Sinocism https://xitter.cf/t.co/4IciuAHywl Co-founded https://xitter.cf/t.co/e9DjtXQ6tc. Sharp China Podcast https://xitter.cf/t.co/qVWELS0lYq
DC
Joined April 2007
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Bill Bishop retweeted
I would sincerely love our Council to take a minute to imagine a person who lives in DC, has a job, is a net fiscal contributor, and doesn't commit crimes.
What have you done over the past year to improve the life of someone like that? What will you do next year?
Bill Bishop retweeted
Challenge level: Impossible.
DC Council come up with one (1) idea to help people who work hard and follow the rules.
There's been a flurry of talk this month in the D.C. Council about whether parking and traffic fines should be reduced. But the reality is that making tickets cheaper for drivers will be costly for the city, and that could complicate any real action: washingtonsun.com/metro/dc-r…
taking "putting lipstick on a pig" to new levels
A private company in southern China’s Guangxi region issued nearly 8.8 billion yuan in invoices through a fictitious pig-trading scheme that caused major losses for local state-owned enterprises. caixinglobal.com/2026-10-22/…
Another generation of "chives" is unfortunately learning the expensive lesson that for all but a relatively few insiders, investing in A-shares is more wealth destructing than wealth creating. Not helpful for confidence
China’s national team may need to accelerate stock purchases after the benchmark notched a record losing streak, but state-backed buying alone may not be enough to put the market on a sustained recovery, according to Bloomberg Intelligence bloomberg.com/news/articles/…
Bill Bishop retweeted
China’s national team may need to accelerate stock purchases after the benchmark notched a record losing streak, but state-backed buying alone may not be enough to put the market on a sustained recovery, according to Bloomberg Intelligence bloomberg.com/news/articles/…
Bill Bishop retweeted
Major dislocation today in Chinese tech stocks in Hong Kong.
The Hang Seng Tech Index is set for its worst day since Trump's "Liberation Day" in April 2025. The selloff in charts:
1. Index drop from peak has now exceeded 40%
2. Price has all but fully erased gains from the 9/24 big bazooka event
3. Valuations are now at extreme lows (forward P/E of this tech group's now at 13x)
Bill Bishop retweeted
It feels pretty fitting for @JensenHuang & @nvidia to end their European tour with Microducks on stage.
Microduck was designed and engineered in Europe (more precisely Bordeaux, France) by the @pollenrobotics and @huggingface teams. With American capital and ambition + Chinese manufacturing genius, it became the most popular robot of 2026 with over 15,000 sold all over the world!
I believe Europe has more opportunity to shine in AI than in any previous tech wave. We intend to prove it with @huggingface @nvidia and the whole open-source AI community in the coming years!
Let's go European AI 🇪🇺🇪🇺🇪🇺
Bill Bishop retweeted
The China state-aligned threat actor Storm-0940 used the agentic AI penetration testing framework ARTEX to automate attacks targeting hundreds of organizations globally across a broad range of industries. Microsoft Threat Intelligence assesses that Storm-0940 was responsible for the recently disclosed ConnectWise supply chain compromise of a multitenant application. msft.it/6018aakEE
Our investigation found that Storm-0940's use of ARTEX accelerated the speed of compromised application abuse to authenticate to target environments through applications that had already been granted access, allowing the threat actor to operate without requiring an interactive user sign-in. AI-accelerated follow-on activity included reconnaissance, application credential changes, and attempts to modify privileges that could enable expanded or persistent access.
Read our blog for a detailed analysis and indicators of compromise (IOCs), along with Microsoft Defender detections, protection recommendations, and guidance on investigating service principal sign-ins and unexpected application credential or privilege changes.
