Gordon

.@LeaderJohnThune, I hereby object to any effort to put the Senate into recess in August—at least until such time as the Senate has passed the SAVE America Act—and hereby request a roll call vote. Do not assume you have my consent. You do not.

The DeepSeek Leak: What Liang Wenfeng Really Thinks About China’s AI Race There’s a leaked transcript of Liang of DeepSeek’s May investor meeting. The meeting lasted almost four hours and contains a huge amount of information. He reportedly cancelled the fundraising and may delay the IPO because of the leak. It’s also rumoured Beijing is unhappy because of the sensitivity of what was disclosed. Here’s the full transcript: aiproem.substack.com/p/must-read-de… Here are some points I found particularly interesting. 1. Model differences between China and the U.S. Liang repeatedly argues that the only fundamental gap is compute resources, not talent or algorithms. • Scale / parameter size: Leading U.S. models have around 800B activated parameters. Chinese models, including DeepSeek’s, remain at the tens-of-billions scale. Training an 800B-class model would require roughly 50,000 NVIDIA GB300 cards or 200,000 Huawei 950 cards. DeepSeek’s current compute only supports serious work at the tens-of-billions scale, with plans to reach 150B–250B as more hardware arrives. • Capability gap: Liang says differences in capability, talent development and downstream applications all stem from the compute gap. China is around 12–24 months behind but achieves its results using only about one-twentieth of U.S. compute. The goal is to reduce that lag to 3–6 months while remaining competitive in areas such as cost and user experience. • Other characteristics: DeepSeek believes Chinese models will become the world leader in low-cost, high-quality AI services, much as Chinese manufacturers dominate many industries today. Liang sees no permanent structural advantage for either country once compute becomes more equal. 2. Technology differences Again, Liang sees compute as the key differentiator. • The main bottleneck is GPUs and the capital required to buy them, not algorithms or engineers. • The U.S. benefits from an earlier start, vastly larger GPU clusters and much greater capital investment. • China’s advantages are lower costs, greater efficiency, better product optimisation and a willingness to maximise smaller models. • Both countries follow the same roadmap: LLMs → Chain-of-Thought → AI agents → continuous learning → self-improving systems → embodied intelligence. • Huawei 950 supernodes can substitute for NVIDIA GB200/GB300 systems, though at roughly four Huawei cards per NVIDIA card. Liang believes the software ecosystem can catch up within a year, while manufacturing capacity will take much longer. 3. How DeepSeek sources chips This was one of the most sensitive parts of the discussion. • Current holdings total around 20,000 H100-equivalent cards, most delivered in the previous one to two months. The majority are NVIDIA. • NVIDIA strategy: “Buy as many as possible at a reasonable price.” After the recent financing, the plan is to convert cash into GPUs as quickly as possible because supply—not money—is the real constraint. Overall posture: aggressively acquire every available NVIDIA card (including non-compliant ones where possible - grey market smuggles) while simultaneously investing in Huawei cards to accelerate domestic substitution. Self-built clusters only; no plan to vertically integrate into chip manufacturing.

@SquawkCNBC @TheEconomist @zannymb Zanny is a woke NPC with zero self-awareness

This is Taiwan. Taiwan is a country.

@Franklin6161 妙！

《月夜独行》—— 约翰•阿特金森•格里姆肖（John AtkinsonGrimshaw1836-1893） 英国维多利亚时代唯美主义画派代表，被称为"月光画家"。 他以极致细腻的光影与朦胧氛围，刻画湿滑街道、煤气灯火与清冷月色，构建出独属于维多利亚时代的疏离夜景，代表作《泰晤士河的月光》《利物浦码头的黄昏》，连惠斯勒都曾为他的夜色所折服⋯⋯

🫥A Midland, Texas citizen went to City Hall requesting paperwork. He sat inside the public building for an extended period speaking with Strategic Communications Director Stewart Doreen. The footage appears to show that he never raised his voice, never became violent, and was not told what crime he had committed. Then a Midland Police Department officer arrived. She issued commands, placed her hands on him, and ultimately pepper-sprayed him inside City Hall. He was taken outside in handcuffs, transported to the hospital, and reportedly handcuffed to a hospital bed. He has a heart condition and had expressed concern about being forced outside into the extreme heat. After officials reviewed the footage and saw that he had not been acting belligerently, he was released with no charges. No identified crime. No charges. Yet a citizen requesting paperwork from his government ended up pepper-sprayed, handcuffed, and hospitalized. What lawful justification was there for this use of force?

