Ruhrpott native in Finland's oldest city. Täl pual jokke. Machine guy, wannabe industrialist. Brrrr! 🏭🏗🚛
Turku, Finland
Joined April 2019
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Tim retweeted
Today in the Finnish village of Tyrnävä a 4000m² potatoe storage caught on fire and more than 4 million kgs of potatoes was destroyed. That's over a quarter of Finlands seed potatoes.
Tim retweeted
It was marketed as:
- 2 years until permanent underclass
- you’ll all lose your jobs
- your skills will be worthless
- we’re going to replace you
- your entire career is now a $20/month subscription
All in an already terrible job market btw. Possibly the most important technology humanity has ever built, with some of the worst marketing imaginable. The labs completely failed communicating the tech, miserably bad and only improved just end of last year. How did anyone expect that to make people excited?
Tim retweeted
Sure, this is a bloodbath, but once again it's important for Republicans to remember that it was the price to pay for a war that was started for no reason and that accomplished absolutely nothing of value except killing a bunch of people and making everyone poorer.
Tim retweeted
Also, the Plaza Accords didnt kill Japan but The Bank of Japan's reaction to the Plaza Accords did.
Japan was less export dependent than the other Plaza Accord countries affected (France, UK, Germany). Only 14% of Japan's GDP was exports. The pop narrative was that Plaza overvalued currency killed Japanese competitiveness and exports. But as you said, Japan continued to grow in exports.
The real issue with Japan was the Bank of Japan slashing interest rates and the money went to real estate & stocks over manufscturing and infra. Then when Bank of Japan raised rates in the late 80s/ early 90s, the bubble popped.
Tim retweeted
South Korea Current Account Surplus — Surpasses Germany and Japan Combined in Q2 en.koreadaily.com/south-kore…
Tim retweeted
Banger.
I've been in France since 2002 and have never seen the streets so violent nor the politics so extreme. From the sacking of the supermarket on my street to the prospect of Présidente Le Pen, here's me @FT including thoughts from 2 French Nobel laureates as.ft.com/r/addcad57-0f9d-4e…
Tim retweeted
brutal truth nuke
ziggers don't want to hear it
站在今天看，俄罗斯这波操作，属于手握着一把天胡的牌打得稀烂。
如果不出兵乌克兰，今天全球AI的牌桌上，除了中美，大概率真得坐着一个俄罗斯。
搞AI、跑大模型，底层逻辑就是“吃电、散热、堆机器”。这两年全世界的数据中心老板都在为电费和机房降温发愁。俄罗斯属于老天爷喂到饭：西伯利亚开窗就是纯天然顶级空调；境内水电、核电、天然气很便宜，当年挖矿的都选西伯利亚。
另外俄罗斯人的数学和算法也强，各大国际编程竞赛，Kaggle机器学习竞赛常被俄国人屠榜。全世界除了中美，俄罗斯也搞出了自己完整的互联网生态：搜东西有Yandex，社交有VK，还有Telegram。现在在美股被炒上天的算力黑马Nebius，核心班底就是原先Yandex那帮俄罗斯人。
如果疫情后俄罗斯出地皮、出冷气、出便宜电，再拉着中国这种基建狂魔帮忙拉高压电网、建厂房、铺光纤，欧美资本开服务器工厂。俄国人完全可以成为欧亚大陆最大的“超级算力工厂”，中美神仙打架，它在中间两头收过路费。
