Nexperia wilde rugdekking van het ministerie van Economische Zaken. Daarvoor moest het zijn bedrijfsstructuur zo aanpassen dat de Chinese invloed kleiner zou worden. Anders was het overtuigen van de Amerikanen volgens het ministerie een onbegonnen zaak.
NL MinEZ stelde voor rugdekking eisen aan de Chinese invloed en mate waarin die via de org structuur beperkt kon worden.
Dit alles gebeurde tegen de achtergrond van dreigende Amerikaanse sancties vanwege Nexperia’s banden met China.
De Chinese banden dreigen te vallen onder Amerikaanse sancties mbt halfgeleiders.
This is exactly the kind of infrastructural risk that we were warned of if we let Chinese companies like Huawei supply our critical telecoms equipment. Virtually every government ministry, every major corporation, every small business and every household in the world have locked themselves into a US-based, cloud-based service.
Warning of Chinese intrusion but not seeing the US one etc
Chinese producers are close to being monopolists not only in rare earths, but also electronics products, batteries, and many types of active pharmaceutical ingredients
strategic autonomy is eroded across the stack, and across several sectors. See EU efforts wrt rare earth, the prev race on African continent etc.
When these nuts open, it looks like China is producing a big wave of new products. These are its breakthroughs in drones, electric vehicles, and robotics. Years from now we may see greater success in biotech as well. I am keen to follow along China’s progress in electromagnetism over the next decade. China’s industrial ecosystem is leading the way in replacing combustion with electromagnetic processes. Everything is now drone, as the combination of cheaper batteries and better permanent magnets displaces the engine.
when we perceive a wave, it has deep roots, true for all tech. It emerges from an ecosystem (something the US billionaires don't accept as true about themselves). n:: vgl alle tech heeft diepe wortels
I’ve had Silicon Valley friends tell me that they are planning a trip to China nearly every month this year. Silicon Valley respects and fears companies from only one other country. Game recognizes game, so to speak. Tech founders may begrudge China’s restrictions; and some companies have suffered directly from IP theft. But they also recognize that Chinese companies can move even faster than they do with their teams of motivated workers; and Chinese manufacturers are far ahead of US capabilities on anything involving physical production. Some founders and VCs are impressed with the fact that Chinese AI companies have gotten this far while suffering American tech restrictions, while leading in open-source to boot.
SV techies plan monthly trips to China, as indicator for how China is doing and how US tech sees it
China’s capacity, which was one-third US levels in 2000 and more than two-and-a-half times US levels in 2024. Beijing is building so much solar, coal, and nuclear to make sure that no data center shall be in want. Though the US has done a superb job building data centers, it hasn’t prepared enough for other bottlenecks. Especially not as Trump’s dislike of wind turbines has removed this source of growth. Speaking of Trump’s whimsy, he has also been generous with selling close-to-leading chips to Beijing. That’s another reason that data centers might not represent a US advantage for long.
China is increasing power generation (renewables and nuclear) to a volume that supports compute and data centers. The US in comparison is not growing in generation. Interesting stats on generation here
One advantage for Beijing is that much of the global AI talent is Chinese. We can tell from the CVs of researchers as well as occasional disclosures from top labs (for example from Meta) that a large percentage of AI researchers earned their degrees from Chinese universities. American labs may be able to declare that “our Chinese are better than their Chinese.” But some of these Chinese researchers may decide to repatriate. I know that many of them prefer to stay in the US: their compensation might be higher by an order of magnitude, they have access to compute, and they can work with top peers. 5But they may also tire of the uncertainty created by Trump’s immigration policy. It’s never worth forgetting that at the dawn of the Cold War, the US deported Qian Xuesen, the CalTech professor who then built missile delivery systems for Beijing. Or these Chinese researchers expect life in Shanghai to be safer or more fun than in San Francisco. Or they miss mom. People move for all sorts of reasons, so I’m reluctant to believe that the US has a durable talent advantage.
global talent wrt AI is largely Chinese, even if many of them currently reside in the USA
it’s not obvious that the US will have a monopoly on this technology, just as it could not keep it over the bomb.
compares AI dev and attempts to keep it for oneself to the dev of atomic bombs and containment
Chinese efforts are doggedly in pursuit, sometimes a bit closer to US models, sometimes a bit further. By virtue of being open-source (or at least open-weight), the Chinese models have found receptive customers overseas, sometimes with American tech companies.
