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Paul T

@pstasiatech.bsky.social
190 followers 11 following 49 posts

Unflinching unideological views from industry and personal experience on the nexus of technology, geopolitics, and US China relations and beyond. Focus on semiconductors, AI stack, AI governance, digital assets, and the meaning of life.

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Paul T @pstasiatech.bsky.social · 23/10/2025
Yep, this has been happening for some time. The October 9 controls were coming, but 50 Percent Rule forced Beijing's hand early.....initial media comments on the Chinese controls mischaracterized their origin and potential impact...it will depend...
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Paul T @pstasiatech.bsky.social · 17/03/2025
Push to restore semiconductor manufacturing faces labor crisis: can US train enough workers in time? ...not clear where US will find 300,000 engineers and other high-tech workers needed to staff planned new chip plants Talking about this for 3 years.. theconversation.com/the-push-to-...
theconversation.com
The push to restore semiconductor manufacturing faces a labor crisis − can the US train enough workers in time?
Bringing chip manufacturing back to America is a national security and economic priority, but a shortage of skilled workers threatens to derail the effort.
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Paul T @pstasiatech.bsky.social · 05/03/2025
Nice....
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Paul T @pstasiatech.bsky.social · 05/03/2025
ICYMI Trump wants TSMC to take over Intel's plants. Here’s what needs to happen instead | Fortune fortune.com/2025/02/26/t...
fortune.com
Trump wants TSMC to take over Intel’s plants. That’s a terrible idea—here’s what needs to happen instead
Intel’s design and manufacturing businesses are too important to be left to short-term dealmakers.
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Paul T @pstasiatech.bsky.social · 03/03/2025
Big fines coming for US export violations, says ex-Commerce official, as China sales probed Brilliant, fining companies for selling hard drives to China, whose idea was this? www.reuters.com/markets/us/b...
reuters.com
Big fines coming for US export violations, says ex-Commerce official, as China sales probed
The U.S. Commerce Department is likely to impose hefty fines on companies in the coming months for illegally shipping technology to customers in countries like China, a top department official who left last month said on Thursday.
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Paul T @pstasiatech.bsky.social · 03/03/2025
China's Honor to invest $10bn in AI over next 5 years - Nikkei Asia asia.nikkei.com/Business/Tec...
asia.nikkei.com
China's Honor to invest $10bn in AI over next 5 years
Company deepening partnerships with Qualcomm, Google to enable 'agentic' experiences
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Paul T @pstasiatech.bsky.social · 03/03/2025
China dominates the world in renewable energy, including solar and wind - The Washington Post www.washingtonpost.com/climate-solu...
washingtonpost.com
How China came to dominate the world in renewable energy
China now eclipses every other country in the world — including the United States — in the green technologies of the future. Here’s how it achieved this lead.
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Paul T @pstasiatech.bsky.social · 03/03/2025
Right, that is the typical response of the low information Elon critic. You are suffering from the Elon Derangement Syndrome so deeply I fear there is no hope for you. You clearly do not want to understand...much easier and comforting to traffic in silly memes...
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Paul T @pstasiatech.bsky.social · 03/03/2025
For more on the impact of DeepSeek on the open source community outside China, see here. pstaidecrypted.substack.com/p/the-deepse...
pstaidecrypted.substack.com
The DeepSeek Effect: What DeepSeek means outside of China
Western tech leaders embrace DeepSeek despite government skepticism, bans, and conspiracy theories. This is not the "shunning" of Chinese AI open source models you were looking for...
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Paul T @pstasiatech.bsky.social · 03/03/2025
Observers are characterizing this as unprecedented levels of information release about an open source/weight model and how it was developed. This is an important part of #TheDeepSeekEffect.
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Paul T @pstasiatech.bsky.social · 03/03/2025
During Open Source Week, China’s AI phenom DeepSeek did something unusual, releasing six separate posts/papers detailing key elements of its hardware and software optimizations. Here are a few observations on the releases.
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Paul T @pstasiatech.bsky.social · 03/03/2025
Absurd. This is a typical what I call "low information" Elon critic stance, based exclusively on what you have read in the mainstream media. It is hard to educate yourself on what is really happen, but it is worth the effort.....
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Paul T @pstasiatech.bsky.social · 03/03/2025
I get it but think this is a rather stupid response to the issue and is counterproductive. It also plays into the conservative industries pushing back on EVs and Tesla that would like to see Tesla fail. So it is aligning with the past, not the future....
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Paul T @pstasiatech.bsky.social · 27/02/2025
Targeting Elon is convenient but lazy, a self righteous moment that is based on specious justifications and short-sighted feel good-ism.
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Paul T @pstasiatech.bsky.social · 27/02/2025
Most people make decisions on cars based on energy use, the planet, and their children, not not on the CEO. Your toilet paper comes from the Koch brothers, who arguably have been much worse for the country and planet, by far.
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Paul T @pstasiatech.bsky.social · 27/02/2025
Do not agree that that is what Elon is doing. The narrative on Elon is largely driven by media tropes, and "nazi" is a convenient but very lazy epithet to throw around, but it sells and drives clicks. Elon's motivations are complex, and should not be pigeonholed into these silly comparisons.
