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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

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.

While at it, they should also sanction China's soccer!

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?

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.

necessity is the mother of invention

Is this ai geopolitics?

Excellent interview

🇨🇳🇨🇳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 💰💰💰💰💰💰

What's that apostrophe doing there?

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…

This Economic World War is going to the scale of Armageddon!!!😂

so how do you RV while following trend

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.

The late Charlie Munger commented that Chinese like to gamble!

Kindly continue making these podcasts.. this is a balanced conversation regarding China. The Anglo Saxon mainstream media is totally corrupt and misleading...

This is very refreshing informed podcast from the amount of garbage anti china propaganda coming out widely from Anglo Saxon mainstream media...

These two guys are very smart and well educated.

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.

Very refreshing... Good talks

Very interesting insights guys

It is actually shocking how similar this thesis is to the China thesis

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!

❤❤❤

I think I vomited in my mouth

Atlas will be huge

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. 🚀

Fantastic interview.

Total blah blah and bullish on China at 5y lows..well done 😂😂😂

Which part(s) of China should I visit to experience seeing is believing?

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?

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

I just figured out yesterday that most rich crypto holders invest with professional crypto traders to learn new strategies and earn huge amount of money. How true is this