William Huo Profile picture
Jul 12 10 tweets 2 min read Read on X
America destroyed its own talent pool while China built the world’s smartest engineers. This thread exposes the quiet collapse no one wants to admit.

the74million.org/article/the-fu…
The final insult isn’t China’s tech edge. It’s the talent genocide we inflicted on ourselves.

We hollowed out the very system that was supposed to produce our scientists, engineers, and inventors. (1/9)
China’s multisynapse optical AI wasn’t born from venture capital or Ivy League hype. It came from real engineers trained by a state that still believes in education. (2/9)
We stopped teaching our kids how the world works. No real math. No real science. Just rote rules, test prep, and distraction. We told generations to follow feelings, not understand forces. (3/9)
PISA rankings don’t lie. We’re 30th. China is 1st. Our high schools are diploma mills. Their high schools are launchpads for national tech strategy. (4/9)
Half of our STEM PhDs are foreign-born. Most are Chinese. They prop up our labs, build our chips, write our code. Then they watch Wall Street offshore everything they create. (5/9)
This isn’t a brain drain. It’s a brain swap. We send MBAs to Shenzhen. They send photonics PhDs to Stanford. Who wins? (6/9)
While we gamify apps and subsidize Netflix, China funds national key labs and aligns talent with industrial policy. We gave up on planning. They doubled down. (7/9)
You can’t out-innovate a country that educates its children and treats scientists like patriots. We treat them like expendable labor. (8/9)
This isn’t about fear. It’s about facts. We dismantled our talent engine. China upgraded theirs. The result is optical AI, quantum supremacy, and 5G dominance. This is just the opening act. (9/9)

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More from @wmhuo168

Jul 14
Nvidia’s China dream is dead.

Jensen Huang burned his bridges. Here’s how Chinese AI chipmakers are making him irrelevant.

NVIDIA's Next "China-Specific" Blackwell B30 AI Chip Rumored to See Significant Demand; Dominating The Inferencing Market share.google/Vc3PdnVLQyGCzv…
Jensen Huang is done in China.

His stripped-down B30 chip won’t save him. His Pentagon ties burned his bridges. And Chinese GPU makers are rising fast.

Nvidia is not irreplaceable. It’s obsolete. (1/15)
China has no illusion about Jensen's loyalties.
He went to Washington, got export bans.
He came to Beijing, got nothing.
Then he fled to Taiwan like it was a safe middle ground.
Beijing never forgot. (2/15)
Read 16 tweets
Jul 14
A Chinese startup just crashed Nvidia stock and exposed the AI boom as a Wall Street scam. The DeepSeek story is pure disruption. 🧵

DeepSeek represents a shift in the global tech narrative - Nikkei Asia share.google/wzTi8vDQU29CJ4…
For years, U.S. AI was more performance than progress. Sam Altman and Jensen Huang ran the circuit. One played prophet. The other sold shovels. Together they turned AI into a stock manipulation scheme. (1/15)
Elon Musk called it early. What looked like innovation was just hardware monopolies and narrative control. Real science was sidelined. What mattered was GPU allocation and who got access to which API. (2/15)
Read 16 tweets
Jul 14
Sorry, Cuba. China's not coming.

Beijing’s navy isn’t built for global standoffs. It’s built for one mission only. And that truth makes Western analysts squirm.

China unveils carrier power – but global reach remains elusive - Asia Times share.google/yCFoH9GpahPKaD…
Asia Times says China’s navy lacks “global reach.”
Wrong framing. Wrong century. Wrong assumptions.

Let’s talk about what China’s navy is actually built for.
(Thread) 🧵

(1/9)
China doesn’t want to be a global empire.
It doesn’t need a blue-water fleet like the U.S.
It has one strategic interest. Taiwan.
Everything else is subordinate to that mission.
(2/9)
Read 10 tweets
Jul 14
After years of dominance, Nvidia is on borrowed time in China.

Nvidia’s CEO says the US should ‘reduce’ dependency on other countries and onshore technology manufacturing | CNN Business share.google/UogWgHDHkHnFyQ…
Why? Because unless it slashes prices and surrenders CUDA, China’s entire AI ecosystem will migrate away.

Exhibit Q17b. (Intro)

(1/10)
Nvidia’s current pricing is extractive. H100s cost $30,000 to $40,000 each. That’s rent-seeking behavior, not innovation. China won’t pay Western monopoly prices forever. (2/10)
Read 11 tweets
Jul 14
Exhibit Q17: The Forbidden Advantage.

Why China’s Healthcare System Terrifies Western Pharma

China Drugmakers Catching Up to US Big Pharma With New Medicine Innovation - Bloomberg share.google/64eLDnQ1euAnmE…
Western news outlets love to talk about China’s rise in drug development. They’ll mention fast clinical trials, cheaper labs, or more drug approvals. But they never talk about what really gives China the edge.

Let’s break it down.
China runs a nationwide healthcare system that covers over 1.3 billion people.
It’s practically free to use. It connects every hospital, clinic, and pharmacy.
More importantly, it’s fully digital. That means China has the world’s largest pool of medical data. (1/10)
Read 12 tweets
Jul 13
India doesn’t have a China problem. It has a comprador elite problem.

China builds. India postures.

Bangalore to Mumbai still takes 24 hours by train. Indonesia, with Chinese help, runs bullet trains. (1/13)
The Himalayas aren’t the obstacle. They’ve kept the peace for centuries.

The real block is Delhi’s foreign policy, shaped in Washington, spoken in English, and designed to protect elite escape routes. (2/13)
China offers infrastructure, factories, and long-term industrial cooperation.

The West offers status, visas, and offshore real estate. India’s elites have already picked their side. (3/13)
Read 13 tweets

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