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Paul T @pstasiatech.bsky.social · 27/02/2025
Despite the happy talk, nothing that happens in Ukraine in next 5 years will change the current equation: Chinese firms hold multiyear leads all along the supply chain...
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Paul T @pstasiatech.bsky.social · 27/02/2025
@pstasiatech.bsky.social It is also not about either mining or processing, its about producing actual products, like rare earth magnets and graphite anodes, and cathodes using a variety of critical minerals.
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Paul T @pstasiatech.bsky.social · 27/02/2025
Marro: “It’s not entirely clear how [reliance on Ukraine] would dislodge China’s place from that global supply chain, given that the processing capabilities in any market are going to struggle to match what China currently offers."
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Paul T @pstasiatech.bsky.social · 27/02/2025
Would a Ukraine-US deal on rare earths provide a workaround to China’s curbs? Short answer: no. Long answer: no..... www.scmp.com/economy/glob...
scmp.com
Would a Ukraine-US deal on rare earths provide a workaround to China’s curbs?
A US accord on critical minerals to broker an end to the Ukraine war could blunt Chinese export controls, analysts said, but not counteract them.
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Paul T @pstasiatech.bsky.social · 27/02/2025
How Trump and Biden’s Focus on Minerals Became Core to U.S. Foreign Policy China dominates in critical minerals, and President Trump has turned to high-pressure tactics to acquire them. Lots of focus/hand waving, but no serious long-term strategy. Also about the IP. www.nytimes.com/2025/02/26/u...
nytimes.com
How Trump and Biden Pursued Critical Minerals in Ukraine, Greenland and Other Countries
China dominates in critical minerals, and President Trump has turned to high-pressure tactics to acquire them.
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Paul T @pstasiatech.bsky.social · 27/02/2025
The Trump administration can avoid a strategic misstep in the AI global race - Microsoft On the Issues Some good points here, but real issue is this whole effort misguided?... blogs.microsoft.com/on-the-issue...
blogs.microsoft.com
The Trump administration can avoid a strategic misstep in the AI global race
The AI diffusion rule is an opportunity for the Trump administration to cement U.S. AI leadership and economic growth opportunities.
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Paul T @pstasiatech.bsky.social · 27/02/2025
China’s Baiont Quant Says Funds Must Adopt AI to Survive After DeepSeek One of Kai-fu's portfolio companies...think many will be surprised China has such quant funds, even after DeepSeek.. www.bloomberg.com/news/article...
bloomberg.com
China Quant Says Funds Must Adopt AI to Survive After DeepSeek
DeepSeek’s success is intensifying pressure on China’s quantitative hedge funds to embrace artificial intelligence or risk becoming obsolete, according to one of the most aggressive users of AI in the...
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Paul T @pstasiatech.bsky.social · 27/02/2025
Give them some time and credit. Have you ever tried to assess the programs and spending of a multi-trillion dollar government? And stop imputing motives to Elon that are frankly absurd...
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Paul T @pstasiatech.bsky.social · 27/02/2025
Nvidia will rise on DeepSeek boost for reasoning AI, Jensen Huang says - Nikkei Asia asia.nikkei.com/Business/Tec...
asia.nikkei.com
Nvidia will rise on DeepSeek boost for reasoning AI, Jensen Huang says
'Nearly every developer' learning from Chinese firm's R1 model, which will drive chip sales
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Paul T @pstasiatech.bsky.social · 27/02/2025
Have driven a Tesla for 7 year, with no significant maintenance, great service when rarely needed (tires), and high level of performance. Yes, charging infrastructure is amazingly good and have driven cross country several times without any problem. If I could buy a NIO or BYD I would....
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Paul T @pstasiatech.bsky.social · 26/02/2025
Why Arm’s CEO Sees Room for Nvidia Competitors — The Information “You will start to see some specialized” chips for running AI because so many of the biggest AI developers and cloud providers are developing alternatives to Nvidia chips, Haas said. www.theinformation.com/articles/why...
theinformation.com
Why Arm’s CEO Sees Room for Nvidia Competitors
Cloud and chip executives have predicted for two years that Nvidia’s dominance in artificial intelligence server chips would crater, but that hasn’t come to pass. Yet Rene Haas, CEO of Arm Holdings, w...
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Paul T @pstasiatech.bsky.social · 26/02/2025
ICYMI Big....Samsung strikes rare deal with China’s YMTC for NAND chip tech www.chosun.com/english/indu...
chosun.com
Samsung strikes rare deal with China’s YMTC for NAND chip tech
Samsung strikes rare deal with Chinas YMTC for NAND chip tech Cross-licensing deal reflects rising patent tensions in NAND market
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Paul T @pstasiatech.bsky.social · 26/02/2025
Not clear what is going on here, more likely result of people waiting for new Model Y. Sad to see people rooting against the only global US EV company for what I think are frankly silly reasons...
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Paul T @pstasiatech.bsky.social · 26/02/2025
Rooting against the only major global US EV company for dubious reasons may not be a winner....
