This video is the best I’ve come across since I started researching geopolitics in 2019. Jeffrey Sachs eloquently explains why we have so much turmoil in our world today incl Ukraine+Taiwan that could lead to a nuclear war and humanity gone. Watch+share. piped.video/wmOePNsNFw0

Fun fact: China🇨🇳 dominates the humanoid robot supply chain. US🇺🇸 is doomed to lose the robot war vs China. Elon’s Optimus US line? Straight 90s China vibes. Our automated lines? Next-level existenc👽

So much for “it’s hopeless to compete with us.” A Chinese startup just built Kimi-K2, now ranked the second most intelligent AI model in the world using a fraction of OpenAI’s resources. And this is just the start, there will be countless more models coming out of China.

Bearish for the AI bubble: - Chinese tech firms can train frontier models pretty cheaply - They shoot straight to the top of the leaderboards, hugging face downloads, are open source - Get incorporated in wrappers like Perplexity Shows US foundational models have no moat

$XPEV is way better than $TSLA -Strongest YoY growth in sales of any car manufacturer (+331%) -Humanoid robots able to work in factories, going into massproduction 2026 -Projected to become profitable in 2026 Iron is going head to head with Optimus, Xpeng is the fastest-growing car manufacturer in the world, while trading at a ridiculously low P/S of 2.67. (Tesla 16.54) Absolute no-brainer in my opinion.

The Economist’s Hong Kong correspondent has a shocking “western supremacy” stance. Worse still, he hasn’t the faintest idea that the Venezuela-threatening, Gaza-wrecking west no longer has the right to preach “rule of law” to the rest of the world, and especially not in this well run, low-crime Chinese city. . [Transcript:] Hello, boys and girls, let’s look at the Economist magazine’s latest piece on Hong Kong. It starts by saying that the city’s venerable Jamia Mosque has not been demolished. “The landmark can probably thank geopolitics for its protected status,” the writer says. Geopolitics? This is rubbish. The Hong Kong people have never tried to knock down the mosque—in fact, the majority of the work on identification and preservation of historical buildings throughout the city has been done since the British left in 1997. Compare the British colonial era, when literally thousands of historical buildings were knocked down. It's just a cheerful bit of misleading vindictiveness by the Economist correspondent in Hong Kong. . ONLY WHITE PEOPLE COUNT The heart of the article are quotes from the so-called international community. And – no surprise here - the reporter is only interested in western diplomats, quoting anonymous people from the US and the European Union. White folk make up less than one per cent of Hong Kong’s population, yet they are usually the only people whose views count in the eyes of the Economist. “The European Union has raised questions about ‘Hong Kong’s long-term attractiveness as an international business hub’, after dozens of democracy activists and journalists were imprisoned,” the writer says. . DELIBERATELY MISLEADING So people were imprisoned just for being democracy activists or journalists? Oh no! That’s shocking. Except that’s not true at all. What happened was that dozens of criminals found guilty of criminal acts under a British-derived legal system, rated the best in Asia, were imprisoned. Some of the democracy activists the writer beatifies as saints tried to commit mass murder with the same bombs used in the 2005 London bombings. . JEFFREY DAHMER, CHOCOLATE MAKER Besides, referring to convicted criminals only by their jobs is ridiculous. I mean, the US serial killer Jeffrey Dahmer worked at a chocolate factory. Using the Economist’s court reporting technique, an article about the murderer would say: "The US is jailed a chocolate maker! A CHOCOLATE MAKER. What a terrible place the US is." . 'WEST OWNS RULE OF LAW' The magazine then attacks the International Organisation for Mediation, which has opened in Hong Kong. “Though the new body sounds benign, Western diplomats fret that China is promoting its preferred vision of governance to countries of the global south, involving ultra-pragmatic, interests-based compromises, in opposition to Western-style litigation on the basis of absolute legal rights,” it says. (Again, only the opinions of western diplomats count. No one else.) And seriously, the Economist is arguing that the west believes in the rule of law: - The west which is happy to run a program of murders which has killed more than 65 people on boats in the waters near Venezuela and Columbia; - The west which has been supplying bombs, guns and intelligence for the slaughter of a huge number of people in Gaza; - The west which illegally bombed Yemen, and Iraq; etc. . NEVER AGAIN Read the news, Economist people, read the news. You can NEVER again claim moral superiority over the rest of the world. That’s important, because you clearly don’t get it. You. Can. NEVER. Again. Claim. Moral. Superiority. Over. The. Rest. Of. The. world. The day of the western supremacist is over. Bye bye, Economist.

