Latest / UK Column Radio / China's Tech Stack: From 6G to Nuclear Subs | Silk and Steel

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China's Tech Stack: From 6G to Nuclear Subs | Silk and Steel · UK Column Radio

• 0:00
  Speaker 1: Okay, so I did have I'm trying to look for
• 0:02
  Speaker 1: that one comment, which was really early on, but they
• 0:08
  Speaker 1: asked if China has already implemented six jeep. I don't
• 0:13
  Speaker 1: think it's it's been dumb, but I think it's been
• 0:15
  Speaker 1: worked out, right, Yeah, I can't find that comment right now.
• 0:20
  Speaker 2: I think I think the hard supply chain needs to
• 0:23
  Speaker 2: get there.
• 0:24
  Speaker 3: I'm still uh, I mean, then they'll be a running
• 0:30
  Speaker 3: experiment on that stuff, like you need to uh make
• 0:34
  Speaker 3: sure the entart backbone supports it, and and and the
• 0:40
  Speaker 3: satellite networks are going to take a few years to
• 0:42
  Speaker 3: be up there.
• 0:43
  Speaker 1: So and the great thing about six G and even
• 0:47
  Speaker 1: five G is that you need gallean nitrate. And guess
• 0:52
  Speaker 1: who is the major producer of galleon almost the entire
• 0:57
  Speaker 1: world to supply is China. And you know United States
• 1:03
  Speaker 1: ain't gonna get six G anytime soon. You know for
• 1:06
  Speaker 1: one thing, that they don't have the galleon to do it. Yeah,
• 1:10
  Speaker 1: but I believe that the six G is being worked
• 1:14
  Speaker 1: out in China, but it's not not like rolling out
• 1:17
  Speaker 1: right now and anything else like you you like to
• 1:22
  Speaker 1: talk about.
• 1:23
  Speaker 3: Yeah, I think you mentioned earlier, like about the May
• 1:26
  Speaker 3: twins usage of apps. Yes, I think the importance there
• 1:29
  Speaker 3: for people to think about is that it proved that
• 1:33
  Speaker 3: you can use the.
• 1:35
  Speaker 2: The send can.
• 1:39
  Speaker 3: Ai stacked to do your training of a really large model,
• 1:45
  Speaker 3: and that is a good there. So there's really no
• 1:49
  Speaker 3: excuse that deep c Orts at Ai can't take advantage
• 1:54
  Speaker 3: of it and make you know, improve the speed of
• 1:59
  Speaker 3: their training going forward. And I think what we've seen
• 2:04
  Speaker 3: so far is that GM is.
• 2:07
  Speaker 2: On this quick.
• 2:10
  Speaker 3: Path now, and we want to see if other Chinese
• 2:15
  Speaker 3: labs like Quinn and deep Sea can also get on
• 2:19
  Speaker 3: this quick path where they can iterate really fast and
• 2:25
  Speaker 3: improved really fast, like every month or two months, they
• 2:28
  Speaker 3: have a new model that just you know, it is
• 2:32
  Speaker 3: much better. So we want to see them also move
• 2:35
  Speaker 3: as as quickly as GLM is.
• 2:38
  Speaker 1: Yeah. Yeah, I saw another question, is there even a
• 2:44
  Speaker 1: need for six G at this time? Well, I think
• 2:47
  Speaker 1: six G. I think there's a need for six G.
• 2:50
  Speaker 1: Six G is an order of magnitude faster than five G.
• 2:56
  Speaker 1: I mean, faster is always better and for for for
• 3:01
  Speaker 1: for for someone who just recently moved from a four
• 3:04
  Speaker 1: G coverage area to a five G coverage area. Hell yeah, man,
• 3:08
  Speaker 1: it's I I'm off for it. Anything else uh? Uh
• 3:16
  Speaker 1: tp or do you have some time to open maybe
• 3:21
  Speaker 1: do a little Q and A.
• 3:23
  Speaker 3: Yeah, I have plenty of free time though the World
• 3:27
  Speaker 3: Cup doesn't start to for another a few hours.
• 3:30
  Speaker 1: So is that why you wake up so early today?
• 3:33
  Speaker 1: Like you, you woke up six? Right?
• 3:36
  Speaker 3: I wake up six every day actually? Oh ever, since
• 3:39
  Speaker 3: I had kids, I wake up early. I go for
• 3:41
  Speaker 3: a run in the morning. Oh you know, you got
• 3:44
  Speaker 3: to run in the morning, otherwise you can't keep a
• 3:46
  Speaker 3: body in shape when you get to you from your
• 3:48
  Speaker 3: forties and stuff.
• 3:48
  Speaker 1: I I walk, I walk, I walk every morning.
• 3:52
  Speaker 2: I like that.
• 3:53
  Speaker 1: I try to reduce the join the stress on my
• 3:56
  Speaker 1: joints because I put on some weight. So what I want? Yeah?
• 4:05
  Speaker 1: Uh yeah? So anything?
• 4:07
  Speaker 2: Uh?
• 4:07
  Speaker 1: I mean, while the while we wait for the comments
• 4:10
  Speaker 1: to come up, some questions for you? Anything else you
• 4:13
  Speaker 1: like to talk about? Just like Chinese tech or Chinese
• 4:16
  Speaker 1: a I related.
• 4:19
  Speaker 3: I think people should just try the you know Z
• 4:21
  Speaker 3: code and them out like it's it's really good. So
• 4:27
  Speaker 3: and if you want to do Chinese language research, Kimmy
• 4:30
  Speaker 3: is the best for that.
• 4:32
  Speaker 1: Mm hm.
• 4:35
  Speaker 3: Mean I used one for one for Chinese language research.
• 4:39
  Speaker 3: And so what I would do, is I would.
• 4:42
  Speaker 1: What do you mean Chinese language research?
• 4:45
  Speaker 3: Oh yeah, yeah, So if you want to learn about
• 4:47
  Speaker 3: a particular Chinese tech thing, what I do is I
• 4:51
  Speaker 3: give it the language. I find an article online about
• 4:55
  Speaker 3: a new thing that they're working on, and then I
• 4:58
  Speaker 3: ask you just to look into it, and and then
• 5:00
  Speaker 3: it will read through the article and will do some
• 5:02
  Speaker 3: searches online to look up more data sources, and then
• 5:07
  Speaker 3: it'll explain to you what's going on in China, where
• 5:09
  Speaker 3: China is in that tech stack. And that's where I
• 5:12
  Speaker 3: learned a lot of this AI stuff is just I
• 5:15
  Speaker 3: have conversations. I have like ten conversations a day with
• 5:17
  Speaker 3: it with Kimi on like what's going on in China,
• 5:21
  Speaker 3: and it gives me good stuff.
• 5:24
  Speaker 1: Yeah. Well, thank you Jarrett for the for the three
• 5:30
  Speaker 1: nine dollars. And I have some questions coming in from
• 5:35
  Speaker 1: the user. Now, how far ahead space X is leading China.
