Top Tweets for #SRead
#sREAD When reverse engineered and developed technology is available free to all Provincial Party sector companies, 👇🏼is what happens!
SCMP: "Embattled Chinese developers have turned to a new strategy to resuscitate their ailing businesses: diversifying into semiconductor production."
This is classic financial distress behavior: it is often rational for bankrupt businesses with continued access to financing to shift to highly risky ventures with large potential payoffs. If they win, they emerge from bankruptcy. If they lose, their creditors absorb the additional losses. Those who followed the S&L crisis in the US in the 1980s will remember how this works.
The problem here is that if too many businesses (especially those whose main qualification is that they went bust speculating on property markets) supported by too many eager local governments looking for ways to boost production in politically favored areas, jump into semiconductor production, we risk having the same problems of involution that we had in EVs, solar panels and batteries.
https://t.co/NJX8YcaAf5
Aphorism: If you cant beat them, join them.
i.e. Adopt CCP/PRC's #sREAD policy
sREAD = spy/steal, Reverse Engineer and Develop
When Audi executives first saw the Zeekr 001 in 2021, a long-range electric vehicle with European aesthetics, it was a wake-up call for the premium German auto brand - if it wanted to compete with the Chinese, it needed their technology. https://t.co/N57ntRwEta
128/sREAD #sREAD policy, included the targeted purchase of bankrupt or failing western firms, having the latest technology.
Thread: How China bought Germany's robotics crown jewel
Quick story: I recently called Kuka German in a thread and got called out - "Kuka is Chinese now."
This sent me down a rabbit hole.
What I found was straight out of Succession, and it reshaped how the West thinks about tech sovereignty.
This is the story of how a Chinese appliance company bought Kuka & kick-started China's robot dominance. ⬇️
123/sread #sREAD also requires collection & use of all open source documents/information👇🏼. It requires motivation and hard work. Stopping the spying/stealing will not stop PRC advances; Democracies have to do some serious work to meet the challenge!
China builds world’s first working thorium reactor using declassified US documents | Aamir Khollam, Interesting Engineering
In the Gobi Desert, China has powered up the world’s only working thorium reactor.
Chinese scientists have completed a major breakthrough in clean energy by reloading fresh fuel into a working thorium molten salt reactor.
They did this while the reactor continued running, marking a significant step forward in the global push to use thorium as a safer and more abundant alternative to uranium in nuclear power.
The milestone was revealed at a closed-door meeting on April 8 at the Chinese Academy of Sciences (CAS), where project chief scientist Xu Hongjie shared the news with colleagues.
Thorium reactor begins real-world operation in China
According to Guangming Daily, the experimental unit is located in the Gobi Desert and generates 2 megawatts of thermal power.
It uses molten salt to carry the fuel and manage heat, while thorium serves as the radioactive fuel source.
Experts have long viewed thorium reactors as the next leap in energy innovation. Some scientists estimate that a single thorium-rich mine in Inner Mongolia could theoretically supply China’s energy needs for tens of thousands of years with far less radioactive waste than current uranium-based reactors.
Xu declared that China had moved into the global lead. “We now lead the global frontier,” he said at the meeting.
Comparing the international race to a classic fable, he added, “Rabbits sometimes make mistakes or grow lazy. That’s when the tortoise seizes its chance.”
Why thorium could change the future of nuclear energy
Thorium offers several advantages over uranium as a nuclear fuel. It is far more abundant in the Earth’s crust and produces less long-lived radioactive waste.
Its byproducts are also less suitable for weaponization, which reduces security risks. When paired with molten salt technology, the reactor design operates at atmospheric pressure and naturally limits overheating, improving overall safety.
These features make thorium reactors appealing in a world pushing for clean and secure energy sources.
China advances
In the 1960s, American researchers built and tested early molten salt reactors, but the United States eventually shelved the program in favor of uranium-based technology. “The US left its research publicly available, waiting for the right successor,” Xu said. “We were that successor.”
Xu and his team at the CAS Shanghai Institute of Applied Physics studied declassified American documents, recreated the old experiments, and then developed the technology further. “We mastered every technique in the literature – then pushed further,” he said.
The team’s efforts ramped up quickly. Construction on the current reactor began in 2018, and the team grew from a few dozen researchers to more than 400.
Many skipped holidays and stayed on-site for most of the year. The reactor reached criticality in October 2023, achieved full-power operation by June 2024, and successfully completed in-operation thorium reloading just four months later.
...
The country is already building a much larger thorium molten salt reactor that is scheduled to reach criticality by 2030 and generate 10 megawatts of electricity.
Read more:
https://t.co/ZvIGd9MuAa

The idea that the Chinese 'steal' technology rather than innovate themselves is becoming more and more ludicrous.

