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Arm China Has Gone Rogue

semianalysis.substack.com

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Re: Arm China Has Gone Rogue

#661

Post by pphysch »

Randomoneh wrote: post #660
pphysch wrote: post #558

Earlier quoted context omitted.

The interest rate is officially ~zero and effectively negative due to consistent QE (over $120,000,000,000 printed and given to banks every month). The Fed is practically paying the global financial system (in USD) to keep using USD. There will be a massive reckoning as the global economy refuses to get ripped off by the Fed's relentless money printing. Yet the Fed is extremely hesitant to taper its QE policy, becaus…

How to make some money on it from Europe?

Trick question. What we are dealing with is a redefinition of economics with a substantially reduced emphasis on "money". Minimize how much of your wealth is exposed to the financial system.

Re: Arm China Has Gone Rogue

#662

Post by brandmeyer »

matheusmoreira wrote: post #89
monocasa wrote: post #33

I'm not sure what anyone expected when we cut China off of chip IP. We did the same thing in the US, we had a policy of just straight up encouraging people to memorize patents before they immigrated over, and paying for their family to immigrate with them. https://en.wikipedia.org/wiki/Samuel_Slater

Are there more examples of this? I want to cite them every time people defend intellectual property.

See also the history of the Wright brothers' patent war in the dawn of the aviation age, and the subsequent forced patent pool.

Re: Arm China Has Gone Rogue

#663

Post by 908B64B197 »

klelatti wrote: post #653
908B64B197 wrote: post #624

Earlier quoted context omitted.

Patent infringement, quite simply! Custom's responsibility is to destroy counterfeit goods.

But the point is that Arm China have a license! You may not like it but AC / Allen Wu seem to be operating within Chinese law.

They can infringe patents and distribute counterfeits all they want on the mainland. As soon as it gets to the west, it will go in the shredder.

Re: Arm China Has Gone Rogue

#664

Post by nephanth »

wonnage wrote: post #585
ggm wrote: post #538

Earlier quoted context omitted.

There's a very strong anticommunist view in this tech community, combined with libertarianism and neoliberal economic views. If you add nationalism to the mix, it's fuel on the fire. I don't want to live in an authoritarian society but foaming at the mouth about the CCP is really silly.

The USA is currently in shambles and all this China bashing is a witch hunt to distract from the problems at home.

As if everyone talking here were from the US. The US currently being in shambles doesn't justify any of China's human rights violations, imperialistic policies or genocides.

Re: Arm China Has Gone Rogue

#665

Post by nephanth »

ggm wrote: post #538
spats1990 wrote: post #529

Earlier quoted context omitted.

Thank you. I'm surprised by the tone of some of the comments here. The linked article's framing of the story is outright flamebait.

There's a very strong anticommunist view in this tech community, combined with libertarianism and neoliberal economic views. If you add nationalism to the mix, it's fuel on the fire. I don't want to live in an authoritarian society but foaming at the mouth about the CCP is really silly.

> anticommunist

Since when is China even a communist country anywhere but on paper ?

Re: Arm China Has Gone Rogue

#666

Post by CRConrad »

kragen wrote: post #215
benreesman wrote: post #131

The PRC isn’t fucking around. They’re playing for the whole show and the West is bringing a significantly weaker game than it did against a significantly dumber geopolitical adversary last time. Being England or whatever isn’t the end of the world, there is life after global hegemony, but e.g. the USA should be realistic about the fact that e.g. shit like a legislature whose job is to get nothing done isn’t how you w…

Well, on one hand you have mass ideological repression, concentration camps designed for cultural genocide against ethnic minorities, and censorship that means you can't trust common knowledge, so we don't even know if the persistent rumors of mass organ harvesting from religious dissidents are true. But on the other hand you have the capacity to manufacture respirators and stop pandemics dead in their tracks, not to…

> Also, the US maaybe just passed 50% of the population believing in evolution

"Passed"... Which way?

Re: Arm China Has Gone Rogue

#667

Post by CRConrad »

spoonjim wrote: post #492
nl wrote: post #478

Earlier quoted context omitted.

The British ARM company got sold to the Japanese Softbank investment company which then did a bad deal in China but somehow Americans think it is all about them.

This 40 year process has very little to do with Arm or Softbank. Arm and SoftBank are the end stages of the disease, the window for treatment is long passed.

Sure, there may be some larger process going on too -- but that has nothing to do with this. According to the article: SoftBank started "ARM China" as a joint venture with a Chinese consortium, and later sold more of it to them, so they now hold a controlling 51% interest in it. ARM China isn't "going rogue"; it's doing what its owners want it to do, just like a good obedient non-rogue subsidiary should. The article not mentioning this basic fact with a single word doesn't mean what's happening is weird; it means the article is bad.

Re: Arm China Has Gone Rogue

#668

Post by CRConrad »

silexia wrote: post #635

Any CEO that invest or transfers IP into China at this point after countless examples of them stealing IP and businesses needs to be held civilly or criminally liable.

Any CEO who sells 51% of anything to anyone, anywhere and still expects to be able to control what he's just sold may perhaps not be criminally liable, but certainly insane.

Re: Arm China Has Gone Rogue

#669

Post by CRConrad »

onethought wrote: post #650
MichaelGroves wrote: post #418

Earlier quoted context omitted.

No one talks about it? China inventing paper, printing and gunpowder is something every school child knows. I think I've heard about it about a million times. These facts are common knowledge; certainly paper and gunpowder. Printing is an odd example; the reason Gutenberg was influential is not the reason most people think. He did not invent movable type. He invented systems for mass producing movable type, particula…

Why do you need to mass produce moveable type? Don’t you just need one of each letter? Or in the context of Chinese: one for each stroke (so perhaps a simpler problem).

Count the number of letters on any single newspaper page: You need a whole bunch of each letter. Also, AIUI, they wear out with use, so you need a steady supply of fresh new ones.

Re: Arm China Has Gone Rogue

#670

Post by make3 »

monocasa wrote: post #167
reaperducer wrote: post #145

Earlier quoted context omitted.

So, you contend that because the United States did something questionable 200 years ago, it's OK for China to do it in modern times. Got it.

I contend that it's foolish to expect countries to not act in their own best interest. When you cut them off of technology because you're scared that they can reproduce it, you shouldn't be surprised that they actively go around your restrictions. It's the only sane move, the move that our own country took in their situation, and one aspect that led to our own economic greatness.

200 years difference
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