• 5:42
  Speaker 3: Well, the big difference from that one is that they
• 5:45
  Speaker 3: they got the you know, the the reusable rocket, right, so,
• 5:51
  Speaker 3: so China is behind because they don't have the reusable
• 5:55
  Speaker 3: rocket you know, validated yet.
• 5:57
  Speaker 2: So the launch costs is right. Now.
• 6:01
  Speaker 3: You normally would expect the Chinese doing everything cheaper than
• 6:05
  Speaker 3: the American firm. But in this case, because SpaceX got
• 6:08
  Speaker 3: the reusable rocket, the Chinese firm is not have like
• 6:12
  Speaker 3: a launching cost advantage. So once that happens, then you
• 6:18
  Speaker 3: can see the Chinese satellite.
• 6:21
  Speaker 2: Network I would say launch a lot faster.
• 6:26
  Speaker 3: So I think we're probably like a three or four year,
• 6:29
  Speaker 3: two or three year behind on that one. And you know,
• 6:35
  Speaker 3: it's kind of a problem because you have space. If
• 6:37
  Speaker 3: SpaceX takes up all the spaces in the Leo constellation,
• 6:44
  Speaker 3: I mean they're not gonna take up all the spaces,
• 6:45
  Speaker 3: they're gonna take up a lot of the good spots.
• 6:48
  Speaker 3: In saying everyone, the people that have their satellites their first,
• 6:52
  Speaker 3: you know, they have their spots, right, so you want
• 6:56
  Speaker 3: the Chinese constellations to also get up there at a
• 7:01
  Speaker 3: certain point so that they can take some of the
• 7:03
  Speaker 3: good spots.
• 7:04
  Speaker 1: Also, Yeah, is that just because it's much cheaper to
• 7:09
  Speaker 1: launch using SpaceX rockets reusable rockets than Chinese rockets.
• 7:16
  Speaker 2: Yeah, I think it's like that's part of it. The
• 7:18
  Speaker 2: other part is.
• 7:21
  Speaker 3: For a while there, I think because it just takes
• 7:24
  Speaker 3: time to ramp up production of the satellites, the high
• 7:27
  Speaker 3: supply chain around the rockets, and also when they first
• 7:31
  Speaker 3: started these like constellations, they wanted to make sure that
• 7:35
  Speaker 3: it's working correctly and that it always takes time to
• 7:37
  Speaker 3: work through the aren't out the bugs and stuff like that.
• 7:41
  Speaker 2: Right, So the.
• 7:42
  Speaker 3: Chinese networks right now are probably still just in two
• 7:45
  Speaker 3: hundred satellite ranges and the space X is like in
• 7:50
  Speaker 3: the ten right now is around ten thousands. So the
• 7:53
  Speaker 3: Chinese ones really need to speed up their launch rates. First,
• 7:58
  Speaker 3: get to the point where each time you do was
• 8:01
  Speaker 3: a space they will launched. You you bring up thirty
• 8:03
  Speaker 3: six satellites instead of eighteen, right, And then you need
• 8:06
  Speaker 3: to also speed up the cadence of your launches and
• 8:10
  Speaker 3: and you need improvements not only in the UH satellite
• 8:16
  Speaker 3: production but also the UH the spaceport themselves need to
• 8:23
  Speaker 3: be able to launch a lot more frequently. And that's
• 8:26
  Speaker 3: how that's you know the project in Hainan. You know
• 8:29
  Speaker 3: they have their new commercial ports. You can launch a
• 8:32
  Speaker 3: lot quicker. And also UH, once you get the reusable
• 8:35
  Speaker 3: rockets into tested and into users, then you can UH
• 8:42
  Speaker 3: then the launchers themselves will not be an issue either.
• 8:45
  Speaker 2: So once you get to that, then.
• 8:47
  Speaker 3: You're you're at a pretty good space, I would say, yeah,
• 8:50
  Speaker 3: I think probably.
• 8:52
  Speaker 1: I agree with you. I think there are probably a
• 8:54
  Speaker 1: couple of just a couple of years behind, but I
• 8:56
  Speaker 1: have a feeling that given time, they will catch up
• 8:59
  Speaker 1: as well, as long as SpaceX doesn't use up all
• 9:03
  Speaker 1: the lower Earth or a bit. There's a question another
• 9:07
  Speaker 1: question comings shall me is using their own chips soon
• 9:12
  Speaker 1: talk about that. That's huge. I believe shall me is
• 9:16
  Speaker 1: designing their own chip, but there's still manufacturing using t
• 9:20
  Speaker 1: s mc AM I correcting that assumption.
• 9:23
  Speaker 3: Yeah, I think a lot of the Chinese firms include
• 9:26
  Speaker 3: sell me, are designing their own ships and then you
• 9:30
  Speaker 3: know they we should like I would not play down
• 9:35
  Speaker 3: their achievement for designing their own trips. That takes a
• 9:37
  Speaker 3: lot of work to being able to designing. Being able
• 9:40
  Speaker 3: to design like a five G modem as one of
• 9:42
  Speaker 3: the hardest things out there.
• 9:46
  Speaker 2: Every designing using.
• 9:51
  Speaker 3: Their party ips to to design AI chips, that's like
• 9:54
  Speaker 3: the easiest thing to do, Like, you know, everyone can
• 9:56
  Speaker 3: do that, everyone and their mother can do even Meta
• 9:59
  Speaker 3: is doing that. Yeah, but able to design your own
• 10:03
  Speaker 3: five G modem like Apple couldn't do that for like
• 10:07
  Speaker 3: a long time, right, So shall Me got the four
• 10:10
  Speaker 3: G one already done, and I think they're you know,
• 10:13
  Speaker 3: working on the five chief one, so they spend a
• 10:15
  Speaker 3: lot of money. So I think it's good that in
• 10:18
  Speaker 3: China you have someone other than while wa if that
• 10:20
  Speaker 3: can do like a competitive five chief they if they
• 10:23
  Speaker 3: get there. Yeah, so I think shall Me is doing great.
• 10:28
  Speaker 3: The other thing about the AI ship things in China
• 10:31
  Speaker 3: right now are that you see all these OEMs, all
• 10:35
  Speaker 3: these OEMs designing their own AI chips for their for
• 10:38
  Speaker 3: the cars.
• 10:39
  Speaker 2: That's kind of.
• 10:39
  Speaker 3: Cool also, so it's it would not be a shock
• 10:43
  Speaker 3: to me if over the next couple of years you'll
• 10:46
  Speaker 3: see Nvidio completely get erased from the embodied AI supply
• 10:49
  Speaker 3: chain China.
• 10:52
  Speaker 1: Wow, that's that's pretty big. Yeah.
• 10:57
  Speaker 3: I that you know, like AI chips are aren't AI
• 11:01
  Speaker 3: chip for inference aren't difficult stuff?
• 11:03
  Speaker 2: You just need to make sure you have the software
• 11:05
  Speaker 2: support for it.
• 11:07
  Speaker 1: Yeah. Well, I mean that's that's where Nvidia has kind
• 11:11
  Speaker 1: of a soft lock, right because everybody users software.
