MuSigma

[Bloomberg @business]

China plans to add chemicals and petrochemicals to its emissions trading system next year https://t.co/GHDz5Bh62X

[Chen Zhuo | Katrina @SouthernM46171]

Before the New Delhi BRICS summit, reports of confrontations in Arunachal were dismissed as unsubstantiated. Convenient timing for Modi’s outreach to China.

Jaishankar used to insist that relations “cannot be normal, if the situation in the border areas is abnormal.” The government kept repeating this as though it could dictate the terms. It apparently gave little thought to what would happen if India needed better relations before those conditions were met.

Much of China’s border posture remains unchanged. Modi’s position has changed. Trouble with Washington has made engagement with Beijing more urgent, leaving him struggling to explain his own government’s earlier demands.

Now Shatrujeet Kapur, the serving ITBP chief, has acknowledged continuing face-offs and China’s conventional military advantage before his own personnel. His approaching retirement makes that candour especially significant. With his career nearly over, he may feel freer to voice concerns that officials usually soften in public.

Modi’s government owes the public an explanation for accepting conditions it spent years declaring unacceptable.

Face-Offs with Chinese Troops Continue at Several Points in Arunachal, Says ITBP Chief https://t.co/NZ8fUYtwIU

[Simon Betschinger @SBetschinger]

Die Ungerechtigkeiten der linken Weltanschauung:

In Berlin ist der Kita-Besuch ab dem vollendeten 3. Lebensjahr komplett beitragsfrei.

In München fallen teils bis zu 700 € Kitagebühren an.

Berlin erhält Länderfinanzausgleichszahlungen aus Bayern.

Eltern in München tragen bestimmt gerne dazu bei, dass Berlin kostenlose Kitaplätze anbieten kann.

Denn das ist Solidarität im linken Weltverständnis.

Bis die Linken nach München ziehen...

[Bloomberg @business]

China was long seen as a producer of cheap goods. High-end consumer products are changing that narrative. https://t.co/y03IxRoC6G

[Bloomberg @business]

DeepSeek and MiniMax have won approval to deploy models overseas, part of a wave of homegrown AI technologies that Beijing will allow to operate globally, a Chinese state media affiliate said. https://t.co/ER36P7QIHu

[Bloomberg @business]

Vietnam is betting big on a $65 billion high-speed railway linking Hanoi and Ho Chi Minh City.

Construction is set to start in late 2027 and take at least a decade to complete. The line could cut the roughly 35-hour journey to just six. Read more: https://t.co/iF9Mg5Ciec

[Belfort @boersenbelfort]

Ich wollte mein altes iPhone 12 Pro auf Kleinanzeigen verkaufen, weil es sonst nur im Schrank verstaubt und habe es relativ günstig für 130€ inseriert.

Nach einer Stunde hat sich direkt jemand gemeldet mit „80€?“

Fand ich frech, daher ihm angeboten 130€ inkl. Versand und ggf. PayPal Käuferschutzgebühren.

Danach „Geht 90€ bitte?“

Abgelehnt und auf mein vorheriges Angebot aufmerksam gemacht.

„95€? Es ist für meine Tochter, sie zahlt von ihrem Taschengeld“

Juckt mich natürlich 0,0%, aber ihm dann angeboten 125€ inkl Versand.

Hat er auch wieder abgelehnt und erneut gefragt, ob 95€ nicht irgendwie machbar sind.

Nach dem ganzen hin und her bin ich dann mal auf sein Profil gegangen und habe dann gesehen, dass er auch ein iPhone 12 Pro inseriert hat.

Für 150€. Mit meinen Bildern. Mit meiner Beschreibung.

Dieser elendige wollte meinen Preis drücken, damit er das Handy unmittelbar weiter verkaufen kann mit Gewinn???

[Richard Turrin @richardturrin]

The US chip ban was supposed to cripple Chinese AI. Instead it's crippling Nvidia's revenue and building China's self-sufficiency.

