Timo Salo

Growth through transformation. #BusinessArchitect, #BusinessTecnology, #EnterpriseArchitecture

[Timo Salo @timosalo]

@MIJaaskelainen @MartinPaasi Anekdootti autoista. Kun auton rengas menee rikki, on hyvä luopua auton käytöstä ja pyytää kansallista turvaohjeistusta. 😀

[Timo Salo @timosalo]

https://t.co/zMG1xAFUwj

Kiinan kansankongressissa 5. maaliskuuta julkistettu 15. viisivuotissuunnitelma. Siinä tekoäly mainitaan yli 50 kertaa. Sen tavoitteena on 70 prosentin tekoälyn levinneisyys Kiinan taloudessa vuoteen 2027 mennessä. Myös humanoidirobotiikka keskiössä.

[Shanaka Anslem Perera ⚡ @shanaka86]

While the United States spends billions bombing Iran and the world watches oil prices crash, China just published the most consequential economic document of the decade. Nobody is paying attention. That is the point.

The 15th Five-Year Plan, unveiled at the National People’s Congress on 5th March, is 141 pages. It mentions artificial intelligence over 50 times. It targets 70% AI penetration across the Chinese economy by 2027 and 90% by 2030. It designates humanoid robotics as a core pillar industry with output doubling over five years. It commits to space-Earth quantum communication networks, nuclear fusion timelines, and brain-computer interfaces. It sets AI-related industries at a target value exceeding 10 trillion yuan, approximately $1.38 trillion. And it declares “extraordinary measures” for rare earths and semiconductor self-reliance.

This is not an economic plan. It is a war plan for a war the United States is not fighting because it is too busy fighting the wrong one.

The US response to Chinese technological competition is the CHIPS and Science Act, signed in 2022. It appropriated $52.7 billion for semiconductor manufacturing, including $39 billion in direct grants and a 25% investment tax credit that expires this year. It has spurred over $640 billion in private investment across 140 projects in 30 states. It created half a million jobs. By any measure, it is the most significant US industrial policy in a generation. And it covers exactly one sector of an economy-wide technological competition.

China’s plan covers every sector. AI across the entire economy. Robotics as industrial backbone. Space infrastructure. Quantum computing. Rare earth processing dominance maintained and strengthened. The CHIPS Act is a rifle. The 15th Five-Year Plan is an arsenal.

The rare earth dimension is where the plans intersect with the war. China controls 90% of global rare earth processing. Every F-35 joint strike fighter requires 920 pounds of rare earth materials. Every Patriot missile battery, every THAAD interceptor, every guided munition being expended over Iran at a rate of thousands per week depends on materials that China processes. The “extraordinary measures” in the Five-Year Plan are not defensive. They are the tightening of a supply chain that the US military cannot function without.

In April 2025, China imposed export controls on all 17 rare earth elements. The January 2027 DFARS deadline requires the Pentagon to eliminate Chinese rare earth dependency from defence procurement. That leaves a 10-to-15-year vulnerability window during which the United States is simultaneously waging a war that consumes rare-earth-dependent munitions at historic rates and attempting to build alternative supply chains that do not yet exist.

The Iran war is consuming the interceptors. China is tightening the supply chain that builds the interceptors. The Five-Year Plan is the document that formalises the tightening into national strategy.

Trump posted “Death, Fire, and Fury” on Truth Social. Xi Jinping published a 141-page plan to ensure that the materials required to deliver that fire and fury remain under Chinese control for the next fifteen years.

One leader is fighting a war. The other is winning the peace. And the 141 pages that will determine which strategy prevails were published the same week the bombs started falling.

Full analysis - https://t.co/eMrt5qYYst

[Timo Salo @timosalo]

@Kiichiiro1 @grok true?

[Timo Salo @timosalo]

https://t.co/CnfHCev8Fh cancelloi suomalaista kulttuuria soittamalla olympialaisten pronssimitalin yhteydessä englanninkielistä Andy Powellin Be Fearless kappaletta.

Tämä on HUONO valinta!

Miten olisi vaikka Sillanpään marssilaulu tai J Karjalaisen Sankarit kappale?

[Timo Salo @timosalo]

@IlkkaWiio Kyllä tämä valituksella saataisiin kuntoon. Jos ei muuten niin CASin kautta. Ihmetyttää suomalaisten valmentajien nynnerö asenne ettei voi mitään tehdä.

[Timo Salo @timosalo]

#Porvoo voisi hommata #Runebergin tortun alkuperäiselle reseptille nimisuojan. Torttu ilman punssia mausteena pitäisi myydä toisella nimellä.

[Timo Salo @timosalo]

@hubermanlab @Rizk_Taker What is the definition of a dry sauna?

Here in Finland, the sauna is heated to at least 70 C and water is thrown onto the stove. The hot steam warms the air and thus also the skin. Experience is very relaxing and good for the blood vessels. Ssauna is hot and humid. Not dry.

[Shay Boloor @StockSavvyShay]

$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space.

This is exactly why access to powered data centers has become the new leverage point.