• 11:16
  Speaker 3: Yeah, but like you know with AI now, like Quinn
• 11:21
  Speaker 3: release talk about that recently they use their U three
• 11:23
  Speaker 3: point seven model to improve the inference speed on their
• 11:28
  Speaker 3: the kernels by like ten.
• 11:29
  Speaker 2: Ten ten x or something like that.
• 11:31
  Speaker 3: So I figured, going forward, we're just gonna get like
• 11:35
  Speaker 3: AI to you know, right, powerful kernels on these like designs.
• 11:41
  Speaker 3: So a lot of the KUDA advantage are just gonna
• 11:43
  Speaker 3: go away.
• 11:44
  Speaker 1: Nice. Uh. One question, TP, why can't China sanction I
• 11:50
  Speaker 1: s R? I don't even know what I s R?
• 11:52
  Speaker 3: What is is R?
• 11:53
  Speaker 1: Yeah? I have no idea. I have no idea what
• 11:57
  Speaker 1: is is R? Okay, let me let's move on to
• 12:01
  Speaker 1: let me see if there we have more questions. Uh,
• 12:08
  Speaker 1: I'm sorry, guys, I'm like moving through the comments because
• 12:13
  Speaker 1: blah blah blah, any any questions for TP? Uh? I
• 12:22
  Speaker 1: appreciate all the comments, but is the best? Okay?
• 12:31
  Speaker 3: Like they they did the Entart Atlas thing using a
• 12:33
  Speaker 3: slight Chinese supply chain is quite impressive. Like they they're
• 12:38
  Speaker 3: the only one that has supply chain security because they
• 12:41
  Speaker 3: did their own thing.
• 12:44
  Speaker 1: M yeah, oh, here we go, TP. When do you
• 12:51
  Speaker 1: think SOUDI and I AM battery will become mainstream? I
• 12:54
  Speaker 1: think that's that's already happening, guys.
• 12:56
  Speaker 3: I it happened.
• 12:59
  Speaker 2: Yeah.
• 13:00
  Speaker 1: Tonguan Tangan, which is an auto manufacturing base in my
• 13:04
  Speaker 1: hometown tome Gene. They have already put sodium battery into
• 13:09
  Speaker 1: their uh into into their cars. There's a sodium ion
• 13:13
  Speaker 1: battery made by Cattle c A t L, the China's
• 13:17
  Speaker 1: largest battery maker. So I mean like they like from
• 13:21
  Speaker 1: what I heard, their performance and pricing is already on
• 13:26
  Speaker 1: par with the cheapest ion Uh you know I what
• 13:32
  Speaker 1: is it uh uh l f P battery Yeah, Lithian
• 13:37
  Speaker 1: of iron phosiphate uh So, so that means they that
• 13:42
  Speaker 1: that that price can come down very quickly once they
• 13:46
  Speaker 1: reached mass production uh and wider adoption of those batteries. Like,
• 13:52
  Speaker 1: but both Cattle and b y D are working on
• 13:54
  Speaker 1: the sodium ion battery. Uh. By D are just making
• 13:58
  Speaker 1: the those those battery fort for like mostly storage, whereas
• 14:03
  Speaker 1: the Cattle is making those battery for cars. So so
• 14:07
  Speaker 1: and then but pretty sure I think by D will
• 14:09
  Speaker 1: also make battery for cars as well. So I think
• 14:12
  Speaker 1: we are basically looking at a year away from im
• 14:17
  Speaker 1: SODI sodium iron battery from replacing even l f P batteries.
• 14:21
  Speaker 1: I think like a year or two maximum.
• 14:25
  Speaker 3: Yeah.
• 14:25
  Speaker 2: I think LFP like sodium is just to make sure.
• 14:28
  Speaker 3: That China is not beholden to any of the lithium
• 14:31
  Speaker 3: production and producing company countries right that are trying to
• 14:34
  Speaker 3: hijack the by chain and raise prices too much. Like
• 14:37
  Speaker 3: you know, you're from country Indonesia right now, So yeah.
• 14:41
  Speaker 1: I Indonesia even have a big lithian deposit. I mean,
• 14:45
  Speaker 1: Indonesia have a big nickel like they have a big
• 14:49
  Speaker 1: nickel nickel.
• 14:50
  Speaker 3: Production pressuring Chinese company in the nickel, right But I
• 14:53
  Speaker 3: think the lithium is more like you know, some of
• 14:55
  Speaker 3: the African countries right now, they're they're trying.
• 14:58
  Speaker 1: To do South America. Yeah, out, So.
• 15:01
  Speaker 3: There's a little bit of that, and that's I think
• 15:05
  Speaker 3: the great thing about chemistry is there's different ways to
• 15:08
  Speaker 3: arrive at the same solutions, so you.
• 15:10
  Speaker 1: Know, and sodium is actually better because it's more code resistant.
• 15:17
  Speaker 1: Right now, all the lifthian batteries still suffer a huge
• 15:21
  Speaker 1: performance drop in extremely cold climate like Russia, Northern Europe,
• 15:26
  Speaker 1: you know, North America, but sodium won't have that problem.
• 15:31
  Speaker 1: And sodian battery is a lot more fire resistant. You're
• 15:36
  Speaker 1: not going to have sodium battery getting cards getting light
• 15:40
  Speaker 1: on fire. So so once once they get the mass
• 15:44
  Speaker 1: production going, it's going to be huge I mean it's
• 15:47
  Speaker 1: like four the number I heard its like somewhere from
• 15:51
  Speaker 1: like forty to sixty dropping price. So that's that's going
• 15:57
  Speaker 1: to be huge, and that you know, it's currently battery
• 15:59
  Speaker 1: is a big biggest part of a e B cost
• 16:03
  Speaker 1: and and so so we're we're only like a year away, guys,
• 16:06
  Speaker 1: you know like that, that's that's very exciting.
• 16:09
  Speaker 3: The one that I would say people should focus on
• 16:12
  Speaker 3: is solid state batteries because once you have that in,
• 16:18
  Speaker 3: once you have that working, that you know that really
• 16:21
  Speaker 3: that really is the game changer.
• 16:23
  Speaker 2: You can use some solid state battery in a lot
• 16:26
  Speaker 2: of places and.
• 16:29
  Speaker 3: Yeah, yeah, there's just a lot of applications to to it.
• 16:34
  Speaker 2: Once you get like all the stuff at the end
• 16:37
  Speaker 2: is chemistry, Like the thing is like and you'll find
• 16:41
  Speaker 2: that the entire chemistry supply chain is.
• 16:47
  Speaker 3: It's it's like very widespread that the players that are
• 16:50
  Speaker 3: good in like batteries are also good in semiconductors and
• 16:54
  Speaker 3: things like that. So if you can get money from
• 16:57
  Speaker 3: your investment in battery supply chain, those same companies can
• 17:01
  Speaker 3: become really uh competitive and replace the Japanese ones in
• 17:05
  Speaker 3: the electronics and semi grade ones.
• 17:07
  Speaker 2: So yeah, I.
