Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
This $AXTI / InP substrate export controls is EXACTLY why:
Trump's America 1st policies should focus around securing its supply chains over in EU/Japan/KR.
And weaponizing it against China.
US alone has leverage, but everyone together has extreme leverage.
If you use Japan to cut off China's humanoid program / upstream chemicals and leverage EU to cut off China's photonics program:
They'll bend for substrates and rare earths.
You literally need to break their frontier industry development over yields or actually manufacturing the components.
Not just threaten 40% tariffs to stop them from shipping cheap goods.
@aleabitoreddit nice strategy then you have 0 Rare Earth, Gallium and Germanium in return, does that sound fun to you? go back your photonic SIVE promoter role, and dreaming about your photonic empire 🤣
Imagine being a guy in 2004 who just bought stock in every logo he saw on his new laptop
Wife: "honey what are you doing"
Guy: "buying the stickers"
Wife: "...what"
man is a billionaire now. wife still confused. 🤝📈