We spent 30 years trying to treat China like an ally. A CCP defector said that they never left a cult like obsession with a cold war against the West. It takes two to tango.

Broadcom's stock price is suggestive that it's infor the long haul.

I get that change is annoying; however, it also seems implausible that Broadcom would just 1000% increase bills, and hope VMWare pays for itself. There's much more to this story, including, but not limited to, the strategic positioning of Broadcom on the VMWare asset.

SpaceX has always sucked on the government teat.

If the court upholds the law, the interpretation will be narrow.

Idk if the 1st amendment will save them. The case will be interesting.

India, USSR, Vietnam, Korea, Nepal, Bhutan, South China Sea.

There's a reason why all of Chinas neighbours hate them.

The UN functionally acts as cover for authoritarian regimes and human rights abusers.

Certificates are almost certainly an indication that the programmer isn't any good. There's an exception, where someone could be young and naive, and they're going for their 1st or 2nd job.

It's an authoritarian regime. All that's going to happen is that investors take a massive haircut. Chinese people will realize that they have to work into their 80s just to put food on the table. The boondoggles have already been built. What doesn't exist if future economic growth and productivity improvements. The regime will not collapse. It will eventually have to acknowledge that they never closed the middle-income trap. Poor chinese will be worked to the bone to prop up the geopolitical aspirations of the CCP. There will be social unrest. Maybe some -- or a lot -- if sabre rattling to keep the regime popular.

The amount of profit is arbitrary, and relates to how much money the CCP moves from one industry to another in the form of subsidies. If the chinese system were more open, we could run some numbers and actually figure this out.

There's no such thing as a profitable private company in an authoritarian state.

China hugely overpays for talent, because "skill researchers" would prefer to live anywhere but China. That includes China, which is undergoing a massive brain drain.

Authoritarian regimes are notoriously bad at innovation. China would do fine if it could shed the CCP.

The Chinese economy produces about 5x as much CO2 per unit of GDP as the US does. It's been over a decade since the US built a coal plant. They'd do themselves a favour by replacing some super old polluting plants. China is far too corrupt to do anything substantive about pollution. Authoritarian governments always are. You end up with "Potemkin village" efforts. No substance.

That story over 100 years old. Edison wasn't stealing technology, but abusing patent laws, which are under constant reform.