• 17:10
  Speaker 3: Wasn't kidding earlier when I said they The goal I
• 17:15
  Speaker 3: think of the Chinese supply chain is moved up in
• 17:18
  Speaker 3: value from like just refining and mining uh metals into
• 17:25
  Speaker 3: dominating the mid the midchain, you know, like where the
• 17:28
  Speaker 3: the the high purity chemicals that a lot of these
• 17:32
  Speaker 3: uh PCBs and AI.
• 17:35
  Speaker 2: Trips need to use.
• 17:39
  Speaker 1: Who who will compete with starlink?
• 17:41
  Speaker 3: UH?
• 17:42
  Speaker 1: Which company in China is UH? Is UH putting up
• 17:46
  Speaker 1: doing all these launch of the constellations.
• 17:50
  Speaker 3: So the main companies in charge of the satellites networks
• 17:56
  Speaker 3: are there's two major ones. There's whoa Wa so you
• 18:01
  Speaker 3: know that one does it's more like a defense based one.
• 18:04
  Speaker 3: And there's also Space Sale Guawang seems to be a
• 18:08
  Speaker 3: little more mysterious. Their satellites are a little larger so
• 18:12
  Speaker 3: that they have more defense purposes, whereas the the the
• 18:18
  Speaker 3: space veil ones are more like for just you know,
• 18:22
  Speaker 3: your phone usage term mobile users. So but both of
• 18:27
  Speaker 3: them actually have pretty important purposes going forward. I think
• 18:30
  Speaker 3: I think that if I if I read things correctly
• 18:33
  Speaker 3: in the China's National security establishment, that the biggest concern
• 18:37
  Speaker 3: for China is actually Starlink right now, Like basically nothing else.
• 18:41
  Speaker 3: They're really concerned from America in term of military point
• 18:44
  Speaker 3: of view, So Starlink.
• 18:46
  Speaker 2: Is like the main one.
• 18:48
  Speaker 1: Yeah. Uh, Jared says, funny how Japan investing hydrogen heavily. Well,
• 18:56
  Speaker 1: actually China is now also looking into hydrogen because I
• 19:02
  Speaker 1: guess China likes to China don't put all the eggs
• 19:06
  Speaker 1: in one basket, you know, China always like have a
• 19:10
  Speaker 1: very diversified approach. But the hydrogen is a possible.
• 19:17
  Speaker 2: Japanese crush them, We're crush them, Yeah, Japanese.
• 19:26
  Speaker 1: But I think, you know, uh, yeah, I think I
• 19:31
  Speaker 1: think it's it's a different Yeah, I don't know, Like, yeah,
• 19:37
  Speaker 1: Japan just they bet so they they decide to go
• 19:42
  Speaker 1: like full speed ahead with ice engine, and I mean
• 19:48
  Speaker 1: it made sense, but they have they made billions of
• 19:52
  Speaker 1: dollars from the China's market and they never thought about
• 19:57
  Speaker 1: investing a fraction of those billion off it into evs,
• 20:01
  Speaker 1: which is crazy. Can Yeah.
• 20:06
  Speaker 3: I mean, like if you look at wor Honda and
• 20:08
  Speaker 3: Nissa's position China right now, it's they're they're during that.
• 20:13
  Speaker 2: I'll say that's spiral At the moment. I don't know
• 20:17
  Speaker 2: if I can anything else I can comment about that.
• 20:21
  Speaker 1: I think their best bet is to be bought bought
• 20:23
  Speaker 1: out by Chinese, you know, while their brands still have
• 20:27
  Speaker 1: some kind of salvage value. And and for the people
• 20:31
  Speaker 1: who notice my yeah, my son actually fall asleep, he
• 20:35
  Speaker 1: already fall asleep. I thought I was I was able
• 20:37
  Speaker 1: to block him, block him out, but somebody, some sharp
• 20:41
  Speaker 1: eye guys saw that I'm doing it on my bedroom.
• 20:45
  Speaker 1: It's okay, it's okay. He wakes up super early. He
• 20:48
  Speaker 1: wakes up at like freaking five thirty in the morning,
• 20:51
  Speaker 1: and so he goes to SPAD early too. Yeah, and
• 20:57
  Speaker 1: and uh, let's see, let's see if they're there's any
• 21:00
  Speaker 1: more questions for you. Meanwhile, if there's anything you want
• 21:04
  Speaker 1: to talk about, uh, you know, feel free. This is
• 21:08
  Speaker 1: this is your quorum right now. Let's see, isn't the
• 21:23
  Speaker 1: hydrogen from the reactor radio active? Oh? This is they're
• 21:28
  Speaker 1: talking about hydrogen tied to China Thorian reactor breakthrough. I
• 21:32
  Speaker 1: think the Thorian reactors thing is still like mass production
• 21:37
  Speaker 1: is still ten fifteen years away because it takes fifteen
• 21:41
  Speaker 1: years to build.
• 21:42
  Speaker 2: Yeah, I don't overthink thorium or like, yeah, fusion far
• 21:47
  Speaker 2: like a long way away.
• 21:50
  Speaker 1: Yeah, a nuclear reactor. It takes a fifteen years to build.
• 21:54
  Speaker 2: So like.
• 21:56
  Speaker 1: So even if they're gonna they're gonna put into mass,
• 22:00
  Speaker 1: you know, like adoption, it's it's still fifteen years away
• 22:03
  Speaker 1: from actually being completed and and and and and commercially producing.
• 22:09
  Speaker 1: Uh yeah, okay, So let's see any other questions, uh,
• 22:18
  Speaker 1: any question for for for uh TP, guys, this is
• 22:23
  Speaker 1: this is your chance. It's still early in Bali. Yeah
• 22:29
  Speaker 1: it's uh, it's it's eight o'clock, you know, he it's
• 22:32
  Speaker 1: eight thirty or nine o'clock. It's time for him to sleep.
• 22:36
  Speaker 1: It's fine, he would just wake up at very early hours.
• 22:40
  Speaker 1: So yeah, I'm trying to go going through the comments
• 22:47
  Speaker 1: as quickly as I can. But this is your chance
• 22:53
  Speaker 1: to ask questions to TP while we have him here,
• 22:58
  Speaker 1: because he's just a wealth of now ch any Chinese
• 23:02
  Speaker 1: uh Chinese tech development.
• 23:11
  Speaker 2: You know.
• 23:12
  Speaker 1: But but but if you if there's anything you want
• 23:14
  Speaker 1: to talk about TV, you know, feel free to jump
• 23:17
  Speaker 1: in while I scrolls through the comments.
• 23:22
  Speaker 2: Well, the one I'm looking out for right now is see,
• 23:25
  Speaker 2: uh what's going on?
• 23:27
  Speaker 3: Wait?
• 23:27
  Speaker 1: Wait wait wait wait wait here we go, here we
• 23:29
  Speaker 1: go TV and Carl, why is China so bad in football?
• 23:37
  Speaker 1: You want to take that one?
• 23:39
  Speaker 2: I don't know, man, Like, remember I was, you know
• 23:45
  Speaker 2: when when I saw like with Becky's that make it?
• 23:47
  Speaker 2: I think I lost it because how is China worse than.
• 23:54
  Speaker 3: I was?
• 23:54
  Speaker 1: Like guitar?