Jensen is getting desperate. China is shutting off a major src of demand for Nvidia chips, transshipment to Chinese SOE DCs. I have pretty solid src that just 6000 out of 100k racks in Meta's Hyperion DC will be Nvidia cards. Google TPUs are supplying most of its future demand. Same w/ Amazon & Trainium. I've said this many times now. The absolute compute per card should not be overvalued. You can achieve same w/ compute w/ more lower cost cards & get better performance through more memory + faster interconnect. On top of that, US data build out is facing logjam due to energy & supply chain issues. You can check the lead time on diesel generators & gas turbine. I overstated optical transceiver issues since the big time has hit supply chain constraint b4 we even got there. Jensen knows Nvidia is facing an upcoming cliff. Altman sees the same issue. Hence all the begging for govt help. At end of the day, Chinese AI labs have shown you can do leading models w/o having unlimited compute, so why do we need to keep proclaiming build out speed that's not achievable?

Kimi K2 Thinking is the new leading open weights model: it demonstrates particular strength in agentic contexts but is very verbose, generating the most tokens of any model in completing our Intelligence Index evals @Kimi_Moonshot's Kimi K2 Thinking achieves a 67 in the Artificial Analysis Intelligence Index. This positions it clearly above all other open weights models, including the recently released MiniMax-M2 and DeepSeek-V3.2-Exp, and second only to GPT-5 amongst proprietary models. It used the highest number of tokens ever across the evals in Artificial Analysis Intelligence Index (140M), but with MoonShot’s official API pricing of $0.6/$2.5 per million input/output tokens (for the base endpoint), overall Cost to Run Artificial Analysis Intelligence Index comes in cheaper than leading frontier models at $356. Moonshot also offers a faster turbo endpoint priced at $1.15/$8 (driving a Cost to Run Artificial Analysis Intelligence Index result of $1172 for the turbo endpoint - second only to Grok 4 as the most expensive model). The base endpoint is very slow at ~8 output tokens/s while the turbo is somewhat faster at ~50 output tokens/s. The model is one of the largest open weights models ever at 1T total parameters with 32B active. K2 Thinking is the first reasoning model release in Moonshot AI’s Kimi K2 model family, following non-reasoning Kimi K2 Instruct models released previously in July and September 2025. Moonshot AI only refers to post-training in their announcement. This release highlights the continued trend of post-training & specifically RL driving gains in performance for reasoning models and in long horizon tasks involving tool calling. Key takeaways: ➤ Details: text only (no image input), 256K context window, natively released in INT4 precision, 1T total with 32B active (~594GB) ➤ New leader in open weights intelligence: Kimi K2 Thinking achieves a 67 in the Artificial Analysis Intelligence Index. This is the highest open weights score yet and significantly higher than gpt-oss-120b (61), MiniMax-M2 (61), Qwen 235B A22B 2507 (57) and DeepSeek-V3.2-Exp (57). This release continues the trend of open weights models closely following proprietary models in intelligence achieved ➤ China takes back the open weights frontier: Releases from China based AI labs have led in open weights intelligence offered for most of the past year. OpenAI’s gpt-oss-120b release in August 2025 briefly took back the leadership position for the US. Moonshot AI’s K2 Thinking takes back the leading open weights model