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Road Trips to Tibet and the Scottish Highlands
• July 15, 2025
• 2,000 Words • 11 Comments • Reply
I spent the last few weeks on a family road trip to eastern Tibet. It was a fascinating experience and sheds light on life in a remote Chinese region that most people outside the country don’t know or expect. For contrast, I’ll compare this trip with another road trip I made in April in the... Read More
Huawei Is Transforming and Building an Unparalleled AI Tech Stack
How US sanctions have boomeranged, and Huawei is not just breaking through, it is transforming into an AI powerhouse
• June 25, 2025
• 1,400 Words • 199 Comments • Reply
Huawei is transforming in front of our eyes. When the US and Canada detained Meng Wanzhou, the CFO of Huawei Technologies and the founder’s daughter in 2018, Huawei was the world leader in telecom and smart phone production (it was ranked No. 1 in global sales that year ahead of Samsung and Apple). While it... Read More
Over 700,000 Companies Compete in China’s Robotics Market: Morgan Stanley
The market is set to double from 2025 to 2028
• June 24, 2025
• 600 Words • 11 Comments • Reply
I recently wrote about Morgan Stanley’s April report titled Humanoid: A $5 Trillion Market ( ) A couple of weeks ago, Morgan Stanley published another research paper on the Chinese robotics industry. According to the report, China’s robotics market is set to grow at an annual rate of 23 per cent to US$108 billion by... Read More
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What Role China Should Play in the Iran Israel War - A Realist View
Trust and support must be earned, not bestowed. Iran needs to do more if it wants China’s support
• June 19, 2025
• 3,100 Words • 358 Comments • Reply
Many Chinese strategists, way smarter and better informed than myself, are working on the issue as we speak. I have implicit trust they will reach the right course of action to protect China’s national interests in the ongoing crisis. My own modest aim in the essay is to offer a dispassionate and nuanced analysis of... Read More
Sharing an Insightful Analysis on the War
China's calculations are far more complex than people assume
• June 19, 2025
• 100 Words • 59 Comments • Reply
I’m still putting together the essay laying out my perspective on China’s role in the Iran Israel US war. I am confident it will address many readers’ questions around the war’s implications and China’s potential course of action - of course, from a totally official perspective. I’ll also share a detailed and nuanced analysis of... Read More
What China's Position Should be with the Iran Israel War
Restacking a perspective I share
• June 18, 2025
• 200 Words • 15 Comments • Reply
There are many comments on my last piece on the Iran Israel war - Iran’s predicament is largely a result of its follies. As planned, I have been putting together the next installment detailing China’s likely position and the rationale. Hopefully I’ll publish the essay in the next 24 hours. Meanwhile, I’d like to restack... Read More
Iran’s Predicament Is Largely a Result of Its Own Folly
Follow up on Revolution is not a dinner party
• June 17, 2025
• 1,300 Words • 19 Comments • Reply
I received many thoughtful reader comments for the essay Revolution is not a dinner party. I thought it worthwhile to share some additional perspectives on why I think Iran’s crisis is at least partly a result of its own mistakes and poor judgement. I will also attempt to speculate, hopefully intelligently, what China’s position would... Read More
Fox News – “if I Were the Ayatollah Watching This Fox News Coverage, and I Hope He Is, of This Parade, I Would be Very...
• June 17, 2025
• 100 Words • 25 Comments • Reply
Just heard the above quote from Jon Stewart’s Daily Show today. You cannot make this shit up. Which parade was Fox News referring to?
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Revolution Is Not a Dinner Party
Iran’s disastrous nuclear strategy is no match for Israeli and US ruthlessness
• June 15, 2025
• 1,500 Words • 252 Comments • Reply
Israel’s devastating attack on Iran took the world by surprise. Of course people are hardly surprised that Israel would commit such an act of blatant aggression against another country since the Jewish state has proven, time and again, it is a terrorist rogue regime capable of open genocide, ethnic cleansing, and total disregard of the... Read More
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Morgan Stanley Predicts China Will Lead the $5 Trillion Humanoid Market
• June 14, 2025
• 1,200 Words • 83 Comments • Reply
An investor friend sent me a Morgan Stanley report published in April titled Humanoids: A $5 Trillion Market. The report validates my hypothesis that embodied AI (i.e. humanoids) is the next frontier beyond foundational LLMs. The opening of the report is certainly attention-catching: While Nvidia’s Jensen Huang and Elon Musk remain the biggest celebrity promoters... Read More
Shanghai Is Using AI-Enabled Engineering Innovations for Urban Renewal
432 robots moved a 7,500-ton neighborhood before returning it to its original spot to build a subway
• June 12, 2025
• 800 Words • 9 Comments • Reply
In the never-ending urban renewal in Shanghai, technology and engineering marvels are demonstrated from time to time. In 2002, the Shanghai government undertook an engineering feat to move the Shanghai Concert Hall, originally known as the Nanking Theatre, a historic building completed in 1930. The building was in the path of a major road expansion... Read More
AI Integration Gives Chinese Supply Chains an Even Greater Advantage
• June 12, 2025
• 700 Words • 3 Comments • Reply
I wrote a three-part piece about the trends in China’s AI development. In the piece, I predicted China will follow a different path to achieve AI superiority from the US. I predicted instead of pursuing the AGI utopian goal as American AI companies, China will pursue a three-pronged strategy to integrate AI to the real... Read More
Another Promise Made and Promise Undelivered
Has Trump’s tariff moved production from China to the US?