• 23:56
  Speaker 2: I was like, how did could car make it? I
• 23:57
  Speaker 2: did not make it?
• 23:59
  Speaker 1: Well, has a lot of money, I mean they can
• 24:02
  Speaker 1: they can just buy uh you know, like get internet, Yeah,
• 24:06
  Speaker 1: buy players internationally. Uh but yeah, but butzbeks though, I.
• 24:14
  Speaker 3: Really lost it, and then my relatives are like being
• 24:18
  Speaker 3: really good the last.
• 24:19
  Speaker 2: Couple of years.
• 24:19
  Speaker 3: I don't care, you know.
• 24:23
  Speaker 1: Actually this is why I have said, you know, Chinese
• 24:27
  Speaker 1: football's future is in shin Yian. You know, all those
• 24:31
  Speaker 1: oger boys would just be as good as all the wozbegs.
• 24:37
  Speaker 1: So there's a there's hope.
• 24:39
  Speaker 2: Hopeless man, hopeless.
• 24:44
  Speaker 1: Uh uh is China better than Philippines at pocket Billiard?
• 24:51
  Speaker 1: In your opinion? What is pocket BILLI ar? Is that
• 24:54
  Speaker 1: just a Is that just pool? I'm assuming that's just
• 25:02
  Speaker 1: that sounds just like so sorry, before I interrupted with
• 25:06
  Speaker 1: a silly football question, you were going to say something tp.
• 25:12
  Speaker 2: Oh, I completely forgot this.
• 25:16
  Speaker 1: I apologize.
• 25:19
  Speaker 3: Oh, here we go, TP How about some Chinese World
• 25:22
  Speaker 3: Cup games recently, like in Philadelphia.
• 25:25
  Speaker 1: Uh huh.
• 25:26
  Speaker 3: Most of this online, but it was seven dollars for
• 25:28
  Speaker 3: a bottle of water and twenty dollars for a bottle
• 25:30
  Speaker 3: of beer.
• 25:30
  Speaker 2: I couldn't believe. I think, wow, just raking it in
• 25:34
  Speaker 2: right now.
• 25:35
  Speaker 1: But you know what, they were expecting a huge jump
• 25:39
  Speaker 1: in tourism inbunk tourism to the United States in twenty
• 25:44
  Speaker 1: twenty five and twenty twenty six, and that didn't happen.
• 25:49
  Speaker 1: You know, well, I mean, well obviously, but even with
• 25:52
  Speaker 1: a World Cup, I was actually surprised.
• 25:54
  Speaker 3: It was.
• 25:55
  Speaker 1: You know, there were some places they're like sixty percent
• 25:59
  Speaker 1: short of their expected you know, like bookings and stuff
• 26:04
  Speaker 1: for like hotels and stuff like that.
• 26:05
  Speaker 2: So ye man, you can you can thanks Trump for
• 26:09
  Speaker 2: making America great?
• 26:11
  Speaker 1: Yeah? Uh tp. What about some Chinese text stock to
• 26:17
  Speaker 1: invest in or biotech? Okay, first of a disclaimer, my channel,
• 26:22
  Speaker 1: it does not promote stocks. But these are questions from
• 26:26
  Speaker 1: our comments, so I'll do we direct that to see
• 26:28
  Speaker 1: I'm a.
• 26:29
  Speaker 2: Bad investor, so I'm not. I don't know if I
• 26:31
  Speaker 2: can help you on that one.
• 26:32
  Speaker 3: But biotech space is a big one, right like Hunray
• 26:36
  Speaker 3: is probably the biggest player in China right now for biotech.
• 26:41
  Speaker 3: You know, like there's there's a lot of interesting companies
• 26:44
  Speaker 3: out there. Uh in the quantum computing space h Q
• 26:48
  Speaker 3: both Song is a really interesting case if they ever
• 26:50
  Speaker 3: go public, and obviously c XNT and YMTC right now,
• 26:56
  Speaker 3: off the two of them, I might actually like YMCC better.
• 27:00
  Speaker 2: Uh between them is uh?
• 27:02
  Speaker 1: Is Ali Baba still consider a texoc because uh, because
• 27:08
  Speaker 1: I'm I'm looking at their stock price right now. It's
• 27:11
  Speaker 1: it's it took a big beating recently, and I think
• 27:16
  Speaker 1: it actually it might might be a value pick at
• 27:19
  Speaker 1: this point because right now it's not that far from
• 27:22
  Speaker 1: their original I g O price for.
• 27:26
  Speaker 3: The margin is so low these days, right, Like that
• 27:29
  Speaker 3: that that's the problem, is Ali Baba.
• 27:33
  Speaker 1: Because of what is so low?
• 27:35
  Speaker 3: The margin is so low, right, Like they don't great
• 27:38
  Speaker 3: margins on their thing anymore.
• 27:40
  Speaker 1: And I think are there everything? But they're everything? They're
• 27:44
  Speaker 1: like they're like you're they're kind of like Alli pay, right,
• 27:48
  Speaker 1: I mean like if you go to China, you use
• 27:51
  Speaker 1: Alli pay for everything.
• 27:53
  Speaker 3: Yeah, So it's kind of like it's it's always been
• 27:56
  Speaker 3: the questions like why doesn't Ali pay more money? Why
• 28:01
  Speaker 3: does the alibabble make money money? I'm not really sure honestly,
• 28:05
  Speaker 3: so yeah, it's kind of sad.
• 28:09
  Speaker 2: But like in terms of in terms of like AI,
• 28:12
  Speaker 2: I don't think they're winning this one.
• 28:14
  Speaker 1: I'm also Chinese, okay, so you think they're not. They're
• 28:19
  Speaker 1: not on the leading edge anymore.
• 28:24
  Speaker 3: They are really good for the open source models, like
• 28:28
  Speaker 3: they're really good for the uh, you know, embodied AI
• 28:32
  Speaker 3: supply chain side of things.
• 28:34
  Speaker 2: But they're not really great for.
• 28:38
  Speaker 3: Uh if you want to get the cutting edge stuff,
• 28:42
  Speaker 3: I think yeah, I think BIDS is ahead of them.
• 28:46
  Speaker 1: Ah, okay, that's fair, Okay. TP it's a Shanghai Precision
• 28:51
  Speaker 1: Precious Metal Exchange crooked like Comlex.
• 28:56
  Speaker 3: Future Exchange or goat Exchange, those are different, Like I
• 29:00
  Speaker 3: have no idea exchange is pretty real, right, like you know,
• 29:05
  Speaker 3: uh there and it's actually located and they have volts
• 29:10
  Speaker 3: everywhere and yeah they have physical Yeah, like Shanghai go
• 29:15
  Speaker 3: To Exchange is real. Like I'm not sure how they
• 29:20
  Speaker 3: handle the import exports side of things, so that that's
• 29:23
  Speaker 3: that that's yeah, but yeah, Shanhai go to Exchange is real.
• 29:29
  Speaker 2: I personally worked on the Shanhai Goat Exchange project, like, yeah,
• 29:37
  Speaker 2: so so I do have some some some experience with them.
