Great video as always! 👍 Just a small off-topic question: 😅 I have these words 🤨. (behave today finger ski upon boy assault summer exhaust beauty stereo over). I’d be grateful for some help. 🙌
@JY881682 ай бұрын
spot on with visiting China and being on ground to see and experience how advanced and convenient it is to live in China. Outsiders is a great book
@tonysu88603 ай бұрын
There is nothing valud or important discussed here, inly sime generalities that aren't supprrable by specific wxamples if they ever decided to go that far. I'd caution prospective investors to look more closely at any supposed Chinese unnovarion and weigh its sugnificance before placing money. So for example in chipmaking the process is very complex. Any supposed innovation like chiplets isn't new and its basic concept what to put on a single die has seesawed back and forth throughout history.. And it by itself isn't likely to bust oast the limitations of sanctions. Photonic computing pathways today is still mostly an teresting idea but a very, very long way from implementation not helped by China's relative lack of laser technology. In all sciences and technologies China faces similar obstacles, combinations of lack of knowledge and access to technology owned and implemented by others. China has been firced to innovate in some areas like electromagnetism to compensate for lacking aerospace and fanjet engine technology. China might build a lot of warships but it's blikely none will still be sailing 30years from now like US naval ships and there are even questions how well they could perform today.
@timmythomas35222 ай бұрын
Do you think Chinese fabs will make it to 5nm (or less) at scale for consumer electronics?
@johnchen74663 ай бұрын
While at it, they should also sanction China's soccer!
@watchitontube3 ай бұрын
Trends say one thing and events say another. Events will change the trend which tends to be a laggard. Should I prioritise events over trends?
@colonylaser48603 ай бұрын
So true about India as a counterweight. Compared to Japan, Japan was a strong industrial power (and still is, at least the factories are still there) when the US kneecaped them in the 80s and 90s, but India's industrial power is crap and may continues to be crap for a while.
@agape.ahimsa3 ай бұрын
necessity is the mother of invention
@bobtarmac18283 ай бұрын
Is this ai geopolitics?
@alpha-uncovered3 ай бұрын
Our conversation is unscripted.
@shiulai58043 ай бұрын
Excellent interview
@alpha-uncovered3 ай бұрын
Thanks for your support!
@henryterranauta91003 ай бұрын
🇨🇳🇨🇳Djibouti and Morocco 11:28 are in China’s investment priorities 🇨🇳🇨🇳and both are strategically placed as🇨🇳🇨🇳🇨🇳the first controls the Red sea and the last controls the 🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳Mediterranean 💰💰💰💰💰💰
@julianclegg19223 ай бұрын
What's that apostrophe doing there?
@ml2k83 ай бұрын
I cannot find online articles that support your claim that latest US naval ships were made in China. Seem like US Navy doesn’t even want to buy from S Korea nor Japan…
@alpha-uncovered3 ай бұрын
Thanks for for your support. We got clarification from Steven: "60 ships that are part of the U.S. Maritime Security Program and the Tanker Security Program, none was built in the U.S. and the last three tankers enrolled in the program were built in China. Furthermore, China is the only country that is capable of manufacturing all 18 major ship types within these programs, ranking first globally in 14 of them.”
@sulongenjop74363 ай бұрын
This Economic World War is going to the scale of Armageddon!!!😂
@zy28703 ай бұрын
so how do you RV while following trend
@alpha-uncovered3 ай бұрын
Tricky but not impossible!
@istvandarvas33723 ай бұрын
I am scratching my head over how you only have 370 permanent subscribers (including me) and still produce such a high-quality podcast like this. It's not AI-generated text read by AI, but real people talking about current trends. I really don't understand. Let me end with this: this three-piece was just awesome. Thanks, and please keep up the good work.
@alpha-uncovered3 ай бұрын
Thanks for sticking with us! Glad you enjoyed the deep dive. We'll keep the good content coming, while also working to impress the KZbin algorithm 🤓
@seaskyguy3 ай бұрын
The late Charlie Munger commented that Chinese like to gamble!
@alpha-uncovered3 ай бұрын
Thanks for bringing that up! What are your thoughts on Munger's view?