If compute is easy to buy but power is hard to get, the leverage moves to whoever controls energy & infrastructure. Every new data center that $MSFT, $GOOGL, $AMZN, $META & $ORCL are trying to build needs hundreds of megawatts of steady power. Getting that energy online now takes years which means the players who locked in power early & built vertically across the stack are the ones with real control.

Hyperscaler growth is no longer defined by how many GPUs they can buy but by how quickly they can energize new capacity.

Satya’s other point about not wanting to overbuy one generation of GPUs matters just as much. The refresh cycle is shortening as Nvidia releases faster chips every year which means the useful life of a GPU now depends on how quickly it can be deployed into production. When power & space are delayed then that GPU loses value before it ever produces a dollar of compute revenue.

Satya just validated why my DCA plan remains overweight in the AI Utility theme. The AI economy will scale at the rate power comes online, not at the rate chips improve. The next phase of AI infrastructure growth will belong to whoever can energize capacity faster than demand expands.

Power has become the pricing layer of intelligence: $IREN, $CIFR, $NBIS, $APLD, $WULF, $EOSE, $CRWV

[Timo Salo @timosalo]

Kesä parhaimmillaan. Tampereella on tarjolla hyvälaatuista urheilua monessa lajissa. Olimme tällä kertaa seuraamassa pesäpalloa. Tapahtuma oli viihdyttävä ja järjestelyt onnistuneet.

[Timo Salo @timosalo]

@MartinPaasi Tänä päivänä toimitukset talouteen vedoten ovat laskeneet laatuvaatimuksia. Toimittajalla on brändi, ja mielipide saa myös tulla esille.

Itse mietin usein onko ylen hallintoneuvosto vain kumileimasin?

[Jari Sarasvuo @SarasvuoJari]

Sipilän hallituksen aikaan soteuudistus meni melkein maaliin.

Demareilla oli kuitenkin täsmäase, Krista Kiuru.

Kuulin silloin silminnäkijätodistuksia sen hallituskauden viivytystaistelusta, yhden naisen Rambo-luokan sissisodasta, jolla saatiin lopulta hallitus nurin.

Déjà-vu.

[Kimmo Vaskelainen @Kimmomi74]

Hs:llä on käynnissä operaatio "pelastakaa Krista Kiuru"
joten se kyhäsi kokoon etusivun jutun Paasin kuulokkeista. Säälittävää taas Hesarilta.

[Timo Salo @timosalo]

@MartinPaasi Toinen näkökulma valtiontalouteen. https://t.co/cwewpWxcve

[Cillian @CilComLFC]

Milton Friedman said it best:

“Keep your eye on how much the Government is spending, because that is the true tax.

There is no such thing as an unbalanced budget. You PAY FOR IT either in the form of taxes, or indirectly in the form of inflation or debt.”

Fact check: TRUE ✅

[Alex Günsberg @alex_gunsberg]

Finland has the world’s second-highest income taxation. Even communist countries like China and others are far behind.

Socialism aims for the means of production to be owned or regulated by the state or the community, distributing wealth and income more equitably.

In practice, it doesn't matter whether the state owns the means of production or the income. Either way, there is no freedom.

[Timo Salo @timosalo]

Kävimme #Jyväskylä ssä rantaravintola #Viilu ssa sunnuntaina lounaalla. Tilasimme muikkuja, paahtokylkeä ja ylikypsää broileria.

Maksuvaiheessa tarjoilija ilmoitti, että S etukortti ei toimi mobiilisti. En kuljeta korttia mukana, joten jäi bonukset ja ale saamatta. …

[Visegrád 24 @visegrad24]

Charles Lindbergh speaking in 1940:

“I’ve been forced to the conclusion that we can’t win this war for England regardless of how much assistance we send”

If Lindberg would’ve been listened to, there would’ve been a Nazi Europe from Lisbon to Vladivostok

[Arto Kokkinen @Arto_Kok]

@lasleh Ikävää on se, että Suomessa eivät yksityiset terveysmarkkinatkaan toimi: asuessamme IT, GER, LUX yksityinen lääkäri maksoi 45-55€, Suomessa 75-100€. Lääkärifirmat olivat pieniä ja niitä oli valtavan paljon. Yksityistäminen kannattaa vasta kun kilpailu toimii, kuten ym. maissa.

[John Lee Pettimore @JohnLeePettim13]

Sulfur extraction using the Frasch process. Super heated water injected into the earth. We need sulfuric acid to make #GreenEnergy This method releases toxic metals like arsenic, mercury, lead, cadmium, and chromium. Things they don't tell you about #GreenEnergy

[Mikko Manninen @MikkoMann]

Norja pystyi lopettamaan Venäjällä luvallisesti oleskelevien hakemusten vastaanoton ja aloitti pikakäännytykset 2015. Virta loppui siihen. https://t.co/PS99EP5FZp

[Ilkka Rauvola @jukka235]

THL:n laumasuojastrategia (25.8.2021) on keskeinen syy suureen koronakuolemien määrään. Sekä koronakuolemien että ylikuolemien määrä lähtivät rajuun nousuun THL:n laumasuojapäätöksen jälkeen.
67/x

https://t.co/j0tBneOE1J