• 29:42
  Speaker 1: Okay, it's China close to a eu V machine and
• 29:45
  Speaker 1: manufacturing igh end chips.
• 29:48
  Speaker 3: Well, the thing was, what wha we're doing is you
• 29:52
  Speaker 3: don't actually need a u V machine if you can
• 29:55
  Speaker 3: have three D logic chips and hybrid bonding.
• 29:58
  Speaker 1: So I I actually had to like you, I remember
• 30:03
  Speaker 1: you talked about Kyle scaling on my show last time,
• 30:07
  Speaker 1: but actually had to take some time to digest and
• 30:11
  Speaker 1: process that information to understand exactly what the heck is
• 30:14
  Speaker 1: going on? Uh uh and and and the idea is
• 30:19
  Speaker 1: you you you stack them to reduce the amount of
• 30:24
  Speaker 1: the time the electron well they need to travel. But
• 30:30
  Speaker 1: there's a problem, right The problem is the heat, the
• 30:34
  Speaker 1: heat problem. And I guess that might be a lesser
• 30:39
  Speaker 1: problem for like AI chips because you can always have
• 30:42
  Speaker 1: them like the data center have centralized cooling. But but
• 30:46
  Speaker 1: Huawei plan is to have them in the phone so
• 30:51
  Speaker 1: so that that's going to be a major challenge. I imagined.
• 30:55
  Speaker 2: It's kind of interesting the.
• 30:56
  Speaker 3: Way they talked about it right like right now. To start,
• 31:00
  Speaker 3: often they just have two layers and their thing that
• 31:02
  Speaker 3: because the path you have to take is so much
• 31:05
  Speaker 3: shorter that you end up actually generating much less heat.
• 31:09
  Speaker 2: So this this doesn't become an issue.
• 31:11
  Speaker 3: And I think at some point that those three layers
• 31:14
  Speaker 3: bonding and then then you have to actually really risk
• 31:18
  Speaker 3: I think with three layers you have to really.
• 31:20
  Speaker 2: Resolve heating issues.
• 31:21
  Speaker 3: You need you know, more improvements on the on the
• 31:24
  Speaker 3: heat dissipation side of things. But there's some real advantages
• 31:29
  Speaker 3: using these hybrid bonding because one issue that logic scaling
• 31:38
  Speaker 3: is having is, uh, while the the transistors themself are
• 31:43
  Speaker 3: getting smaller, the s rams which are typically in use
• 31:49
  Speaker 3: in AI in chips for like level one, level two
• 31:53
  Speaker 3: caches and things like that, uh, that is that hasn't
• 31:57
  Speaker 3: been scaling since like five a process. So when you
• 32:03
  Speaker 3: fold them you can actually you can actually get real
• 32:06
  Speaker 3: improvement in your s RAM. So that's that's one thing,
• 32:10
  Speaker 3: and the other thing is the the wiring part of things,
• 32:14
  Speaker 3: right is the transistors can get smaller, but the analog
• 32:17
  Speaker 3: part of it, like the wiring, that's not going to
• 32:19
  Speaker 3: get any smaller. So you know, they're you can try
• 32:25
  Speaker 3: to fit smaller transistors, or you can do what Huawei does,
• 32:30
  Speaker 3: which is foldable levels closer together and combination. Like I
• 32:35
  Speaker 3: think at some point they're going to get to you
• 32:37
  Speaker 3: ev probably in the next couple of years, but it's
• 32:41
  Speaker 3: it just became less of an urgent issue after this
• 32:44
  Speaker 3: because they're able to.
• 32:47
  Speaker 2: Have competitive performances on their phone chips from this and
• 32:53
  Speaker 2: with AI chips.
• 32:54
  Speaker 3: I think the they're trying to get like some of
• 32:57
  Speaker 3: the heating issues UH for their resolve before they they
• 33:02
  Speaker 3: really start doing floating on the stacking more layers on
• 33:06
  Speaker 3: the on the AI chips.
• 33:08
  Speaker 2: Yeah, so there's like different ways of UH stacking. Right,
• 33:11
  Speaker 2: So three D.
• 33:15
  Speaker 3: Packaging has been a thing for several years now. Well,
• 33:19
  Speaker 3: huai Wei's doing differently is it's basically making them closer
• 33:25
  Speaker 3: to each other and also treating multiple layers as one
• 33:30
  Speaker 3: chip one die rather than putting two dies together multiple
• 33:35
  Speaker 3: dies together.
• 33:36
  Speaker 2: So like that die is kind of the the big
• 33:39
  Speaker 2: deal here.
• 33:39
  Speaker 3: You're making it like the each of the each of
• 33:42
  Speaker 3: the die is actually treated as a three D structure.
• 33:48
  Speaker 1: Okay, another question, are data centered doing the same damage
• 33:55
  Speaker 1: in China as they are in USA? You want to
• 33:57
  Speaker 1: take that.
• 33:58
  Speaker 2: Probably not, because a lot of them are.
• 34:01
  Speaker 3: They put them in in the middle of nowhere in Mongolia,
• 34:06
  Speaker 3: Singjiang and sue places like that. And the issue with
• 34:11
  Speaker 3: data centers in America is we keep building them in
• 34:15
  Speaker 3: these hot places in Republican states like you know, Texas, Arizona, Louisiana,
• 34:22
  Speaker 3: where one electricity is a huge issue already, and two
• 34:25
  Speaker 3: water is an issue, and they're really hot places, so
• 34:29
  Speaker 3: you need an enormous amount of resource, which makes life
• 34:33
  Speaker 3: much worse for the residents. Right if you think about it,
• 34:36
  Speaker 3: like putting them in in like Inner Mongolia is pretty
• 34:40
  Speaker 3: good solution because there's not a lot of people living
• 34:42
  Speaker 3: there and they're cold for most of the year until summertimes,
• 34:47
  Speaker 3: so you can get air cooling for most of the time,
• 34:50
  Speaker 3: and then you got a lot of cheap electricity going
• 34:55
  Speaker 3: around was these solar and wind farms nearby.
• 34:58
  Speaker 2: So it's, uh, it's a pretty good way to get
• 35:02
  Speaker 2: away from us.
• 35:05
  Speaker 1: Yeah, that's a good good answer. Did you guys discuss
• 35:09
  Speaker 1: new Chinese military tech? Yeah? Sorry I joined late. Now
• 35:13
  Speaker 1: we we have just been talking about AI on this session.
• 35:18
  Speaker 1: I think I think Chinese new military tech deserves its
• 35:23
  Speaker 1: own separate show because there's so much to talk about.
• 35:30
  Speaker 1: Well is there so much to talk about TP?
• 35:33
  Speaker 3: I think the big one from recently is nuclear submarines
• 35:37
  Speaker 3: from the past year or so, and that's the last one.
• 35:42
  Speaker 2: But like we kind of talked about the satellite.
• 35:44
  Speaker 1: Portion of it.
• 35:45
  Speaker 2: You know, in terms of aircraft, they're they are already
• 35:48
  Speaker 2: in the lead, right So.
