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看了前Qwen研究员 Hongyi Yuan @yiguyuan20 的发言我才明白为什么中国大厂的基础模型做不起来了。。。 感情指出错误或者说真话都得要论资排辈啊🤣 如果这样的话，那一个刚毕业或者实习生哪有资格（哪里敢）对于训练提出异议或者提出新的idea啊 一点好的都没学会，就学会阿里味了是吧😅

Here’s why Jensen Huang did NOT fall for a “Chinese honeypot.” 1. China doesn’t actually want Nvdia chips. They ordered their biggest tech companies to CANCEL orders. 2. Almost 1 MILLION Nvidia chips are stranded in Hong Kong as China won’t let them in the mainland. 3. Nvidia itself said China tells customers to purchase and use “China-based competitors” 4. Commerce Secretary Howard Lutnick admitted it’s because using Nvidia gets China "addicted to the American technology stack” 5. Alice was DISOBEYING China by smuggling chips. Chinese authorities were INVESTIGATING her. 6. The ONLY source of her being a honey pot is “U.S. intelligence”. NO ONE knows what the intelligence actually is.. 7. The US Attorney General admitted the DOJ has NOT determined she was a spy… Fake news took down one of the most powerful CEOs in the world from the company he founded. Thats what happens to non-pedo billionaires.

TAÏWAN : L'ÎLE QUI DONNE L'INSOMNIE À LA CHINE Hier, Xi Jinping a fait un discours qui a fait le tour du monde. Je te décrypte son discours, phrase par phrase. LE DISCOURS D'HIER : CE QU'IL A DIT, ET CE QU'IL A VOULU DIRE Xi n'a pas choisi hier par hasard. Hier, c'était les 160 ans de Sun Yat-sen. Sun Yat-sen, c'est le seul héros que les deux Chines adorent. Le père de la Chine moderne, celui qui a renversé l'empereur en 1911. En parlant ce jour-là, Xi envoie un message à Taïwan : "On a le même père. On est la même famille." Il a dit 3 choses : 1. "La réunification complète de la patrie doit se réaliser, et elle se réalisera." Il ne dit pas "j'espère". Il dit "ça VA arriver". C'est une promesse à son peuple. C'est lui qui dit : "Je serai celui qui finit le travail." 2. "Nous voulons une réunification pacifique, un pays, deux systèmes." C'est le modèle de Hong Kong. Tu gardes ton économie, mais Pékin décide. Taïwan a répondu le même jour : "Ni le gouvernement ni le peuple ne peuvent accepter ça." 3. "On ne laissera jamais aucun espace à l'indépendance de Taïwan." Il ne dit pas "on va vous envahir". Il dit "on ne vous laissera pas partir". Et surtout, pour la première fois depuis longtemps, il n'a PAS parlé de guerre. Pourquoi ? Parce que Xi est coincé. Et c'est là qu'on comprend l'insomnie. 1. L'INSOMNIE DE L'HISTOIRE : "On n'a jamais fini la guerre" En Chine, on apprend que la Chine est une civilisation de 5000 ans, unie, continue. Taïwan casse ce récit. En 1949, Mao gagne le continent, mais il ne prend jamais Taïwan. Chiang Kai-shek fuit là-bas avec 2 millions de personnes. Depuis 75 ans, il y a deux Chines. Tant que Taïwan existe, la révolution n'est pas terminée. C'est comme un livre avec la dernière page arrachée. Mao voulait finir le livre. Deng voulait finir le livre. Xi veut être celui qui le finit. Quand il dit "mission historique inachevable", ce n'est pas une phrase politique. C'est une angoisse personnelle. Un dirigeant qui veut entrer dans l'histoire. Mais il ne peut pas le faire demain matin. Parce que... 2. L'INSOMNIE DES PUCES : "Sans Taïwan, on est aveugles" Voilà pourquoi Xi parle de paix hier. La Chine veut faire de l'IA, des voitures électriques, des missiles, des satellites. Tout ça a besoin des puces les plus avancées du monde. Et ces puces, elles sont fabriquées à 90% à Taïwan, par TSMC. La Chine a mis 150 milliards pour fabriquer ses propres puces. Elle est encore 5 à 7 ans en retard. Si Xi envahit Taïwan demain, il détruit les usines qu'il veut récupérer. Une usine de puces bombardée ne vaut plus rien. Et il déclenche des sanctions qui tueraient son économie. Donc il ne peut pas envahir. Mais il ne peut pas non plus abandonner. C'est pour ça que l'affaire Jensen Huang a fait si mal cette semaine. Jensen Huang, né à Taïwan, patron de Nvidia, qui dépend de TSMC, qui tombe pour un soupçon d'espionnage pour la Chine... C'est tout le problème en une seule personne : la Chine a besoin des puces de Taïwan, mais elle ne contrôle pas Taïwan. 3. L'INSOMNIE DE L'AMÉRIQUE : "Si on perd Taïwan, on perd l'Asie" Regarde une carte : Japon, Corée du Sud, Taïwan, Philippines. C'est une chaîne qui bloque la Chine. Sa marine ne peut pas sortir dans le Pacifique sans passer par là. Si la Chine prend Taïwan, elle casse la chaîne. Elle a un accès direct au Pacifique. Les USA le savent. C'est pour ça qu'ils vendent des armes à Taïwan depuis 1979, sans la reconnaître officiellement. On appelle ça "l'ambiguïté stratégique" : on ne dit pas qu'on va défendre Taïwan, on ne dit pas qu'on ne va pas la défendre. On laisse Pékin dans le doute. Et c'est ce doute qui empêche la guerre. Et qui empêche le sommeil. C'est aussi pour ça que Xi a parlé de paix hier. C'est ça, la stratégie chinoise : "Gagner sans combattre", comme disait Sun Tzu. Mettre tellement de pression, tellement longtemps, que l'autre finit par céder sans un seul coup de feu. Est-ce que ça va marcher ? Personne ne le sait.

