This episode, Lei joins me as we discuss the things that I encountered during my trip to China, where I had a lot of thoughts about the overall economic situation, the current tech scene and development socially since the last time I was there.| tphuang.substack.com
This week, I decided to do a Q&A of AI related questions I have received on substack, Twitter, discord and forum.| tphuang.substack.com
This week, I invited my friend Simon on the show to talk about AI infrastructure.| TP’s Substack
I was inspired to make an episode on manufacturing and why it is difficult to do manufacturing in America after I watched this video, I asked Lei to join me to discuss how China has taken over the expertise on manufacturing all the “basic stuff”| TP’s Substack
For the third episode, I invite Glenn Luk onto the show to talk China’s vast HSR.| tphuang.substack.com
This week, I welcomed Snek onto my podcast to talk about his thoughts on the ongoing Russian/Ukraine conflict.| TP’s Substack
In this first episode held on X space, Lei and I discussed the events of recent conflicts, the Pentagon budget and what this tells us about Chinese military tech vs American military tech.| TP’s Substack
Recently, as I was writing up about China’s Carbon Fiber development and its Rare Earth dominance, I realized that what I was writing about is actually China’s investment across the whole field of material science all the way from digging minerals out of ground to highly efficient extraction to refining to processing them into high purity alloy.| tphuang.substack.com
Recently, China’s dominance of Rare Earth magnets really came to the forefront.| tphuang.substack.com
This is the second part of my look at where AI competition is.| TP’s Substack
Since we’ve had a tech war since 2022, I think it’s important that we look at the current state of the AI competition between US and China.| TP’s Substack
I have recently wrote about three majors threads on twitter regarding the trade war that have been well received, so I figured to summarize here on where we are.| tphuang.substack.com
Recently, I happened to land on this amazing chart and something dawned on me; we are in a new phase of China’s economical development.| TP’s Substack
A few days ago, I saw a very interesting chart on cost of new Shale Well.| tphuang.substack.com
This past week, BYD launched the long awaited YangWang U7 at very attractive price of 628k and 708k RMB.| TP’s Substack
I wrote about BYD’s incredible Super E Platform earlier this week.| tphuang.substack.com
As I said at beginning of this year, BYD will showcase some really amazing tech this year when it comes to smart car technology and BEVs.| tphuang.substack.com
When BYD was making design choices for its DiPilot-100 platform for the mass market.| TP’s Substack
On February 10th, BYD threw down the first of many gauntlets this year when it pushed out autonomous driving for everyone by unveiling DiPilot-100/300/600.| TP’s Substack
This was a crazy week.| tphuang.substack.com
While the electrification of EV sector is important, it would seem to me that we also need to get serious about heavy trucking sector if we really want to make a dent in reducing emissions from transportation sector.| tphuang.substack.com