Huawei controls half of China's $50 billion AI chip market. 160,000 Huawei chips ordered. A gigawatt-scale data center in Inner Mongolia. DeepSeek designing its own silicon. Chinese open-source models hit 41% of Hugging Face downloads, passing the US at 36.5%.

DeepSeek is likely to rely primarily on Huawei's already mature and well-developed technology stack by 2027 or 2028. CUDA becomes irrelevant. Nvidia becomes optional.

Washington's response? Put DeepSeek on the entity list. Because the last round of sanctions worked so well.

The chip ban is the most expensive own goal in American tech history and nobody in DC will admit it because they'd have to admit the entire strategy was wrong.

https://t.co/4pXshUaOdl

#China #techwar #chips #tech
@baoshaoshan @thecyrusjanssen @DOualaalou @lajohnstondr @PSTAsiatech

[Bloomberg @business]

South Korea has transformed from this year’s hottest major market into the world’s cheapest following a brutal tech selloff, with valuations falling to roughly half of Indonesia’s https://t.co/oGabhXN3df

[JD Vance @JDVance]

The American Dream doesn’t belong to Wall Street. It belongs to the American people.

Thanks to President Trump and Scott Bessent, families don’t have to worry about getting out-bid on their dream homes by private equity barons. And we’re making those same big investors give financial support to families buying their first homes.
https://t.co/nahsQMaZMH

[The Straits Times @straits_times]

China says US should stop discriminatory measures against Chinese research institutions https://t.co/aAbaUMvQj2

[Clash Report @clashreport]

Google illegally cut down an estimated 250,000 trees in northern Finland to build a data center, sparking national outrage.

The company cleared 330 hectares of forest near the town of Muhos without first completing the required environmental impact assessments.

Conservationists estimate another 150,000 trees were felled at a second site in Otanmäki.

Finland’s licensing authority ordered Google to stop work at both sites earlier this month.

The sites are part of a €13 billion AI infrastructure project, the largest of its kind in Finland.

[MuSigma @xtlayer]

@FredGaulois 远远不够，得准备铁棍，

[Jukan @jukan05]

SK hynix (official statement): “Our overseas subsidiary, Solidigm, has been exploring various financing options to expand its production capacity and strengthen its competitiveness. However, after taking capital market conditions and other factors into consideration, it has decided to discontinue its evaluation of pre-IPO financing and an initial public offering (IPO).”

[The Washington Post @washingtonpost]

Mark Zuckerberg wanted to lock in his power over Meta even if he sold off stock, but directors at the company said no, according to a Meta filing. The episode was triggered by the immense spending required for the company to compete in artificial intelligence.
https://t.co/PSagqvYEom

[Senator Jim Banks @SenatorBanks]

Huge win for America: Treasury just issued draft restrictions that crack down on American capital funding our primary enemy. The rules would cut off American investment in the Chinese SI sector and add strong new restrictions to ensure that America, not China, leads the way in advanced biotechnology.

Earlier this year, I urged the administration to take exactly this step. Now let’s make the rules permanent!

https://t.co/vjgQvm7PYk

[田中 秀治 / Shuji Tanaka @mems6934]

AI半導体やサーバーの巨大需要を背景に台湾と韓国は総輸出額で日本を超えました。国民1人あたりの輸出額では台湾が約6倍、韓国が約3倍と日本に大差を付けています。一方、日本の第一次所得収支の黒字額は台湾・韓国のそれの8〜9倍と大きく、日本は海外資産からの利子や配当で稼ぐ成熟債権国なのです。

[Peterson Institute @PIIE]

Viewing the world economy as a system of chokepoints has its own deadly blind spot, Yeling Tan & coauthors write in @ForeignAffairs. It is leading policymakers to focus on capabilities rather than strategy—to fixate on what leverage they have, & what leverage others have over them, rather than considering what happens when many countries build up their chokepoint power all at once. https://t.co/4xvrBBZJGx

[MuSigma @xtlayer]

@business no more indian immigrants

[Bloomberg @business]

India’s view of the US as a “benign power” is shattered, says Suhasini Haidar. Could Gen Z protests mark a turning point for Modi? https://t.co/pqch6yByMu