Maxime Dupont

@JRUrbaneNetwork looks familiar yes

What is this? France?

@BetterCallMedhi btw the China Shock 2.0 @FT articles are great

this is exactly why I moved back to china and I genuinely think most people reading this from the west have no idea what it actually feels like to build here the thing about shenzhen that changed everything for me is the access, makerspaces everywhere open to anyone, components available in any quantity at any hour, hardware meetups and deeptech demo nights happening every single day where founders show up with actual physical prototypes & get torn apart by engineers who’ve been shipping products for 20y +++ investor sessions where VCs ask about your thermal dissipation strategy before they ask about yourt revenue, the density of ambitious people building physical things in one city is something I’ve never experienced anywhere else on earth and the education pipeline feeding all of this is staggering, chinese kids start building robots & programming microcontrollers in middle school as part of the national curriculum by high school they’re doing projects in machine vision& embedded systems tsinghua, USTC & zhejiang these universities produce researchers who go from publishing a paper to founding a startup with gov backed seed funding in a matter of months… the pipeline from fundamental research to applied engineering to company creation is seamless here in a way that would make any european researcher cry and what most people in the west completely miss is the role of the tech giants as ecosystem builders, juawei alibaba, tencent & baidu are operating as deeptech accelerators at a scale that has 0 equivalent in the west huawei alone runs the ascend AI ecosystem where they give hardware startups access to their custom AI chips their toolchains& their cloud infrastructure for free or near free so founders can build on top of chinese silicon instead of depending on NVIDIA alibaba’s academy funds and incubates in quantum computing chip design and autonomous driving then plugs them directly into alibaba cloud’s customer base & tencent invests in robotics companies and connects them to its manufacturing partners these aren’t passive financial investors writing checks from SF, they’re active ecosystem architects who provide silicon compute distribution channels & manufacturing access in a single integrated package Q1 numbers that just dropped tell the whole story, 5% GDP growth driven almost entirely by hightech manufacturing, integrated circuit production up 49.4% in a single quarter under maximum US sanctions, electronic materials up 32.5%, lithium battery output up 40.8%… the 4 AI chip startups they call the « four dragons» moore threads, metaX, biren & enflame all going public simultaneously valued at billions, huawei rolling out a 3y roadmap to overtake NVIDIA & the deeptech VCs here write checks with a technical depth I’ve rarely seen anywhere these are people who read your papers who understand your architecture at the gate level who challenge your engineering choices on EMI coupling & power stage layout before they even look at your market I genuinely think think the sanctions have been the greatest unintentional R&D program in history, they forced China to build in 5y what would have taken 20 without them, and now the country is sitting on a self sufficient semiconductor ecosystem, a dominant position in clean energy tech, a manufacturing base that operates like a collective intelligence network and an education system that produces millions of engineers who see building physical things as the highest form of ambition meanwhile the west is spending trillions on a war in the middle east and debating whether AI needs another ethics committee I know where I want to be and it’s here​​​​​​​​​​​​​​​​ ft.com/content/f2b53a…

@Duderichy especially when you need to cut the nuclear output for solar...

if this made economic sense companies would already be doing this. forcing inefficient power generation is not a win.

@pretentiouswhat always a pleasure to read !

Hainan's beaches are really excellent, and not just 'good for China'. The white sand beaches east of Sanya up the coast are world-class...as nice as any I've seen. They also offer strikingly clear lessons about how coastal real estate development succeeds (or fails) in China.🧵

@Jamesma1109 did they have to go with ASS for the acronym ?

BREAKING: ASSB may come earlier Today, I accidentally received news that BYD's 400Wh/kg SSB has passed the vehicle level certification. So I also checked the progress of CATL's solid-state batteries. It was found that CATL's 500Wh/kg ASSB has also recently passed the automotive grade certification of China Automotive Research Institute. Based on the upcoming launch event of CATL's heavyweight battery technology in Beijing on April 21st, CaishenRoad has reason to believe that CATL will release this ASSB. It's incredible that CATL' high specific energy battery is actually an ASSB, which is even more radical than what I predicted a few days ago. Oh my God, is the era of solid state batteries really coming? @LimitingThe

@ChinaEV_Eng_Lif Certainly a stupid question question but how do you calculate the 10kW of waste ? 谢谢

It’s 26°C/79°F outside, my SoC is at 58% and the charger is giving only 59kW. However, my Model Y wastes of over 10kW to heat the battery. That’s not alien technology, that’s 2010s technology! The same every Model 3/Y still uses in 2026!

@levelsio Exactly. Small businesses can now do stuff they couldn't because it needed a whole IT team. The difficult part is that employees need to get creative and change how they used to work.

