Tim Culpan

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Tim Culpan

Tim Culpan

@tculpan

Culpium || Award winning journalist. Ironman. Pilot. Chipwatcher. 中文, Java, , Python, C. Masters in CS. #NoMeatAthlete

Taipei City, Taiwan Katılım Haziran 2008
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Tim Culpan
Tim Culpan@tculpan·
Welcome to Culpium A cure for idiocy. Independent, experienced, well-researched, fact-based, uncompromising. Exclusive News Unparalleled Insights culpium.com
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Mushroom's Mutters
Mushroom's Mutters@wondering_camel·
The problem with watching @asianometry is that he makes shithole countries seem interesting and I keep dreaming of living in random places in the world. One day, he will manage to convince me that living under some African general military leader is actually cool since they are trying to develop the first chips factory in the reason. Or that you can be there setting up shops and create some companies selling some cheap essentials and make millions in the process.
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Tim Culpan
Tim Culpan@tculpan·
There’s a tweet for every occasion
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Tim Culpan
Tim Culpan@tculpan·
@TheStalwart @MattZeitlin Oh, we have a couple in Taiwan, @TheStalwart I could name them, but they might have to kill me. Everyone knows who they are. They hob knob with politicians, and have even formed political parties.
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
@MattZeitlin Just the whole premise of someone being a known underworld figure, and everyone identifies them as such, but they're not behind bars, feels very anachronistic and also kind of hard to understand
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Tim Culpan
Tim Culpan@tculpan·
If @SPGlobal changes its rules for @SPDJIndices like S&P 500 to make way for @SpaceX then I’ll cut back my investments tied to their indices. I’ve heard similar from institutional & retail investors Most don’t express it publicly, but the concern about falling standards is real
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Tim Culpan
Tim Culpan@tculpan·
Taiwan President Lai Ching-te sets the record straight on Taiwan's semiconductor prowess. And his political strategy.
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Tim Culpan
Tim Culpan@tculpan·
@PastaTin_ Learn Mandarin and move to Taiwan. Already progressive ✌️
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Tim Culpan
Tim Culpan@tculpan·
@stevehou tbh @stevehou , there are better indicators than Nvidia. But this one comes with a lot of money attached
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Steve Hou
Steve Hou@stevehou·
Does NVidia's earnings still matter for understanding the overall AI industry trend or mostly its own competitive position and its ecosystem?
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Supply Chained
Supply Chained@Supply_Chained·
Our latest episode is out. The topic: Foxconn @tculpan & @asianometry Jon take a look at how Foxconn is moving away from iPhones toward Nvidia AI servers. And satellites. Yes, satellites. Link in bio
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Tim Culpan
Tim Culpan@tculpan·
Again @chamath shows himself to be one of the biggest, most clueless idiots on the interwebs when it comes to not only Taiwan, but semiconductors and manufacturing in general. He’s made similarly stupid comments about Taiwan before, but can’t seem to stop himself giving an encore
The All-In Podcast@theallinpod

Chamath: Taiwan Loses Its Strategic Importance in 18 Months @chamath: “ We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably 1-2 nanometers away from being able to do what we need Taiwan to strategically do for us. And so as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't know if you guys saw, but Neuralink was showcasing a machine that is literally operating at the almost nanometer scale to do the brain operations for the implantation, all automatically. When you have the dexterity and the capability mechanically to make these things, the real reason then is a very different one than what it is today. Today, it's economic. And if you take that off the table, I think we'll have a very different attitude to Taiwan.”

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Tim Culpan
Tim Culpan@tculpan·
To clarify, Yes, Taiwan is one of the Demon Hunters. “We're goin' up, up, up, it's our moment. You know together we're glowin'”
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Tim Culpan
Tim Culpan@tculpan·
We just recorded an episode of @Supply_Chained on Arm and I didn’t see this coming: “The US competition and consumer protection regulator is probing whether Arm is trying to illegally monopolize parts of the semiconductor market,” @Bloomberg reports
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Tim Culpan
Tim Culpan@tculpan·
Did Trump just say he’s planning to talk to Taiwan President Lai Ching-te? 🤔 President Trump’s comments aboard Air Force One ought to cheer Taiwan and its supporters. But, I’m baffled 1/3
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David Demes 戴達衛
David Demes 戴達衛@DemesDavid·
CBS @TonyDokoupil is insinuating that there's political censorship in Taiwan. Interviewees lamenting "We can't speak freely" and a hotel manager saying they couldn't "cover anything political on their property". I just talked to the hotel in question - there's more to the story🧵
CBS Evening News with Tony Dokoupil@CBSEveningNews

Chinese President Xi Jinping called for the U.S. and China to avoid conflict between major powers, while reiterating China’s claim over Taiwan. In Taipei, people are following the summit. @TonyDokoupil reports from the region.

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Tim Culpan
Tim Culpan@tculpan·
Asked about arms sales to Taiwan, his answer was a little bewildering. He’ll make a determination soon, he said. (Fair enough) But followed up by saying “I have to speak to the person, you know who he is, that’s running Taiwan.” 3/3 youtu.be/XVfi6_wcx_8?t=…
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Tim Culpan
Tim Culpan@tculpan·
Asked if he & Xi discussed Taiwan, Trump replied: “I heard him out.” Asked again, Trump said he made no commitment but is confident Xi doesn’t want war. 2/3
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Tim Culpan
Tim Culpan@tculpan·
Amazon this week closed the purchase of a minor stake in Taiwan chip designer AlChip Alchip designs ASICs for ⁦@awscloud
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Tim Culpan
Tim Culpan@tculpan·
Inventec doubled its money on AMD shares.
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