Jaime Xiao on why Dario Amodei’s opposition to an open-weights ban is the quieter danger — the safety-testing regime he proposes binds everyone on paper, but never touches China. Embedded below. Embedded from Jaime Xiao’s LinkedIn feed.
Jaime Xiao’s takedown of the “Chinese EVs aren’t as cheap as they look” maths — the depreciation curves are computed in the rear-view mirror. Embedded below. Embedded from Jaime Xiao\’s LinkedIn feed.
ChangXin Memory Technologies, Inc. (CXMT) listed on Shanghai’s STAR Market this morning. Open: RMB 49.50 against an offer price of 8.66. Up 471.6%. Market value: RMB 3.3 trillion, straight past ICBC to the top of the A-share table. The biggest winner is the city of Hefei. Its state funds hold more than a third of … Read more