Princeton, Intel's first Chief Representative in Beijing.
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Apr 26 • 17 tweets • 2 min read
Here’s Episode 3 of the Civilizational Shift series:
> How China Built a Social Contract Silicon Valley Could Never Understand
(And why it matters more than the next AI model.)
America's elites believe everything — including society itself — is a marketplace.
You’re a "consumer."
You’re "human capital."
You exist to buy, sell, hustle, survive.
China didn’t buy into that fatal myth. (1/16)
Apr 26 • 16 tweets • 2 min read
Locked in.
Here comes Episode 2 of our Civilizational Shift series:
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> Silicon Valley: How America's Crown Jewel Became a Ponzi Scheme
(The rot was internal, long before China ever built a chip.)
Once upon a time, Silicon Valley was about invention:
Hewlett and Packard in a garage
Fairchild and Intel birthing the semiconductor revolution
Wozniak soldering the Apple I by hand
That world is dead.
Here’s what replaced it. (1/15)
Apr 26 • 7 tweets • 2 min read
Let’s talk about SiCarrier, Huawei's stealthy semiconductor player, making waves at Semicon Shanghai 2025. What should've been a celebration of affordable chipmaking turned into geopolitical hand-wringing. Here's the unvarnished truth 1/7 👇
Forget the PR fluff: SiCarrier’s breakthrough isn't just a victory for China—it’s humanity leaping forward. Affordable chips mean cheaper devices, universal innovation, and leveling the tech playing field. But some just can't stomach that 2/7
Apr 26 • 14 tweets • 2 min read
Episode 1 of the series:
> How Neoliberal America Killed Its Own Future
(Why the DeepSeek founder could never have come from Kansas.)
America didn’t just fall behind in AI.
It deliberately dismantled the very system that once produced greatness.
Here’s how a nation that once built the moon landing now can’t build decent schools. (1/13)
Apr 26 • 10 tweets • 2 min read
America Bet on Hedge Funds. China Bet on Teachers. Guess Who’s Winning?
The true story behind DeepSeek’s rise and America’s fall.
In 2005, a skinny boy sat in a dusty Chinese village classroom.
In 2025, he launched DeepSeek, the AI model that crushed Silicon Valley’s ego.
This is not just a tech story.
It’s the start of a civilizational fork America refuses to see. (1/9)
Apr 25 • 12 tweets • 2 min read
Let’s nuke this smug neoliberal fantasy: that taking out the top 10% of America would change nothing. Like saying if you removed a tapeworm, the host wouldn’t benefit. That’s not analysis—that’s elite cope. 1/12
We’re not talking about your orthodontist. We’re talking about the extraction class—hedge fund parasites, private equity locusts, Silicon Valley monopolists, K Street operatives, and the HR apparatchiks who keep it all running. 2/12
Apr 25 • 17 tweets • 3 min read
THREAD 1: BLOOD, OIL, AND IOUs – The Dollar’s Violent Decline
The dollar didn’t become king by trust. It became king by murder, regime change, and financial blackmail. De-dollarization isn't a trend. It's self-defense. Here’s the history they buried.
moderndiplomacy.eu/2025/02/19/wea…
In 1971, Nixon killed the gold standard. The dollar became backed by nothing except oil and U.S. violence. Washington struck a deal with Saudi Arabia: sell oil in USD, get U.S. weapons. The petrodollar was born 2/16
Apr 25 • 11 tweets • 2 min read
Apple Thought It Could Leave China. Beijing Just Taught It a 5,000-Year-Old Lesson in Powe
Tim Cook tried to sneak out the back door. Xi locked the front, the sides, and swallowed the key. Welcome to supply chain geopolitics, Chinese style.
In its California innocence, it thought it could float above geopolitics on a cloud of design minimalism and ESG press releases. 1/10
Apr 25 • 11 tweets • 2 min read
“The Real Reason ASML Is Buying Back Billions in Stock? China Doesn’t Need Them Anymore”
gurufocus.com/news/2797165/a…
ASML just announced a massive stock buyback. MSM called it a “vote of confidence.”
Reality? It’s damage control.
Because China’s homegrown EUV — powered by LDPI lasers — is real, operational, and on the fab floor.
The thread Bloomberg won’t print: 1/10
Apr 24 • 10 tweets • 2 min read
Episode 3:
Trump tried to play hardball with China. Beijing didn’t even flinch.
Now rare earths are vanishing, factories are stalling, and the U.S. is draining its war reserves just to keep the lights on.
This is the blink Washington won’t admit.
washingtonpost.com/business/2025/…
Trump talked tough, but Beijing never had to punch.
