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In 1914, the world was like a person entering a mysterious dark and deep tunnel.
That person came out in 1945 into a completely different world.
Different borders. Different Empires. Different technologies. Different institutions. Different ideas about how society should work.
lar tunnel once again.
Maybe we entered it in March 2020 with COVID. Maybe February 2022 with Russia invading Ukraine. Maybe the real entrance was GPT 4 in 2023.
But at some point, the old world ended.
We’re still inside the tunnel now.
AI, robotics, demographic collapse, war, autonomous vehicles, biotech, the compute explosion, new energy, migration, collapsing institutions, all of it is happening at once and they are feeding off each other.
We have absolutely no idea what the world looks like when we come out the other side.
Maybe that’s 2035.
Maybe 2049.
But the biggest mistake you can make right now is assuming the 2030s and 2040s will look like slightly upgraded versions of today.
They definitely won’t.
Anyway this is a very long way of saying I am bringing back my substack.
I will usually drop at least one, maybe two long reads per week, around my various thoughts on the current intelligence revolution and the broader societal and cultural reorganization happening.
I will focus mostly on Asia and North America, I will connect varied threads to each other, and I'll largely write as I do here, pretty bluntly.
Anyway if you're down the link is in the below thread.
That person came out in 1945 into a completely different world.
Different borders. Different Empires. Different technologies. Different institutions. Different ideas about how society should work.
lar tunnel once again.
Maybe we entered it in March 2020 with COVID. Maybe February 2022 with Russia invading Ukraine. Maybe the real entrance was GPT 4 in 2023.
But at some point, the old world ended.
We’re still inside the tunnel now.
AI, robotics, demographic collapse, war, autonomous vehicles, biotech, the compute explosion, new energy, migration, collapsing institutions, all of it is happening at once and they are feeding off each other.
We have absolutely no idea what the world looks like when we come out the other side.
Maybe that’s 2035.
Maybe 2049.
But the biggest mistake you can make right now is assuming the 2030s and 2040s will look like slightly upgraded versions of today.
They definitely won’t.
Anyway this is a very long way of saying I am bringing back my substack.
I will usually drop at least one, maybe two long reads per week, around my various thoughts on the current intelligence revolution and the broader societal and cultural reorganization happening.
I will focus mostly on Asia and North America, I will connect varied threads to each other, and I'll largely write as I do here, pretty bluntly.
Anyway if you're down the link is in the below thread.
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Being an Asian American man seems like one constant never ending humiliation ritual.
What on earth is the point if they can even do this to Jensen Huang?
A CEO who's made his company entirely massively rich and benefitted the nation can't have some side fun?
What are we doing here?
What on earth is the point if they can even do this to Jensen Huang?
A CEO who's made his company entirely massively rich and benefitted the nation can't have some side fun?
What are we doing here?
*NVIDIA PREPARING TO OUST CEO JENSEN HUANG: WSJ
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This story just keeps getting better and better LMAO.
This is why Chinese companies win by the way,
They have founders who will stop at NOTHING to win,
They’ll even loan their wives sexually to the founders of their biggest suppliers!
All of this for the LOVE OF MONEY! 💰
This is why Chinese companies win by the way,
They have founders who will stop at NOTHING to win,
They’ll even loan their wives sexually to the founders of their biggest suppliers!
All of this for the LOVE OF MONEY! 💰
BREAKING: It's been revealed Jensen Huang's alleged Chinese spy mistress was introduced to him by her own husband, who appeared to “accept his wife's romantic relationship” with the Nvidia CEO for two years. — WSJ
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Barely any native black Americans live in the Bronx anymore,
That entire borough is immigration central at the moment,
It was obvious to me as soon as the story broke out that it was either other African kids or Black Latino kids who got him,
But a lot of diasporan African millennials are utterly obnoxious and annoying and continue to reside in the 1990s where it’s some scary fictional native black Americans who torment them.
They haven’t updated to the current realities.
That entire borough is immigration central at the moment,
It was obvious to me as soon as the story broke out that it was either other African kids or Black Latino kids who got him,
But a lot of diasporan African millennials are utterly obnoxious and annoying and continue to reside in the 1990s where it’s some scary fictional native black Americans who torment them.
They haven’t updated to the current realities.
The quiet is deafening. All these weeks ppl have been blaming Black Americans for that innocent Ghanaian child’s murder. And it turns out a teen with the name, Thierno Jalloh which is a Fula name was out here who did the act.
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Being an Asian American man seems like one constant never ending humiliation ritual.
