Huawei’s 910c is about 30% slower and 1/3 more expensive.

NVIDIA H100s are currently going for around $25k to Huawei’s $28k. And that’s before you get to the secondary market, where NVIDIA chipsets will inevitably jump in price based on availability and relative demand. Without Huawei in the market, I guarantee NVIDIA’s chips would be even more expensive.

At some point, its just a matter of what is available. American tech companies are demanding more chipsets than NVIDIA can currently produce, which is why the company’s still considered a growth investment play. Chinese competitors aren’t going to be able to import NVIDIA to meet their own internal demand. They’ll buy Huawei units because that’s what is on the shelf.

If no one develops on Chinese chips, then they’ll never actually be competitive.

People will develop on Chinese chips because they’re cheaper and more open-sourced. Also, because their specs are written in Chinese rather than English and that’s their native tongue.

But today, it’s able to run the domestic game Black Myth WuKong at 4k at 40 fps.

That’s not because of a chip import policy the state issued last week. Someone’s obviously working on these things, even without a bunch of state-issued trade restrictions.

What this has rang through out China I am sure is, China has to do everything on earth to fix their software. If that means banning NVIDIA, so be it.

NVIDIA does not have the export capacity to feed the entire Chinese state’s demand for new hardware. Never did. The real reason for a domestic Chinese investment in tech is that China is also a global leading consumer. They need to fab their own chips for the same reason they need to build their own cars and grow their own rice. Their economy can’t work as an import economy when they represent 16% of the global population.

This change in policy will undoubtedly accelerate domestic investment in new software. But it wasn’t strictly necessary.

Thiel’s so high on his own supply that his brain is failing him. Any of the more recent videos of his public speaking show a many who is less and less cognizant of the world around him and more up his own asshole than any human has a right to be.

The guy was always a libertarian-flavored fascist, going back to his early Paypal days. But now that he’s fully enmeshed in the national security state with his Palantir project, he’s getting the weapon’s grade Reagan Era anti-communism directly from the firehose. That, plus the drugs and the orgies and the crazy sleepless jet-setting schedule all topped off with his flirtations in digital immortality. Dude’s brain is cooked like hamburger.

This is more a tit-for-tat with Trump tariffs and trade embargoes. I don’t think the Chinese state leadership cares about going heads up with NVIDIA in the public market, even if they’re hosting the inferior brand (for now). They’ve been operating as a second-best option in manufacturing and tech for decades as they built up their capacity.

But this kind of power move is a kick in the teeth to some of Trump’s wealthiest supporters. It gives Chinese diplomats enormous leverage as they go into another round of trade negotiations with a country whose economy increasingly revolves around making and selling chipsets.

Edit: Incidentally, NVIDIA has $165B/year in revenue and a $4.5T market cap. Just think about that for a minute.

Not Al Jazeera, nada, no bias.

Can’t tell if this is sarcasm.

Reddit is in an incestuous relationship with Google. So it’ll remain relevant as long as it’s results keep getting into the front page of the biggest search engine. Add to that, the results getting fed into AI responses.

Influencers and marketers love Reddit at least as much as they still love Twitter.

A KGB spy and a CIA agent meet up in a bar for a friendly drink

“I have to admit, I’m always so impressed by Soviet propaganda. You really know how to get people worked up,” the CIA agent says.

“Thank you,” the KGB says. “We do our best but truly, it’s nothing compared to American propaganda. Your people believe everything your state media tells them.”

The CIA agent drops his drink in shock and disgust. “Thank you friend, but you must be confused… There’s no propaganda in America.”

The issue I feel, is we live in a society that equates money with importance.

A guy who can command hundreds of billions is important by way of how much pull he can exert on the overall economy. If Altman says we’re going to build a thousand new datacenters that consume a gigawatt of power a year each, and he’s breaking ground on the project next week, commodities brokers can’t just blink past it.

The headline should be Stop Talking to Technology Executives, Tax Them.

Who is the headline talking to? Unless this is a media journal exclusively consumed by Congresscritters, you’re just preaching to the choir. Nobody wants to tax the Tech Billionaires because nobody wants to get tech billionaire money plowed into a rival’s campaign.

Unfortunately, you can’t just politely ignore people with an eleven-to-thirteen-digit line of credit. That much of a hand in the consumption habits of the richest country on earth commands attention whether you like what they’re saying or not.

The real question is whether you’re going to be a WaPo-style hack stenographer who shows up at these events and whispers “These people are fairy wizards who can do real God-magic and transform the universe into a Science Fantasy wonderland!” Or you come at it from the Ed Zitron / Molly White / Riley Quinn / Any Sane Person at the Financial Times perspective, tearing into the actual balance sheets and analyzing the runways of these bloated economy leeches, and guestimating what future impact their continued operation will have on the rest of the domestic and global economies.