It just squeezed rare earth exports, and now Washington is burning through reserves like a panicked addict.
This is the blink.
1/9
Apr 24 • 10 tweets • 2 min read
Trump reignited the tariff war in 2025 thinking China would fold. Instead, it’s the White House holding emergency meetings while factories beg for mercy.
This is what happens when yes-men run economic warfare.
He launched a tariff war in 2025 against the world’s factory without a plan, backup, or a clue.
Now America’s supply chains are breaking and Trump’s team is scrambling in crisis mode.
This is how sycophants let it happen.
1/9
Apr 24 • 18 tweets • 2 min read
America isn't rebuilding industry, it's bailing out billionaires and calling it strategy. The Fed prints, Wall Street packages, think tanks cheer. Welcome to Quantitative Industry Easing: fake patriotism for a hollow empire.
rand.org/pubs/commentar…
RAND just dropped a think piece drooling over China’s industrial playbook. But here’s the hard truth: the US can't copy it—not because it lacks ideas, but because it’s addicted to finance-led grift. 1/17
Apr 24 • 12 tweets • 2 min read
While the West obsesses over EUV and ever-shrinking FinFETs, China just built a working transistor with a one-atom-wide gate. That’s 0.34 nanometers. Smaller than anything EUV can etch. No one in Washington is talking about it.
fanaticalfuturist.com/2022/03/chines…
This isn’t just another node shrink. It’s not a tweak to FinFET or GAA. It’s a full-blown leap into the post-silicon era. A 2D transistor using molybdenum disulfide. Moore’s Law didn’t die. It moved to Beijing. 1/11
Apr 24 • 11 tweets • 2 min read
Everyone's buzzing about GAA as the "next big thing" in chip design. But here's the kicker — this architecture wasn't born in California, or Seoul, or Hsinchu. It was conceived in China. And once again, the West doesn’t want you to know.
tomshardware.com/tech-industry/…
GAA transistors are being hailed as the savior of Moore’s Law. By wrapping the gate around the channel on all sides, they offer far better control over leakage and performance. But this wasn’t some sudden Silicon Valley epiphany. 1/10
Apr 24 • 12 tweets • 2 min read
BREAKING:
China’s J-20 isn’t just catching up—it’s outclassing the F-22 and F-35.
Not because Beijing pulled ahead—
But because America sold its edge to Lockheed and Raytheon.
The real threat isn’t China.
It’s the Military-Industrial Complex.
Thread:
19fortyfive.com/2025/04/chinas…
The U.S. media keeps comparing China’s J-20 to the F-22 and F-35 like it’s still 2005.
But here’s the truth no one says out loud:
Both jets are aging Cold War fossils.
And the real story?
The Military-Industrial Complex Eisenhower warned us about killed U.S. airpower.
1/11
Apr 23 • 21 tweets • 2 min read
America looks rich. But it’s broke.
It doesn’t make. It borrows.
It doesn’t build. It bombs.
Its last export? Debt.
Let’s expose the IOU empire for what it is.
The Empire of Debt
China builds.
America borrows.
The whole US economy runs on IOUs and illusions.
Let’s expose the last trick of American dominance, 1/20
Apr 23 • 21 tweets • 2 min read
America says China is poor.
But 90% of Chinese own homes.
They retire early.
They see a doctor without going bankrupt.
So who’s really poor?
Why does the West keep saying China is still poor?
Because they cling to one last lie: GDP per capita.
Let’s destroy it.
1/20
Apr 23 • 13 tweets • 2 min read
Episode V:
The U.S. has tariffs. China has chips. But underneath it all, it’s a war of ledgers. Bessent bets on a nationalized dollar. Beijing bets on an unpegged future. Only one can clear.
Here’s Episode IV:
He once tried to short Hong Kong and got burned. Now he runs America’s Treasury. But Scott Bessent isn’t here to save the dollar—he’s here to bury what’s left of Bretton Woods.
2024: Trump’s back. Yellen’s out. And Scott Bessent is suddenly holding the nuclear football of global finance. 1/12
Apr 23 • 12 tweets • 1 min read
Here’s Episode III:
He tried to crack a currency backed by a nuclear superpower and lost. Now Scott Bessent had to disappear, reinvent, and survive the collapse of Soros’s empire. What came next was quieter, but no less dangerous.
The Hong Kong rout stunned Soros’s team. Billions were lost. Confidence shattered. 1/12
Apr 23 • 13 tweets • 2 min read
He thought Hong Kong was just another overleveraged colony. He forgot who held the keys to the vault. In 1997, Scott Bessent met the red firewall of finance, and it punched back.