No you misunderstand AI just makes it possible to do the things millions of niche businesses did before, millions of businesses doing some revenue together is a lot of revenue Small and medium businesses are about 40-50% of the economy! The interface can be ephemeral UX or just text like now in ChatGPT

@kimmonismus Plan some time to set up your WeChat and Alipay accounts or you will struggle a lot

In two weeks I'm flying to China for the first time. I'm really excited, especially as a German, because digitalization is barely happening here and is progressing very slowly, while China (or so I've heard) is very advanced when it comes to digitalization in everyday life. I'm going at the invitation of a well-known company and will be reporting live. More on that as soon as I'm there :)

@electricfelix that's a lot of barrels of oil avoided

"There are now more battery-electric cars in the Dutch fleet than diesel cars." 🔋🔋🔋 #alwaysbecharging

@TheEVuniverse Neuf. Here is another one : x.com/TeslaCharging/…

9 nine neuve ...stalls? and it's like, 3x3 PSU 👀👀👀

@tphuang Bold price for an unknown brand

I went to Denza France website & used mostly default option for Z9GT EV & reached final sales px of 117,500 EUR. That is at least 2.5x how much it sells for in China. BYD is definitely raking it in on these oversea sales.

@LelloucheNico Meta semble avoir une très mauvaise image auprès des early adopters qui utilisent Claude code, codex et autre. Et l'utilisateur moyen de Facebook, Instagram et whatsapp n'a pas vraiment le profil de celui qui automatise sa vie grâce à Claude et Open claw.

Êtes-vous prêts à abandonner ChatGPT ou Claude pour… Meta AI ? Mark Zuckerberg change complètement de stratégie, lâche l'open source et mise sur de gros LLM propriétaires. Il vient d'annoncer Muse Spark, équivalent à Opus 4.6 ou Gemini 3.1 Pro. Ce qui m'interroge est que Meta ne réinvente rien malgré des années de retards : c'est « juste » un modèle. Muse Spark est meilleur dans plusieurs benchmarks, mais moins bon dans d'autres. Il sera très certainement vite dépassé par Opus 4.7, GPT-6 et Gemini 3.5. Autre problème : les utilisateurs sont-ils prêts à tout quitter pour aller sur Meta AI ? Et les développeurs auront-ils un jour une raison de préférer un outil Meta à Claude Code ? J'ai un peu peur que le combat ne soit perdu d'avance si Meta n'apporte pas de grosses ruptures technologiques qui justifieraient de passer sur son modèle. Il y aura d'ailleurs d'autres modèles Muse : Spark est son équivalent d'Opus ou de « Pro » chez OpenAI et Google DeepMind. Meta a l'avantage Facebook/Instagram/WhatsApp, mais peut-on comparer des utilisateurs à qui on impose un service à des utilisateurs qui bouleversent leurs habitudes. En bourse, Muse Spark a été très bien reçu : +6,50% pour $META hier alors que les investisseurs croient beaucoup en ses modèles. Mais n'est-ce pas exagéré ? Pour rappel, Meta embauche des ingénieurs dans toute la Silicon Valley depuis plusieurs mois pour créer son équipe Superintelligence, avec de très très gros chèques à la signature. C'est cette équipe qui a motivé le départ du Français Yann LeCun : lui voulait que Meta se concentre sur la recherche et l'open source, pour aller plus loin que les LLM, mais Zuck veut que Meta se positionne sur les LLM. Dans quelques années, si sa startup AMI Labs réussit, on verra qui avait raison ! Mon article sur Meta Muse Spark : 👉 numerama.com/tech/2228669-m…

@sergi_Iub @_Avadakedavra_f C'est très douloureux de lire ça

@_Avadakedavra_f Si vous n'avez pas le temps d'aller au bar le jeudi à 15h, surement avec le votre.

Personne n'a de travail en France, quand tu prends un jour de congé en semaine tu te rends compte que tout le monde se promène, est en terrasse, boit des cafés et des pintes, fait des boutiques, écoute de la musique dans son appartement.

@jdl288 @Draagonfire2 Lac du Panorama

@Draagonfire2 Où est-ce ? Viroflay ?

Une bien belle journée, très utile et très intéressante 🤩

@stackhodler We had no blowoff top so no capitulation would make sense to me.

The 2022 Bitcoin bear market sliced right through the 50 month moving average before spending 7 months below it. But for now, it's acting as support in this bear. And the "fuel" for a new run is already close to where it was at the end of the last bear. Watching this.

@pepercastor @Indiniquo Les coûts sont portés par les entreprises mais les recettes de l'Etat devraient par contre bien augmentées à périmètre identique. Ils espèrent plusieurs milliards par an "sans rien faire" comme un gars des impôts me l'a dit.

@yacineMTB Aïe

aie is french for ouch

Please define "package".

@ProvenReserves Y’a pas de demande, pays désindustrialisé, population qui va commencer à baisser. Le problème en France n’est pas la capacité à produire de l’électricité mais la capacité à le faire à un coût qui permet d’électrifier les usages.

France aims to build 15 EPRs it seems in a decade. This would reppresent the capacity to generate 210 twh annually Or roughly 75% of what all renewables generated in Germany last year. Even if these reactors ended up costing the insane amount that the first EPRs - this would end up costing about half what Germany has spent on Energiewende. I think France will get the cost down dramatically though. People are going to be in for a real surprise in just how fast the EPR2 will be built. 50% the cost the initial investment for assets that will last at least 4 times as long and generate 75% off the power. And they say nuclear is dead. Idiots.

@Emericdevigan Et une mise à jour de la demande ?

Hausse des taux qui nécessitent une mise à jour du budget EPR2, by the way .