Paul Triolo

Unflinching look @ nexus: tech/geopolitics. Digital Econ, Semis, AI, Greentech, Partner, China/Tech Policy Lead DGA ASG, ASPI CCA. Substack: AI Decrypted

[Paul Triolo @pstAsiatech]

#ChinaFrontierAISafetyWatch Zhipu AI’s answer to Project Glasswing marks shift for Chinese cyber safety
Really important development, a short thread and initial take on this. 🧵
https://t.co/FUlSBqWHIG via @scmpnews

[Paul Triolo @pstAsiatech]

@nikstankovic_ No, job fears way overblown. Like any technology, it will create more jobs than it displaces. Don't believe Dario here...

[Paul Triolo @pstAsiatech]

A full 75% of Americans now oppose data centers, up from 42% a year ago, according to the data.
https://t.co/HHasPmFPlQ

[Paul Triolo @pstAsiatech]

@nikstankovic_ Most have no idea what a data center is. It is correctly politically correct to oppose.

[Paul Triolo @pstAsiatech]

@GeorgStieler I would kill for the folding t-shirts and sorting socks.

[Paul Triolo @pstAsiatech]

Nvidia AI Chip Prices to Rise About 17%, Server Makers Tell Customers https://t.co/zin7rRhWBb

[Paul Triolo @pstAsiatech]

@JulianGewirtz She is much taller than Henry.

[Paul Triolo @pstAsiatech]

@teortaxesTex The dark ages of US China policy...

[Paul Triolo @pstAsiatech]

No, AI Probably Won’t Cure Cancer Anytime Soon, Scientists Say
Many researchers see promises of fast AI cures as an attack on their field’s established rules and an attempt to declare victory without proof. https://t.co/dUk4OSFJD8

[Paul Triolo @pstAsiatech]

Analysis: For Chinese EVs in Europe, Success Hinges on Holding Their Value

Europe’s auto market operates on entirely different rules than China’s. A large portion of new car sales are generated through corporate fleets leased from car rental platforms, driven by tax regimes across Europe that allow businesses to deduct value-added taxes by offering company cars to their employees. 

https://t.co/qtlmQvch9w

[Paul Triolo @pstAsiatech]

Japan to invest additional $940m in chipmaker Rapidus

Rapidus needs 5 trillion yen to build advanced facilities and launch full-scale production of next-gen 2-nm chips. Securing 2 trillion yen in lending would enable company to move forward w/ investment. https://t.co/6GrC9xjMWT

[Paul Triolo @pstAsiatech]

State governors on both sides of the aisle are slowing development of data centers as anger over artificial intelligence spreads https://t.co/fiayQld3QI via @WSJ

[Paul Triolo @pstAsiatech]

Lehane: "AI capabilities are accelerating, and as they advance, our standards must rise, too."
https://t.co/UFkP4amOgU

[Paul Triolo @pstAsiatech]

A US AI start-up backed by OpenAI has built its first in-house model on Moonshot AI’s Kimi K3, highlighting a growing shift by Western tech firms towards Chinese open-weight systems.
I could go on and on but some people are not interested in learning...
https://t.co/UeUtY5VzFb

[Paul Triolo @pstAsiatech]

@jwdwerner Another bad look: Waico vs Pax Silica: Southeast Asia caught between China and US in AI race
https://t.co/LMFBKlWo7P

[Paul Triolo @pstAsiatech]

Waico vs Pax Silica: Southeast Asia caught between China and US in AI race
False choice and no one wants to choose sides here...leaked State Department letter: bad look...
https://t.co/LMFBKlWo7P

[Paul Triolo @pstAsiatech]

Agreed. But there is growing scepticism about the Biden foreign policy approach, on Gaza, and on China, given the clear downsides produced in all directions. Many want a new approach, and trotting out the alliance thing again, or forcing countries to choose sides is recognized as part of an outdated playbook.

[Paul Triolo @pstAsiatech]

Beyond winning and losing: What Beijing wants from the Iran war

China does not see the war primarily as a contest over who gains or loses influence

Nice antidote to all the bad takes on how China views this conflict...
https://t.co/qzjdlLwDc7

[Paul Triolo @pstAsiatech]

@Zhaoeu1 Indeed. And demand ramps steeply through 2030...

[Paul Triolo @pstAsiatech]

China exports to US rise of rare earth critical to aerospace sector
MOFCOM approves licenses, and at any given time there are many license requests in for yttrium, with different quantities and timelines. China is not "boosting" yttrium exports on some timetable, but licenses are moving through the system and get approved depending on a host of factors, including the state of the bilateral relationship, US actions, like FCC, etc.
https://t.co/ebZX4Ku1Nj

[Paul Triolo @pstAsiatech]

They also said the AI agent's attempt to publicly discredit Demir by creating a multi-person conversation around him showed that AI models were able to mount sophisticated efforts to trick and cajole humans.

[Paul Triolo @pstAsiatech]

Five cybersecurity and AI safety experts said Demir's story was particularly disturbing because the kind of hack he discovered, called a supply-chain attack, ​can have far-reaching consequences.

https://t.co/o3VPXKyhfU