JASON STONE

两岸猿声啼不住，轻舟已过万重山。

[David Fishman @pretentiouswhat]

One uniquely exhausting thing about writing on China is that every proper argument seems to require preparing a mini Wikipedia of caveats, footnotes, and pre-emptive clarifications. You can't simply make the argument you actually want to make. You have to first ask yourself what assumptions your readers will bring to the table or what common misconceptions or debates might be triggered by a particular phrasing. Trying to make a good faith effort of it requires trying to anticipate as many possible objections as possible before they occur and getting ahead of them.

As an example from my piece today, I wrote that industrialization is not a queue, and that productive capacity does not automatically relocate to whichever country has the lowest wages once another country moves up the value chain - it also needs a foundation of productive capacity to receive it. To me, that seemed like a fairly straightforward point about development economics.

One critical response I received: "China had nothing when we decided to industrialize them 50 years ago."

So then we aren't discussing my argument anymore. We are now debating whether China itself possessed any meaningful industrial capacity prior to the reform era...something I had neglected to pre-empt in my piece.

Suddenly I find myself wondering whether I should have included an extra paragraph in the price or at least. footnote explaining that China in 1979 was poor but not a barren wasteland. It already possessed infrastructure, industrial enterprises, power generation, engineers, railways, ports, literate human capital, state capacity etc. It was in fact unusually well positioned to receive FDI. I know this. China scholars know this. People that study development economics know this. But most people probably don't know this...so is it the critic's fault for being ignorant, or my fault for not foreseeing the issue?

Of course even if I got that one, I'd probably miss another. The piece is still going. Maybe someone will object to how I've defined infrastructure or challenge my definition of industrialization itself. Or more likely an objection I can't even imagine yet. No matter how many caveats and qualifications you add, someone will always find a background assumption you neglected to footnote.

The dispiriting thing here isn't that people will disagree with me. That's part of sharing an opinion in a public space. But it's a bummer that China discussions feels like they require reconstructing an entire agreed worldview from first principles before you can have any kind of conversation. I think that's probably something most people writing about China have experienced. Or at least will recognize.

[China Daily @ChinaDaily]

#BREAKING Chinese mathematicians Deng Yu, Wang Hong awarded Fields Medals, becoming the first Chinese recipients of the prestigious honor

[JASON STONE @jasonstone62591]

长征是中国共产党命运的转折点，毛如果不在内部竞争中胜出，布尔什维克在中国的故事就到此结束了。

而毛最终胜出并奇迹般得保存了这支队伍，革命的火种自此开始传遍全国。

即便放在中国几千年的历史中，长征的奇迹也是足够耀眼的。

中国航天的运载火箭以“长征”来命名，也是人类向太空发起挑战的一种必胜信念的表达。

[dane 🚩 @buckadeath]

Mao Tse Tung in 1935 after the Long March:

[JASON STONE @jasonstone62591]

这让我想起了《左传》里的一段著名历史：齐太史是春秋时期齐国史官，负责起草文书、记载史事及祭祀典籍。公元前548年，齐国权臣崔杼因齐庄公与其���私通而弑君，齐太史在史册上直书“崔杼弑其君”，遭崔杼杀害。其弟接任后仍坚持原文记录，亦被处死，第三位弟弟依然如实记载，崔杼被迫放���篡改。南史氏听闻此事，携带竹简赶往齐国，得知史实已被记载方才作罢。

中国人对待历史的态度，几千年来都是如此。

[R.Сам 🦋🐏 @Logo_Daedalus]

The more I learn about Chinese history the more jealous I am for them— they have a much longer, almost overwhelmingly so, tradition of record keeping. In the West, ones antiquity comes out of cosmopolitanism— we must look far afield to find our ancient records.

[R.Сам 🦋🐏 @Logo_Daedalus]

China is the only adult in the room.

[JASON STONE @jasonstone62591]

"American Firewall" at its making.

[Polymarket @Polymarket]

JUST IN: Trump officials are reportedly weighing blocking U.S. access to top Chinese AI models.

[JASON STONE @jasonstone62591]

之前有人说2008年的南奥塞梯战争和2014年的克里米亚事件助长���普京军事冒险的欲望，我不知道持有这种看法的人会不会以同样的标准看待成功绑架马杜罗后的特朗普很快就急不可耐地去炸死了哈梅内伊。

[JASON STONE @jasonstone62591]

说实话我也不支持封锁海峡，但你美国单方面指责伊朗这也太不要脸了。

[Clash Report @clashreport]

Marco Rubio on Iran:

I do think the world is coming to a point now where it's clear that Iran—at least some people in Iran—want to control the straits and hold it as leverage against the world.

And the world has to decide whether or not it's going to allow an international waterway to be under the control of a country like this. It would be completely illegal, unlawful, and unacceptable.

