Lance Yau

clever quote and bio

[Lance Yau @LanceYau]

Sir, overcapacity has hit the gaming industry

[bee @puppycelebrity]

it suck’s how it’s impossible to have a serious conversation about how chinese and korean AAA games are ruining the industry without people getting racist about it.

[Lance Yau @LanceYau]

Some very apt points, yet another layer to consider (which you almost got close to) is that dramatically cheap everyday goods can still occur while severe scarcity remains in *positional goods*, such as desirable housing, elite education, marriage prospects, prestige, etc.

So, even if China (or other economies down the line) reaches post-scarcity in tradeables, there could still remain intense scarcity in positional goods; aka the extremely human and social desires.

If China truly is the country that's closest to reaching that status, it may very well end up being a testbed for the rest of the world. It'll be super curious if the lack of material scarcity causes competition to move up Maslow's hierarchy (which is protofoundational to how society develops in works like Star Trek).

[Lance Yau @LanceYau]

Some very apt points, yet another layer to consider (which you almost got close to) is that dramatically cheap everyday goods can still occur while severe scarcity remains in *positional goods*, such as desirable housing, elite education, marriage prospects, prestige, etc.

So, even if China (or other economies down the line) reaches post-scarcity in tradeables, there could still remain intense scarcity in positional goods; aka the extremely human and social desires.

If China truly is the country that's closest to reaching that status, it may very well end up being a testbed for the rest of the world. It'll be super curious if the lack of material scarcity causes competition to move up Maslow's hierarchy (which is protofoundational to how society develops in works like Star Trek).

[Lance Yau @LanceYau]

IMO Nolan's most underrated feature is that despite having a reputation of an 'epic' filmmaker, his style is almost stubbornly minimalistic, from his preferred aesthetics, instrumentation, and certainly his dialogue.

Particularly after the Odyssey, perhaps more people are starting to realize that he basically still approaches things like an indie filmmaker, which might not fit certain expectations of him being some sort of grandiose auteur.

It may not be everyone's cup of tea, but he's a minimalist with a big budget.

[Kyle Chan @kyleichan]

The world increasingly looks like this:
- a US market that increasingly excludes Chinese tech
- a Chinese market that increasingly excludes American tech
- the rest of the world that uses both US and China tech, including AI, smartphones, robots, EVs, robotaxis, social media, etc

[Lance Yau @LanceYau]

An interesting question of what counts as "ordinary people" in China.

I agree with Zichen's insinuation that the option of choosing life insurance products is a luxury for the vast majority of the population. But if living standards gradually advance, more and more people will start to look at life insurance - even if it's still a rarity.

Would they no longer count as ordinary anymore, or would the definition of "ordinary" finally begin to converge to what the article is trying to grasp?

[Zichen Wang @ZichenWanghere]

"...ordinary people, who only want to take care of their families with the aid of life insurance products, are slapped with big tax bills."

poor ordinary people

https://t.co/369wLx9YTv

[Lance Yau @LanceYau]

Great story. There's also a less unexplored subset of the AA experience where you move 'back' to Asia for a substantial length of time and discover that you're inherently never going to fit in the motherland either - because at heart you'll always be a kid from America.

[Kiwi @ChineseCheese]

My Asian American pitch is on how my dad is born and raised in the west. He grew up listening to Meatloaf and playing DnD. He pretended to know Kung Fu in school so bullies would leave him alone. He moved to Hong Kong barely speaking Cantonese and met my mom and raised me there

[Lance Yau @LanceYau]

@markvalorian La Liga to this day has at least three(!) ways of rendering 'Football' Club:
- Futbol Club
- Club de Fútbol
- Balompié (the anti-anglicized form of the sport's name)

[Lance Yau @LanceYau]

I used to think this way, that these names are cringe, until I learned that this is how the storied clubs in Spain and Italy took their names - they literally named themselves in English first: "Foot-Ball Club Barcelona" / "Genoa Cricket Football Club" / "Athletic Club" due to the English influence of the sport - and some of them stuck.

It's just tradition to mimic whatever's in the cultural milieu.

[Lance Yau @LanceYau]

@wongmjane nu chuan b

[Lance Yau @LanceYau]

CAC has literally had to play catch-up to AI progress over the past two years, but sure, they're all run by the PLA.

Takes like these underestimate the PRC's anxieties about their own domestic tech.

[Jim Cramer @jimcramer]

We must NOT let our companies use these Chinese models to save a few bucks. OpenAI and Anthropic are correct. This is vital national security. Please read Bing West's just released Cat 5. I respect the Chinese people greatly but these companies are run by the PLA for heaven's sakes.

[Lance Yau @LanceYau]

Hopson is an interesting case, however, if you compare it to the JD Mall down the street. That mall also has decent traffic but the crowds are not nearly as intense as Hopson. Why is that?

The prevailing theory is that Hopson has far more restaurant and snack options - and more broadly, consumption in China is only at its strongest where food is involved.

[Lance Yau @LanceYau]

Hopson is an interesting case, however, if you compare it to the JD Mall down the street. That mall also has decent traffic but the crowds are not nearly as intense as Hopson. Why is that?

The prevailing theory is that Hopson has far more restaurant and snack options - and more broadly, consumption in China is only at its strongest where food is involved.

[Kaiser Kuo @KaiserKuo]

@damienics My guess is they believe it serves the end of 1-to-N diffusion, which they regard as ultimately more important than 0-to-1 innovation. They also believe it broadens their footprint in the Global South, and so far, that looks to be correct.

[Lance Yau @LanceYau]

@tenobrus Nonzero chance that they've already used similarly-capable tools to patch an array of internal vulnerabilities. Their standards committees, cyber regulator, and public sec bodies have been BUSY for the past half year.

Basically, they may have already Glasswinged themselves.

[Lance Yau @LanceYau]

@theoldzealand Their chances at the end were absolutely FM match engine-esque

[Lance Yau @LanceYau]

@NBAWAY0FFS @ShamsCharania what's 30 divided by 3

[Lance Yau @LanceYau]

It's funny that the last sentence is basically a mirror of some Asian superstitions/pseudoscience, but the difference is that Asian opposition to using AC is negligible when it gets undeniably hot lol

[Lance Yau @LanceYau]

@goodreads Siddhartha, Herman Hesse