mantle for China based AI labs ➤ Strong agentic performance: Kimi K2 Thinking demonstrates particular strength in agentic contexts, as showcased by its #2 position in the Artificial Analysis Agentic Index - where it is second only to GPT-5. This is mostly driven by K2 Thinking achieving 93% in 𝜏²-Bench Telecom, an agentic tool use benchmark where the model acts as a customer service agent. This is the highest score we have independently measured. Tool use in long horizon agentic contexts was a strength of Kimi K2 Instruct and it appears this new Thinking variant makes substantial gains ➤ Top open weights coding model, but behind proprietary models: K2 Thinking does not score a win in any of our coding evals - it lands in 6th place in Terminal-Bench Hard, 7th place in SciCode and 2nd place in LiveCodeBench. Compared to open weights models, it is in first or first equal for each of these evals - and therefore comes in ahead of previous open weights leader DeepSeek V3.2 in our Artificial Analysis Coding Index ➤ Biggest leap for open weights in Humanity’s Last Exam: K2 Thinking’s strongest results include Humanity’s Last Exam, where we measured a score of 22.3% (no tools) - an all time high for open weights models and coming in only behind GPT-5 and Grok 4 ➤ Verbosity: Kimi K2 Thinking is very verbose - taking 140M total tokens are used to run our Intelligence Index evaluations, ~2.5x the number of tokens used by DeepSeek V3.2 and ~2x compared to GPT-5. This high verbosity drives both higher cost and higher latency, compared to less verbose models. On Mooshot’s base endpoint, K2 Thinking is 2.5x cheaper than GPT-5 (high) but 9x more expensive than DeepSeek V3.2 (Cost to Run Artificial Analysis Intelligence Index) ➤ Reasoning variant of Kimi K2 Instruct: The model, as per its naming, is a reasoning variant of Kimi K2 Instruct. The model has the same architecture and same number of parameters (though different precision) as Kimi K2 Instruct. It continues to only support text inputs and outputs ➤ 1T parameters but INT4 instead of FP8: Unlike Moonshot’s prior Kimi K2 Instruct releases that used FP8 precision, this model has been released natively in INT4 precision. Moonshot used quantization aware training in the post-training phase to achieve this. The impact of this is that K2 Thinking is only ~594GB, compared to just over 1TB for K2 Instruct and K2 Instruct 0905 - which translates into efficiency gains for inference and training. A potential reason for INT4 is that pre-Blackwell NVIDIA GPUs do not have support for FP4, making INT4 more suitable for achieving efficiency gains on earlier hardware ➤ Access: The model is available on @huggingface with a modified MIT license. @Kimi_Moonshot is serving an official API (available globally) and third party inference providers are already launching endpoints - including @basetenco, @FireworksAI_HQ, @novita_labs, @parasail_io

China invites the competition, because they know their companies will compete and innovate. America locks out the competition and ultimately loses the race.

The West builds AI as a monument to capital: closed, colossal, and worshipped for its “intelligence.” Each model burns billions to chase a benchmark, while turning language into property and thought into debt. China builds AI as an ecosystem: open, iterative, collective. It doesn’t seek to replace human minds, but to converge them to make intelligence a commons, not a commodity. 🇺🇸 The U.S. trains AI to dominate the world. 🇨🇳 China trains AI to understand it. Two models, two civilizations: one expanding control, the other rediscovering cooperation.