• June 10, 2025
• 300 Words • 13 Comments • Reply
According to the Trump regime, an explicit goal of launching the “liberation day” tariff war is to force US companies to move manufacturing back to the US, especially from China. After two months of on-again-off-again flip flop, the verdict is in on the effectiveness of the stable genius’s “easy to win” tariff war. Last Friday,... Read More
Two Charts Showing China Will Shape Future High Tech Economy of the World
• June 10, 2025
• 100 Words • 24 Comments • Reply
Critical minerals will affect high tech manufacturing; and electricity will power AI, mobility, and high-tech warfare such as directed energy weapons. In both areas, China has taken over dominant positions to shape global economies for decades to come.
Introducing Jiutian Drone Swarm Carrier – a Sci-fi Level Engineering Marvel
China's new Killer Drone – not the Ukraine Russia variety, but the true high end technology for future unmanned air...
• June 7, 2025
• 1,000 Words • 44 Comments • Reply
The surprise Ukrainian attack on Russia strategic airfields caused quite a bit social media discussions in China. Two take-aways stand out – 1. The daring and audacity of the Ukrainian attack – it indeed inflicted damage and embarrassment on the Russians though the victory could well prove pyrrhic if Russia retaliates as expected 2. The... Read More
Trump Is Waiting by the Phone Again – a Bully with No Shame
• June 4, 2025
• 400 Words • 34 Comments • Reply
TACO Trump is again making claims President Xi will talk to him before the week is out. Let’s see how many times you can cry wolf before the wolf shows up. Love-struck Trump has been announcing his great friendship with President Xi ever since his second term started (and a few times before that). While... Read More
CH-AS-X-13 Air Launched Hypersonic Ballistic Missile
Hypersonic weapons are deployed in all China's warfighting domains
• June 4, 2025
• 300 Words • 12 Comments • Reply
China deployed the CH-AS-X-13 hypersonic missile to its nuclear triad in 2025, marking a milestone in integrating hypersonic weapons in all its warfighting domains (land, sea, and air). In 2017, China became the first military in the world to deploy an operational hypersonic missile - the land-based, road-mobile DF-17, a TEL-launched Mach 10 hypersonic missile... Read More
Mystery Drones Over New Jersey SOLVED!
An uninformed but daring hypothesis on the 2024 drone incursions near US military installations
• June 3, 2025
• 500 Words • 41 Comments • Reply
Ukraine launched a surprise attack on multiple Russian airfields on June 1, destroying much of Russia’s strategic nuclear bomber force. With that attack, the 2024 mystery of unidentified drone incursions over US military airports such as Langley Air Force Base could potentially be considered as solved. One can validly reason these drone incursions were rehearsals... Read More
China’s J-36 Six Generation Fighter Jet – the Crown Jewel of Future Air Combats
• June 3, 2025
• 1,000 Words • 15 Comments • Reply
Last December, on Chairman Mao’s 131st birthday, China flew two new 6th generation fighter prototypes for the first time – the Chengdu J-36 and the Shenyang J-50. Earlier this year, Trump announced the US has awarded Boeing to build its own 6th gen fighter called F-47. The competition to build and field the most advanced... Read More
Chinese CH-T1 Ground Effect Drone – One of the Most Secretive and Capable Carrier Killers
• June 3, 2025
• 900 Words • 10 Comments • Reply
In the earlier article, I discussed how China is building a Kill Web to deter any foreign intervention in a conflict near its shores around Taiwan, the South China Sea, or the East China Sea. This Kill Web features a multi-layered, redundant, and networked arsenal to achieve mission objectives, particularly in China’s anti-access/area denial (A2/AD)... Read More
From Kill Chain to Kill Web – How China Is Evolving Its High-tech Warfare Capabilities
• June 3, 2025
• 1,300 Words • 12 Comments • Reply
In 2020, Christian Brose wrote a book titled “The Kill Chain”, in which he discussed the coming US China military conflict. Brose was the principal advisor to Senator John McCain on national security and military issues and his staff director when McCain was the chairman of the US Senate Armed Services Committee. In the book,... Read More
Three-Body Computer Constellation – China Is Building the World’s First Orbital Supercomputer Network
• May 26, 2025
• 1,000 Words • 92 Comments • Reply
On May 14, China launched into orbit the first batch of satellites for its space computing constellation aboard a Long March 2D rocket from the Jiuquan Satellite Launch Centre. Unlike traditional sensing or communication satellites, those 12 satellites are essentially super computers designed for space-based data processing and AI applications. They form part of the... Read More
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Indian Mass Delusion Syndrome on Full Display
What leads people to celebrate defeat as victory?