What on earth is the point if they can even do this to Jensen Huang?
A CEO who's made his company entirely massively rich and benefitted the nation can't have some side fun?
What are we doing here?
What on earth is the point if they can even do this to Jensen Huang?
A CEO who's made his company entirely massively rich and benefitted the nation can't have some side fun?
What are we doing here?
*NVIDIA PREPARING TO OUST CEO JENSEN HUANG: WSJ
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Xi should call up Jensen,
offer him a trillion,
all the women he wants,
and let him do whatever he wants to create the Chinese Nvidia,
give him Huawei's entire time and subordinate it under his challenger brand.
offer him a trillion,
all the women he wants,
and let him do whatever he wants to create the Chinese Nvidia,
give him Huawei's entire time and subordinate it under his challenger brand.
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Jensen Huang ultimately is a wife guy to his extreme bitter core.
This is a man who could have had a massive soft harem of the finest Chinese models and escorts on the planet,
but at the end of the day he clearly has a deep need and desire to be beloved by women who talk his book and know his world.
In Asia, in many languages, there is an expression that goes "No Civilian Women!" Meaning do not get entangled with respectable women in your world who could undermine your marriage.
Jensen Huang is addicted to civilian women.
This is a man who could have had a massive soft harem of the finest Chinese models and escorts on the planet,
but at the end of the day he clearly has a deep need and desire to be beloved by women who talk his book and know his world.
In Asia, in many languages, there is an expression that goes "No Civilian Women!" Meaning do not get entangled with respectable women in your world who could undermine your marriage.
Jensen Huang is addicted to civilian women.
NYT says Jensen Huang had a relationship Nvidia's vice president of health care. nytimes.com/2026/11/11/tec…
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Ultimately I don’t take the AI doomers too seriously because they don’t move at all like how people actually scared and threatened for their lives and the fate of humanity would be moving,
Imagine if Al Qaeda in the 2000s thought AI safety was the biggest issue facing the world?????
Or all those civil dissident groups in America even in the early 1970s??? Endless bombings and street actions and shootings.
Until they move like that, it just reads to me as another culture war in America’s limitless culture wars, this time among the nerd castes.
Imagine if Al Qaeda in the 2000s thought AI safety was the biggest issue facing the world?????
Or all those civil dissident groups in America even in the early 1970s??? Endless bombings and street actions and shootings.
Until they move like that, it just reads to me as another culture war in America’s limitless culture wars, this time among the nerd castes.
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The AI doomers mostly go
“OMG the world is about to end! Please sign this petition and then I will call my house congressional member about it.”
Like come on LMAO.
“OMG the world is about to end! Please sign this petition and then I will call my house congressional member about it.”
Like come on LMAO.
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Chinese Twitter should make you happy and aware why the CPC doesn't allow universal elections for its highest offices.
The CPC is well aware of the population it is dealing with.
If we allowed the masses of China to vote,
WWIII would have happened by now.
The CPC is well aware of the population it is dealing with.
If we allowed the masses of China to vote,
WWIII would have happened by now.
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I will make some bold bets,
a year from now,
- Humanity will still be here, we will not be extinct or have suffered a mass death episode,
- There will still not be mass evidence yet of a mass productivity improvement from AI models quite yet,
- The Internet will still be here, it will not have collapsed.
- The unemployment rate in the States at least will still be below 7 - 8 %. Diffusion takes a long time, it is not instant.
Doomsday is not coming.
a year from now,
- Humanity will still be here, we will not be extinct or have suffered a mass death episode,
- There will still not be mass evidence yet of a mass productivity improvement from AI models quite yet,
- The Internet will still be here, it will not have collapsed.
- The unemployment rate in the States at least will still be below 7 - 8 %. Diffusion takes a long time, it is not instant.
Doomsday is not coming.
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Twitter is in some ways the worst place to be when thinking about AI,
It’s too close to the source,
The site has in a sense been entirely captured by the AI industry and the wildest takes as a result proliferate here.
AI is now in many ways the alpha, beta, and omega of the site which distorts it from being able to view the technology in any neutral way.
There’s touching grass, and then there’s Twitter, which is the extreme opposite of touching grass.
It’s too close to the source,
The site has in a sense been entirely captured by the AI industry and the wildest takes as a result proliferate here.
AI is now in many ways the alpha, beta, and omega of the site which distorts it from being able to view the technology in any neutral way.
There’s touching grass, and then there’s Twitter, which is the extreme opposite of touching grass.
