PKC दिल्ली वाला

[PKC दिल्ली वाला @AlubaCap]

Finally getting around to this

[Wall Street Rollup @WallStRollup]

Colossal, a company focused on bringing back dire wolfs and mammoths from extinction, are in talks to raise new financing at a $20 to $30 Billion valuation.

[PKC दिल्ली वाला @AlubaCap]

Honestly this kind of how things are at this point in credit markets

[Jeffrey Gundlach @TruthGundlach]

Anything seems possible these days in the Wild West of private markets. Maybe Fitch will become a captive subsidiary of a captive offshore reinsurance company owned by a domestic insurance company owned by a private credit company owned by a private equity company. Leveraged.

[PKC दिल्ली वाला @AlubaCap]

@DanielSLoeb1 @MonocleMan1 @AOC What jobs? All these do is consumer power, land and produce no local value

[PKC दिल्ली वाला @AlubaCap]

The solution isn’t worsen a magnet school but instead invest in the public schools that aren’t performing

[Lincoln Restler @LincolnRestler]

1 in 5 NYC public school students are Black, but at Stuy - our most prestigious high school - 3 of ~800 incoming Freshmen are Black.

We urgently need state legislation to modify the admissions process. A single test should never be only factor deciding who gets in & who doesn’t.

[PKC दिल्ली वाला @AlubaCap]

They’ve turned tennis into a red carpet spectacle and it’s annoying

[VANITY FAIR @VanityFair]

The VIP seating for Wimbledon's final day was overflowing with power players, stars, and royals—all of whom displayed impeccable style

https://t.co/EgcksR0MI3

[Ace of Razgriz @raz_liu]

The cable net barge's footage when CZ-10B's first stage was being caught. Could clearly see the cables movement. Plus Pic2 show how the stage was initially secured by the lower net from swaying. via xiaohongshu/哩哩

[PKC दिल्ली वाला @AlubaCap]

@deltaIV9250 Insane development

[Ace of Razgriz @raz_liu]

Catching Pic

[Delta9250 @deltaIV9250]

Important to note that China's first ever recovery of an orbital booster involved CATCHING and not just landing on legs.

[Michael Pettis @michaelxpettis]

Semafor: "Four of the five fastest-rising cities in the Economist Intelligence Unit’s ranking of the world’s most livable cities were in China, led by Fuzhou — a 9-million-person city in the country’s southeast — which climbed seven spots up the ranking."
https://t.co/J6nbi1viGH

[Jonathan Cheng @JChengWSJ]

The Economist: “Brazilians are going gaga for Chinese brands…Affluent Brazilians drive cars made by BYD, use phones made by Huawei, watch televisions produced by Hisense, order meals with 99Food, a delivery app, and shop online at Shopee.”
https://t.co/OJQNWxBZnT

[Rui Ma @ruima]

China is now training trillion parameter models on domestic hardware. Meituan’s new 1.6T-parameter LongCat model was reportedly trained on around 50,000 Huawei Ascend chips.

China is adapting to export controls by redesigning the entire AI stack. Rather than matching Nvidia chip-for-chip, Chinese companies are leaning into system architecture, networking, and software optimizations to offset hardware constraints.

This hardware-software co-design is increasingly becoming China’s competitive strategy. This piece is a very accessible primer on what's happening:

[tphuang @tphuang]

中昊芯英 unveils next gen TPU AI chip as part of 泰则 2.0 compute cluster that will have 896 TFLOPS compute per chip (1792 TOPS INT8). Each chip uses just 600W of power.

In a 8 TPU + 2 CPU setup, box will have 7.168 PFLOPS of compute. Natively supports PyTorch, vLLM, SGLang & other tools.

Completed integration w/ Qwen, DeepSeek, GLM & Minimax.

Company uses Chiplet + 2.5D packaging & connected in a cluster via optical modules & w/ OCS.

Founder/CEO 杨龚轶凡 was a core member of Google TPU design team for v2/3/4.

This does feel like the Chinese Google TPU.

[Kyle Chan @kyleichan]

This is huge news for China’s AI ecosystem.

Meituan just released a 1.6-trillion parameter AI model trained entirely on Chinese AI chips. They’ve been working on using Chinese AI chips since 2023.

[Rodrigo Rabaco @RodrigoRabaco]

The damage Dario and Anthropic have done to the American AI industry is just unbelievable.
Wait until other companies catch up with Nvidia on the hardware side.
Add to that the number of people who, like me, were paying for top tier plans and relying on their models, and are now building local infrastructure to run open source models instead.

[tphuang @tphuang]

YMTC has been hugely underestimated. Here is Kimi accumulating last 5 years of quarterly global NAND market size. 2026Q1 was $46. At 13% share, YMTC would've generated $6B in revenue. Q2 was a huge jump over Q1 based on Micron report.

As YMTC marches toward 500k wpm, it will likely reach 25% of global NAND flash market revenue in a few yrs. Unlike CXMT, it actually leads the industry in high speed 3D NAND tech & also getting into 3D DRAM.

Even if supply crunch dies down a little bit & NAND global mkt reverts to 2021 or 2024 levels ($65B), YMTC could make $15 to 20B per year (assuming some level of DRAM income) in a few years. But if NAND settles into a $40+ B per quarter market, then YMTC could make upward of $50B per year w/ $40B profit.

Using P/E ratio of 15:1, that's a $600B company.

[Paul Triolo @pstAsiatech]

Robot nation: China’s bid to beat its demographic decline
The country’s workforce is set to fall to 300mn by the end of the century. Beijing wants humanoids to narrow the labour gapThe country’s workforce is set to fall to 300mn by the end of the century. Beijing wants humanoids to narrow the labour gap.
https://t.co/x145ri8VLR

[Jen Zhu @jenzhuscott]

Annual installation of industrial robots: China vs ROW combined 🤯

[PKC दिल्ली वाला @AlubaCap]

@Rory_Johnston They made a decent profit off that asset past two quarters though

[PKC दिल्ली वाला @AlubaCap]

@DonutShorts What kind of jobs or is this another Amazon HQ 2 or BLK Atlanta spin?

[PKC दिल्ली वाला @AlubaCap]

So much time for foreign policy, so little time for one of the worst governed states in the US

[Chris Murphy 🟧 @ChrisMurphyCT]

“Trump Parties While America Surrenders” https://t.co/R0xS5c7PPe