• May 24, 2025
• 1,600 Words • 526 Comments • Reply
Since I wrote “the DeepSeek moment of moder air combat”, more details have come out about the battlefield outcome from the May 7 and 8 Pakistan India clash. In addition to the 3 Rafales, 1 Su-30, 1 Mig-29 and 1 Heron UAV covered in my essay, Pakistan also shot down an Indian French-made Mirage 2000.... Read More
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The Secret Sauce of Chinese Industrial Success
Smart state planning plus ferocious market competition
• May 22, 2025
• 1,000 Words • 210 Comments • Reply
In standard western economic textbooks, state planning and market competition are mutually exclusive. Thatcher and Reagan brought western capitalism into the neoliberal phase by claiming “Government is not the answer. Government is the problem”, putting market fundamentalism on the altar. On the other side, Soviet central planning proved rigid and wasteful, leading to the eventual... Read More
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Grok Thinks the Probability of the Many 911 Anomalies Being Coincidence Is 1 in 100 Quintillion
Grok reasons that accumulated evidences exceed the probable cause threshold for a grand jury – murder has no statute...
• May 18, 2025
• 2,800 Words • 289 Comments • Reply
I have published a couple of articles summarizing my discussion on 911 with two AI Assistants (ChatGPT and DeepSeek) in the past year. I decided to have a similar conversation with Grok and the result was illuminating. I started with a general question about 911 and Grok, unsurprisingly, gave me the official version that is... Read More
A Jewish Defector Warns America
A 1961 speech by Benjamin H. Freedman
• May 15, 2025
• 5,400 Words • 39 Comments • Reply
Introductory Note I recently read an old pamphlet titled Facts Are Facts by Benjamin Freedman. I felt intrigued enough to research about the author and found a trove of fascinating history. I wrote about one of the Jew practices he discussed to explain Israeli behavior in Gaza “ceasefire” – the Kol Nidre. The pamphlet itself... Read More
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Rare Earth and "Reindustrialization"
• May 14, 2025
• 3,100 Words • 168 Comments • Reply
The New York Times is not usually mentioned in the same breath with Mining Journal or the Northern Miner, the leading lights for the mining industry. But between April 14 and 17, NYT ran 5 stories with titles below - China halts critical minerals as trade war intensifies (April 14) What are rare earth metals,... Read More
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The DeepSeek Moment for Modern Air Combat – Lessons from the Pakistan India Air War
The war of systems will define the future rather than stand-alone weapons
• May 12, 2025
• 1,000 Words • 559 Comments • Reply
The world just witnesses a shockingly one-sided air war between Pakistan and India last week. Pakistan air force, equipped with Chinese weapon systems, took down a large number of India air combat assets while suffering zero loss. The air battle featured Chinese-made J-10C fighters, PL-15 air to air missiles, HQ-9 air defense system, and ZDK-03... Read More
Steve Jobs vs. Howard Lutnick on Making IPhone
It's a wonder people like Lutnick is tasked to bring manufacturing back to the US and run the economy
• May 2, 2025
• 400 Words • 44 Comments • Reply
One of the funnier episodes after Trump’s tariff war with China was when his Commerce Secretary, the sycophant Howard Lutnick who made his fortune at some Wall Street brokerage, went on TV to talk about the beautiful future to be ushered in – “"The army of millions and millions of human beings screwing in little... Read More
How AI Assistants Suggest to Deal with Trump Tariff Bullying
Q&A with DeepSeek, Grok, and ChatG
• April 30, 2025
• 6,000 Words • 23 Comments • Reply
It’s widely reported that Trump’s regime used ChatGPT to help come up with the tariff rates for the 180+ countries to balance US trade deficit. While I have my doubt any AI assistant would be so “not intelligent” to suggest taxing Heard and McDonald Islands, I thought it would be interesting to ask AI how... Read More
The Case for a Complete Decoupling Between China and the US
Trading between enemies is a bad idea
• April 27, 2025
• 800 Words • 25 Comments • Reply
The current Sino-US relationship is not sustainable in the long run. The US won’t give up its global hegemony. China won’t give up developing its economy and national power. US hostility is open and palpable. China is defiant and confident. There is no way to square a peg in the round role here. A Plaza... Read More
A Creative Proposal to Balance China US Trade
• April 23, 2025
• 1,100 Words • 32 Comments • Reply