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Paul T @pstasiatech.bsky.social · 26/02/2025
Great to be able to contribute to this....thanks @jessicacweiss.bsky.social for the chance to participate!!
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Paul T @pstasiatech.bsky.social · 26/02/2025
My latest musings on the #TheDeepSeekEffect pstaidecrypted.substack.com/p/the-deepse...
pstaidecrypted.substack.com
The DeepSeek Effect: What DeepSeek means outside of China
Western tech leaders embrace DeepSeek despite government skepticism, bans, and conspiracy theories. This is not the "shunning" of Chinese AI open source models you were looking for...
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Paul T @pstasiatech.bsky.social · 28/01/2025
See article I co-authored with the amazing Alvin Graylin on US China AI competition and the major risks around it going forward. Clearly no winners hear, and everyone loses... www.technologyreview.com/2025/01/21/1...
technologyreview.com
There can be no winners in a US-China AI arms race
AI competition is not a zero-sum game. Instead, the world’s superpowers need to work together to make sure AI benefits humanity.
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Paul T @pstasiatech.bsky.social · 28/01/2025
Please see new post on #DeepSeek phenomenon on my new Substack AI Decrypted...will do an update on this fast breaking story soon... pstaidecrypted.substack.com/p/assessing-...
pstaidecrypted.substack.com
Assessing Reactions to Chinese AI Startup DeepSeek and the Firm's Advanced Open Source/Weight AI Models
Complex issues around access to training, inference hardware also put spotlight on hardware scaling and US export controls.
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Paul T @pstasiatech.bsky.social · 17/01/2025
👇👇👇
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Paul T @pstasiatech.bsky.social · 09/01/2025
Six of the top 10 institutions are based in the U.S. -- including Google, which ranked first, Stanford University, Microsoft and Meta -- while Chinese players rounded out the list. Tsinghua University ranked second, and Peking University came in sixth.
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Paul T @pstasiatech.bsky.social · 09/01/2025
Of the 50 institutions with the most accepted papers last year, 14,766 authors hailed from the U.S., more than any other country. China came in second with 8,491 after an eightfold surge over the past four years.
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Paul T @pstasiatech.bsky.social · 09/01/2025
Representations between 2020 and 2024. Only around 20% to 30% of the tens of thousands of papers submitted to these conferences are accepted after passing peer review.
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Paul T @pstasiatech.bsky.social · 09/01/2025
Nikkei looked at about 30,000 research papers accepted by the Conference on Neural Information Processing Systems (NeurIPS), the International Conference on Machine Learning, and the International Conference on Learning
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Paul T @pstasiatech.bsky.social · 09/01/2025
#ChinaAIWatch China gains on U.S. in AI research, with Tsinghua University chasing Google asia.nikkei.com/Business/Tec... via @NikkeiAsia
asia.nikkei.com
China gains on U.S. in AI research, with Tsinghua University chasing Google
Chinese institutions' profile has risen sharply since 2020, conference papers show
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Paul T @pstasiatech.bsky.social · 09/01/2025
#ChinaAIWatch Former Google CEO Eric Schmidt cited advances from Alibaba, Tencent as evidence China was closing gap. “This is shocking to me....thought restrictions we placed on chips would keep them back.” Me: Eric I am even more shocked you are shocked time.com/7204164/chin...
time.com
How China Is Advancing in AI Despite U.S. Chip Restrictions
AI advances by Chinese companies are raising the stakes in the global AI race.
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Paul T @pstasiatech.bsky.social · 09/01/2025
ICMYI Biden plan would encourage AI data centers on federal lands Worried the United States could fall behind in artificial intelligence, the White House wants to accelerate advanced computing capacity. wapo.st/4a7r0q5
wapo.st
Biden plan would encourage AI data centers on federal lands
Worries the U.S. will lose the AI arms race fuels an eleventh-hour Biden administration effort to allow massive data centers and power plants on public land.
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Paul T @pstasiatech.bsky.social · 09/01/2025
Good thread!!!
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Paul T @pstasiatech.bsky.social · 09/01/2025
This....
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Paul T @pstasiatech.bsky.social · 09/01/2025
See my thread on X on the new AI Diffusion rule that could come as soon as tomorrow: x.com/pstAsiatech/...
x.com
x.com
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Paul T @pstasiatech.bsky.social · 20/12/2024
Important announcement!!
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Paul T @pstasiatech.bsky.social · 16/12/2024
Trump transition team to roll back Biden EV, emissions policies Brilliant!! www.reuters.com/business/aut...
reuters.com
Exclusive: Trump transition team plans sweeping rollback of Biden EV, emissions policies
Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.
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Paul T @pstasiatech.bsky.social · 12/12/2024
Exxon Plans to Sell Electricity to Data Centers All the fossil fuel companies want to play in AI datacenters... www.nytimes.com/2024/12/11/b...
nytimes.com
Exxon Plans to Sell Electricity to Data Centers
The country’s largest oil company is designing a natural gas power plant outfitted with carbon capture technology to meet the voracious power demand of technology companies.
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Paul T @pstasiatech.bsky.social · 12/12/2024
Nice....
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