Zhu Su

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Zhu Su

Zhu Su

@zhusu

🇨🇳🇸🇬

Katılım Ekim 2009
2.1K Takip Edilen619.2K Takipçiler
Zhu Su
Zhu Su@zhusu·
The subtle problem with locales catering to tourism is that eventually a new generation grows up believing that the only way to make money is to earn it from people visiting their hometown for a short period of time. If the tides change, it can render a decade of work obsolete. It also leads, ironically, to mediocre tourist experiences. Over-development creates artificial stuff and destroys existing natural attractions.
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Zhu Su
Zhu Su@zhusu·
White people will flick through 10 pages of a menu in Thailand and then order a pad thai with a tom yum goong and a coconut.
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Jack Hon
Jack Hon@Jackhon_hk·
@zhusu Maybe I went during winter, it was a little depressing and the food was disappointing. Even the local guys were saying the farmed abalone was not as good as in the past. We went to this famous market street and it was deserted and abandoned.
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Zhu Su
Zhu Su@zhusu·
Spent some time in Dalian recently. Absolutely gorgeous and magnetic place. Parts feel like St Petersburg. The walking area of the city feels like San Francisco, with plenty of preserved Japan-era buildings. The newer parks are spacious and Soviet-sized. This is some of the cleanest air of any major Chinese city. Cost of living is maybe 20% of Beijing. Most young people are working at SOEs. Main economic drivers are precision manufacturing for shipyards and industrials. SK Hynix just bought out Intel’s flash memory fab. Not that many Koreans on the streets but you can feel yourself becoming maybe 1% more Korean as you roam around. This area was the og manufacturing hub of China, benefitting from the earliest industrial infrastructure on the mainland. People are excited about Dalian becoming the top hydrogen pipeline port, the other competitor being Qingdao. Seafood is another large driver, although to be frank the umi is much better in Japan still. Property market is weak but condos are full. The market has a number of 40year leasehold offerings that are maybe 5 years in and down maybe 50%+. Construction quality is surprisingly high all around.
Zhu Su tweet mediaZhu Su tweet media
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Zhu Su
Zhu Su@zhusu·
South Korea and Taiwan economies are both insanely well positioned for the new paradigm. Full western supply chain integration, full access to mainland manufacturing, low birth rate and immigration so no welfare burden, self-referential pop culture so no pressure to go overseas, no dependence on tourism.
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Zhu Su
Zhu Su@zhusu·
Prob not a bad time and level to enter $RBLX. It is getting to levels that an ai firm would just buy it out for the install base and data.
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Zhu Su
Zhu Su@zhusu·
Is anyone working on peptide vending machines?
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Zhu Su
Zhu Su@zhusu·
If you look at how nowadays Milken is maybe 10x more known for Milken Institute than Drexel, it probably stands to reason that in twenty years SBF will be mainly known for seed investing in Anthropic and working at Jane Street.
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Zhu Su
Zhu Su@zhusu·
I think abg has taken on a different meaning among fobs in the bay area for a couple main reasons. Fobs are unaware of the etymology and poorly educated on the aesthetics. What they’ve done is broken down the term piecewise: e.g. asking themselves, am I asian? Am I baby? Am I girl? Secondly, fobs think possibly all Asian American women can become abgs. They think going to the beach without an umbrella makes them an abg, or drinking boba, or playing LoL. Being social as opposed to studying, is abg. Listening to English music is abg. Saying hi to strangers is abg. Using instagram is abg. The idea of the abg ai cmo, however, is actually a novelty. It is at its core a fob, almost aspirationally-honeypot, identity. She has to be smart enough to be in ai, yet hot enough to use her looks to do marketing. This is why sf mids aspire to be considered abgs, and why groups of them are creating abg meetups.
Julie Chen@0xJuliechen

i find it so funny that ppl are trying hard af to tell us what is abg and what is not. this kind of gatekeeping makes me feel like there is breed separation abg is just an aesthetic. it is a self-made community tag, not a credential someone needs to issue you. "you're not abg so you can't use abg" doesn't really hold up. an aesthetic is something you opt into or out of - there's no admissions board. it's so ironic, cuz the whole abg thing was originally anti-establishment, anti-respectability-politics. and we're in SF. the home of punks, freaks, and people who don't ask for permission. gatekeeping here is just sooo embarrassing. i am a fob. and i am proud of it. and i would like to call myself an abg. so stfu and go get a job

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pourteaux
pourteaux@pourteaux·
@zhusu > classical Han eugenics (namely the impulse to not have kids until 7 figs liquid) the median net worth in China is $26,000
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Zhu Su
Zhu Su@zhusu·
The biggest bull case for humanoid robotics is anti-immigration. These robots will end up doing things that humans can do too, but even if they do them worse, many people would still prefer them over immigrants. China loves robotics for this very reason. If you combine classical Han eugenics (namely the impulse to not have kids until 7 figs liquid) with general purpose humanoid robots, then you end up with zero need for unskilled immigration.
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Zhu Su
Zhu Su@zhusu·
Solid thoughts. SF mids are trying to identify as ABGs while having little in common with them. Here are some basic litmus tests: 1) have you dated multiple asian guys in the same friend group 2) have you dyed your hair 3) do you have tattoos 4) can you pass as viet 5) do ppl suggest you become a stripper You need 3 of 5 here minimum.
tiff@bytheophana

x.com/i/article/2049…

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Zhu Su
Zhu Su@zhusu·
Met a Taiwanese guy once who actually lives in Eswatini as a royal photographer. Seemed like he was really enjoying it.
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Zhu Su
Zhu Su@zhusu·
Had a Jane Street Tokyo/HK interview in Dec 2008. My friend worked in Tokyo for them. He had an architecture phd from Todai and then somehow switched into quant trading. After the second interview, I realised I should’ve learned to code instead of recording Excel macros.
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Zhu Su
Zhu Su@zhusu·
The people taking the most actual drugs one year ago are taking the most peptides now.
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Zhu Su
Zhu Su@zhusu·
Problem with this poll is it is in English and the colours map to America’s polarised left-right politics. Run it again with orange and brown buttons and the results would be different.
Tim Urban@waitbutwhy

Everyone in the world has to take a private vote by pressing a red or blue button. If more than 50% of people press the blue button, everyone survives. If less than 50% of people press the blue button, only people who pressed the red button survive. Which button would you press?

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Zhu Su
Zhu Su@zhusu·
Semiconductor supply chains are mostly self financed now. The top of the chain (nvidia, tsmc) are so flush with cash that they just bankroll their own precision manufacturers. In the future they should probably just get into general merchant and sme banking, have venture arms for embodied AI, etc.
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Zhu Su
Zhu Su@zhusu·
You aren’t “bullish on irl,” you’re just learning how to touch grass for the first time in your life.
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