A key recommendation is establishing industrial laboratories dedicated to reverse engineering Chinese imports, starting from basic consumer goods and progressing to capital equipment that are causing goods trade deficit but with efforts could be produced locally.

A key recommendation is establishing industrial laboratories dedicated to reverse engineering Chinese imports, starting from basic consumer goods and progressing to capital equipment that are causing goods trade deficit but with efforts could be produced locally.

CCP run PRC aims to monopolise production & export of every significant manufactured good (#sREAD). Given suppression of domestic consumer demand, export of new, higher quality, consumer goods, is critical to achieve economies of scale, secure monopoly & reduce subsidies
From the New York Times: “Just two decades ago, China had little capacity to make cars, and owning one was considered novel. Today, China produces and exports more cars than any other country in the world.”
#economy #china #econtwitter @nytimes

THREAD: It’s the end of an era as foreign investors struggle to get by in the once promising China market. IBM & Nokia are cutting jobs as they see their market share diminished and face increasing pressure from a suspicious Beijing, says @thewirechina
https://t.co/mJsCf9sy68
This is an epochal shift: Europe is starting to seek to acquire Chinese battery technology via tech transfers in exchange for equal market access, a policy tool normally restricted to emerging economies.
https://t.co/qyw8hIsKrC
Excellent Paul Krugman column on China
Here is the most important bit

I looked at the financials of the rest of the non-CATL Chinese battery mfgs.
They represent ~2/3rds of global EV battery supply.
I was actually taken aback that ALL of them are profitable ... even the smaller ones.

#sREAD = systematic reverse engineering and development
China has mastered the art of stealing aircraft designs. They have used Chinese Diaspora, financial inducements, and cyber-attacks. China has thrown intellectual property rights to the winds.
@Chopsyturvey
@THEEURASIATIMES
https://t.co/6SxVepYyRC
Drones and China.

Do you believe this BS. In the #sREAD system, all #reverse #engineered technology is freely available to all domestic companies & party capitalists. So a company making shoes or leather jackets, can become an EV manufacturer overnight!
"#Xiaomi received the green light to independently produce its own electric vehicles, marking a departure from its reliance on a state-owned auto partner & another milestone in its rapid expansion into the EV market"
https://t.co/2IIlHK7ypE
Disaster is not too strong a word to describe GM's results in China.
China Sales - Q2 2024
Chevy down 80%
Cadillac down 48%
Buick down 40%
GM China Sales History
2017: 4.1 million (peak)
2024: 1.4 milion (f)
PRC 🇨🇳 used USA, EU, Japan, Korea, Taiwan (1980-2017) to help it close its large economic, technological & military production gap with them (Russia was not a source). We can use FTA/PTAs, iCET & Jt (w US, EU+) trade-industrial policy (incl 🇨🇳’s #sREAD )viz 🇨🇳
35/tpw The primary goal of India’s National policy (economic, security, diplomatic) in next 25 years, is to reduce, if not close) the gap with PRC 🇨🇳. US, EU & other DCs are critical to closing the economic, technology & defence production gaps. Secondary goal is to create..36/
Last Seen Hashtags on Sotwe
Most Popular Users

Elon Musk 
@elonmusk
241M followers

Barack Obama 
@barackobama
119.2M followers

Cristiano Ronaldo 
@cristiano
112.1M followers

Donald J. Trump 
@realdonaldtrump
111.8M followers

Narendra Modi 
@narendramodi
107.1M followers

Rihanna 
@rihanna
98.1M followers

NASA 
@nasa
92.2M followers

Justin Bieber 
@justinbieber
91.3M followers

KATY PERRY 
@katyperry
88.5M followers

Taylor Swift 
@taylorswift13
82.4M followers

Lady Gaga 
@ladygaga
73.9M followers

Virat Kohli 
@imvkohli
71.3M followers

Kim Kardashian 
@kimkardashian
70.2M followers

YouTube 
@youtube
68.7M followers

Bill Gates 
@billgates
64.4M followers

Neymar Jr 
@neymarjr
64.1M followers

The Ellen Show
@theellenshow
62.4M followers

CNN 
@cnn
61.8M followers

Selena Gomez 
@selenagomez
61.6M followers

X 
@x
60.8M followers