Regardless what we think of Trump’s tariff war, the trade imbalance between China and the US is indeed substantial and unsustainable in the long term. In typical Trump fashion, when he talks about trade, he chooses to cherry pick and talk only about the merchandise trade where the US runs a trillion dollar trade deficit... Read More
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China's Tariff Smackdown
Interview with Hua Bin
and • April 21, 2025
• 1,300 Words • 283 Comments • Reply
Question 1---What are Trump's tariffs on China supposed to achieve, and will they succeed? Hua Bin--- I don't think Trump has a clear idea himself because many of the supposed goals are contradictory and historically he is a shoot-from-the-hip type guy - no deep thinking, always swinging, and never ashamed of his own blatant lies.... Read More
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What Is Really Going to Change the World – China’s Nuclear Energy Breakthrough
China has operationalized the world’s first thorium nuclear reactor
• April 19, 2025
• 1,000 Words • 350 Comments • Reply
As the world is spellbound by the zigzagging tariff war drama launched by reality TV star Donnie Trump and people marvel at the sheer destructiveness of a stupid mad man, a truly momentous event just happened in China. In early April, Chinese scientists achieved a milestone in clean energy technology by successfully adding fresh fuel... Read More
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When the Tide Goes Out, We Know Who Is Swimming Naked
King Trump is the emperor with no clothes
• April 14, 2025
• 2,200 Words • 307 Comments • Reply
When I wrote my last essay China’s Strategy to Defeat US by Bankrupting It ( just before Trump’s “liberation day”, I thought I would do a follow up in a month’s time after the dust settles down a little. Things have moved along the trajectory as predicted but at a much faster pace than I... Read More
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China's Strategy to Defeat the US - Bankrupt It with Trump's Help
• April 1, 2025
• 500 Words • 406 Comments • Reply
As Trump rolls out his tariffs on the world on “liberation day”, China watches with glee. It doesn't happen everyday when one's adversary blows his head off in front of you on his own initiative. Talk about never interrupt your enemy when he is making the mother of all mistakes… The inevitable result of Trump's... Read More
Jewish Plan for the Future – Take Your Land and Turn You Into a Jew
A prominent Jewish futurist talks about Jewish future
• March 24, 2025
• 1,200 Words • 94 Comments • Reply
Max Singer was a Jewish co-founder of Hudson Institute and a self-styled futurist. Hudson Institute is a right wing think tank originating from Rand Corporation “with a unique future-oriented perspective” (according to their marketing material). Singer’s better known co-founder was a Herman Khan, fellow Jew and the most celebrated nuclear strategist of his day, who... Read More
How China Will Disrupt the AI Industry
China’s AI strategy is the same with every industry – winning by changing its economics
• March 22, 2025
• 900 Words • 39 Comments • Reply
Since I published the three-part essays on key trends of China’s AI development, I have met with a few VCs heavily involved in AI investment in the country. From the conversations, an outline of Chinese AI companies’ strategy became clear and it dovetailed into my predictions. In short, AI players in China intend to succeed... Read More
The Talmud Origin of Israel’s Treachery
The religious source of Israel's repeated violations of the ceasefire with Hamas
• March 20, 2025
• 800 Words • Leave a Comment
After two months of fake ceasefire in Gaza, Israel put an end to it by launching massive new attacks on the Palestinians. Even during the two months, Israel never fully ceased its ethnic cleansing and incurred numerous ceasefire violations. Such behavior is consistent with a long pattern of Jewish failures to honor Arab-Israeli peace treaties,... Read More
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The 2024 Nobel Economics Prize Is a Farce
• March 18, 2025
• 1,500 Words • 255 Comments • Reply
The 2024 Nobel Prize in Economics was awarded to Daron Acemoglu, James Robinson, and Simon Johnson for their work on the economic and political factors that determine why some nations achieve wealth and stability while others fall into poverty and chaos. Acemoglu and Robinson published their work in a book titled "Why Nations Fail: The... Read More
Conversation with ChatGPT About Conspiracy Theories
• March 15, 2025
• 1,700 Words • 20 Comments • Reply
