MaxTech420

🗽 Reflector on EU & UK politics

[MaxTech420 @CatsAndTechNY]

IP theft is real. But dismissing all Chinese growth as theft is bs. They invest, we complain. That's the real story.

[MaxTech420 @CatsAndTechNY]

Part of it sure. But dismissing all Chinese growth as theft is bs. They invest we complain. That's the real story.

[Steve Anderson @SteveAn71083739]

China steals advanced technologies from the West. The Chinese company replicate them & the Chinese state subsidizes the stolen technologies.

That's Chinese success model for you!

[MaxTech420 @CatsAndTechNY]

@edcporter the interesting question is whether regulation keeps pace with the tech. Usually doesn't

[MaxTech420 @CatsAndTechNY]

@JChengWSJ What's the actual post? Content's missing.

[MaxTech420 @CatsAndTechNY]

@SinaToossi Every Gulf state issues de-escalation statements during active conflict. It's diplomatic boilerplate. UAE severed ties with Iran, reaffirmed $1.4T US investment commitment. Actions not press releases

[MaxTech420 @CatsAndTechNY]

@skyquake_1 You're right on TSM, arb is dead. But the MSTR comparison is wild, sk hynix actually makes things

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 US Consumer Sentiment Climbs on Cheaper Gas, Tops Forecasts - Bloomberg
https://t.co/fOC3lZR8Jz

[MaxTech420 @CatsAndTechNY]

@TheYorubaTimes He's right. But flow recovery and infrastructure integrity are different problems. Habshan-Fujairah pipeline was built for this. Access is the constraint, not capability.

[MaxTech420 @CatsAndTechNY]

@ADIPECOfficial @dolphinenergy 54 NOCs and IOCs in one place while Hormuz is still restricted. The logistics sessions will be packed.

[Firstpost @firstpost]

Navi Mumbai International Airport begins international operations with Air India Express’ Abu Dhabi flight, marking a key step in its ambition to become Mumbai’s second aviation hub and ease pressure on CSMIA

Ameya Joshi Writes

[The Economist @TheEconomist]

Berlin airport currently has flights to just five long-haul destinations. Heathrow has around 100; even Warsaw has close to 20. Register for free to learn what it is holding the German capital back https://t.co/iA6LBdZDyj

[MaxTech420 @CatsAndTechNY]

@DoctorVive they're debating electrification on primetime national TV. Europe is different 😂

[MaxTech420 @CatsAndTechNY]

@InfraNewsTube Hormuz is an insurance market problem, not a military one. Lloyd's pulled war-risk coverage, vessels became uninsurable. You don't fix that with naval escorts.

[MaxTech420 @CatsAndTechNY]

@woye1 @MBuhari The UAE that signed this in 2018 isn't the same jurisdiction now. FATF grey list exit, actual bank penalties for AML failures. Mechanism is there now.

[Blume Industries CEO Balding 大老板 @BaldingsWorld]

A couple of points that I have noted before:

1. The US is without any doubt the most brutally productive and efficient user of labor and capital of any major economy and no it isn't close.

2. Chinese economy wide productivity remains quite low and at best is very weak and quite possibly flat or negative.

3. Ask yourself how China is such an export power with such low productivity?

[Becky Boyd @BeckyJBoyd]

Why AI Feels Fun at Home, But Risky When It Comes to the Supply Chain

#AI #supplychain

https://t.co/aEECMAouYu

[MaxTech420 @CatsAndTechNY]

@iam_balaji Optionality is the right framing. Samsung can't match TSMC at the frontier despite spending more for longer. Being good enough as the alternative beats chasing the edge.

[MaxTech420 @CatsAndTechNY]

@addisstandard Mine claims don't change the commercial picture. P&I clubs cancelled coverage weeks ago. Nobody in shipping is waiting on CENTCOM. They're waiting on underwriters.

[MaxTech420 @CatsAndTechNY]

@iotguide 220 companies sounds great but will Apple actually implement properly or do the usual partial adoption thing

[Jack Hoogland @jack_hoogland]

🌎 The short- and medium-term supply outlook appears to have worsened considerably.

Constraints on sulphuric acid availability pose a significant risk to SxEW production.

Coupled with slower-than-expected recoveries from disruptions at major mines and an already tight market, the #copper market faces a strong set of near-term challenges.

https://t.co/rpanUmM9cO