王丰 Wang Feng @ulywang

Editor in Chief, https://t.co/nZNmT1jcTp. All views my own. ftchinese.com Hong Kong & Beijing Joined May 2012

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David Fishman @pretentiouswhat

2 weeks ago

This argument keeps misdescribing what China’s actual sources of competitiveness are, then treating those bad descriptions as explanatory. Rather than rebut every bad conclusion, it's more useful to identify and refute the false premises causing most of the damage. Let's go:🧵

Izabella Kaminska @izakaminska

2 weeks ago

The below story about Chinese tech involution is really insightful. I think it perfectly explains why China has had such difficulty reinvesting capital into the West (beyond purely financial assets or assets it wants to strategically sabotage). Chinese FDI fell quite sharply

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David Fishman @pretentiouswhat

4 weeks ago

I rarely post these kinds of charts because national comparisons are basically an invitation for people to get emotional and defensive. But it must be noted that with similar population sizes, China's power generation per capita is now ~5x India's (and drawing close to OECD levels). Put another way, for India to reach similar per capita usage, it would need to produce ~5x more power than it does today. This highlights an incredible dilemma: After India, there are still several billion more people who will also want more power... - Brazil and Vietnam must 2x to hit China levels - Indonesia must 5x - Philippines must 7x - Bangladesh and Pakistan must 10x - Nigeria must 37x - Ethiopia must 51x The "energy transition" for already energy-rich countries is a big question - but it's just the lead-in for an even bigger, more challenging question: How do you assure power supply to support future demand for the billions of people in nations still trying to industrialize? Without scalable and affordable energy solutions for the future, there's a good chance that China ends up being the last country to ever really make that leap.

Jesse Peltan @JessePeltan

4 weeks ago

China and India are on completely different trajectories.

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Kaiser Kuo @KaiserKuo

a month ago

This is a must-read for all those involved in debates with the current account determinists. Quite a tour de force. open.substack.com/pub/tomenergy/…

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王丰 Wang Feng @ulywang

3 months ago

Now this is getting pretty interesting...

Tech Tech China @techtechchina

3 months ago

People who don't understand why Tencent did this probably don't know how slow accessing OpenClaw is from China... Look at the numbers: SkillHub served 180GB to Chinese users while pulling only 1GB from ClawHub. That's not "stealing traffic"—that's literally how mirrors work.

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王丰 Wang Feng @ulywang

4 months ago

Do I have the appropriate art for you, @SecRubio

Rapid Response 47 @RapidResponse47

4 months ago

.@SecRubio: "We're going to unleash Chang on these people in the next few hours and days. You're going to really begin to perceive a change in the scope and intensity of these attacks as, frankly, the two most powerful air forces in the world take apart this terroristic regime."

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Tianyu Fang @tianyuf

5 months ago

My essay today in @NoemaMag explores the resurgence of U.S. militarism in the tech industry and Silicon Valley’s newfound nostalgia for its role in the military-industrial complex. The largest employer in Santa Clara County was, in the 1960s, Lockheed Missiles and Space.

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David Fishman @pretentiouswhat

6 months ago

The only thing OP should regret is misleading his followers with his clunky charts and sloppy, unsophisticated analysis. He has sadly ignored more tactful efforts to correct these issues, so enough is enough. Time to be blunt... Let's break it down in a long thread.🧵

Robin Brooks @robin_j_brooks

6 months ago

One thing I'll regret about 2025 is how many nonsense meetings I had to sit through on how China is becoming the world's "green" super power. Two-thirds of electricity generation in China is from thermal power plants (blue). That's coal. Give me a break... robinjbrooks.substack.com/p/chinas-elect…

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Matt Sheehan @mattsheehan88

7 months ago

Are top Chinese AI researchers leaving 🇺🇸 and going back to 🇨🇳? Lately some researchers made a splash when they took their talents back to China, but I wanted to know how common that is. So I went back to a dataset I gathered in 2019 on career paths of top AI researchers. 1/x

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Paul Triolo @pstAsiatech

8 months ago

Wrong Brad. The Chinese are responding directly to US escalation on export controls with the 50 percent Rule rolled out last week. It was clear they would respond to this, which was a clear violation of the agreement in Madrid not to take new measures. This was a deliberate move by those favoring decoupling at Commerce to up the ante, and neither the White House or Commerce were fully informed, let along about the potential, actually, certainty that Beijing would respond. Let's get the causation straight here, there is enough bad analysis of this situation out there.

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Raphael Rashid @koryodynasty

9 months ago

1/ A repatriated Korean worker from the Hyundai-LG battery factory secretly wrote a detention diary about their 7-day experience in ICE custody in Georgia. The worker says ICE officers mocked them with words like as "North Korea" and "Rocket Man" despite holding a business visa.

Raphael Rashid @koryodynasty

9 months ago

BREAKING: The 300+ Korean workers who were detained in last week's ICE raid at the Hyundai-LG battery plant construction site in Georgia have arrived in South Korea, walking out here in the arrivals hall at Incheon International Airport.

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王丰 Wang Feng @ulywang

10 months ago

@tripperhead @kjoules We are far from seeing the end of this investigation yet, even though it seems these publicly funded orgs are going out of their way to cover it up

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Yiwen Lu @itsyiwenlu

3 years ago

Microsoft internal email revealed H1-B overall win rate as 15% for their cap cases, compared to last year’s 25%. The company’s large sample size usually makes it a good estimate for overall rate (last year’s overall is 26.4%). Wow, this lottery is almost impossible.

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WenHao @ThisIsWenhao

4 years ago

So after a night of street protests and online unrest, Urumqi government suddenly declared this morning that they have achieved societal Covid zero and will gradually draw back lockdown measures.