Runs ChinaTalk newsletter/podcast covering Chinese technology, AI, and geopolitics. Deep expertise in Chinese semiconductor ecosystem, AI labs, and industrial policy. Previously at Rhodium Group.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
The US/TSMC/Nvidia ecosystem has 12-15x more chip capacity than China's domestic semiconductor ecosystem, giving Western labs a decisive compute advantage for at least 5 years.
DeepSeek's founder Liang Wenfeng uses quant hedge fund profits to fund AGI research without investor pressure, keeping headcount small and avoiding perverse incentives — a unique 'national team' player with plot armor to pursue fundamental breakthroughs.