Against all odds - 🇨🇳China's Space Exploration program 1994 - 2024🚀🛰️ 1994 - China applied to join the International Space Station, but was denied and declared "untrustworthy" by the U.S. 1993 - The United States shut down their GPS targeting the Chinese container ship Yinhe, leaving the ship stranded at sea and unable to navigate for 33 days - after being falsely accused by the US of carrying chemical weapons precursors to Iran 1996 - The United States turned off its GPS in the South China Sea, forcing China's missile tracking to fail 2003 - China applied to join the EU's Galileo global satellite navigation system, paid €230 million but was eventually forced out by the EU 2011 - The United States passed the Wolf Amendment Law, which prohibits NASA from cooperating with China in space Despite being stigmatized and isolated, Chinese scientists and taikonauts remained determined and worked hard to become self-sufficient 1999.11.20 - Shenzhou 1 - China's first spacecraft - where the dream began! 2000 - The first experimental BeiDou Navigation Satellite was launched 2003 - Shenzhou 5 - China's dream of flying into Space came true! Taikonaut Yang Liwei (杨利伟) was blasted successfully into space as part of China's Shenzhou 5 mission. China became the third country to launch a person into space independently, after the Soviet Union and the United States 2005 - Shenzhou 6 - Fèi Jùnlóng (费俊龙) and Niè Hǎishèng (聂海胜) launched into space aboard the Long March 2F carrier rocket. It marked the official second launch of China's manned spaceflight program and the start of crewed scientific research in space 2007 - The first lunar exploration probe Chang'e 1, part of the first phase of the Chinese Lunar Exploration Program, was launched and successfully orbited the moon, marking the third milestone in China's space program 2007 - The BeiDou-1 navigation system was completed and began operation in China. The fourth positioning system, next to the American GPS, Russian GLONASS, and European Galileo 2008 - Shenzhou 7 - Taikonauts Zhai Zhigang (翟志刚) and Liu Boming (刘伯明) completed China's first "Spacewalk" extra-vehicular activity (EVA) 2011 - The Tiangong-1 prototype space station was launched, marking the start of construction on China's first space station 2016 - marks the launch of Tiangong-2, China's first space laboratory. Tiangong-2 was not constructed or planned to be permanent, but rather as a test-bed for critical technologies utilized for the final Tiangong Space station 2020 - Chang'e 5 marks China's first lunar landing retrieving lunar soil. For the first time in 44 years, humans have brought back rock and soil samples from the moon 2020 - China's BeiDou-3 navigation system provides complete full global coverage 2020: Mars - here we come! China launched Tianwen-1, China's first Mars probe 2022: China completed construction of its permanently crewed Tiangong space station 2024 - Chang'e 6 mission: China became the first nation to land and return lunar soil samples from the far side of the moon It took China 28 years and the sacrifice of countless heroes risking their lives working day and night to overcome China's Western-imposed isolation and construct its own space station and global navigation system, and to become a leader in space exploration 🇨🇳🫡

America always talks trash about China, but China just makes things, and barely talks about America at all. It’s a bit embarrassing, don’t you think? You spend all your time hating on someone, and they don’t bother to hate on you in return. America gets no shout-outs in China’s latest Five-Year Plan, not even in opprobrium. All China says, obliquely, is “A profound shift is taking place in the international balance of power,” while America violently loses its cool about the same situation. China continues, “Breakthroughs are accelerating in the new round of technological revolution and industrial transformation,” while America is deindustrializing Europe and trying to defibrillate its economy with an AI bubble. These nations are not the same and you can see it on the page. China’s sticking to its vision, while America is lashing out in a blind rage. indi.ca

Netherlands bows to China. In a stunning admission of Chinese dominance over semiconductor supply chain, the Dutch — and indirectly EU/US — agreed to give Nexperia back to the Chinese company. Because, without the billions of low-cost chips, major Western companies would be forced to shut down. Great lesson on the power of manufacturing and an industrial economy.

You’re not confused. You’re conditioned. You’ve been taught that if someone criticizes the West, they must worship China. That’s the reflex of empire: to reduce every independent thought to allegiance. I don’t side with "China’s propaganda." I side with reality. China is not invading the world with 800 military bases. It is not bombing nations across continents or freezing billions in sovereign assets. It is building railways, ports, and trade. And whether you like it or not, that’s what power looks like without occupation. You confuse influence with imperialism because you’ve only ever seen power through a Western lens. Empires invade to dominate. Civilizations rise to participate. And participation is not conquest. You say I am riding a high horse. No, I am standing on the ground of history. From here, I see who turned Asia into a battlefield, And who is still arming it to stay that way. I am Vietnamese. I have seen what it costs to confuse your oppressor with your protector. If that confuses you, it is because you have mistaken cynicism for clarity and surrender for sophistication. The empire that taught you to hate China is the same one that once burned mine. And I learned to recognize its smoke, even when it hides behind your words.

