kayewiggin

"However, new research from Harvard Business School and Duke University paints a more nuanced picture — rerouting appears to be lower than is imagined.

While trade rerouting through Vietnam does occur, its scale appears far smaller than previously thought. The study found that in 2021, about 16.1 per cent of Vietnamese exports to the US — roughly US$15.5 billion — could be classified as potential rerouting when analysed at the product level. But when the researchers examined individual firms — tracking specific products flowing from China through Vietnam to the US — the figure fell to just 1.8 per cent, or US$1.7 billion."

Here are some good posts on why nobody wants deflation:

China does have a current advantage on lithium battery and rare earth materials - dumb technologies that US and allies can replicate fairly quickly, less than a year. EUV and 3nm and below on the other hand, will take decades, since it involves a number of different and deep technologies controlled by dozens of companies. China has thrown $150B on it since 2014, and has only come up with low yield/unprofitable 7nm via existing DUV machines.

> 80% GDP

2.) Chinese models have to censor a long list of words that threatens the government, which makes them super dumb. List of stupid words example: sprinkle pepper, accelerationism, my emperor, lifelong control, etc. and the list of censored words grow(!!) as Chinese citizens try different combination of words to escape censorship.

3.) not even sure what this sentence means and how it makes Chinese models better

Number of irrelevant countries. US's allies are Europe, Japan, South Korea, Taiwan, Canada, Mexico, Australia, etc. 80% of the world's wealth. and 95% of the world's top technologies.

> guess where these countries are buying their drones from

Soon, not China. China Is Cutting Off Drone Supplies Critical to Ukraine War Effort [1]. China is reportedly making drones for Russia instead, according to multiple intelligence officials.

China Is Cutting Off Drone Supplies Critical to Ukraine War Effort [1]. China is reportedly making drones for Russia instead, according to multiple intelligence officials.

Good thing Europe woke up earlier this year. impact of the EU’s tariffs on Chinese EV manufacturers. In November, Chinese automakers captured just 7.4% of Europe’s EV market, a noticeable drop from 8.2% in October and their lowest share since March [1].

As for US, the 100% tariff has safely protected America from Chinese EVs thus far.