Total Collapse: China Enters “Warring States Period” | US-China: DeepSeek & The AI Race

[@Mad-Dan90]

LOL! That cat is now officially a main character. 😹

[@kenttsui6024]

I was about to ask if anyone else heard a cat!

[@xxjones520]

@@kenttsui6024 Yes, I heard it. I had to go upstairs to check ours is alright.

[@kevinraper114]

I had to pause the video to check if my cat was wanting in my office.

[@davidlaksa]

I thought it was my cat but I was confused, my cat makes eye contact

[@brianbrandt25]

Love your kitty. He debuts in lower left corner of shot at 3:25. More kitty, please.

[@coreystewart876]

Tony, this is Corey Stewart. I actually served as the undersecretary of commerce of the bureau of industry and security during the first Trump administration. Your analysis on the semiconductor chip export controls issue is right on.

[@tonysu8860]

And that is why there is so much misinformation when the people in charge either choose poor advisors or misunderstand what is explained to them. Find my other posted comment to this video where I try to explain in non tech terms the true state of American AGI vs Deepseek.

[@jamesburke3803]

I actually scrolled down to read you "analysis", and found it to be virtually incomprehensible....

[@jamesburke3803]

This was in reply to "Tonysu", NOT anyone else. (Damn KZbin messed it up!)

[@spurgendahl]

@ See those three dots to the right? They allow you to edit your postings.

[@BjornStatenguard]

You served under drump. Which makes you an enemy.

[@kaoskronostyche9939]

The news just keeps getting better - love it. Thank you for your updates. I have said this before but it still blows my old man mind that we can follow world events minute by minute, day by day up close with guides as intelligible, educated and clear as Tony. What a Brave New World ... what Interesting Times ...

[@msimon6808]

I designed the I/O Board that went into the World's First BBS. We barely had an inkling. You're welcome. Every day I feel a little like Tesla when the lights came on at night. An idea manifest.

[@spurgendahl]

I already thought I had breathing issues, but then I realized there is a meowing cat in the "studio".

[@gendashwhy]

Same. Thought it was me or my cat!

[@TV-8-301]

I was so confused, I thought my own cat was meowing but then I couldn't find him

[@brmnyc1984]

I love your guest speaker: meow!!!😸

[@Kevin-et5zs]

The cat provides commentary at no additional charge!

[@fffuu4444]

Tony, as you spew more negative news about China, their EV cars are sailing across oceans to capture more market share. Their battery manufacturers CATL & BYD are overwhelming the market, China is rolling more high speed rails to cities further and further away. Their solar manufacturers are obliterating competitors with super cheap but high quality products. Their telecommunication giant Huawei just announced annual revenue of USD118 billion dollars their second best in history, despite all the sanctions imposed on them. Their drone manufacturer DJI sells 70% of the world drones. Last year China trade surplus was closed to USD$1 trillion dollars, their highest on record and this despite all the sanctions imposed on them. Deepseek AI, China's version of ChatGPT released just recently took the world market by storm, due to its performance and costs. Sorry Tony, try harder to find dirt and spread misinformation on China.

[@lokai7914]

While there was some short-lived hype in the IT space about the Chinese AI, it died once it became clear China had bult their system atop others' work. Unfortunately, China is getting a reputation in some tech sectors for over-promising and under-delivering. The perfect example is the third carrier with its electromagnetic catapults... which still do not work after several years. There are strong suggestions that the carrier will never enter service, As for their fourth carrier, which was supposed to have nuclear production, it hasn't yet left the drawing board.

[@skydragon23101979]

I wonder how long before you have to eat your own words, I hope you survive longer than the UK PM.

[@JDmix123]

@@skydragon23101979china is the new Germany, concentration camps (Uyghurs) and all. It won’t be easy or pleasant but China will fail in its goals to rule the world.

[@bruhstories-ox5kt]

@@skydragon23101979 screw you.