Twenty years ago, China was buried in garbage. Now it’s running out of garbage because it burns it for power, and sells the technology abroad, which the West called it “waste.” China turned it into energy, and an export industry. Civilization isn’t about what you throw away. It’s about what you learn to transform.

The most wonderful travel experience on planet earth. Cruising through the beautiful landscapes of China 🇨🇳 in 350 km per hour. Absolute comfort, eating good food, trains always on time. China the last fifteen years has built 45 000 km high speed rail - that is a distance from Beijing to Paris return, three times.

These are important comments from influential Chinese intellectual Jin Canrong (金灿荣): "The ascent of the West was historically grounded not in abstract ideals but in the industrial power generated by capitalism, which enabled Western states to subjugate agrarian empires across Asia and Africa — only later rationalising their supremacy through claims of universal values. To reverse this historical trajectory, non-Western countries must resist the illusion of Western ideologies and value systems and prioritise the concrete task of industrial development. In an era when global competition increasingly favours those with scalable industrial capacity, regions devoid of such strength remain exposed. China’s industrial parity with the entire G7 thus marks a decisive moment in the ongoing shift of 'the East rising while the West declines' [东升西降]". open.substack.com/pub/sinifi…

Instead of constantly fear mongering about the ‘risks’ of China’s clean energy technology, why don’t they just build their own infrastructure? Problem solved right?

Why are the West so scared of China expanding their military capabilities, but absolutely fine with the warmongering Americans doing the same??

Those idiots at The Economist will publish its COP30 edition by claiming that China could slow global warming by polluting the air. @TheEconomist

🇨🇳🇺🇸America calls it freedom of navigation. In truth, it’s provocation 🌊⚓️ The U.S. loves to talk about “freedom of navigation.” China calls it what it is, interference halfway across the world. While the U.S. sends warships thousands of kilometres from its own shores, China is defending the waters on its doorstep, the same waters it has traded, fished and navigated for centuries. Let’s be honest, this isn’t about “freedom.” It’s about control. Washington can’t stand the idea of a multipolar world, where its ships no longer roam the seas unchecked. So what does it do? It sails into the South China Sea, provokes China under the banner of international law and then plays the victim when Beijing responds. That’s not defence, that’s deliberate escalation. Meanwhile, the real story isn’t about who patrols the sea. It’s about who can build for the future. • China now operates the world’s largest navy, over 370 ships and counting. • The U.S. Navy sits around 290 and is struggling to replace what it loses. • Chinese shipyards outproduce U.S. yards by 200 to 1. • America has only a handful of major shipbuilders left, buried in cost overruns, delays and political gridlock. China’s system builds because it’s united around purpose, not profit. Beijing’s shipyards don’t need shareholder approval or political theatre to start work. When the Party sets a goal, industries align and deliver. America’s system, on the other hand, bleeds time and money. Congress argues, lobbyists interfere, contractors overcharge and years later, the “world’s strongest navy” still can’t get a new destroyer in the water. Let’s not forget, China’s navy operates close to home. Theirs is a defensive shield across the South China Sea, Taiwan Strait and East China Sea. The U.S.? It’s projecting power from halfway around the globe, burning billions just to maintain a presence in waters it doesn’t belong to. That’s not strategy, that’s obsession. And when America says it’s “protecting international law,” remember this: The U.S. never ratified UNCLOS, the very treaty it cites to justify its actions. It lectures others on “rules,” while refusing to play by them. The truth is simple. China builds, invests and protects its region. America provokes, spends and pretends it still leads. You can’t dominate the seas forever by showing off old aircraft carriers. You win by building, planning and adapting, something China has mastered and the U.S. has forgotten. 🇨🇳 China builds stability. 🇺🇸 The U.S. exports chaos. One sails to defend home. The other sails to remind the world it still exists.