Glenn (@GlennLuk) / X

Glenn

43.5K posts

Glenn

@GlennLuk

New York, NY

Joined February 2010

Glenn
@GlennLuk
May 23, 2023
Of course that’s your contention. You’re a first-year associate on Morgan Stanley’s international desk. You just finished reading Business Insider and are convinced that the CCP has taken out a trillion dollars of debt …
Glenn
@GlennLuk
Jan 22, 2025
Keep in mind chips & servers are short-lived assets that depreciate quickly; there’s a reason accountants calculate useful lives in the 3-5 year range. (This is fundamentally different from long-lived assets like rail & power infrastructure w/ 50+ year useful lives)
OpenAI
@OpenAI
Jan 21, 2025
Announcing The Stargate Project The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure
Glenn
@GlennLuk
May 3, 2025
Simplest way to think of Huawei is that it has first pick (de facto monopsony) on elite STEM talent from the largest pool of STEM talent in the world and a culture and organizational & incentive structure that can efficiently re-allocate its R&D workforce to new product
Kyle Chan
@kyleichan
May 3, 2025
Huawei is directly or indirectly involved in the following areas: - AI - Semiconductors - Cloud computing - Smartphones - Telecom equipment - EVs - Smart driving - Lidar - Operating systems - Undersea cables - Robotics - Solar - Energy storage systems - Smart cities - Laptops and
Glenn
@GlennLuk
Apr 9, 2025
So I guess China’s response to the April 9th deadline was this white paper, published just a few minutes ago. Link in ALT.
Glenn
@GlennLuk
Nov 13, 2024
Replying to @rats7
1. Soak it in milk to counteract the effects of battery acid. 2. Then put it in a bowl of rice overnight. 3. Then bring it to the recycling center. 4. Finally, go online to order a new laptop.
Glenn
@GlennLuk
Mar 3, 2025
Been saying this for a while now: China dgaf about U.S. tariffs this time around.
David Ingles
@DavidInglesTV
Mar 3, 2025
Tariffs are no longer a big issue for China
00:00
Glenn
@GlennLuk
Mar 23, 2025
Vietnam is now running an electronics net export balance of >$100B per year. China’s comparable figure is ~$650B. That means on a per capita basis Vietnam is now exporting electronics at over double the intensity as China.
Glenn
@GlennLuk
Mar 23, 2025
Replying to @GlennLuk
This is what actual “success” looks like: Vietnam increases net *exports of electronics 5x from $20B to >$100B over the same period.
Glenn
@GlennLuk
Apr 23, 2024
"About half" of the ~2,200 employees at TSMC's Arizona plant are from Taiwan. There are two things that matter to them and their families.
Glenn
@GlennLuk
Apr 8, 2024
That so many people buy into this reflects: (i) how we as a country are now so far removed from manufacturing that we understand so little of it (as demonstrated here and many similar replies), and (ii) the difference between ideas and execution.
Noah Smith 🐇🇺🇸🇺🇦🇹🇼
@Noahpinion
Apr 8, 2024
When I say that China screwed Elon Musk, this is exactly how they did it:
Glenn
@GlennLuk
Nov 29, 2024
People under-appreciate just how much of a “9/11” or “Pearl Harbor” moment the arrest of Huawei CFO (and daughter of the founder) Meng Wenzhou in December 2018 was for Beijing, the Chinese tech sector and Chinese people generally.
Glenn
@GlennLuk
Apr 2, 2024
A few years ago, I wrote about the story of Qualcomm, Huawei and the "Race to 5G" I discussed the history, technology and geopolitics of wireless in five Acts leading up to the arrest of Meng Wanzhou in December 2018. readwriteinvest.com/p/how-will-the…
Glenn
@GlennLuk
Nov 23, 2024
It’s only shrinking when you arbitrarily cut it off at $25,000.
Robert Ward
@RobertAlanWard
Nov 22, 2024
China’s ’middle class’ is shrinking… chart from this week’s Economist.
Glenn
@GlennLuk
Apr 4, 2025
This is what happens when you live in a reality disruption field. China is unlikely to pursue any of these pathways.
zerohedge
@zerohedge
Apr 4, 2025
China has three options: 1. Concede defeat to whatever terms Trump demands 2. Devalue the yuan by 20-40% 3. Unleash biggest fiscal stimulus in its history (talking $2-3 trillion) which will push its debt off the chart
Glenn
@GlennLuk
May 16, 2024
Replying to @Birdyword
Even crazier, the street lamp at the corner also lights up every evening right before sundown! Sun was around billions of years before that street lamp, how did it know? So very mysterious indeed.
Glenn
@GlennLuk
Oct 3, 2024
It’s not even about China at this point. That ship has sailed. Increasing risk of that follow-up Sputnik moment when Americans travel to SE Asia and realize Thai & Malaysian middle class households are driving EVs with more modern features than they have access to.
Policy Tensor
@policytensor
Oct 3, 2024
“the global car market could divide in two: a high-priced low-tech island comprising the US and Canada and a cheaper, more digitally connected market for the rest of the world.” on.ft.com/4gQRa37