William Huo Profile picture
Princeton, Intel's first Chief Representative in Beijing.
14 subscribers
May 14 12 tweets 2 min read
"What Did India Learn From China?" A Thread to Deflate the Ego (1/12)

We often hear Indians say “China learned everything from us.” But history isn’t a one-way street. Let’s talk about what India actually learned from China, from tech and war to Buddhism and bureaucracy. Buckle up. (2/12)
May 14 20 tweets 3 min read
Statement of Record:
What follows is a documented comparison between Neoliberal Capitalism and China’s Market Economy with Socialist Characteristics, not based on ideology, but on lived material outcomes. A thread for the record.

Poverty is not a bug of neoliberal capitalism. It’s a feature. Meanwhile, China’s market economy with socialist characteristics has produced the world’s most asset-rich middle class. A thread. (1/19)
May 13 15 tweets 3 min read
"The Succubus of Bretton Woods: How Neoliberal Oligarchs Devoured the Empire"

watcher.guru/news/de-dollar… The survival of Bretton Woods was never about stability or trust. It was about force. Enforced by gunboats, coups, and the ritual executions of any leader daring to challenge the dollar’s primacy. But the real destroyers of the system were not foreign. They were American. (1/14)
May 13 14 tweets 2 min read
India and China got along for 2,000 years. So who taught them to hate each other?
The answer explains everything about the new Cold War. Image India is in a tough spot. The global chessboard is shifting, and New Delhi has to play like a grandmaster, not a provincial bureaucrat. (1/13)
May 13 12 tweets 2 min read
Trump's “deal” with China is being sold as a win. In truth, it’s a surrender draped in swagger. A self-inflicted wound repackaged as statesmanship. Let’s unpack the theater behind this so-called triumph.

cnn.com/2025/05/12/bus… Trump's trade "deal" with China is being hailed as a major win. In reality? It’s a strategic retreat dressed up as a triumph. Here’s how they’re selling a self-inflicted wound as a masterstroke. (1/11)
May 13 11 tweets 2 min read
Another day, another smug comment about China’s maglev being “not worth it” because of development costs or population trends. Western decline is now measured by how
little it dares to imagine. Time for a rebuttal.

chinaeconomicreview.com/worlds-fastest… China’s vacuum maglev isn’t just about speed. It’s about supremacy. Calling it too expensive or pointless due to population decline is the kind of lazy take that gets you left behind in the next industrial era. (1/9)
May 13 14 tweets 3 min read
Lula didn’t go to Beijing for optics. He went to bury the Monroe Doctrine and revive the Global South. This thread breaks down why his visit marks a turning point in the collapse of U.S. hegemony and the rise of BRICS power.

theguardian.com/world/2025/may… When Lula landed in Beijing with a battalion of ministers and CEOs, it wasn’t a courtesy call. It was a declaration. The most defiant leader of the Global South is back, and he didn’t come to ask permission. (1/13)
May 12 18 tweets 3 min read
“How France Lost Its Empire but Kept the ATM, and Let the Anglos in on the Heist.”

Colonialism by Consortium: The West’s Syndicate in Francophone Africa
The French Empire never really ended. It just opened the boardroom and let the Anglos in. What followed was a multi-party colonial project run like a cartel. Let’s unpack it. (1/17)
May 12 19 tweets 2 min read
The Grid and the Mandate, Episode 1: The Empire That Sold the Switch. 🧵

m.economictimes.com/magazines/pana… Eric Schmidt is sounding the alarm: AI data centers will overload the U.S. power grid. But this isn’t a national crisis. It’s a turf war. The grid isn’t public. It’s privately owned. Schmidt just isn’t rich enough to control it. (1/18)
May 12 12 tweets 2 min read
What if I told you China built a train faster than a jet, running in a vacuum tube, and it’s already real? While the West turned Hyperloop into a joke, Beijing just did it. Buckle up. 🧵

radii.co/article/china-… What if I told you China built a train faster than a jet, running in a vacuum tube, and it’s already real? While the West turned Hyperloop into a joke, Beijing just did it. Buckle up. (1/11)
May 12 12 tweets 2 min read
Think 1.4 billion Chinese are secretly hoarding silver? You’ve been sold a shiny lie. Here’s the brutal truth about what China really stacks, and why silver isn’t on the list.

investoffshore.com/chinas-histori… Do Chinese people hoard silver? Let’s kill the myth and walk through the history, the habits, and the hard truths of wealth preservation in the Middle Kingdom (1/11)
May 12 12 tweets 2 min read
"Why Apple and Samsung Are Ditching ARM" 🧵

phonearena.com/news/samsung-a… ARM was once the darling of mobile computing, the quiet power behind every iPhone and Android flagship. Now, it's getting ghosted by the same giants it made rich. (1/11)
May 11 12 tweets 2 min read
China doesn’t just buy gold. It internalizes it. Civilizational memory, statecraft, household discipline. While Wall Street trades paper, China builds permanence. A thread on what gold truly means in the Chinese mind.

China & gold. This isn’t about price charts or inflation hedges. It’s civilizational muscle memory. In the West, gold is an old superstition. In China, it's savings, status, and survival. (1/11)
May 11 14 tweets 3 min read
The real threat isn’t China’s “hidden reserves” — it’s that Beijing no longer wants to bankroll a fading American empire. Setser and the CFR aren’t warning us of risk. They’re mourning lost control. A thread:

finance.yahoo.com/news/economist… Brad Setser’s latest China alarm bell is not financial analysis. It is a eulogy for dollar supremacy. What he calls “hidden reserves” is really Beijing building escape routes from a weaponized global financial order. Let’s dissect this CFR hysteria. (1/13)
May 10 13 tweets 2 min read
No ASML. No Nvidia. No problem.
China just rewired the chip game while the West was busy sanctioning shadows.
Thread: All Without ASML

techpowerup.com/320181/smic-pr… All Without ASML
China is building 3nm-class chips, scaling AI clusters, and exporting full-stack infrastructure with zero reliance on ASML. While the West plays with export controls, China builds. (1/12)
May 10 10 tweets 2 min read
Why is China building chip fabs while the West churns out debt and distractions? One bet on engineers, the other on asset flippers.

bloomberg.com/news/articles/… China's tech rise isn't just a miracle. It's a mirror. The other side of the story is the West's descent into financial nihilism and militarized stagnation. A thread on why Silicon Valley is now just a Ponzi farm while China builds the future: (1/13)
May 10 12 tweets 2 min read
China just made AI a public good, and is using it to dominate science, industry, and war. The U.S.? Still stuck debating AI “ethics” while its tech elite cash in. This thread will piss you off.

interestingengineering.com/military/china… China just declared AI a public good. Not a luxury, not a VC asset, not a walled garden for the Bay Area priesthood, but a state-backed tool of national power. And now they’re applying it to whoop America’s ass. (1/11)
May 10 14 tweets 2 min read
"How China Made VAT Work Without Fining the Poor" 🧵

In a plot twist that would make Brussels blush, China borrowed Europe’s VAT system and made it work. No €150K fines for cash withdrawals. No war on the working class. Just tech, precision, and state competence. (2/14)
May 10 12 tweets 2 min read
India thought it could make China its declared enemy to impress Washington. All it got in return was a secondhand NATO alliance and a Pakistan armed with PL-15 missiles. This is the story of the J-10C, Rafale, and the price of misplaced loyalty.

eurasiareview.com/10052025-the-s… India’s biggest geopolitical own goal? Making China its top enemy to prove loyalty to Washington. The result: J-10C and PL-15 missiles now in Pakistani hands, likely sold at friendship pricing. (1/11)
May 10 18 tweets 3 min read
The U.S. Navy is preparing for a war of ships. China is preparing for a war of ghosts. While America builds billion-dollar carriers, the PLA is building fleets that don't even exist on radar. The future of war isn't steel. It's deception. 🧵

interestingengineering.com/military/china… The Ghost Navy is Real: Why the Pentagon Should Panic
A thread on China's latest EW breakthrough that turns one warship into a phantom fleet—and why this is just the tip of an electromagnetic iceberg. (1/15)
May 9 12 tweets 2 min read
“The Economist just published another opium-laced bedtime story for Western investors: “Don’t worry, China’s chip firms are catching up, but still behind.”

Here is the reality check: 🧵
economist.com/business/2025/… The Economist wants you to relax. Its latest piece on Huawei says China’s chipmakers are “catching up fast” but are still behind. Translation: don’t panic, Wall Street. But here’s the truth they won’t print. China’s chip stack is not catching up. It’s already complete. (1/12)
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