Bill Bishop retweeted
余承东：我们问界的车，到目前为止0辆，没有一辆被烧掉。
我的油管第12期《爱国牌还能打多久？》：当余承东和雷军还在说相声吹牛逼的时候，马斯克把Roadster飞上了天。他说想开着它飞越蛇河峡谷。
马斯克的车飞上了天，华为的刹车支架断得跟三胞胎一样。“爱国华为、良心华为”：白内裤月亮，脆皮雪糕屏幕，逼七千员工辞职，把维权员工送进大牢，把买车的烧死，抄袭连错字都抄，偷窃兼搭明抢，行贿官员，做芯片套娃……
吴京说：我爱国，无罪……华为：“我爱国，谁批评我，谁就有罪”。
当一个人天天跟你耳朵边喊“要爱国”时，就证明他不准备跟你讲道理了：解决不了人提出的问题，就解决提出问题的人。传票、起诉，“抹黑民族工业”“汉奸”“走狗”。消费行为，变成爱国审查。
网上流传：“当你走到华为专卖店时，请立正敬礼，这是对民族品牌最大的尊重！”还出现一拨又一拨向华为敬礼的视频，“你可以不买华为，但是路过专卖店一定要鞠躬”，这是手机店还是黑木崖，这是买车还是加入邪教？！不如磕头，还得上香，手机店改装成祠堂，4S店修成庙宇，必须三叩九拜方能请来这一份爱国圣器——华为。
孟晚舟被捕时，随身带着苹果手机、苹果电脑、苹果ipad三件套。法庭上，孟晚舟亲口承认自己是加拿大永久居民，在温哥华有两套豪宅，一套420万美元，另一套1220万美元。
当孟晚舟坐着政府包机被营救回国降落时，她一袭红裙，说：“如果信念有颜色，那一定是中国红。”信念是红色的，手机用苹果的，房子是温哥华的，卡是枫叶的。然后这位外国友人还和中国群众一起唱起《歌唱祖国》。
中国打爱国牌由来已久，从1905年起，抵制洋货就是民族主义运动的标配，爱国学生封铺砸店，把商人戴上高帽子游街，往脸上吐口水；立“耻辱碑”，把违规商人的名字刻在上面；在卖洋货的商人脸上盖“亡国奴”的章；把店里两万两银子的货一把火烧了。
一百多年过去，戏服换了好几身，戏还是那出戏。商业必须依附于皇权，“普天之下，莫非王土；率土之滨，莫非王臣”。马斯克比的是创新，马云比的忠心，乔布斯比的是想法，任正非比的是领导的看法。
1997年，一家汽车杂志拿奔驰A级车做“麋鹿测试”，大肆批评。但奔驰没说媒体抹黑，没有起诉追杀，而是果断把A级车暂停交付，把ESP车身稳定系统全部免费配置给客户，花了约3亿马克的利润。
2020年7月，沃尔沃发现安全带的钢索出现金属疲劳，可能拉不住人。当时没有发生一起事故，只是风险预估，但照样全球召回2183701辆车。
余承东说：买华为，就是爱国。
李斌说：特斯拉有的我都有啊，我都会，我有的他都不会啊。
这俩二货。马斯克从不会说“买特斯拉就是爱国”，但他说“我们乘坐Roadster去所有地方，不需要轮胎”。这个商人能跟总统对骂的国家，才有自由创新，才有真正的梦想。
中国爱国企业家吹牛逼，傲慢，嚣张，目空一切，所以，红旗还能打多久？爱国牌还能打多久？所以，抵制洋货，不如抵制蠢货。
点击进入：youtu.be/t7DjFvdGt84?si=GS2A…
"To continue following our own path well, we must dispel myths surrounding Western models of modernization while respecting the independent choices of all peoples concerning their development paths. The Red Army’s Long March is a vivid historical textbook on “following our own path.” In the new era, the path of Chinese modernization has grown ever broader and continually produced achievements that command worldwide attention. This has led more and more developing countries to recognize that there is no fixed model for modernization and that countries must proceed from their own national conditions to explore a path suited to their realities. At the same time, following our own path also means respecting the paths of others. Different roads to modernization should respect one another and can help one another succeed. Continuing to follow our own path well also requires offering more Chinese wisdom and Chinese solutions to developing countries seeking to achieve modernization independently, joining countries around the world on the road to modernization, and together painting a new picture of modernization in human society in which a hundred flowers bloom. 继续走好自己的路，必须破解西方现代化范式迷思，同时尊重各国人民对发展道路的自主选择。红军长征是“走自己的路”生动的历史教科书。进入新时代，中国式现代化道路越走越宽广，不断取得举世瞩目的成就，这让越来越多的发展中国家认识到，现代化道路没有固定模式，需要立足本国国情，探索符合自身实际的发展路径。同时，走自己的路，也要尊重别人的路。通往现代化的不同道路之间应当相互尊重、可以相互成就。继续走好自己的路，也要为广大发展中国家独立自主实现现代化提供更多中国智慧、中国方案，同世界各国携手同行现代化之路，共同绘就百花齐放的人类社会现代化新图景。" sinocism.notion.site/Followi…
Bill Bishop retweeted
Sharp China: New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips open.substack.com/pub/sinoci…
Bill Bishop retweeted
It's been a lot of fun trying the Duo out for a week, but it feels like I've gotten to use an extraordinarily polished prototype — not a finished product that I'd want to buy and carry.
daringfireball.net/2026/10/t…
Bill Bishop retweeted
There is a huge market for the absolute best AI. And several reasons why Big Tech may not capture it.
newsletter.drorpoleg.com/p/t…
This should not be in the news, puts some Americans there now at risk given how paranoid the MSS is. Will they really beleive the program has not started? - Pentagon looks to build a deep-cover spy program to confront China washingtonpost.com/national-…
Bill Bishop retweeted
Ben has for many years been the best analyst in tech. I’m very much looking forward to this new @stratechery + @stripe partnership.
stratechery.com/2026/present…
"Nuclear Fusion and Future Energy" - Page 1 of the 10.21 Study Times by Peng Xianjue (彭先觉), member of the Chinese Academy of Engineering and expert in nuclear physics and nuclear energy sinocism.notion.site/Nuclear…
Bill Bishop retweeted
American chattering classes love to hate our country’s financial services sector, but mark my words: the depth and versatility of U.S. capital markets will be our mightiest weapon in the singularity. Anti-finance sentiment, still fashionable on both left and right, is low IQ.
Bill Bishop retweeted
From last night’s Breaker: The Washington Post has poached Financial Times Washington bureau chief James Politi as its new economics editor. Another big-name FT U.S. departure —
breakermedia.com/p/the-infor…