Tech Execs have to be taken seriously but not literally. When Zuck says he wants a trillion dollar spending line on datacenters to supercharge humanity, you have to read that with the same gravitas as a weather forecaster predicting a Cat-5 hurricane making landfall.

So many of these Charlie Kirk AI generated TikTok videos popping up everywhere have to shoehorn some amount of “We hate Greta Thunberg” into them. I’m beginning to suspect these people aren’t actually sad that Kirk is dead. They’re sad that Greta Thunberg is doing something infinitely more dangerous and more inspiring, yet she managed to outlive him.

I mean, to some degree, yes? But then I pick up another book and get over it.

To my knowledge none of JFKs affairs were non-consensual, with minors, nor with non-compensated women.

Right. To your knowledge. Cause he’s 60 years down the hole in an era without the modern scale of muckraker journalism.

Even then, you’re doing a lot of squinting to get passed how many mob employed prostitutes in the 1950s weren’t consenting, much less adults.

And I would say there was a lot of blackmail in the day. They certainly got MLK Jr. and all the JFK women talked

I seriously doubt they got everyone given how frequently that man fucked.

His scandals weren’t exactly quiet.

The press wasn’t eager to report on a beloved martyred president until 20 years after his death.

At least he put up for americas interests instead of lining his own pockets

The Kennedys absolutely lined their own pockets.

That’s Alfredo di Lelio, the pioneer and popular restaurantor of “Fettucine Alfredo” fame.

He would mix the pasta with the sauce tableside and hold it up to you as part of the service. Sort of the Salt Bay of its era.

I’m more annoyed by losing the “Block Community” button when a sub’s admin blocks me.

And if the Lucchese Crime Family or the Hoover FBI had been on its game, there would be a stack of photos of JFK fucking prostitutes a mile high. Probably even a few of him and Marylin Monroe going at it.

Trump’s a gross slob. His wife is quite literally a sex trafficking victim, very possibly obtained via the Epstein Eastern European call girl network. But the fundamental difference between Kennedy and Trump isn’t that one was a morbid greasy fuckboi and the other was an angel with his wings clipped. It’s that Trump grew up in an era with a deeper professional (and unprofessional) backlog of photography.

Surprised more nominees don’t come out swinging. “The election of 2020 had sever irregularities consistent with the high rate of mail in voting and we all know Hillary Clinton killed Vince Foster so what won’t these people do to undermine democracy? Follow the clues! WWG1WGA!!”

If you’re talking about India / China working for US firms, it’s supply and demand again.

It’s clearly not. Otherwise, we wouldn’t have a software guy left standing inside the US.

I interviewed with a shop in a University town that had a mean 6 month turnover rate for programmers

That’s just a bad business.

I can do what needs doing without AI.

More power to you.

The practice is that over half of them move on to “other opportunities” within a couple of years, even if you give them good salary, benefits and working conditions.

In my experience (coming from O&G IT) there’s a somewhat tight knit circle of contractors and businesses tied to specific applications. And you just cycle through this network over time.

I’ve got a number of coworkers who are ex-contractors and a contractor lead who used to be my boss. We all work on the same software for the same company either directly or indirectly. You might move to command a higher salary, but you’re all leveraging the same accrued expertise.

If you cut off that circuit of employment, the quality of the project will not improve over time.

In the US they’re commanding $80k/yr because of supply and demand

You’ll need to explain why all the overseas contractors are getting paid so much less, in that case.

Again, we’re all working on the same projects for the same people with comparable skills. But I get paid 3x my Indian counterpart to be in the correct timezone and command enough fluent English language skills to deal with my bosses directly.

Case in point: starting salaries for engineers in the U.S. were around $30-40k/yr up until the .com boom, at which point software engineering capable college graduates ramped up to $70k/yr in less than a year, due to demand outstripping supply.

But then the boom busted and those salaries deflated down to the $50k range.

I had coworkers who would pin for the Y2K era, when they were making $200k in the mid 90s to do remedial code clean up. But that was a very shortly lived phenomen. All that work would have been outsourced overseas in the modern day.

Our codebase had plenty of janky nonsense before AI came around.

Speeding up the rate of coding and volume of code makes that problem much worse.

I’ve watched businesses lose clients - I even watched a client go bankrupt - from bad coding decisions.

In the past few months I have actually seen Anthropic/Claude’s code output improve significantly toward this goal.

If you can make it work, more power to you. But it’s a dangerous game I see a few other businesses executing without caution or comparable results.

Google “Tom of Finland”