结果呢？普京一拍大腿：不行，我得去抢那几块地。
普京的脑子，彻底停留在了19世纪沙皇俄国那种“开疆拓土”的旧梦里。什么有没有出海口啊，有没有所谓的军事缓冲带啊，就算抢方法也多的是，这可这是21世纪啊！现在的世界霸权争夺，抢的是半导体供应链，抢的是先进算法，抢的是高精尖人才。你去顿巴斯抢了几片烂泥地、几座废弃钢铁厂，代价却是把整个国家的未来都押了上去。
枪声一响，一切全崩了。稍微有点本事的程序员、算法工程师，连夜跑路。Yandex核心技术团队，宁可巨亏，惨烈的断尾求生、割裂母国，也要跑到欧洲重组成Nebius。普京把最懂未来的人，全逼成了难民和海外创业者。
在人工智能技术爆发的黎明前夜，全世界都在疯狂狂飙算力、抢占新工业革命的门票；而俄罗斯的老大，却带着几十万人，在泥潭里打着一百年前的一战式堑壕战。
再说一遍，普京不行，国内崇拜普京的那帮人也不行
Tim retweeted
站在今天看，俄罗斯这波操作，属于手握着一把天胡的牌打得稀烂。
如果不出兵乌克兰，今天全球AI的牌桌上，除了中美，大概率真得坐着一个俄罗斯。
搞AI、跑大模型，底层逻辑就是“吃电、散热、堆机器”。这两年全世界的数据中心老板都在为电费和机房降温发愁。俄罗斯属于老天爷喂到饭：西伯利亚开窗就是纯天然顶级空调；境内水电、核电、天然气很便宜，当年挖矿的都选西伯利亚。
另外俄罗斯人的数学和算法也强，各大国际编程竞赛，Kaggle机器学习竞赛常被俄国人屠榜。全世界除了中美，俄罗斯也搞出了自己完整的互联网生态：搜东西有Yandex，社交有VK，还有Telegram。现在在美股被炒上天的算力黑马Nebius，核心班底就是原先Yandex那帮俄罗斯人。
如果疫情后俄罗斯出地皮、出冷气、出便宜电，再拉着中国这种基建狂魔帮忙拉高压电网、建厂房、铺光纤，欧美资本开服务器工厂。俄国人完全可以成为欧亚大陆最大的“超级算力工厂”，中美神仙打架，它在中间两头收过路费。
结果呢？普京一拍大腿：不行，我得去抢那几块地。
普京的脑子，彻底停留在了19世纪沙皇俄国那种“开疆拓土”的旧梦里。什么有没有出海口啊，有没有所谓的军事缓冲带啊，就算抢方法也多的是，这可这是21世纪啊！现在的世界霸权争夺，抢的是半导体供应链，抢的是先进算法，抢的是高精尖人才。你去顿巴斯抢了几片烂泥地、几座废弃钢铁厂，代价却是把整个国家的未来都押了上去。
枪声一响，一切全崩了。稍微有点本事的程序员、算法工程师，连夜跑路。Yandex核心技术团队，宁可巨亏，惨烈的断尾求生、割裂母国，也要跑到欧洲重组成Nebius。普京把最懂未来的人，全逼成了难民和海外创业者。
在人工智能技术爆发的黎明前夜，全世界都在疯狂狂飙算力、抢占新工业革命的门票；而俄罗斯的老大，却带着几十万人，在泥潭里打着一百年前的一战式堑壕战。
再说一遍，普京不行，国内崇拜普京的那帮人也不行
Tim retweeted
All history is the history of technological diffusion through various means, episode 18.
“Tesla is like the Whampoa military academy of EVs.”
Still one of the best lines I’ve ever read on China tech.
Tesla didn’t just have a “catfish” effect on China’s EV industry. Its massive Shanghai Gigafactory had around 20,000 employees in 2023.
Tesla trained thousands of Chinese engineers and workers, many of whom went into China’s broader industrial ecosystem and helped to upgrade the capabilities of China’s EV industry.
Tim retweeted
This is a big theme in Chinese industrial policy discourse, especially the "industrial maximalism" school of thought popularized by Lu Feng.
The idea is that a rigid stratification of industries into "low", "middle" and "high" tech is rather harmful and does not really (1/n)
Tim retweeted
You must understand, France is the Schrödinger's cat of countries. It is simultaneously both the most right-wing and left-wing country in Europe, both the most innovative and most stagnant, the most complacent and most ambitious.
French President Macron:
China is massacring our industrial base — partly through innovation after Covid, but also by subsidizing its companies eight times the OECD average.
That is not acceptable. We are not respecting the rules of the game, and we are not protecting our companies.
We Europeans have been naive. We said: "We are open to everyone because we want to trade with others."
But in reality, we are doing much less trade with others.