[@oldguy7402]

​@@skydragon23101979lokai, found the ccp shill! I think you found the sensitive spot.

[@CoffeeAndPaul]

​@@skydragon23101979​, he's not wrong about the catapults, though. In fairness to Chinese carrier sailors, sustaining one entire 24-hour cycle of safe operation is incredibly difficult for even experienced sailors. Learning the ways to best man & sustain carrier operations took the US Navy about four Decades, from the commissioning of the Langley to the commissioning of the Kitty Hawk. China can copy a design or two. In learning the craft of sailing, however, there are zero shortcuts to recognizing & training to meet the best standards & practices in naval operations. I remember about 15 Years ago the USS Abraham Lincoln carrier strike group held a celebration to commemorate the strike group's very first 6-Month tour without a single fatality or serious injury. At that point in her career the Big Abe had been sailing for about 30 Years. Think about that. Sailing is a demanding set of tasks even when you're not at war. Zero shortcuts.

[@liepsan]

Shocked to hear Toyota is finally investing in electric cars! I though they were betting on hydrogen.

[@tonysu8860]

That changed about 6 mths ago and today Toyota claims both that it can make a better EV and an ICE that can beat EVs.

[@dntstpmving]

They are all dumb, why no CNG?

[@andrewthomson137]

Never a dull moment!

[@danielmcinnes20]

Excellent, as always!!! Thank you Tony!!!! 🇨🇦🇺🇦🇨🇦🙏🏻❤️

[@gregash7683]

The BYD labor practices in Brasil remind me of Cuba's control of doctors sent 'on medical assignments' throughout Latin America. They are essentially slaves of the Castro regime forced to work but not receiving legitimate wages for their expertise and service. This strategy is like having overseas Gulags serving the homeland warlord.

[@colonel__klink7548]

I don't wanna give Cuba a W but... accusing them of enslaving doctors whom could easily run away and seek protection from the host countries (that are so desperate for doctors they'd gladly take them in and defend them from the Castros) seems like a bit of a stretch. What this is likely is some propagandist is out there saying these doctors are slaves because they aren't paid $200,000 a year to do things like simple 15 minute medical examinations that are so expensive that only the upper classes are able to have them done. Basically "if it's not the US system that is too expensive for anyone but the top 10% to use then it's slavery."

[@kateryan9988]

Good. Let's all further help the Chinese out by reducing any Made-in-China purchases whenever humanly possible.

[@Iwishiwasanoscarmeyerweiner]

Don’t shop at any American stores like Walmart, Target, or rite aid then.

[@uss-dh7909]

@@Iwishiwasanoscarmeyerweiner You can shop there plenty fine, just check the label before you put anything in your cart. c:

[@GARYGUYTON-c7i]

@@Iwishiwasanoscarmeyerweiner Baloney. Walmart is already carrying Not made-in-the-PRC goods for a great many items.

[@francescaa8331]

Kitty might have wanted in, but he was busy making a video. I would love to see the cat eventually. Nothing wrong with having kitty help discuss the news in China.

[@hai3der]

kitty makes a cameo at 6:15!

[@francescaa8331]

@hai3der thank you! I didn't see it before. Cute kitty.

[@rossmurray6849]

Happy Thursday, Tony.

[@JulianCooke-yn5lh]

Toyota are going to regret this move....😮

[@nfuryboss]

China nationalists will trash Toyota's Lexus EVs if there's a backlash against Japan when it comes.

[@waltermh111]

Since Japanese think they should rely on the Chinese to solve problems related to their lowering population, but that's so short sighted. I hope they get back out of China soon. Plenty of better countries to work with.

[@e.danielkingsley3694]

This blog is important... I follow the political track of China here because the news here seems direct & accurate.

[@paulconlan180]

I admire your honesty and integrity but mostly your bravery and disposition!

[@chuckley99]

Happy Thursday!