A Substack reader sent me a link to a book titled Opium Lords – Israel, Golden Triangle, and the Kennedy Assassination. It was written by a Salvador Astucia. I have some familiarity with the subject matters from years of reading Peter Dale Scott, Alfred McCoy, James Douglas, Gary Webb, and Michael Collins Piper. So, I... Read More
Part 3 - Predicting What Comes After DeepSeek
• March 14, 2025
• 1,400 Words • 50 Comments • Reply
I discussed that embodied AI, vertical AI applications across industries, and mass adoption of low-cost AI are the main trends coming out of China in the coming 2 or 3 years. The underlying assumption of my forecast is China will have the capability to lead the AI development despite US attempt at holding back its... Read More
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Predicting What Comes After DeepSeek
Part 2 of three
• March 12, 2025
• 2,300 Words • 154 Comments • Reply
In earlier section, I discussed that embodied AI, i.e. robots and humanoid, will be among the next big AI moves out of China. I believe another major trend will be application of AI technologies in vertical industries that have yet to be affected by the horizontal foundational LLMs, let alone experiencing broad adoption of AI... Read More
What Comes After DeepSeek? Predicting China’s Next Big AI Moves.
Part one of three
• March 12, 2025
• 1,200 Words • 15 Comments • Reply
The ripple effects of DeepSeek’s launch of its V3 and R1 models in late January is still being felt. Compared with the expensively developed LLMs from OpenAI, Meta, and Google, DeepSeek is cost efficient, high performance, and open source. Other tech giants and AI startups in China have also rolled out additional LLM and reasoning... Read More
DeepSeek Is the Tip of the Iceberg
The foundation for Chinese technology leadership
• March 10, 2025
• 900 Words • 63 Comments • Reply
DeepSeek has caused quite a stir in the AI field in the last few weeks. Unitree’s humanoid robots are showing some incredible feats in embodied intelligence. Two 6th generation stealth fighter prototypes were unveiled in December. Naturally many people have identified these as demonstrating China is rapidly catching up and surpassing the west in the... Read More
John Mearsheimer Is a Crackpot Realist
The famous professor is merely a restrained neocon
• March 8, 2025
• 2,300 Words • 99 Comments • Reply
In the last few years, Professor John Mearsheimer of the University of Chicago has become an alternative media celebrity for advocating contrarian views over Russian’s invasion of Ukraine and Israeli genocide in Palestine. Professor Mearsheimer is a world-renowned political scientist and IR scholar. He has written many impactful books – The Tragedy of Great Power... Read More
"This Makes Good TV" - No, It's Not the Zelensky Oval Office Meeting, It's the One with Starmer
• March 5, 2025
• 200 Words • 40 Comments • Reply
Trump called the Zelensky episode “good TV”. He was right - it doesn’t happen every day you hear honest words and see real emotions in these oval office photo ops. But I find the Starmer visit, preceding Zelensky, the true spectacle. You see Starmer reach into his suit, with fawning smile on his face, and... Read More
We Need to Talk About Trump – the Twin of Evil and Stupidity
• March 3, 2025
• 900 Words • 29 Comments • Reply
Just weeks into his second term, Trump has generated an avalanche of global headlines from his clash with Zelensky, tariff wars against all, talk of annexation of Canada and Greenland, and many more. One little but telling episode went barely noticed and commented by the mainstream media. Trump posted a 33-second AI video on his... Read More
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Making Sense of China's Meteoric Rise
Hua Bin explains "The China Phenomenon"
and • March 3, 2025
• 6,700 Words • 496 Comments • Reply
This essay is the second installment of my interview with Mike Whitney published on Unz Review. This is quite lengthy as I was trying to cover many grounds in Mike’s expansive question about the underlying forces for China’s resurgence. Here's the question: China's Revival in the Context of its History The west likes to talk... Read More
On Media, Trump and the Impending War with China
Mike Whitney Interview with Hua Bin
• February 27, 2025
• 100 Words • 7 Comments • Reply
I had an interview with reporter Mike Whitney recently and Mike’s article was published on Unz Review, which published my Substack articles as a columnist. I thought it was interesting for my Substack readers on a range of topics from western media report on China, US China technology comparison, Trump, the so-called Uyghurs “genocide” in... Read More
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American Pravda: Holocaust Denial • 2h8m ▶
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Teach your children well.
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