• 35:51
  Speaker 1: I saw like a lot of Pakistan military twitter tweeting
• 35:56
  Speaker 1: out that, you know, recently Pakistan acquire a sub from China.
• 36:00
  Speaker 1: Does that make a difference? I mean, like the I
• 36:05
  Speaker 1: believe it's a diesel submarine, right or was it?
• 36:08
  Speaker 3: You know, you know, China doesn't really export its best stuff,
• 36:11
  Speaker 3: but even second rate stuff is probably going to make
• 36:14
  Speaker 3: a difference against someone like India. You know, India is
• 36:17
  Speaker 3: not exactly Yeah, they're their military sucks, so you know.
• 36:22
  Speaker 1: But by India they could exp they could import from Russia, right.
• 36:27
  Speaker 3: Yeah, but you know, the Russians have fallen behind in
• 36:31
  Speaker 3: the military tech outside of things, so it's kind of
• 36:34
  Speaker 3: like kind of like a hopeless situation right now for India.
• 36:37
  Speaker 1: To be honest, this is actually you know, like I
• 36:43
  Speaker 1: remember as late as nineteen nineties, you know, at that time,
• 36:47
  Speaker 1: China importing stuff from Russia is actually a big upgrade
• 36:52
  Speaker 1: for the Chinese baby. But you know, that's that's more
• 36:56
  Speaker 1: than forty forty years ago. Now, yes, you know, so yeah, yeah,
• 37:03
  Speaker 1: I don't.
• 37:05
  Speaker 2: I don't think they need to do that anymore. So, but.
• 37:10
  Speaker 3: But in the future, the Russians could buy more of
• 37:13
  Speaker 3: the Chinese stuff when they're when they feel comfortable doing
• 37:16
  Speaker 3: so there might be some pride issues there.
• 37:18
  Speaker 1: Is also we'll see, well, I think I think that
• 37:22
  Speaker 1: will probably happen. Not so well. I mean they're they're
• 37:25
  Speaker 1: already sourcing all the components for their jewels, so both
• 37:28
  Speaker 1: Russian and Ukrainians, so you know, like so the other
• 37:34
  Speaker 1: stuff will go come soon sooner or later. Let's see.
• 37:40
  Speaker 1: For let me see if there any more questions for you.
• 37:47
  Speaker 1: High end chips are just for phones, right, China does
• 37:52
  Speaker 1: need it for military.
• 37:55
  Speaker 2: I think you don't need that from military.
• 37:58
  Speaker 1: Now yeah, then, I mean like you don't need the
• 38:02
  Speaker 1: idea of those high end you know, three nanimeter chips
• 38:07
  Speaker 1: so you can fit more computing power on a handheld device,
• 38:12
  Speaker 1: you know, like like military what you know, you have
• 38:15
  Speaker 1: all these space to fit into your missile or ahead
• 38:20
  Speaker 1: or your air flane, you know, you don't, you know,
• 38:23
  Speaker 1: like twenty eight nanimeters is more than enough, and China
• 38:27
  Speaker 1: right now actually is increasingly dominating all the all the
• 38:32
  Speaker 1: all the conventional you know, not the high end the
• 38:37
  Speaker 1: chip production. Uh, you know, like for twenty eight animeter
• 38:42
  Speaker 1: and and and build and above. You know China Now,
• 38:48
  Speaker 1: I forgot the numbers, like a third of the of
• 38:52
  Speaker 1: the world production or something like that. I mean it's
• 38:54
  Speaker 1: it's pretty high percentage.
• 38:57
  Speaker 3: Yeah. I think once you develop your full chain they
• 39:00
  Speaker 3: can increase a lot more than that even over time. Yeah,
• 39:04
  Speaker 3: they put a lot of investment into the you know,
• 39:07
  Speaker 3: the twenty eight to ninety animeter recently, so especially the
• 39:13
  Speaker 3: Taiwanese now and the Creans are very much focused on
• 39:17
  Speaker 3: the Ai related trade because there's so much more money
• 39:20
  Speaker 3: to be made there.
• 39:22
  Speaker 2: So there's a lot of space out there for the
• 39:23
  Speaker 2: Chinese firms.
• 39:25
  Speaker 1: Yeah. Does China produce a hydrogen fuel cell car. Toyota
• 39:32
  Speaker 1: produce one. Yeah, but Toyota didn't find any buyers. I
• 39:36
  Speaker 1: used to, I used to.
• 39:38
  Speaker 2: Fuel cell, but they're just not very competitive versus electric.
• 39:42
  Speaker 1: So yeah, yeah, like I I remember, because I I
• 39:49
  Speaker 1: thought time I work at Toyota making their website and
• 39:53
  Speaker 1: then it made their website for their hydrogen hydrogen a
• 39:58
  Speaker 1: fuel cell car. I don't I don't know, I don't
• 40:00
  Speaker 1: know how many people bought that. Uh yeah, uh, but
• 40:11
  Speaker 1: I think they're there. I think China is still working
• 40:13
  Speaker 1: on hydrogen hydrogen power though, because like I said, China
• 40:18
  Speaker 1: don't put all eggs in one basket. They like a diversified,
• 40:22
  Speaker 1: like a shotgown approach.
• 40:25
  Speaker 3: Really, look at the northeast of the Donbay hydrogen policy planning.
• 40:30
  Speaker 2: It's it's very interesting.
• 40:32
  Speaker 3: Actually it's the Donbay provinces put a lot of their
• 40:36
  Speaker 3: future into hydrogen.
• 40:37
  Speaker 2: Actually it's because they wanted to go from I guess
• 40:43
  Speaker 2: more of.
• 40:45
  Speaker 3: Traditional petrol camp based economy to like a green, green
• 40:51
  Speaker 3: energy economy. So you know, we're handling down is where
• 40:55
  Speaker 3: dat Ching is and uh you know Kling was a
• 40:58
  Speaker 3: big part of that, and there's big you know, petrochemical
• 41:02
  Speaker 3: sectors in Balian right. So now basically what they're doing
• 41:06
  Speaker 3: is they're getting the hydrogen from Inner Mongolia, eastern part
• 41:09
  Speaker 3: of the Inner Mongolia, which is actually also Dombey and
• 41:13
  Speaker 3: dealing and hailing young and then they're getting these uh
• 41:17
  Speaker 3: green methanol and ammonia shipped to via pipelines to Dallian
• 41:24
  Speaker 3: where they they can then get shipped to rest of
• 41:26
  Speaker 3: China or globally because there.
• 41:30
  Speaker 2: Is a huge market right now for like methanol shipping
• 41:34
  Speaker 2: fuel and.
• 41:37
  Speaker 3: Yeah, and they're they're they're gonna they're gonna make a
• 41:39
  Speaker 3: lot of money. He's selling methanols in the future. Actually
• 41:43
  Speaker 3: that's uh, that's that's what it looks like.
• 41:47
  Speaker 1: Okay, we got more military tech questions TP. What about
• 41:51
  Speaker 1: China is in anti jun tech?
• 41:56
  Speaker 3: Wow? Yeah, there's really a recent natany Apple people said
• 42:01
  Speaker 3: if they're.