[@sunnysoonkyu89]

Good report again Tony

[@jeffriggs7397]

AWSOME ....LIKE ALWAYS ,MY FRIEND

[@D7g8d]

Excellent episode. Thank you Tony.

[@saraseale2364]

Cat comes in, cat goes out. Thanks for the Update, Tony.

[@heinzgassner1057]

What a mess in the automotive sector. What a gigantic over-capacity. What a turmoil of highly interlinked supply chains in this theater of geopolitical peacocks.

[@ChadLuciano]

The fresh smell of pine trees in here is awesome...good morning to the folks around the world watching Tony deliver the news...thank you very much in stereo Tony! You're making the roosters look bad now.

[@williamchow7533]

Please, Tony. We would love to see Chairman Meow!

[@bill9540]

Hahaha

[@johnstevens6865]

Thanks for taking time out of your personal time to share, Tony!!

[@LilMissMurder3409]

Thanks for the update, T!

[@walterleamy4623]

Happy Thursday Tony !

[@DingoDunksy]

Thanx mate 😎👍🇦🇺 keep up the great work!

[@Gabriel-sd1wn]

Tony is an amazingly hard worker. He keeps the videos rolling out.

[@zuggernautz]

Thanks, Tony!

[@hooplawithbilliesue8143]

Thanks Tony

[@3y3g00]

I love the kitty meow in the background d

[@matthewmcclary7855]

Great to see you rested and back Tony. 🍯

[@cleanwillie1307]

If the Chinese can really do wonderful things in AI without US chips, why are they aggressively lobbying to have restrictions lifted? You would think they would take the opportunity to work hard on their own chips and steal market share from the current producers. I am still waiting for the other shoe to drop on DeepSeek regarding how much of what they did was pirated from existing AI platforms.

[@tonysu8860]

After listening to all that has been said about Deepsedk for the past 3 weeks, I can say with fairly high confidence that China likely built Deepsedk without using any banned hardware and didn't steal any American technology. This small group simply made goid use of what is available publicly and successfully adapted concepts and practices publicly described over 7 years ago by Deepmind to building an AGI model. Although the original ideas are American, there is some innovation involved to make Deepmind machine learning work for AGI.

[@joshfawkes3881]

Good question. Deepseek is a copy of open-source ai while using us chips while pretending they're chinese. All these hype surrounding it is a combination of Chinese sycophants and ignorant loudmouths

[@kiefermattern917]

@@joshfawkes3881 Apparently the chips they used were imported using a front company based in Singapore. If China doesn't have any other way to get US chips then they're shit out of luck. Still would have the backlog of chips that they already imported though.

[@colonel__klink7548]

"oh noes! The Chinese plagiarism machine plagiarized the American plagiarism machine!" I hate to say it but the reason why OpenAI is upset that Deepseek might have stolen their training data set is that OpenAI being the first mover was essentially able to steal the entire internet for their training use free and clear. Now you have to pay Twitter and Reddit outrageous fees to train on them. Image databases are totally corrupted with AI generated vomit so it doesn't even matter if you can afford DeviantArt's price to train, the data is now just 80% AI junk. Basically the accusations of theft are the first thief trying to pull the ladder up behind them.

[@brian13105]

Thank you Tony .

[@aj-us5qp]

Thank you for an intense report of geopolitics your skills & presentation are unmatched Tony of China Update. ☕ 😊 👍

[@Kittyjesus503]

I was trying to find my cat 😂 turns out it was on the video.

[@recondax]

I had let one of my cats outside before taking my wife to work and thought my cat was outside my window saying let me in. It turned out the cat was ready to come back inside 😂.

[@xxjones520]

@@recondax I thought I heard a cat too.

[@djparn007]

Thank you, Tony. 👍👍👍

[@rochellestalans5476]

thanks for this update.

[@lairdmichaelscott]

Research is great, but to really capitalize on new technology requires innovation, creativity, and initiative, three things the CCP finds to be anathema.

