploded with a new business model spurring on countless competitors (including in China)? Tom Tunguz writes that AI feels eerily similar right now. The rapid adoption of AI mirrors Groupon’s […]
“With a slender sheet of lab-grown bismuth and an architecture unlike anything inside today’s silicon chips, they’ve built what they call the world’s fastest and most efficient transistor. Not only does it outperform the best processors made by Intel and […]
Solar power is great and I’ve shared before that every year the deployment of new solar blows estimates out of the water. “But here’s the thing. This chart has what you might call an “evil twin”, a cousin that gets […]
“In recent months China’s progress in artificial intelligence has stunned the world. A quieter yet equally significant shift is under way in biotech. China has long been known for churning out generic drugs, supplying raw ingredients and managing clinical trials […]
“On a remote island in the Southern Ocean, China’s Qinling Station has switched on Antarctica’s first large-scale hydrogen energy system — a breakthrough in sustaining research operations in one of the harshest places on Earth.” ~ learn more