Alternative take: Li Ka Shing took advantage of the Trump bullshit to sell off two port operations at the top of the market, right before a global recession. CK Hutchinson’s share price went up by a fifth when this deal got announced; Blackrock is down.
Dylan’s just being deliberately obtuse. Deepseek developed a way to increase training efficiency and backed it up by quoting the training cost in terms of the market price of the GPU time. They didn’t include the cost of the rest of their datacenter, researcher salaries, etc., because why would you include those numbers when evaluating model training efficiency???
The training efficiency improvement passes the sniff test based on the theory in their paper, and people have done back of the envelope calculations that also agree with the outcome. There’s little reason to doubt it. In fact people have made the opposite criticism, that none of Deepseek’s optimizations are individually groundbreaking and all they did is “merely engineering” in terms of putting a dozen or so known optimization ideas together.
Rare earths to begin with. There will be more demands.
“Via Greenland” makes no sense. The trouble with Canada-Europe trade is that Canada unfortunately lacks a good port on its east coast (certainly nothing comparable to Vancouver in the west). For the foreseeable future, if the trade dispute with the US drags on, Canada’s best bet is to expand its trade with Asia.
They have no armed forces. Panama always assumed that because of the importance of the canal, in case of external aggression the US will step in to defend them. LOL.
Pokemon battle, 3v3