Hua Bin • March 14, 2025 • 1,400 Words
I discussed that embodied AI, vertical AI applications across industries, and mass adoption of low-cost AI are the main trends coming out of China in the coming 2 or 3 years. The underlying assumption of my forecast is China will have the capability to lead the AI development despite US attempt at holding back its...
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Part 2 of three
Hua Bin • March 12, 2025 • 2,300 Words
In earlier section, I discussed that embodied AI, i.e. robots and humanoid, will be among the next big AI moves out of China. I believe another major trend will be application of AI technologies in vertical industries that have yet to be affected by the horizontal foundational LLMs, let alone experiencing broad adoption of AI...
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Hua Bin • March 12, 2025 • 1,200 Words
The ripple effects of DeepSeek’s launch of its V3 and R1 models in late January is still being felt. Compared with the expensively developed LLMs from OpenAI, Meta, and Google, DeepSeek is cost efficient, high performance, and open source. Other tech giants and AI startups in China have also rolled out additional LLM and reasoning...
Read MoreThe foundation for Chinese technology leadership
Hua Bin • March 10, 2025 • 900 Words
DeepSeek has caused quite a stir in the AI field in the last few weeks. Unitree’s humanoid robots are showing some incredible feats in embodied intelligence. Two 6th generation stealth fighter prototypes were unveiled in December. Naturally many people have identified these as demonstrating China is rapidly catching up and surpassing the west in the...
Read MoreMike Whitney Interview with Hua Bin
Hua Bin • February 27, 2025 • 100 Words
I had an interview with reporter Mike Whitney recently and Mike’s article was published on Unz Review, which published my Substack articles as a columnist. I thought it was interesting for my Substack readers on a range of topics from western media report on China, US China technology comparison, Trump, the so-called Uyghurs “genocide” in...
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The perfect case study how the west underestimates China at its own peril
Hua Bin • February 17, 2025 • 3,700 Words
I have written about the western misconceptions about Chinese economy and innovation capacity. And how such confused perception of realities will eventually lead it to a disastrous confrontation with China. As discredited frauds like Gordan Chang and Peter Zaihan continue to have an eager audience in the west, a vicious cycle of self-delusion and disinformation...
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A follow up to "the US is reeking the smell of fear"
Hua Bin • February 10, 2025 • 2,600 Words
I recently published a short opinion piece titled “the US is reeking the smell of fear” on Substack and Unz Review. I received many comments and feedback. Most comments are positive and many readers shared thoughtful observations. Predictably, some trolls, loonies and racist crazies climb out from under the rock and started to make the...
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Hua Bin • January 31, 2025 • 1,100 Words
DeepSeek, a Chinese AI startup, has sent a shockwave through the US tech industry and Wall Street in the last week. Its LLM R1, trained under $6 million and 2 months, has outperformed the latest offerings from OpenAI, Meta, Google and Microsoft, who have spent tens of billions and years on their models. The DeepSeek...
Read MoreHua Bin • January 25, 2025 • 1,100 Words
There is an arms race going on among the major powers to develop hypersonic missile technology (missiles flying above Mach 5 speed – 6,400 kilometres per hour). Russia’s recent test use of the Oreshnik hypersonic missile in Ukraine was observed with awe. The US has also tested its first hypersonic missile - the Dark Eagle,...
Read MoreHua Bin • December 17, 2024 • 1,300 Words
The Australia-based think tank ASPI recently published its 2024 Critical Technology Tracker, an annual analysis of leading scientific and research innovations in future critical technologies across the world. The report tracks 64 technologies in 8 meta categories ranging from AI, space, defence, quantum, biotech, material science and telecommunications. It focuses on high impact research, defined...
Read MoreContrasting California’s Two Potential Futures (tech oriented vs. tourism oriented)
Speculating the demographic impact of the Recession on California: Part I (Who is most likely to leave California) Speculating the Demographic impact of the Recession on California: Part II (The demographic future of White Californians) The state of California Real Estate with the incoming Recession The next several years, with the recession, will be a...
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