@Franklin6161 好！陽光、活力、青春！

奔向阳光与温暖—— 请一次又一次地 努力奔向阳光与溫暖 把阴霾甩在身后 风穿过我们的身体 即使要蹉跎很久 但别放弃 只要步履不停 就会有看到光的希望

From Wang Xuebing to Fang Xinghai: The Same System, The Same Ending The investigation of Fang Xinghai, former Vice Chairman of the China Securities Regulatory Commission (“CSRC”), is genuinely saddening. His case immediately reminds me of Wang Xuebing, former President of Bank of China. The parallels are striking. - Both represented the best financial talent of their generation. Wang Xuebing was one of Zhu Rongji’s most trusted banking reformers, becoming President of the Bank of China at just 41. Fang Xinghai, was recruited by Zhou XiaoChuan, finance czar of China across two administrations for 15 years. Both became the key architect of China’s capital-market reforms. - Both built rare international credibility. Before leading the Bank of China, Wang spent four years running its New York branch, working directly with Wall Street and the U.S. financial system. Fang worked at World Bank and spent years engaging global investors and international media. - Both were products of China’s talent recruitment strategy. Wang belonged to the generation recruited by Zhu Rongji to modernize China’s state banking system. Fang belonged to the generation entrusted with opening China’s capital markets and integrating them into global finance. In both eras, finance was a national strategic priority, and the Party sought out its brightest minds. - Both rose remarkably quickly. Each reached the pinnacle of China’s financial establishment while still relatively young and became internationally recognized faces of China’s economic reforms. - Both fell in what should have been the prime of their careers. Wang’s career ended with his prosecution in 2002. He was sentenced for 12 years. It was rumoured he tried to slit his throat with a sharpened toothbrush when in prison. Fang, at 62, has now become the latest senior financial official to fall under Xi Jinping’s anti-corruption campaign. Rather than blaming the men, we should blame the system—a system that repeatedly recruits the nation’s finest talents, only to corrupt them and ultimately destroy them. Their life story should serve as a reminder to Chinese talents looking to join CCP orbit today. In the 1990s and 2000s, finance was China’s strategic priority. The Party recruited its brightest minds into banking, securities and financial regulation. Today, that priority has shifted to semiconductors, AI and advanced technology. Once again, China’s most gifted scientists, engineers and entrepreneurs are being encouraged into the Party-state orbit. The stories of Wang Xuebing and now Fang Xinghai should serve as a cautionary reminder. We blame the system because the deepest corruption is not corruption within the system. It is the political system that repeatedly corrupt and destroy some of the country’s most exceptional talents

本日、日本最東端に位置する南鳥島周辺の排他的経済水域の海底に存在するレアアース泥の「採取試験」の結果が公表されました。 今回、世界で初めて、約6,000メートルの深海から引き揚げた、「約50トン」のレアアース泥の成分が判明しました。 なかでも、レアアース泥に含まれるレアアースの３割を占める「イットリウム」は、世界的に稀少であり、半導体製造装置のコーティング剤や、排気ガスに含まれる有害な窒素酸化物を浄化する触媒をはじめ、半導体や自動車産業などで使われており、我が国にとって重要なレアアースです。 今回の成果を踏まえ、来年2月、本格的な採鉱試験を実施する予定です。 海洋研究開発機構（JAMSTEC）をはじめとする関係各位のご尽力に改めて敬意を表します。 レアアースをはじめとする重要な物資については、特定国に過度に依存することのないよう、サプライチェーンの強靭化に向けた取組を、官民を挙げて、取り組んでまいります。 x.com/takaichi_sanae…

The entire country will be in trouble if James Talarico wins this election. This race is a line in the sand. If we lose, common sense loses too. Go to KenPaxton.com to join the fight for America.

@cuichenghao 看看，穆斯林多麼友善，熱愛和平。

7月23日，一游客在新疆赛里木湖，因排队买票问题，被管理员阿达西辱骂，下车理论时，遭多个管理员阿达西群殴，身体多处受伤。虽然被拖到没有摄像头的地方，但过程被多个游客拍下，行为令人发指。视频最后有司机本人讲述事件经过。

@realcaixia 即使中共能贏得勝利，它用AI幹啥呢？

没有思想自由就不可能有创造力的迸发。中美两国的AI竞争中，中国不可能赢得胜利。

The numbers don’t lie—at UCSD Medical School, black and Latino applicants were more likely to be admitted than white and Asian applicants with higher scores. Using “hardship essays” as a proxy for race-based admissions is ILLEGAL—@CivilRights @TheJusticeDept is taking action.

Also see my piece comparing my political imprisonment for upholding the Constitution to no jail for a Democrat judge convicted of a felony: peternavarro.substack.com/p/two-defendan… The great @JeffClarkUS knows the Dems' system of weaponized injustice as he faces down lawfare and barfare.

Software vendor disputes NJ governor’s ‘glitch’ claim, says state approved foreigners on voter roll justthenews.com/nation/states/…

@BasedMikeLee @johnkonrad This is a much undervalued number.

Over 35,000 noncitizens are registered to vote in New Jersey Let that sink in

@cuichenghao 大鵝、共匪每天吹噓的某代高性能戰機和武器，能夠暴打美國等等，都是紙糊的，經不起實戰檢驗。

咋整？近日，一架俄罗斯最先进的四代半战斗机Su-35，被乌克兰用老旧的F-16击落。台湾目前装备了大量F-16，这让那些仿冒苏系的战斗机如何是好？