nonlinearities | gardening survivorship (un)bias
Joined May 2021
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tins retweeted
Sad about Jensen. Shakespearean. But as de Gaulle said, “The graveyards are filled with indispensable men.”
tins retweeted
黄仁勋辞职了。身为一个亚裔，我只感到悲伤。这也是我为什么那么讨厌“I'm not a Chinese spy”这个梗的原因。我支持所有性感的女孩发自拍的权力，但希望大家能谨慎看待这个破梗。它背后是一种被凝视、亚裔女被景观化的 racism。没有在国外长期学习、工作、生活过的人，可能很难体会那种无处不在的种族微歧视。亚裔是一种困境，亚裔女性更是。
一桩桃色新闻，一场出轨，一件本来也许没那么复杂的白手套商业交易，被硬生生拔高到间谍、中美对抗的层面。然后黄仁勋，这位英伟达的开山祖师，亚裔创业者里爬得最高的人，就这样离开了他亲手创立了 33 年的公司，成为政治斗争的牺牲品。
连黄仁勋都能被卷进这样的政治叙事。何况普通亚裔创业者，何况普通的亚裔女性？悲伤。
其实不太想再刷到“I'm not a Chinese spy”配性感自拍的帖子了。我知道发图的女生朋友只是想展示自己的美，顺便蹭个热点、拿点流量，大部分人没想太多。
我不是什么极端女权，也不想得罪谁。只是作为一个以后打算长期在美国生活的人，考虑到亚洲女性在国外的生态位已经够差了，我会担心以后别人见到我，第一反应就带着这个刻板印象，拿“Chinese spy”来物化我。
这让我想起《坏血》的原型伊丽莎白·霍姆斯。她作为女性创业者杀进硅谷，丑闻曝光后有很长一段时间，女性创业者去融资，都会被投资人问一句：“你怎么保证你不是下一个霍姆斯？”一个人的丑闻和刻板印象，最后让所有女性创业者一起买单。
我不喜欢这个梗，说到底是不喜欢它背后的叙事：中国女人被某个有权有势的男人“选中”，成了成功男性、尤其是白人男性身上的时尚单品。这套叙事默认女性是客体，是被挑选的一方，而被挑中仅仅是因为她好看。她成了一只蛊惑人的蜜罐，表面甜，像在调情，可越看越让人不舒服：她被性化成了一个关于遥远东方的、现代刻板政治的性幻想。
所以我会觉得不舒服。我不是共产党的任何皮套，也不想做任何上位男人身边的“Chinese baddie”。我讨厌被性化、被凝视、被上位者选择并被他们赞美为“蜜罐”或者是“你美得就像Chinse Spy”.
以上。
this
There's this term that many business people in Taiwan live by
It's called 义气, which embodies several meanings - loyalty, friendship, brotherhood, self-sacrifice to help others in times of crisis
The reason why many Asian semi names are building fabs/plants in the US and supporting their AI roadmap is not due to pressure from the USG. It's mainly because of NVIDIA, specifically Jensen. His relationship with his suppliers and partners, particularly in Taiwan, is deeply rooted, unrivaled and irreplaceable
If he leaves NVIDIA due to political pressure, it shouldn't be surprising to see potential disruptions across the entire US AI/tech ecosystem that still relies a lot on Asian suppliers
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the core issue is whether
1) he violated export controls
2) whether he had an inappropriate workplace relationship where he is in a position of power
If either of those two are true no board member can justify keeping him in his seat
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tins retweeted
this anthropic IPO has the energy of the trump iran deal. literally weeks of back and forth, leaks, price changes. nauseating.
tins retweeted
She sold her ring to keep his company alive, fell in love with him before he had anything to his name, gave him multiple children, & her value as a wife is being boiled down to a physique comparison
no wonder women started settling for girl bossing instead of marriage
idt jensen cheated bc it just looks way too obvious. bro the type of guy who would ignore her in public rather than be pdamaxxing
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ppl ask me why i hate fintwit and all the semi/mem/photonic/ai dipshits - this is basically why
If you asked me where I stand on memory right now… honestly, I’d have a hard time giving you a clear answer....
I want memory stocks to do well. I’d love to see them hit new highs and keep climbing. But after this trip to Shanghai… I just don’t have the conviction anymore.
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been sitting on cash the last quarter or two for an opp like this
so bought some stuff here
will double down next week
and then triple down next next week
and then maybe poverty maybe not
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