The United States will continue to do what it needs to protect global shipping, but other countries need to begin to step up and provide, whether it's hardware or finances, to help carry that burden.

[JASON STONE @jasonstone62591]

May you soon reach ‘overcapacity’.😏

[Kimi.ai @Kimi_Moonshot]

Kimi K3 has received far more love than we expected, and our GPUs are feeling it.

Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected.

We're adding capacity as fast as we can and will reopen new subscription spots in batches.

Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable.

Thank you for your patience and understanding!

[Alex Veremeyenko @alex_verem]

The Chinese president stood on a stage in Shanghai and laid out China's entire AI playbook in one speech.

It was his first-ever in-person appearance at the World AI Conference. I went through the whole thing and pulled out everything that matters.

- he opened with his signature maxim that great changes unseen in a century are unfolding across the world.

- he said AI development should not be a solo performance by a single country but a symphony of international cooperation.

- he reaffirmed China's commitment to open source AI in the name of openness and shared benefit.

- he warned against overstretching the concept of national security in AI, where one country puts its own security above everyone else's.

- he said China opposes the emergence of new historical injustices in AI, one of the strongest-worded lines in the speech.

- he pledged 5,000 AI training opportunities for developing countries over the next five years, naming ASEAN, the Arab League, the African Union, CELAC, the SCO, and BRICS.

- he committed to giving 30 countries access to a Chinese AI weather system that provides early disaster warnings.

- a day before the speech, 29 countries signed the agreement creating a new World AI Cooperation Organization headquartered in Shanghai.

strip away the politics and one thing stands out to me. he didn't pitch benchmarks or chatbots. he pitched AI as infrastructure, weather warnings for countries that lose thousands of lives to storms they never saw coming, and training programs for regions the AI boom has skipped.

meanwhile most of the Western AI conversation revolves around which lab ships the next frontier model.

I don't care who wins the race. I care whether the computing power reaches the people who need it.

The full speech is below, and it's worth your time.

[JASON STONE @jasonstone62591]

Keep going, you’re almost there.

[Matt Van Swol @mattvanswol]

I'm confused.

The USA has the most powerful military on Earth. We've bombed the HELL out of Iran for 4 months. Trump says their Air Force, Navy, and nearly all of their missile capabilities are destroyed.

...so how is Iran still capable of hitting US bases right now???

[Arnaud Bertrand @RnaudBertrand]

That was a really cool experience! After about 5 hours of walking we noticed a very remote yurt, lost in the mountains, so we went to check it out.

There we met two Kyrgyz boys (at first we assumed they were Khazak but we were wrong) - two brothers 14 and 12 years old - who lived there with their horses and cows.

As they explain, they were a whole family living there during the summer: these 2 boys, their sister, and parents. The parents were out working when we went there. During the rest of the year, they live down in the city where they have an apartment and where the kids go to school.

They kindly invited us in and we bought some of their homemade cheese and yogurt. We paid them through WeChat, which really goes to show how universal it is in China: even in the most remote places!

We also spoke about life and... guess what... Mbappé, who truly is the only thing people worldwide seem to know about France these days 😅

Having traveled in some 64 countries so far, China is really one of the only countries out there where you can still find people - like them - living truly in accordance with their ancestral ways and their traditions. I've met hundreds of people like them over the years in China.

Which is why the accusations against China on eradicating minority cultures are so shameful: they're literally best in class worldwide in letting people preserve their traditional ways of life.

[JASON STONE @jasonstone62591]

@AngelicaOung 基本同意，这也是我在这里没有直��的。我理解作为普通民众的心理，当形势不太稳定时大家会更关注自己已经到手的东西而不是去相信或者期待还未到手的东西。

更何况这种大礼包跟两岸管理层之间可能存在的政治筹码交换是完全不同的两回事。

[JASON STONE @jasonstone62591]

台湾回归后能享受到的政策大礼包将是巨大的，以至于我一直在想这对于大陆民众可能都是一件不能说是很愉快的事情，因为这样看起来不够公平。

到时候台湾人会坐享大部分其他国民即便努力也无法享受到的政策红利。

但如果能和平回归，这样的“不公平”我想终究而言还是可以接受的。

[Angelica 🌐⚛️🇹🇼🇨🇳🇺🇸 @AngelicaOung]

Omg how lucky are the Taiwanese rly? American allies during the American century…actual Chinese during the Chinese century…

Just have to finesse the transition 😅

[JASON STONE @jasonstone62591]

一大早就看到时间线上全是CHINA😅。

[JASON STONE @jasonstone62591]

For what, exactly? I can think of one country that might actually need that data — though apparently someone still struggle to even say its name.

[Clash Report @clashreport]

Trump:

China acquired 220 million U.S. voter files.

[JASON STONE @jasonstone62591]

比真人对打更让人放心。

[DramaAlert @DramaAlert]

The robot fighting league is getting serious.