[@XxxThePsyCheMisTxxX]

Oh, they do all 3, but only if they steal from G7 nations to innovate and it aligns with the CCP agenda.

[@stephenhall4115]

Thanks.

[@PeterKops-i1g]

Thanks Tony👍🏻🇦🇺👍🏻

[@daveallentown6868]

I like the "Warring States Period" metaphor. It evokes the frequent historical phenomenon of central authority devolving onto local warlords. The metaphor is reinforced by the massive subsidies that were showered on new EV companies to boost local development.

[@algenis880]

As always, the CCP has used open AI teach their model which is basically using our technology against us. So where do they go from there?

[@dcc70]

They just slap their censoring algorithm on top of open AI. All existing technologies.

[@briansimon8969]

I suppose they wait until we make something else they can steal

[@CoffeeAndPaul]

It depends on what they want to do. Artificial intelligence is useful for tons of man hour -intensive tasks. It can definitely be helpful if you administer a surveillance state.

[@XxxThePsyCheMisTxxX]

They can only innovate by copying to catch up !

[@Fish_Ventura]

Thx Tony

[@ejlonergan4073]

Thanks Tony.

[@BackUp-z4t]

Thanks again.

[@patrickpeake3935]

There is a suggestion in Australia that EV sales are not growing very quickly because of concerns about poor resale prices and repair costs. Any similar issues in China?

[@BenChing-k3b]

The Chinese versions will never reach a resale age My friend has a BYD it’s 3 years old and the battery has drained to 60% charging capacity he has travelled 45k

[@recondax]

​@@BenChing-k3b That is not very good news on BYD's battery life. About a 14% loss of charging capacity a year is not very good. In a couple more years, the charging capacity will be at 50% or lower, cutting the range in half or lower. To replace the battery, you will pay out more than the car is worth.

[@kKizz]

In my country, some people has had no issues with their cars yet while some people who have complain of poor after service. No/extremely slow wait for part replacements, some of which are expensive? Not sure if it was the battery or something else.

[@recondax]

@kKizz The battery is the most expensive thing on an EV. When it comes time to replace the battery, it will cost more than the worth of the car (if you can find a battery for your EV).

[@bobwatson8754]

Thank you yet again, Tony. It's unclear to me regarding "warring states" as to how many electric car makers are actually supported by various local governments. Enough, perhaps, where the term is no longer figurative.

[@DavidG-qe7yn]

Thanks Tony 😎

[@WJdad]

Thank you, Tony!

[@cameddy4081]

Great news Tony , thank you - [{it’s great posting all your sponsors, however need to comment I find it distracting from your lead story to have a background that looks like a Tesla breezing through some lush American suburbs with the sponsors being flashed again and again }]shots of China ( because I have traveled there and Asia is SO dynamic ) accompanied by the news keeps me much more focused on the serious emerging news . How about a blurb on that new tokamak fusion progress / energy implications ? Great show , thanks for all the ‘homework ‘ you do for these productions - from Wyoming ( where lots of coal comes from !) - “Gidday Mate “ 🙏🌏✌️

[@patricknicklaus9536]

Awesome as always!! and the cat at 3:30 cracked me up!! I don't think it appreciated your report as much as i did!!!

[@jimbobhirstyeshuaslave5860]

Dear Tony, Thank you so much for this update. It is sad that the loopholes are available for China to gain chips. I think even greater Tariffs may be necessary to punish China for continuing to steal US and other nations' intellectual properties. Electric vehicles may be OK for some large cities, but for rural areas only gasoline or diesel are practical. The USA will likely use fewer and fewer EVs. Thank you for always providing such excellent information. You are looking a bit sleepy, but you're looking a lot better this morning. Keep well, be blessed, and always be safe. Shalom.

[@OrdainedPrepper]

Are these chips coming thru Singapore?

[@echoeversky]

aaaaaaaaaaaaaand special Guest Cat at 6:11 !