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Pretty much,
America’s only political strategy as of late 2026 is to desperately hope and wish in the AI wunderwaffe machine,
History is not that simple though,
There is no magical omniweapon,
And furthermore China will be completely caught up in compute in a few years regardless.
America’s only political strategy as of late 2026 is to desperately hope and wish in the AI wunderwaffe machine,
History is not that simple though,
There is no magical omniweapon,
And furthermore China will be completely caught up in compute in a few years regardless.
The real story is that U.S. elites are giving up on financially or diplomatically dominating China, but simultaneously incapable of the political and ideological reform necessary for reindustrialization, so are grabbing for the only option left which is AI military Wunderwaffe.
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The real story is that U.S. elites are giving up on financially or diplomatically dominating China, but simultaneously incapable of the political and ideological reform necessary for reindustrialization, so are grabbing for the only option left which is AI military Wunderwaffe.
Nobody can explain why Jensen Huang sleeping with a Chinese woman endangers U.S. national security because it doesn't. It's a lurid story meant as a personal attack on an influential person who does not share the "RSI to AGI to ASI in 36 months" view of AI development.
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LLMs are now well into the diminishing returns phase.
Anthropic is gaining exponentially less capability per billion dollars spent over time. It's now 8x as expensive to boost AI capabilities as it was 2 years ago, getting worse on a log scale. This includes METR report & internal models.
Credit to @alexolegimas, @sebkrier, and @micion.
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Thailand is the Rome Of Asia,
You have Chinese, Tais, Lao, Khmers, Indians, Mon, a few Austronesian groups, and Malays, who all can claim to be native to the country at this point, with a presence lasting a millennia+.
Even the Japanese presence and the Western presence dates back to at this point the 1500s, and of course the mixed race diaspora both of those parties have left behind.
Thailand is itself an extremely recent invention, it didn’t exist before 1932, it was just Siam before that, and before that Ayutthaya. It has always been an empire of a mixed people.
The Rome of Asia.
You have Chinese, Tais, Lao, Khmers, Indians, Mon, a few Austronesian groups, and Malays, who all can claim to be native to the country at this point, with a presence lasting a millennia+.
Even the Japanese presence and the Western presence dates back to at this point the 1500s, and of course the mixed race diaspora both of those parties have left behind.
Thailand is itself an extremely recent invention, it didn’t exist before 1932, it was just Siam before that, and before that Ayutthaya. It has always been an empire of a mixed people.
The Rome of Asia.
People don’t understand, but there’s no such thing as a pure Thai, and every Thai is mixed with something, so Thai people just consider themselves to be full Thai. After all, if you pick one pure ethnic population to represent “Thai” it would probably only be 10-15% of the population.
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I keep telling all of you this,
But hide your boomer relatives from the internet next year,
By the end of next year they will all be addicted to lifelike interactive avatars.
Fangchang and the team and his models will be perfectly fire and adept.
But the open source models….
There will be tons of scam compounds operating out of Cambodia, Laos, and Madagascar just relentlessly scamming them.
By the end of next year there will be powerful open source models that can be deployed for a week on end.
It will be a year of redistribution
But hide your boomer relatives from the internet next year,
By the end of next year they will all be addicted to lifelike interactive avatars.
Fangchang and the team and his models will be perfectly fire and adept.
But the open source models….
There will be tons of scam compounds operating out of Cambodia, Laos, and Madagascar just relentlessly scamming them.
By the end of next year there will be powerful open source models that can be deployed for a week on end.
It will be a year of redistribution
The first AI persona you’ll actually want to meet face-to-face.
Most AI personas stare blankly while you talk. Emma reacts while you’re still speaking.
After 18 months of research at @nuance_ai, this is Emma, built on Nuplex, our full-duplex audiovisual foundation model.
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Jensen Huang & Morris Chang - It Wasn't Me (Shaggy cover) [Slop Cannon Edition]
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Even Asian millionaires cannot grok the concept at all of a centibillionaire apologizing for an affair,
America in many ways is still a land of puritans,
Americans genuinely seem to believe that a hyper rich man should be with only one woman his entire life after he marries her.
America in many ways is still a land of puritans,
Americans genuinely seem to believe that a hyper rich man should be with only one woman his entire life after he marries her.
NEW: Jensen Huang from Nvidia admits to infidelity with his wife with a Chinese spy saying in a memo to staff:
“I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry. I love our country and our company, and I am Nvidia and supporting America’s national security."
He should have just gone with the "honeydicking" angle.
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