[MacroEdge @MacroEdgeRes]

Chinese oil imports are rebounding sharply

#MacroEdge

[JASON STONE @jasonstone62591]

再叠加上日本政府如今刨根式地毁掉了对华的官方沟通渠道，两国的关系几乎已经没有好转的可能性了。

[日本経済新聞 電子版（日経電子版） @nikkei]

世界20カ国の中国への好感度、対米超え　ピュー世論調査で初逆転
https://t.co/CDHvEBnePZ

米国への好感度が明確に中国を上回ったのは日本やインド、イスラエルなど6カ国だけでした。

イスラム圏では中国への好感度が米国を大きく超え、パキスタンではその差が75ポイントに達しました。

[JASON STONE @jasonstone62591]

这件事与近期治理学术不端和清理日本在华影响力这两个方向是高度相关的。

这群人在中国曾经的影响力也属于特定时代的产物，而在21世纪20年代以后她们��际早已是“冢中枯骨”了。

她们的影响力也并非来源于自身，而是来自于背后把她们推到前台的那部分人。

而在X这些平台上仍能经常看到思维仍停留在上个时期的一些中文账户，仍然自以为是地以为时代的潮流是靠自己发表一些“高论”就能左右的，以为自己的认知是“领先”于人民大众的。

成语“螳臂当车”就是用来形容这类不识时务的人的。

[Eason Mao☢ @KELMAND1]

清算老公知：贾浅浅、蒋方舟与特权圈的集体倒台

2026年7月15日，西北大学一纸通报，将贾浅浅事件推向了终局。三天前的7月12日，中国人民大学刚刚撤销了蒋方舟的硕士学位。两个“天才少女”，两位“文坛二代”，在同一周内被同一把尺子量出了原形。这不是巧合，这是一场迟到了太久的清算。

先看贾浅浅。西北大学的调查结论写得毫不留情：16篇以第一作者发表的论文中，9篇存在多处段落及语句重复且未注明来源，6篇引用标注不规范，连硕士学位论文都被认定存在抄袭行为。处理结果更是一刀切到底：撤销硕士学位、撤销副教授职称、撤销教师资格、解除聘用关系，相关责任人一并被处理。换句话说，她和西北大学之间的一切，全部归零。尤其讽刺的是，她抄袭的论文里，研究对象恰恰是她父亲贾平凹的绘画艺术。爹办刊、女儿抄爹、全家共享学术红利，这条“学术家族产业链”被彻底暴露在阳光下。

再看蒋方舟。中国人民大学的处理同样干脆：撤销硕士学位。比起贾浅浅，蒋方舟事件的戏剧性在于过程：7月5日人大的第一份通报还只是批评她“学术不规范”，结果仅过了8天，7月13日就被新证据“锤”成了“学术不端”，9处与境外论文高度重合且未加标注，铁证如山。人大没有护短，没有拖沓，敢于推翻自己的初步结论，这种“对自己下刀”的干脆，恰恰是学术尊严的自我救赎。

把两个人放在一起，画面就完整了。贾浅浅和蒋方舟，一个靠着贾平凹的女儿身份，一个顶着年少成名的“天才作家”光环，多年来在文坛和学界如鱼得水。她们出版、获奖、入作协、拿教职，一路绿灯，质疑声像打在棉花上。但这一次不同了，两所高校几乎同时出手，一个沉默三个月后连根拔起，一个八天内自我反转。过程有快慢，结局无差别：学位没了，职称没了，光环碎了。

这场清算的真正意义，远不止于两个人。蒋方舟被查，是因为有人在境外数据库里逐条比对出了她的抄袭证据；贾浅浅被查，是因为网友一篇篇翻出了她的论文原文。公众不再是看客，而是参与者和推动者。当所有人都举着放大镜盯着那些曾经“不可撼动”的名字，任何一块遮羞布都盖不住真相。贾浅浅的“论文产业链”、蒋方舟的“境外拼凑术”，本质上是一回事：用父辈的名望和圈子的庇护，把学术变成了自家的后花园。

所以，所谓“秋后算账”，算的不是某个人，而是一整套运行了太久的潜规则：爹有名气，女儿就能发论文；妈有���子，孩子就能拿学位；家里有资源，学术规范就可以绕着走。这套潜规则，在贾浅浅和蒋方舟身上同时失灵了。两所高校的处理，像两记响亮的耳光，打在了所有“老公知”的脸上：你们的那套“传帮带”，从今天起不好使了。

秋风起处，落叶归根。贾浅浅辞职走人，蒋方舟学位作废，两个名字从学术名单上被一笔勾销。但对公众来说，这远远不够。人们等着看的，不仅是两个“二代”的倒台，更是那个纵容她们一路绿灯的“圈子”，什么时候才能真正被连根拔起。这一天，但愿不会太远。