If SKHY does form a JV with INTC to manufacture memory chips, INTC is shooting straight to $200.

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I think this is probably much closer to the core of the issue than simply comparing Chinese and American wages. A car isn't just the labor cost of the people doing final assembly. It's batteries, power electronics, semiconductors, motors, castings, software, logistics, suppliers, tooling and the speed at which all of those things can be developed and scaled. That's also why Brazil and Europe are becoming such interesting experiments. Chinese manufacturers are increasingly moving final assembly outside China. In Brazil they're taking over or reusing existing factories and hiring Brazilian workers. In Europe, BYD, Chery, Geely, Dongfeng and Leapmotor are all moving toward some form of localized production. So over the next few years we're going to get much better evidence about this. If their advantage disappears as production localizes, then Chinese labor costs and domestic industrial conditions were doing most of the work. But if much of the advantage survives, then the supplier ecosystem and manufacturing organization you're describing become much harder to ignore. E para o TurkeyBLTSandwich, eu usaria: This is the part of BYD that I think gets overlooked when the discussion becomes only about subsidies and wages. BYD isn't just taking a conventional Western automotive supply chain and paying the assembly workers less. It has built a much more vertically integrated industrial structure around batteries, electronics, powertrains and vehicle production. That doesn't mean the model is automatically superior or that its current advantage will last forever. American manufacturers can reinvest, reorganize supply chains and bring technologies back in-house. But that's exactly why I think competition matters. We're now seeing Chinese manufacturers take that manufacturing model outside China. Brazil is already getting locally produced Chinese vehicles, and Europe is moving rapidly in the same direction. Once those cars are being made by Brazilian or European workers, the wage explanation becomes easier to separate from the manufacturing-system explanation. That's the experiment I'm interested in watching.

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I think that argument is hugely overblown. The lithium in batteries can be recovered to 90-95% through new recycling practices. Lithium is abundant in solid form in the ground and in liquid form from wells in California, Texas, Arkansas, and Louisiana. The oil companies are clinging to disinformation while the walls crumble around them. GM and Ford will lose their global markets and be left with only the USA. The rest of the world zooms past us. Pure electric vehicles are far more efficient and have about 70% fewer moving parts, meaning low maintenance.

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I will drink Diet Coke in any form before any other coke

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i do not care about what happens in a month form now, i only care about tomorrow

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Can I get my token in the form of a picture of a simian?

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the market said, "what if we make cancer in chart form"

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Kevin Warsh is like elevator music in human form

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Bessent I’m concerned that by attacking any form of money that people own you are going to force the hand of the rest of the world to pick something you can’t attack. Which well anyone can attack commodities and literally plunder them but at least until they are plundered they will hold value compared to frozen assets like what we did with Russia or what you are doing with Iran on crypto.

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Calling it wasted compute because the counterexample doesn’t immediately improve fluid models is a shortsighted way to look at R&D. the first transistor was a crude experimental amplifier developed as a replacement for vacuum tubes and mechanical relays, not a blueprint for smartphones, microprocessors, or cloud computing. Those much broader applications emerged through decades of continued investment in semiconductor research. Navier–Stokes is also a test of whether AI can tackle an extremely difficult mathematical problem, construct a rigorous argument, and translate it into a machine-checkable proof rather than merely produce an answer that sounds plausible. OpenAI released both its proposed proof and the Lean formalization so mathematicians can inspect and independently check the work. That capability might ultimately prove more useful on the next theorem, algorithm, or scientific problem than on this specific equation. If researchers had historically refused to invest resources in work without an obvious immediate payoff, much of today’s technology might not exist in its present form. That is the point of R&D: you develop the underlying capability before you can know every application it will eventually enable.

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