I’d say this was perfectly timed.

No we need to see how it performs and what the feedback is from the community.

At first glance it would seem that this new model is undercutting the Americans on pricing. Perhaps aggressively so.

https://www.cnbc.com/amp/2026/04/24/deepseek-v4-llm-preview-open-source-ai-competition-china.html

Again I state emphatically; American software is useless without Chinese hardware. The entire rare earths issue was nothing but the tip of a Titanic-sized iceberg.

“The company makes printed circuit boards, which form the intricate electronic backbone of AI servers.”

https://www.bloomberg.com/news/articles/2026-04-20/nvidia-supplier-victory-giant-set-for-debut-after-biggest-hk-listing-this-year

Downtown Shanghai and it guts me every time these entire city blocks of old 石库门, traditional lane houses from the late 19th century, are taken down.

More evidence of MacKinder’s revenge. And this is the world’s second largest gas field.

Long before there was Belt and Road there were the numerous Central Asian energy projects.

Make no mistake, the Eurasian land mass is in play, has been for 30 years, and it’s already been sown up by China and Russia.

https://turkmenportal.com/en/news/100453-turkmenistan-intends-to-increase-natural-gas-supplies-to-china

I have an unhealthy obsession over why it is so many people feel compelled to do podcasts with as many books as possible as their background.

A subconscious “appeal to authority” vibe if there ever was one.