[@thomassimmer5186]

In America, it is said that when the economy catches a cold, the auto industry gets pneumonia. So we have been hearing about China's economic malaise. What has been the trend in total value of auto sales?

[@andreasjahrn7891]

Thanks for the excellent update as usual, Tony! Happy Thursday!

[@89volvowithlazers]

The car industry merge was predicted on this channel at least a year ago and so it begins

[@davidpratt427]

My question is WHO'S buying All these cars. I watch economy's around the world and all I hear is everyone is broke. And then where are all these used cars ( ev, and gas ) going. Last question is who is the leading manufacturer in Gallium, Indium, Neodymium, Dysprosium, and Praseodymium, to the best of my knowledge China leads in these materials and stopped selling to the US because Biden put tariffs on them

[@jamesmacleod9382]

I see the odd Chinese ca/SUV around here. You see a lot of EVs around here (near Toronto). After all if you own a house in or around around the greater Toronto area you are effectively a millionaire.

[@RockCorley-im1si]

Great Show!😊

[@DK-gj5sp]

My foot

[@nrm224]

Hope the subscriber meetings went well.

[@recondax]

I am sure others, like myself, would love to hear how the get togethers went.

[@jcp202]

Keep up the good work. 🍯

[@DK-gj5sp]

Worry about your miserable country

[@kcraig51]

Straight up facts. Refreshing. Thank you!

[@ErynRea]

I think the fresh elements and travel have been good for you! Looking healthy and revitalized. Journey on!

[@DK-gj5sp]

He still lies

[@sionsmith]

I’m glad we finally got there! Roll on India Uncovered!! 😂

[@bruhstories-ox5kt]

Age of Strife, here we come!

[@horrorislander]

I think car makers should switch to robots that transform to fully self driving motorcycles.

[@LilMissMurder3409]

You joke, but I live in a developing country where adopting a motorcycle-centric culture like you'd find in south-east Asia or the subcontinent makes a hell of a lot of sense but it just doesn't happen because we're too wedded to the car as a status symbol. We're a long way from even having infrastructure for electric vehicles (despite, paradoxically, having spawned that EV-pushing bastard whose name shall not be uttered...)

[@Klaxonsmith]

You've got a cat! Love it.

[@DK-gj5sp]

He is still a crook at the end of the day

[@seanstansbury5585]

Thanks

[@jaydee6268]

Happy Thursday, Tony. WAR! 😂 Seriously though, thank you for your report. I am especially curious to see how things shakeout in the EV auto industry.

[@recondax]

The shake up this year will probably see a couple of the EV brands go under. Which ones out of the 40 to under will be interesting to see.

[@jaydee6268]

@@recondax Last time I checked there were over 90 EV manufacturers and I have heard of those only 3-5 are profitable. Even that said, I have my doubts.

[@BlackCatCoffeeCompany]

The headline is sensational to reflect remarkable times.

[@nancyhope2205]

What? It’s Thursday again? Have a happy one!

[@RedSinter]

Of course this doesn't specifically address the illegal smuggling of high CPU / GPU Nivida Cards out of the US.

[@brianfoley4328]

China's reaction to economic stresses sounds suspiciously Capitalistic...hmmmmm.

[@toddfulton2280]

It's nice to know Elon Musk is getting subsidies from the CCP while also having locked himself up with some of the most sensitive servers in our country with access to payment systems and potential covert operations of national security interest around the world. I hope there isn't a conflict of interests here 😅

[@HerbertDuckshort]

Does the cat get a mention in the credits? 😊

[@gsutton57]

Is that a kitty I hear in the background? 😁

[@xxjones520]

Have you got a cat? For a second there I thought I heard one and had to go upstairs to check ours is alright.

[@hkcb250rider9]

I was wondering if that was one of my cats at first lol

[@haroldjones444]

Thanks!

[@olsonlr]

I thought Japan was pulling manufacturers out of China?

