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Cake day: June 23rd, 2023

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  • I don’t know if no one can understand my POV, but I get myself into strange situations that are awesome. I speak English, Chinese and Spanish. Once I was in Brazil and while they speak Portuguese, everyone understands Spanish, but not necessarily English. Especially if it’s for a local tourist activity. I saw a pirate ship and thought my kids would love it. So I talked them into selling me tickets and boarded the ship. What I didn’t know was it had nothing to do with pirates, it was a boat to go to an island. And everyone was drunk on caiprinahas.

    Anyway while on the boat, suddenly the boat guide person said it’s dancing time. I swear to God every one just started synchronized dancing. I thought it was a flash mob.

    Then when we got to the island, on our local side, everyone was dancing and eating Brazilian food. I noticed a fence and looked over and realized half the island was for American tourists. And wow the difference was stark. The Brazilians were dancing and having fun. The Americans were overweight laying on beach towels and not moving. Really makes you think about culture differences.

    Ultimately, I don’t know if people can understand my view points. But I am super grateful I know the languages I do because I get to have experiences others simply can’t. As well as I don’t worry about visiting random nations because I’ll almost certainly find someone who can speak a language I know. Like I had to speak Spanish once on top of the great wall.











  • I don’t think you realize it, but your proving my point. I never said no Huawei chips would be sold. I said China wants to reach criticality with it’s users. With Huawei chips being more expensive and less capable, the big boys won’t buy Huawei. And the secondary market doesn’t matter to the big boys who will get it at MSRP because orders always go to them first. Since they have the most users and will have the most exposure for stress testing.

    The last thing China wants is for Huawei to only sell to smaller companies and start ups where it’s entirely possible there will be no users and money wasted. That’s why the new law only targets the major companies.

    *Edit on that point I’m going to predict the future now. In a few months we’re going to see an article saying China has bought record amounts of H20s and NVIDIA’s stocks are going to go up again. This is because the smaller companies are still going to be buying and at MSRP because the big boys can’t.