China's efforts are close to the US results, and bc of open source and/or open weight models, finding a diff path to customers.
I am skeptical of the decisive strategic advantage when I filter it through my main preoccupation: understanding China’s technology trajectories. On AI, China is behind the US, but not by years
author thinks there's no US decisive strategic advantage really vis-a-vis China.
Dan Wang's 2025 letter (via [[Matt Mullenweg p]]) His 7 2024 letters are the book [[Breakneck by Dan Wang]] I came across earlier.
16:20 "we have traded resiliency for comfort, as a nation over the last hundred years. So when it kicks off, the assessment is, we're not the ones starting the war, because all the supercomputers, when they crunch the data about what happens if the United States fights China, we lose. America loses. That's a problem. So much so that they've stopped crunching the data. So much so, that, and this is something that very, very few people, I'm aware of no one else talking about this publicly... capitulation. What does that mean? It means that currently there is a 50% chance, coin toss, coin toss chance, heads or tails buddy, that American "leadership" folds, and we don't fight a war at all. We just let the bad guys in."
plausible. this resonates with Michael Yon.
many chinese have already entered the US via the darien gap in panama. these chinese are sleeper agents/soldiers waiting for the signal to attack.
19:44 "There's a 50% likelihood of capitulation, right now, that the leadership that's already bought and paid for by China, and APAC, and others... They're already doing it."
exit scam on a national level.
NVIDIA lost ~$593bn in market cap as investors panicked that AI maybe wasn’t an American monopoly after all.
yup. key phrase, much of the AI bubble is the presumption of US monopoly. Watching other, sometimes less visible efforts is important wrt autonomy, sovereignty
George Gilder indeed calls for wafer scale compute. Article mentions the issues of one flaw meaning having to toss the wafer (as opposed to 1 chip cut from the wafer). Also says that bc of that wafer solutions are for highly specialised set-ups only (bc it's costly to end up with one flawless wafer).
Die Methanemissionen durch die Produktion fossiler Energien haben 2019, haben 2024 beinahe wieder den Record mit von 2019 erreicht. Ein großer Teil dieser Missionen könnte relativ leicht vermieden werden. Insgesamt wurden bei der Förderung von Kohle, Püle und Gas 580 Millionen Tonnen Metan ausgestossen.
Die Tat interview die Politologin Sonja Tiges zur Antikrimapolitik der Trampadministration in ihren ersten 100 Tagen. Tielges betont unter anderem, dass die Trumpregierung eine Energiedominanz anstrebt und andere Länder dazu drängt, das fossile Modell beizubehalten. Möglicherweise strebe China eine Gegenposition an, unter anderem verändere sich die Bereitschaft klimafinanzend zur Verfügung zu stellen in China.
https://taz.de/Wissenschaftlerin-zur-US-Klimapolitik/!6081981/
Zeigt, wie ich finde, sehr gut die Aporien und die Möglichkeiten einer linken Politik angesichts der Klimakrise. Dabei gibt es viele Bezüge zum Buch Klamot Leroyanfern. Wenn Wright sucht eine Position, jenseits einer im weitesten sind kinesianischen Politik und auch einer neoninistischen Politik. Es gibt viele Bezüge zu den Sapatisten und ähnlichen Bewegungen. Argument für eine radikal alternative Praxis ist, dass alle existierenden Politik die Klimakrise nicht aufhalten werden.
https://territories.substack.com/p/hell-is-truth-seen-too-late
56:48 The USA borrows money from China IS NOT TRUE. China converts its dollars from selling stuff to the USA to a US treasury bond which earns them interest rtaher than just sitting in a checking account
Die Methan-Emissionen steigen in den USA wie international weiter, im Widerspruch zu den Zusagen des Global Methane Pledge. Eine Hauptursache ist die weiter zunehmende Förderung von Öl und Gas. Neue Auswertungen des Instituts Kayrros ergeben detaillierter als bisher Cass die Emissionen in13 grossen Öl- und Gas-Fördergebieten mit zwei Ausnahmen gewachsen sind. Hintergrundbericht, auch über Maßnahmen der Biden-Administration und EU- zur Reduktion der Emissionen. https://www.nytimes.com/2024/09/19/climate/us-methane-greenhouse-gas.html
Kayrros-Artikel: https://www.energyintel.com/00000187-9953-d12b-a7bf-9dfb5fb60000
What is happening in China with electric vehicles is pretty stunning. China is the world’s largest auto market by far — in 2022 China sold 26.8 million vehicles, the U.S. sold 13.8 million and Japan was third with 4.3 million.