• 42:02
  Speaker 2: Also gonna have the greatest anti drome tech? No, no, no, no, no,
• 42:05
  Speaker 2: China not one shop.
• 42:10
  Speaker 3: You're a country of nine million people, man, You're not
• 42:14
  Speaker 3: You not have a better anti drome tack than.
• 42:16
  Speaker 2: The country of one point four billerent people.
• 42:18
  Speaker 1: So yeah, uh uh the what what so? I I
• 42:25
  Speaker 1: mean I've seen some of the anti jume tech was
• 42:29
  Speaker 1: on display, you know, like like the microwave weapons and
• 42:32
  Speaker 1: stuff like that. But how are they gonna deal with
• 42:37
  Speaker 1: like uh, you know this, uh fiber optics shownes because
• 42:42
  Speaker 1: those those are you know, those are remote control via
• 42:45
  Speaker 1: the fiber optic cable that's attached to the June itself.
• 42:49
  Speaker 2: Oh, they have multiple layers.
• 42:50
  Speaker 3: They have the lasers also, and they also have the
• 42:55
  Speaker 3: the gun plus micro missile combination and the gum plus
• 43:00
  Speaker 3: micro missole is like you know, you have like your
• 43:02
  Speaker 3: anti air gun and then you have these little micro
• 43:05
  Speaker 3: missiles that can come from them, that can come from
• 43:08
  Speaker 3: the launchers. So they're relatively low tech, and I think, uh,
• 43:14
  Speaker 3: you know, soldiers have also been trained with these like
• 43:18
  Speaker 3: uh uh drone. Those guns are shooting nets at the
• 43:25
  Speaker 3: at the drones and stuff like that. Of all the
• 43:28
  Speaker 3: forces out there, aside from the Russians and Ukrainians, that
• 43:31
  Speaker 3: the Chinese troops probably get the most counter drone training
• 43:36
  Speaker 3: of anyone out there.
• 43:41
  Speaker 1: Any thought on Chinese air conditioning shortage in Europe? Uh,
• 43:46
  Speaker 1: is that such a thing? I mean, I I last
• 43:48
  Speaker 1: I heard these Chinese AC factories are humming. They're they're, they're, they're, they're,
• 43:55
  Speaker 1: they're they're cranking out production to meet the demands in Europe.
• 44:00
  Speaker 2: Yeah, I feel bad for the Europeans, you know, like
• 44:03
  Speaker 2: it's like.
• 44:05
  Speaker 3: You know, they yeah, they they there's there's not a
• 44:10
  Speaker 3: lot of Europe. There are a lot of places in
• 44:12
  Speaker 3: Europe it's really hot now and just there it's yeah,
• 44:15
  Speaker 3: there's there's no AC unit.
• 44:16
  Speaker 2: That's sad.
• 44:17
  Speaker 1: That's sad, like you know, I mean, I mean they
• 44:22
  Speaker 1: they probably didn't need it back then, but now you know,
• 44:26
  Speaker 1: like sorry, climate change is real man. Uh, it's it's
• 44:32
  Speaker 1: gonna get hotter. Uh. It's like like this year even
• 44:36
  Speaker 1: in my hometown tong Jin, normally June gets really hot already,
• 44:41
  Speaker 1: but this year is weird, man, Like the whole weather
• 44:45
  Speaker 1: pattern is screwed up. Like they have floods in Takolo
• 44:48
  Speaker 1: man Khan desert ishin junk flooding in the desert, and
• 44:55
  Speaker 1: and Tongjin is uh unusually cool for June, which means
• 45:00
  Speaker 1: it's gonna get really hot later. Yeah.
• 45:03
  Speaker 3: Yeah, because my my plan, I'm gonna be in China
• 45:05
  Speaker 3: this year in August. Right, so the wife really wanted
• 45:09
  Speaker 3: to go see too Jing. So let's hope it doesn't
• 45:11
  Speaker 3: it's not too hot.
• 45:12
  Speaker 1: Oh man, why why you go to Tojin that summer?
• 45:15
  Speaker 1: So the best time to go to Sonjin is April.
• 45:18
  Speaker 1: That's what my my cousin told me before it gets hot.
• 45:22
  Speaker 1: But but this this year is real.
• 45:25
  Speaker 2: Trying to convince something is that's like an uphill battle,
• 45:29
  Speaker 2: Like it's dude.
• 45:30
  Speaker 1: Tojin is one of the famous Hulu city right, like
• 45:34
  Speaker 1: the open city of China. There's like four open cities Tonjin, Wa, Nanjin.
• 45:40
  Speaker 1: Did you notice any like commonalities are all on the
• 45:44
  Speaker 1: Yangsu River, you know, all these like moisture gets trapped
• 45:48
  Speaker 1: in the mountain valleys can't get out, so it's it's
• 45:51
  Speaker 1: freaking humid. Yeah, like summertime is it's bad time to
• 45:55
  Speaker 1: go to Honji. In general. People in Tonjin they escape
• 45:59
  Speaker 1: to highrevations during the summer, like like my aunties now
• 46:04
  Speaker 1: they're retired, so they'll just go travel to some uh
• 46:07
  Speaker 1: they have some uh uh kind of like timeshare or
• 46:12
  Speaker 1: like apartment outside in on the outskirts where it's higher elevations.
• 46:17
  Speaker 1: So so to escape the summer heat in in uh
• 46:20
  Speaker 1: in tong Jing. Ah, so let's see, uh, let me
• 46:26
  Speaker 1: see any more questions for for TP. Wow, we cover
• 46:36
  Speaker 1: all the questions. Uh blah blah blah. Carls uh going
• 46:44
  Speaker 1: to tong Jing in August, it's it's like open. Yeah, definitely.
• 46:50
  Speaker 1: We're having a warmer winter in Australia too. Yeah, it's
• 46:54
  Speaker 1: it's the whole whole climate. It's uh, it's it's all
• 46:59
  Speaker 1: screwed up. But that's a new reality. Folks, get a
• 47:05
  Speaker 1: c if you're in Europe, just get a c all right,
• 47:10
  Speaker 1: we have been going running the show for hour and
• 47:13
  Speaker 1: forty five minutes. Now, if you guys don't have any
• 47:17
  Speaker 1: more questions for TP, we're just gonna wrap it up.
• 47:22
  Speaker 1: You know, TP, thanks very much for making the time
• 47:26
  Speaker 1: to speak to us. It's always I always learned a
• 47:30
  Speaker 1: lot whenever you are on the show. And UH and guys,
• 47:36
  Speaker 1: you know, thanks for spend your evening, morning, or whatever
• 47:41
  Speaker 1: day of the time of the day with us.
• 47:44
  Speaker 3: Uh.
• 47:45
  Speaker 1: TP, I'll let you have the last word.
• 47:48
  Speaker 3: Yeah, I think I just recommend I ever want to
• 47:51
  Speaker 3: try out the Chinese ai.
• 47:53
  Speaker 2: They're really good.
• 47:54
  Speaker 1: So all right, there you have it. Thanks guys, until
• 48:00
  Speaker 1: next time, Bye bye.