[@JamesJohnson-gv7tv]

Yuan vs USD: ¥7.29 vs USD$1.00 at this exact moment Eastern Standard Time Boston MA, USA

[@MDCDiGiPiCs]

Thanks Tony, was there a cat in the background at 11:12? 😂😂

[@philipdemaeyer1665]

Bedankt

[@luckyape]

Anyone else go to check on their cat?😺

[@recondax]

Made me go check on the cat I let outside, so you were not alone.

[@QuentinStyger]

Toyota is going to be taking a massive L on the 2027 plan.

[@recondax]

Time will tell if Toyota was right or not. But due to Toyota's other plants in China, there will be no lack of individuals wanting to work there.

[@BjornStatenguard]

Gona have to change that intro soon. Second world economy, not for long

[@DK-gj5sp]

It's # economy with 35TPPP. USA is a fake economy and fske democracy

[@dliu115]

Remember, Deepseek only outperformed expectations in one of three tests. Significant, but the headlines don't tell the whole story

[@DK-gj5sp]

Bitter and jealous

[@rowanhaigh8782]

Thanks Tony.❤

[@e.danielkingsley3694]

Cat... nice touch!

[@DF-dx1ef]

I hear a cat

[@stewartbone4236]

Tesla looks like great value in China. However, all these cars look the same to me on the road and they all offer an excellent ride.

[@jaydee6268]

Earlier this week, I attended a US-PRC-centric event, and the scuttlebutt there (not that I necessarily agree with it) was that the current administration is laser-focused on immigration, border security, and government efficiency-so much so that foreign affairs are taking a back seat to domestic politics. I’m sure the PRC isn’t especially happy about potential tariffs, but I imagine the Party finds some comfort in knowing that the current administration seems to view U.S. civil servants as a greater threat to national security than China or Russia. Given that, I wonder whether we’ll see any flexing from U.S. adversaries in the near future. And no, Denmark doesn’t count. 😏

[@cullenpurkis4593]

The cat meowing made me question reality.

[@k-matsu]

戦国時代 ? I think thats an accurate description of our fragmenting international order, rather than just the situation in Chinas manufacturing industry. Hey Tony - feed the cat.

[@batymahn]

AI is only as good as the openness of the society it serves.

[@RichardBuitenhuis]

cat @3:26 great vid

[@leejurkowski]

The problems with the bans and tariffs is not the strategic intent, but the failure in the execution of such barriers. The Biden administration broadcast their intent to ban chips, etc. months (years?) before they implemented the policies. China had plenty of time to stock up on chips, ASML EUV machines and parts. IMO, the Biden Administration was still a proponent of the China Engagement Model and widely announced barriers were simply political theater. They even facilitated China's decrease in direct exports to the US by using Mexico as the backdoor for Chinese exports (eventually arriving in the US). To be frank, the genie was out of the bottle when we educated hundreds of thousands of Chinese students in the West's universities.

[@taiwanisacountry]

Thanks as always Tony. I mean yeah Deepseek is better than ChatGPT, in so many ways.

[@jaydee6268]

How does it compare with TinyZero?

[@victorb5]

Not in its censorship. Maybe they changed it but ask Deepseek what Tianamen Square history is.

[@taiwanisacountry]

@victorb5 maybe ask it anything else. Do not ask your electrician to do your plumbing. 😒 And you also got access to running Deepseek locally on your own computer. Now I do suspect that your pc is unable to handle higher levels of knowledge for the AI. Because it requires a lot of storage and computer power. And when I say a lot of power, I mean A LOT of power. But it is eco friendly, faster in its calculations and "smarter" due to having higher amounts of parameters it can go through. The currently biggest model goes through some 671 billion parameters. Parameters are its knowledge base. :-) Anyway. I did manage to get around the censorship by simply formatting my questions in a way that makes the censorship "non-logical". This is only available on local versions since the online version is running another level of censorship. :-) It is really easy. Ask it something else.

[@Antiquated-Ether]

One is on a race to make it cheaper, one is on a race to make it advanced.