Holy shit.
If EVs are making half the cars sold in China, then are more EVs are being sold in China than cars and trucks in the USA ?
Seit dem Pariser Abkommen finanzierten die 60 größten Banken 425 fossile Großprojekte - sogenannte carbon bombs mit einem zu erwartenden CO2-Ausstoß von jeweils über einer Gigatonne - mit insgesamt 1,8 Billionen Dollar. Der Standard-Artikel geht auf ein Projekt zurück, bei dem Daten des Carbon Bombs-Projekts, des Global Energy Monitor und von Banking on Climate Chaos ausgewertet und visualisiert werden. https://www.derstandard.at/story/3000000193065/billionenkredite-fuer-fossile-grossprojekte-wie-banken-die-klimakrise-mitfinanzieren
Bericht/Visualisierung: https://www.carbonbombs.org/
2023 Production Gap Report: Die USA, Russland und Saudi-Arabien planen wie die Mehrheit der 20 am meisten fossile Brennstoffe produzierenden Staaten, 2030 mehr Öl zu fördern als je zuvor. Indien will die Kohleproduktion bis 2030 verdoppeln, Kanada die Öl- und Gasförderung in 25 Jahren um 25% steigern. Brasilien will in 10 Jahren die Ölproduktion um 2/3, die Gasproduktion um 100% steigern. China, Deutschland, Großbritannien und Norwegen wollen die Produktion reduzieren. https://www.nytimes.com/2023/11/09/climate/coming-soon-more-oil-gas-and-coal.html
Die Pläne der Kohle-, Öl- und gasproduzierenden Staaten zur Ausweitung der Förderung würden 2030 zu 460% mehr Kohle, 83% mehr Gas und 29% mehr Ölproduktion führen, als mit dem Pariser Abkommen vereinbar ist. Der aktuelle Production Gap Report der Vereinten Nationen konzentriert sich auf die 20 stärksten Verschmutzer-Staaten, deren Pläne fast durchgängig in radikalem Widerspruch zum Pariser Abkommen stehen. https://www.theguardian.com/environment/2023/nov/08/insanity-petrostates-planning-huge-expansion-of-fossil-fuels-says-un-report
Report: https://productiongap.org/
20 reiche Länder planen bis 2050 neue Öl- und Gas-Projekte, die zusammen weitere 173 Gigatonnen CO<sub>2</sub>-Emissionen verursachen werden, wenn es nicht gelingt sie zu stoppen. Oil Change International hat einen Bericht über den Anteil der verschiedenen Staaten an den Expansionsplänen veröffentlicht. Mit einem Drittel entfällt der Hauptanteil auf die USA.
