🇯🇵 Japanese actress Satomi Ishihara threw a ceremonial first pitch years ago at Tokyo Dome.
It wasn't the best pitch... but a lot of people were impressed by her "tornado style" throw and posture.
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A perfect example of why Japanese theater feels dreamlike.
Seriously; This ismind blowing 😱
Japanese theater does not perform for you. It overwhelms you.
Five hour wait times. Low-cost sushi. Towers of used dishware 80 plates high. Welcome to Sushiro, the conveyor-belt restaurant serving Japanese-style bites that's taking China by storm
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As a Japanese watching the UK right now, I have one simple question.
A Sudanese asylum seeker just tried to behead a local man in Belfast. The victim lost an eye.
This comes after years of grooming gangs raping thousands of British girls — gangs that police and councils deliberately ignored because they were afraid of being called racist.
In Japan, even one case like this would have triggered national outrage and immediate policy reversal.
But in Britain, the conversation is still about “not being far-right.”
British people, at what point does protecting your own children become more important than protecting your reputation?
We genuinely do not understand this.
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Five hour wait times. Low-cost sushi. Towers of used dishware 80 plates high. Welcome to Sushiro, the conveyor-belt restaurant serving Japanese-style bites that's taking China by storm
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A few days ago, ECHO Asia was an idea.
Today it has a website.
Vietnamese materials.
Japanese materials.
Separate landing pages.
Localized demos.
Community reviewers.
Checkout.
Delivery.
And a global audience watching it come alive in real time.
That does not happen because a company “targets a market.”
It happens because people show up.
Vietnam showed up.
Japan showed up.
And we decided to meet that energy with real work.
We don’t speak every language perfectly.
We are not pretending we do.
But ECHO was never only about translation.
It was about context.
How business feels different in Vietnam.
How trust moves differently in Japan.
How a conversation changes before the answer ever arrives.
That is what we built.
Not another prompt pack.
A conversational operating layer that can adapt across language, culture, and business reality.
The first ECHO Asia community versions are now live.
Every early buyer will receive revised versions for free as native speakers and real operators help us keep improving.
Built with respect.
Built in public.
Built with the communities that believed in us first.
🌊
🇻🇳 Gửi Việt Nam:
Cảm ơn các bạn vì đã đón nhận ECHO với sự cởi mở, năng lượng và rất nhiều góp ý thật lòng.
Chúng tôi biết mình không đến từ Việt Nam.
Vì vậy, chúng tôi không muốn giả vờ rằng mình hiểu mọi thứ.
Điều chúng tôi muốn làm là lắng nghe, học hỏi và xây dựng cùng những người thật sự hiểu cộng đồng của mình.
Phiên bản Việt Nam đầu tiên này là bước khởi đầu.
Nếu có điều gì cần chỉnh sửa, chúng tôi sẽ chỉnh sửa.
Nếu có điều gì có thể tốt hơn, chúng tôi sẽ làm tốt hơn.
Cảm ơn Việt Nam đã giúp chúng tôi đưa ECHO Asia thành hiện thực.
🌊
🇯🇵 日本のみなさんへ:
ECHO Asiaを温かく見守り、応援してくださり、本当にありがとうございます。
私たちは日本語や日本の商習慣を完全に理解しているとは思っていません。
だからこそ、最初から敬意を持って、丁寧に、そして学びながら作りたいと思いました。
この日本語版は、完成された終点ではなく、コミュニティと一緒に育てていく最初の一歩です。
表現、文脈、文化的な違和感があれば、ぜひ教えてください。
より自然で、より役に立つものにしていきます。
日本の皆さん、本当にありがとうございます。
🌊
Vietnam. Japan.
We’re just getting started.
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Japanese street chefs don’t play with their eggs…
Mind blown at the final result 😳
$SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:
1. CW lasers are bottlenecked signaled by $LITE earnings.
Laser fabs are heavily allocated to EML likely from former $NVDA contracts.
-> Sumitomo/Furukawa = bottleneck
-> Win Semi = bottleneck
$SIVE does fab-lite, so are they a bottleneck?
Yes, $SIVE sits in the laser bottleneck since control output supply of CW lasers from Win Semi and other fabs from allocation way early on (CEO stated they working with more capacity from other players as well).
Perfect example is Kioxia/Sandisk. $SNDK controls NAND output, so they’re a bottleneck because they control final pricing.
Demand exceeding supply from Ayar, Jabil, other pluggable vendors + Nvidia NVLink CPO ecosystem… final laser supply owned by $SIVE makes Sivers a bottleneck.
$SIVE is also likely primary/sole source for Jabil, Gen-1 Ayar, $MRVL Celestial, and other hyperscaler asic/merchant CPO routes. So no way to get around it (can’t hot-swap single channel cw lasers with Sivers)
2. $SIVE is a chokepoint over CPO.
$NVDA use $COHR, $LITE (which likely sources external cw capacity from Japanese competitors)
$AVGO is likely vertically integrated as well.
However: the entire ecosystem around it from ASIC programs (Marvell, AlChip, etc) and merchant programs (Ayar, Lightmatter, Lightelligence)
Are all likely designed around $SIVE.
Ayar for example, likely tried to multi-source with $MTSI / $LITE back in 2022 but their lasers probably couldn’t match the level of Sivers specification with arrays (removed Lumentum / Macom from their supply chain site recently)
If there’s no alternative at least for the initial generations (obviously they’re working to multi-source). That makes $SIVE a structural chokepoint to go through for lasers.
Even if you look at the 1.6T LRO $JBL designed, they achieved a “drastic moat” with performance built around $SIVE likely sole source.
$SIVE is also the foundry level reference laser design for $GFS, which your hyperscalers use like $AMD (likely using Sivers + maybe Ayar for gen1):
If every major player, who hasn’t achieved vertical integration (Nvidia/Broadcom) is using Sivers for CPO…
That makes them a chokepoint.
Just look at the entire CPO $NVDA NVLink ecosystem partners: every single one are all likely using Sivers. And they all use $GFS as well (where Sivers is default reference).
So $SIVE is both a chokepoint and bottleneck when CPO really scales up H2 2027, over one of the biggest architectural shifts of all time (near $0 -> $81B or $91B TAM in the next 1 1/2 years from GS research note)
This is why I say $SIVE looks like it could be the next $75B $LITE over the next couple years.
All of this should play out next year.
And it’s still trading less than a company with $50M in purchase agreements that buys Sivers lasers to repackage them.
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