When China figures out how to manufacture a product, their ability to scale is often greater than the rest of the world combined. We saw this with lithium batteries and solar, for example.
SpaceX is a rare counter-example, where its mass to orbit is roughly an order of magnitude greater than the rest of the world, BUT China now does a majority of non-SpaceX mass to orbit. SpaceX is an anomaly in the matrix.
Maybe RAM will be different, but RAM was a low margin commodity only ~3 years ago. LP5 and LP6 are designed to a common standard that China seems to be solving fast.
Newer HBM architectures and things like an SRAM layer below logic and 3D stacking RAM on top of logic while finding a way to keep the logic cooled will be harder to solve.
BREAKING: Venezuela’s telecom regulator, Conatel, has officially authorized Starlink to provide satellite internet nationwide. 🇻🇪
After June’s earthquakes damaged phone and internet networks, Starlink provided more than 1,600 kits to support rescue teams, medical staff and humanitarian groups.
Now, this approval opens the door to connecting more communities, giving people more choice and new opportunities to learn, work and stay connected.
Happy 115th National Day to the Republic of China! 🇹🇼🎉
From the 1911 Revolution to today, generations have worked hard to build the Taiwan we know today, a home of democracy, freedom, and opportunity.
The KMT remains committed to upholding the ROC Constitution and protecting our sovereignty. As we celebrate 115 years of the Republic of China, we are reminded of how far we’ve come and what we must continue to protect, our democracy, our way of life, and the peace and prosperity of future generations.
Long live the Republic of China! 🇹🇼
Today, on our National Day, we celebrate the people of #Taiwan, the democracy we built & the bright future that lies ahead. Watch the livestream of our annual celebration here:
https://t.co/CKz7wKuXCu
We were honored to host His Majesty King Charles III in London and celebrate Apple’s work with the @KingsTrust. We were thrilled the incomparable Sir Elton John joined us for a moment at Apple Music Hall!
Jack Ma told Elon Musk humans will always be smarter than machines.
Musk’s reaction says everything.
“Computers may be very clever, but human beings are much smarter. We invented the computer. I've never seen a computer invent a human being.”
Ma's argument was simple. Computers are tools. They calculate faster, remember more, but humans still hold something machines don't: experience, judgment, wisdom.
Musk clearly didn't buy it. “What would be an example of something that humans are better than a computer at?”
Watching this exchange now feels completely different than it did then. AI agents aren't just calculating anymore. They're writing code, analyzing documents, planning tasks, deciding what to do next on their own.
METR found that the length of software tasks frontier agents can complete autonomously has historically doubled roughly every seven months, with signs of even faster progress through parts of 2024.
That's where Ma's argument starts to buckle. For decades, technology automated what humans did. AI is starting to automate what we assumed required a human to think.
And companies were already learning to create enormous value with almost no people before this wave even arrived. Instagram sold for $1 billion with 13 employees. WhatsApp sold for $19 billion with 55.
Now picture what happens when a small team can direct hundreds of machines that never sleep, never take a salary, never need an office.
The question was never just which jobs disappear.
It's what happens to the money once fewer humans are needed to create it in the first place.
That's the question behind 2028: The Economy Without Humans.
Who gets the money when machines do the work?
There are people who leave a mark on the world, and then there are people who change it entirely. Steve changed the world and so many lives in the process. He certainly changed my life forever. His spirit lives on in everything he created and everyone he inspired.