News on China's scientific and technological development.

Putin and everyone else will be interested. Orange man will go back to white man.

CMP said:

Just going to say I'm not shocked, and we should expect many more of these in the coming years. At some point, Chinese going to study anything remotely related to AI or chips in the West is going to be literal suicide, but just with more steps. These guys are really smart, and yet too stupid to understand they're choosing to put a real target on their backs.

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I don’t think people should jump to conclusions out of nothing whatsoever. People die around the world of natural courses or sickness etc every second, doesn’t means there’s foul play. You probably hear about him simply because he’s a renowned scientist . If he was just a normal Chinese with a normal role/job and died naturally,nobody will care or even pay attention.

This is faster than I expected!

Biotech is one of the sectors, where US had a big lead over its competitors. China absolutely decimating USA lead in this critical industry now.

sunnymaxi said:

This is faster than I expected!

Biotech is one of the sectors, where US had a big lead over its competitors. China absolutely decimating USA lead in this critical industry now.

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Yeah, impressive, China's rise in bio-tech to me has been even more spectacular than china's rise to EV dominance. Plus, biotech (and its associated industry) is a really lucrative, critical and fast growing industry as well, it's meant to grow even more valuable this coming years. So could be a new pillar industry for China. So unlike solar,PV or rcen car industry where many players could enter at will, there is not much risk of overproduction/never ending race to bottom competition here, since the barrier to entry are far higher and thus returns are more lucrative, so its a viable industry for chinese companies who commit large investments, stand out in R&D and come up with innovative drugs and strong IP. Whcih the country is doing quite well now and will only grow more in future.

sunnymaxi said:

This is faster than I expected!

Biotech is one of the sectors, where US had a big lead over its competitors. China absolutely decimating USA lead in this critical industry now.

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Saw a grok analysis of this

GulfLander said:

Saw a grok analysis of this

https://twitter.com/i/web/status/1975403816146378866

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Market cap is not a very good measure of anything these days with stocks, especially anything tech related, essentially being treated as gambling tokens in the US. The value is no longer in the fundamentals but in hope for future appreciation. A better measure would be revenue.

AUVs are making scientific research of Ocean bottom in a way that was not possible before. Very interesting to see such a large Chinese expedition to the Arctic. It seems like they have a lot of ambitions there.

Dreame is honestly my new crush. BYD is so 2022. This company has a lot cajones. And they are hiring the talents needed for it. Paying the recent grades out of Tsinghua on average 700k RMB (in total package). This is more than what I got coming out of college working at Bloomberg. Good for these grads. I bet they have to work harder than I did though.

I have their cleaning robot, but I don't think we need another new player in NEV sector, already too many.