Hong Kong is proposing new regulations regarding SIM cards to combat telecom fraud: • Making it illegal to register SIM cards in another person's name without reasonable excuse • Registration limit from 10 to 3 SIM cards per person per telecoms operator

This is the biggest irony of the whole Alice Huang / Nvidia saga: the Chinese government actually doesn't want Nvidia chips and is actively keeping them out of the country. Last year it even ordered Alibaba and ByteDance to cancel their Nvidia orders ( and sent customs teams to the ports to check every advanced chip coming in ( And right now 600,000 Nvidia H200s are stuck in Hong Kong because Beijing won’t let them into the country ( Nvidia also explicitly frames this as a threat to its business in its latest annual report to the SEC: "The Chinese government has encouraged customers to purchase from our China-based competitors and discouraged customers from purchasing, importing, or using our data center products" ( Why does China do that? Because every Nvidia chip a Chinese company buys is one that Huawei or Cambricon doesn’t sell, and domestic chips can only catch up if people actually buy them (which means money for R&D, etc.). Which means that the notion that Chinese intelligence was running honeytraps to get more Nvidia chips into China gets the whole thing exactly backwards. In fact, it looks like Megaspeed - Alice Huang's company - was a counter-reaction to official Chinese policy: a private sector workaround to these efforts by the Chinese government to curtail Nvidia. As was widely reported - including by Western media - Megaspeed built data centers in Southeast Asia and rented their computing power to Alibaba, which the New York Times called "a backdoor way of getting access" to Nvidia chips ( That is a backdoor not only - allegedly - around Washington’s export controls, but also around China's own efforts to wean its companies off Nvidia. I can’t believe the Chinese government was too thrilled about it: it'd make just about zero sense for it to run countless domestic measures to prevent Alibaba from using Nvidia chips, yet at the same time have its top spy agency help the same Alibaba get Nvidia chips through the back door in Southeast Asia 🤷 At the end of the day, as with all such stories, you always need to look at "cui bono?": who benefits? Who benefitted is pretty clear: - Nvidia itself: it's in the business of selling chips so a customer willing to spend billions of dollars on chips in Southeast Asia is a godsend. Again, as they themselves state in their SEC filings, not being able to tap into Chinese demand would have "a material and adverse impact on our business" ( - Chinese companies like Alibaba: facts are, 1) Chinese chips haven't yet caught up, 2) Chinese chip companies' production capabilities are still limited and 3) Chinese tech firms' historical tech stack runs on Nvidia’s CUDA ecosystem, and rewriting years of code for Huawei chips is painful. Renting Nvidia chips in Southeast Asia is the easy way to stay competitive and serve customer demand in the meantime. - The US, according to core members of the Trump administration: back in July last year, US Commerce Secretary Howard Lutnick explained that the point of letting Nvidia sell more chips to China was to get Chinese developers "addicted to the American technology stack" ( Who does NOT benefit, according to official Chinese policy, is the Chinese state, which has made tech self-reliance one of its foremost priorities. Which means that, to believe the spy story, you have to believe that a person - Alice Huang - was effectively a spy paid by her own government while simultaneously sabotaging its tech self-reliance drive, which it has spent years and trillions of dollars on - pretty senseless. Stranger things have happened, I guess, but it doesn't pass the smell test. And there is another absolutely major contradiction in the media story. According to a Financial Times article published yesterday ( "a person who knows [Alice Huang] said they had been asked by MSS for information about her earlier this year after news emerged that Singapore was investigating the company in relation to chip-smuggling allegations. The agency wanted to find out more information about Huang, including the nature of her business and connections, the person said." Which raises a damn obvious question: if she were indeed an MSS asset, why on earth would the MSS need to ask the people around her who she was and the nature of her business? It's a complete contradiction with the spy story - but very much not a contradiction with what I described above: a private businesswoman running a workaround to Beijing’s own policy, which the Chinese security apparatus would naturally want to look into. Especially since, around about the same time, Shanghai police detained her business partner, reportedly her husband, in a stock manipulation case ( also coherent with Chinese authorities looking into her network, and much harder to square with her being a prized MSS asset. And, to top it all, there is - to this day - not a shred of evidence that's been published that she is, in fact, a Chinese spy: just anonymous intelligence officials, repeated by journalists who never verified it, as I detailed here ( and here ( with one of the key FT journalists on this story actually admitting that he has no idea what evidence US intelligence actually has. So the claim went to print without anyone seeing the evidence, without anyone being able to check it, and without anyone knowing whether it even exists. And given everything above, from Beijing blocking the very chips she was supposedly recruited to help get into China, to the MSS asking around about her, to her partner being detained in Shanghai, my bet is that the evidence doesn’t exist at all. If anything, everything we can check points the other way.

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