Hacker Newsnew | past | comments | ask | show | jobs | submit | filloooo's commentslogin

I think people are ignoring the reciprocity in the global trading system.

People and news articles always talk about goods trade deficits for rich countries, but never their almost universal services trade surpluses, and the profit margins are vastly different.

For manufacturing, a large part of the revenue goes to materials costs, but for services, almost all of it are net incomes.

Yes you can bring back manufacturing jobs, but your services surpluses would also shrink, because when you don't open your market, countries were not obligated to let you reap profits there too.


I think he suffers from a kind of protagonist's dilemma.

His words are literally taken as Bible by a huge part of the global audience, that he is compelled to keep the earth hopeful.


I think FUD is working on Meta coming from their archrival Bytedance.

Bytedance recently launched a similar product in China and caused quite a stir, local phone brands are jostling for partnerships, the AI agent phone.

Meta probably don't want to miss the next thing, even if it turned out to be a dud.


Because we are at a historic moment where governments are propping up fiat money using whatever they could.

All these crazy valuations is just a manifestation.


A 2% change, more likely this has something to do with the global rush for US tech stocks.

Some countries like South Korea are crazy on US stock trades.

Dollars' depreciation probably helped a bit too.


There is a global shift toward higher US equity allocations seeing how well they've performed in the last however-many years. Also it seems like President Trump's sole mandate is to keep the stock market from crashing, so that helps.


Handing out sanctions without at least a plausible legal cover, sounds like a recipe for disaster that would come back to bite.

I wonder what could be used here, non-compete? IP infringement? Or doing it "for all mankind"?

As for knowledge, the YouTube channel Branch Education explained EUV lithography in great detail, sponsored by ASML itself.

My impression is that the knowledge is not that secretive, the precision required at every step is the key.


Yeah it reminds me of the Smyth report, published in August 1945 about atomic bombs, commissioned by the director of the real Manhattan Project. It’s fine to reveal knowledge in detail, if it doesn’t reveal anything related to constructing the apparatuses (the chemistry and the metallurgy) needed.


The press release following the bombing of Hiroshima specifically stated which method of refining Uranium was used. The U.S. spent a great deal of time, effort, and money on researching and testing four different enrichment systems. Just that one detail saved the Soviets 3/4s of a sizeable chunk of the A-bomb effort. Sometimes you don't need to leak much detail to give away a great deal.


Do you have the press release in question? I'd be very curious to see it. All I found at a glance was Truman's well-known one (https://www.atomicarchive.com/resources/documents/hiroshima-...) which was followed by the Secretary of War's (https://www.ibiblio.org/pha/policy/1945/450806b.html) and neither seem to mention anything about enrichment methods or even the concept of isotope separation.


Hmm, it was not quite a press release, but it's in the Smyth report from August 12, 1945: https://www.osti.gov/opennet/manhattan-project-history/publi... (search for diffusion).


Neat! Thank you!


Memory chips have always been a very cyclical business, that's why their stock prices remain relatively low despite a windfall happening.


A commodity hardware that’s on the price decline for decades just quadruples in price and nobody makes any form of long term investment or even contracts to take advantage of the situation? It’s more likely to be a collusion than not.


Yeah, that's the spot market price, small sellers are more nimble, big platform sellers however probably feel the need to price in supply risks.

Shouldn't be recycled chips too, as those were always older gens. I bought one ddr3 dirt cheap and no issues.


Democratic governments are weak on deficit spending, especially poor ones, the debt from their tiny stretch of high speed rail almost became a scandal.


This is retaliation for China recently phasing out European gears, which should be expected after Europe already banned Chinese gears in effect.

China for years has been allocating a share of the market to European gears, considering their domestic offerings are much cheaper, this was basically a reciprocal gesture, but it's not needed now for neither side.

Germany has been reluctant to completely remove its Huawei gears, but now that German cars are losing ground in China, they probably felt it's time to make the move.


Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: