Kyle Chan

@kyleichan on X

Writes about AI and Materials. 93% of posts open with an observation. A typical post reaches 360 likes.

Remix their style

Posts: 14
Likes: 6.9K
Typical: 360
Best: 2.1K

What they write about

AI: 50%
Materials: 21%

How they open

observation: 93%
question: 7%

Every post of theirs in the library

Kyle Chan@kyleichan

China apparently has a working prototype of an EUV lithography machine. - Secret lab in Shenzhen - Team of former ASML engineers - Reverse-engineered parts - Yet to produce working chips - Deep involvement by Huawei - Aiming for use by 2028-2030 t.co

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Kyle Chan@kyleichan

This is one of the most compelling real-world use cases of AI I’ve seen yet: “Several of their CT scans had raised no alarms until they were flagged by the A.I. tool. ‘I think you can 100 percent say A.I. saved their lives,’ he said.”t.co

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Kyle Chan@kyleichan

This is a really massive unauthorized distillation campaign. For comparison, reported from Anthropic: - DeepSeek: 150,000 exchanges - Moonshot: 3.4 million - MiniMax: 13 million - Alibaba: 28.8 million

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Kyle Chan@kyleichan

I was a bit hesitant to believe the leaked DeepSeek investor call. Seemed almost too good to be true. This makes me a bit less skeptical. If it's real, Liang Wenfeng was incredibly detailed about working with Huawei, chip production bottlenecks, CUDA moat being broken, etc.

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Kyle Chan@kyleichan

This has implications for China’s AI industry and Nvidia chips. While Google’s TPU program is exceptional in many ways, it shows that you can train a massive, state-of-the-art model outside of Nvidia’s hardware & CUDA ecosystem.

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Kyle Chan@kyleichan

The US-China trade war has quickly morphed into a supply chain war. China put export controls on critical minerals. Now the US is hitting back with export controls on jet engine tech and semiconductor design software.

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Kyle Chan@kyleichan

Apple plans to make all of its US market iPhones in India by end of 2026. I’ve talked about a possible bifurcated supply chain: one for the US market and one for the rest of the world. Apple is an interesting test case. Meanwhile, China is holding back iPhone equipment to India

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Kyle Chan@kyleichan

Why would top Chinese AI leaders admit so publicly that they’re falling behind the US due to computer constraints? One answer: they’re lobbying Beijing fiercely to get export controls lifted and allow purchases of more powerful Nvidia chips like the H200. t.co

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Kyle Chan@kyleichan

The Meta-Manus deal is the latest example of what I call “the Great Reversal” where technology no longer just flows from the West to China but now also from China to the West. Will do a High Capacity piece on this and what it means later.

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Kyle Chan@kyleichan

Perhaps the most important thing everyone needs to know about China’s AI progress: At the most basic level, it’s about talent. And China has a deep talent pool of researchers who have been working on AI for a long time like Zai’s Tang Jie. t.co

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Kyle Chan@kyleichan

It's not a coincidence that China's expanded rare earths export controls mirror aspects of US export controls. 1. Unclear specification of "dual use" 2. Focus on semiconductor manufacturing with specific technical thresholds 3. Coverage of subsidiaries with more than 50% stake

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Kyle Chan@kyleichan

Had been hearing rumors Xi would attend World AI Conference this year and that this is why the dates were finalized so late. Shows the significance China places on AI.

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Kyle Chan@kyleichan

Yao Shunyu: OpenAI -> Tencent Wu Yonghui: Google DeepMind -> ByteDance Luo Jianlan: Google DeepMind -> AgiBot Zhou Hao: Google DeepMind -> Alibaba Driven by a mix of US push and China pull factors. By @zijing_wu t.co

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Kyle Chan@kyleichan

This is what I’ve been saying. Trump may have allowed H200 sales to China, and Chinese firms may want them. But that doesn’t mean Beijing will let it happen. Beijing wants to break China’s dependence on US chips for good and shift to domestic ones. H200 sales may be limited.

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