Mehr zur fossilen Expansion: https://hypothes.is/search?q=tag%3A%22process%3A%20fossil%20development%22
Das Highjacking des UN-Klimaprozesses durch die Fossilindustrien betreiben die Vereinigten Arabischen Emirate in sehr konkreter Weise. Kurz vor der COP28 wurden Notizen zur Vorbereitung von Gesprächen der Emirate mit 27 Staaten bekannt: Bei Klimatreffen sollten gemeinsame Projekte mit der Adnoc zur Öl- und Gasförderung und mit Masdar im Bereich der Erneuerbaren angesprochen werden sollten. Adnoc und Masdar werden von Sultan Al Jaber geleitet, dem Präsidenten der COP28 https://www.theguardian.com/environment/2023/nov/27/cop28-host-uae-planned-promote-oil-deals-climate-talks
Die Klimabeauftagten der USA und Chinas, John Kerry und Xie Zhenhua, ziehen sich zurück. Der Guardian fast die klimapolitischen Aktivitäten und Versäumnisse beiden Länder zusammen. Beide hätten, stellt Paul Bledsoe fest, erst damit begonnen die Wirtschaften ihrer Länder auf Wege zu viel niedrigeren Emissionen und größerer Klima-Kooperation zu bringen. https://www.theguardian.com/environment/2024/jan/21/goodbye-mr-kerry-farewell-mr-xie-end-of-an-era-in-global-climate-politics
Vor der Apec-Konferenz haben China und die USA "statements of cooperation" veröffentlicht, die als positive Signale für eine Zusammenarbeit beim Klimaschutz gewertet werden, auch wenn China nicht auf Investitionen in Kohlekraftwerke verzichtet. Beide Seiten wollen die Kapazität bei Erneuerbaren bis 2030 global verdreifachen. Erstmals ist China bereits, Reduktionsziele für alle Treibhausgase festzulegen. https://www.nytimes.com/2023/11/14/climate/us-china-climate-agreement.html
Sunnylands Statement on Enhancing Cooperation to Address the Climate Crisis: https://www.state.gov/sunnylands-statement-on-enhancing-cooperation-to-address-the-climate-crisis/
Vor dem Apec-gipfel in San Francisco haben die USA und China in einem gemeinsamen Statement bekräftigt, sich für eine Einhaltung der Pariser Klimaziele einsetzen zu wollen. https://www.theguardian.com/world/2023/nov/14/china-xi-jinping-us-visit-joe-biden-apec
John Kerry besucht in dieser Woche China für dreitägige Gespräche mit seinem Pendant Xie Zhenhua. Konkrete Ergebnisse dieses Treffens werden von den meisten Experten nicht erwartet. Ein mögliches Ergebnis könnten regelmäßige Gespräche beide Seiten zur Abstimmung ihrer Dekarbonisierungspolitik sein. Hintergrundbericht in der New York Times. https://www.nytimes.com/2023/07/15/climate/us-china-climate-talks.html
Der kalifornische Gouverneur Gary Newsom ist auf einer einwöchigen Reise in China, um Klimapartnerschaften mit Regionen zu schließen. Er wurde dabei auch von Xi Jinping empfangen, was als Signal für Kooperationsbereitschaft mit den USA gewertet wird. https://www.nytimes.com/2023/10/25/world/asia/gavin-newsom-china-xi.html
Die Libération gibt einen Überblick über die Länder, die gerade von Hitzewellen betroffen sind. Dabei übertreffen oft sowohl die Höhe der Temperatur wie die Länge der Hitzeperiode ältere Rekorde: Spanien, Griechenland, Italien, Kanada, die USA und China.
IMMIGRATION
Treaty Regulating Immigration from China 1880 (also at Wikisource; at Wikipedia), known commonly as the "Angell Treaty" after its primary US negotiator James B. Angell, which amended the 1868 Burlingame-Seward Treaty (in this same document at US Library of Congress; at Wikisource; at Wikipedia).
PEACE, AMITY, AND COMMERCE
1868 Burlingame-Seward Treaty (at Wikisource; at Wikipedia).
Title : Artificial Intelligence and Democratic Values: Next Steps for the United States Content : In Dartmouth University , appears AI as sciences however USA motionless a national AI policy comparing to Europe where The Council of Europe is developing the first international AI convention and earlier UE launched the European data privacy law, the General Data Privacy Regulation.
In addition, China's efforts to become “world leader in AI by 2030, as long as China is developing a digital structures matched with The one belt one road project . USA , did not contribute to UNESCO AI Recommendations however USA It works to promote democratic values and human rights and integrate them with the governance of artificial intelligence .
USA and UE are facing challenges with transatlantic data flows , with Ukrainian crises The situation became more difficult. In order to reinstate leadership in AI policy, the United States should advance the policy initiative launched last year by the Office of Science and Technology Policy (OSTP) and Strengthening efforts to support AI Bill of rights .
EXCERPT: USA believe that foster public trust and confidence in AI technologies and protect civil liberties, privacy, and American values in their application can establish responsible AI in USA. Link: https://www.cfr.org/blog/artificial-intelligence-and-democratic-values-next-steps-united-states Topic : AI and Democratic values Country : United States of America
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