@kabandaayubmuhsin3 ай бұрын
Kindly continue making these podcasts.. this is a balanced conversation regarding China. The Anglo Saxon mainstream media is totally corrupt and misleading...
@alpha-uncovered3 ай бұрын
Thanks for your support. We believe it's important to hold critical thinking towards different sources of information and isn't it cool to think out of the box?
@kabandaayubmuhsin3 ай бұрын
This is very refreshing informed podcast from the amount of garbage anti china propaganda coming out widely from Anglo Saxon mainstream media...
@bluefish79403 ай бұрын
These two guys are very smart and well educated.
@alpha-uncovered3 ай бұрын
Thanks! We're glad you enjoyed their insights.
@kindface3 ай бұрын
Not only is the chiplet configuration able to perform, within reasonable limits, what the leading-edge superchips from Nvidia/TSMC can do, the chiplet configuration has proven in some instances to be more robust, as in more resistant to wear-and-tear. The reason for that is that the while the 3- or 5-nm super chip could process faster and more dynamically, it's truly a super chip in that just that one tiny piece is relied on to withstand the entire onslaught of processing load by itself, subjecting it to higher "abuse". The chiplet architecture, on the other hand, has several pieces of 7- or 9-nm put together so that the aggregate of these multiple chips handle the same processing load of the Nvidia/TSMC super chip. This means each chiplet, whilst handling only a single sub-function, has far bigger capacity to withstand an even bigger onslaught of processing load per chiplet for longer. Additionally, when a superchip crashes, the entire super chip needs replacing whereas with the chiplet architecture, only a single chiplet needs replacing when it breaks down, which is a lot cheaper as the chiplet is a lot more accessible at scale. The chiplet architecture isn't as dazzling and sexy as the super chip, but it more than adequately tides China over while the latter goes all out to develop their own super chip competitor which they're doing on different technological paradigm including, especially, ones that render obsolescent the entire lithographic tech currently monopolised by ASML.
@alpha-uncovered3 ай бұрын
Thanks for the informative supplementary insights! This adds another layer to the conversation about chiplet technology. Don't forget to subscribe our channel @alpha-uncovered
@kindface3 ай бұрын
@@alpha-uncovered Most welcomed.
@evateo8113 ай бұрын
Very refreshing... Good talks
@alpha-uncovered3 ай бұрын
Thank you 🙂
@degraffpaul24543 ай бұрын
Very interesting insights guys
@alpha-uncovered3 ай бұрын
Glad you enjoyed it
@MoatlessCapital5 ай бұрын
It is actually shocking how similar this thesis is to the China thesis
@_Sai_Kirito-music6 ай бұрын
Everytime i see a new Wagner's interview my appreciation and respect for him keep growing more and more. I love what you (or i should say we in Starbased vision) are building and i'm so glad to be a Galia Pioneer!
@marius-kz6hm7 ай бұрын
❤❤❤
@denederlandsecryptogroep35767 ай бұрын
I think I vomited in my mouth
@a72.127 ай бұрын
Atlas will be huge
@Siggy_SA7 ай бұрын
Great conversation. I very much appreciate the shout out. Star Atlas has a very exciting year ahead of it. With a strong, intelligent and passionate community anything is possible. 🚀
@josevega768 ай бұрын
Fantastic interview.
@sswmbe18419 ай бұрын
Total blah blah and bullish on China at 5y lows..well done 😂😂😂
@mingxuanng90079 ай бұрын
Which part(s) of China should I visit to experience seeing is believing?
@meyroakabigrem16799 ай бұрын
Some good content here. And yes valuations are very cheap, although of course for good reason. I am curious, why does no one dare to comment on the elephant in the room, which is of course what is it that has caused all these problems in the Chinese economy? And why would China over the last 6 years, seemingly deliberately destroy and self-sabotage so many important sectors in their economy? Why would they do this to themselves, and what were the hoping to achieve in doing this?
@spadmasola11 ай бұрын
I like your interview style and our conversations the last two times we met..once on the street, another at an event before the start of proceedings. Maybe you should do this more often. Best, Srini
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