Youtube activity of "DailyBeatings" (@DailyBeatings) on "Inside China Business" channel.
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Commenter youtube id
UCRmoJ5Omf4SUEwsnjUwp9PA
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358
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Commenter name
DailyBeatings
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Commenter name id
@DailyBeatings
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Comments by video
""China Shock" in legacy semiconductor markets as Chinese foundries gobble up global market share"
""Derisking" from China means supply chains are lengthening, not strengthening: BIS and WSJ"
""Ugly": What US Treasury bond auctions look like when China doesn't show up"
"America's STEM graduates shortage is much worse than we thought."
"America's factory boom now a bust as China cuts off graphite sales, likely to push tariff repeals"
"America's war machine needs Chinese magnets, so we're going to make our own. But nobody knows how."
"As Boeing and Airbus struggle with fake parts and order backlogs, China's COMAC scoops up new orders"
"As EU plans to use seized Russian funds to buy arms for Ukraine, China moves billions out of Europe"
"CATL, BYD, and Tesla expose Europe's EV battery 'reshoring': only China and Korea can build them"
"CHIPS Act update: Intel runs out of time and money, announces layoffs in US to double down on China"
"CONFIRMED: No Chinese sea turtles were used to build DeepSeek"
"Can China catch Elon Musk and SpaceX?"
"Canada will seem "weak" unless they raise tariffs in lockstep with US. So higher prices, forever."
"Canada's premiers threaten Mexico, demand Mexican trade war with China. Will Mexico care?"
"Car Wars: the US, EU, Japan, Korea can’t keep up as China adds 6 million tech grads a year"
"China building Robot Training Center for LLM AI, advanced robotics to replace US, European jobs"
"China builds new water battery to power entire electrical grids"
"China claims breakthrough in analog semiconductor chips: 3,000 times faster than Nvidia"
"China is about to transform South American trade"
"China is completing a global ports network for the BRICS economic bloc, and nobody noticed"
"China is first to create nuclear fusion plasma, and is way ahead in the most important race of all"
"China is splitting the global car market in two"
"China owns most of the global supply chains for copper. The US wants to get them back."
"China races ahead of Europe and the US in wind, as our developers lack suppliers and capital"
"China ships over 5 billion RISC-V chips as sanctions fail. But did the sanctions save Qualcomm?"
"China wants to dominate global commercial aerospace markets by 2035. They are ahead of schedule."
"China wrecks wheat markets in US, Europe, and Australia. Should American farmers sell off land?"
"China's BYD and Great Wall pour billions into Brazil after Ford, Mercedes abandon the market"
"China's COMAC will be bigger than Boeing and Airbus, combined, by 2040."
"China's brain drain is getting worse. For us."
"China's central bank wants Marshall Plan for clean energy to internationalize RMB, open new markets"
"China's companies dominate in fast-growth economies across Global South and BRICS; US firms absent"
"China's economic model has a weak spot. Here's their plan to fix it."
"China's enormous subsidies come from trading profits. US and European subsidies come from taxpayers."
"China's factories are closing down and moving, to other regions in China. Not to Vietnam or Mexico."
"China's medical tourism industry is booming. Breakthroughs in Parkinson's treatments help explain"
"China's new export ban on tungsten shocks defense contractors as Pentagon races to find new supply"
"China's overcapacity and shipbuilding"
"China's powerful new sonar can fit in a shoebox, penetrate foreign submarine hulls, injure crew"
"China's prices are too low for buyers to care about tariffs. And how buyers can lower them."
"China's pushes to de-dollarize commodities markets, sets up new metals exchange"
"China's rush into light-based semiconductors threatens NVidia, CHIPS Act fab plants with total loss"
"China's secret military lab exploits weakness in US Navy radar systems to simulate missile attack"
"China's space agency needs robots that can shovel moon dirt, make bricks, and build a moon base"
"China's trade surpluses soar to new records as Vietnam hits production ceilings"
"China's young, hyper-adaptive population is its secret weapon for fast innovation."
"China, Huawei already far ahead in the race to 5G and the iOT, with the US a trillion dollars behind"
"China, and not the US, just built the world's first Artificial Intelligence hospital. Why, and why?"
"Chinese Fixed Asset Investment to ASEAN booms, more than twice US, Japan, and Korea combined"
"Chinese airlines grab market share from US and European carriers who have to fly around Russia"
"Chinese cars are taking over Australia. That's why our legacy carmakers push for tariffs and bans"
"Chinese companies are going around US semiconductor export bans. So are American companies."
"Chinese manufacturers will probably scale back their plans for foreign factory expansion"
"Chinese universities are racing higher in the global rankings. Our soft power problem."
"Coming soon to the US: deep REAL cuts in military spending, Social Security, Medicare, welfare"
"Cost of reshoring EV battery industry from China to US: $584 billion and an Opportunity Cost problem"
"DJI drones are used by 90% of America's search and rescue teams. Washington wants to ban them."
"DeepSeek will be banned: it's good, it's fast, and it's free. So it cannot be allowed."
"Delete America, GPS, and BeiDou: the Great Power Competition in satellite navigation systems"
"Detroit auto engineers tear down BYD's Seagull: "An extinction-level event""
"Europe has a big problem: near-total dependence on China, Russia and the BRICS. For everything."
"European governments in a bind over Chinese solar panel imports"
"Ford Motor CEO visits China, sees existential threats and opportunities, and overhauls the company"
"Forget DeepSeek, OpenAI, and Claude: for business users, Alibaba's Qwen beats them all"
"GDP, PPP, and China's consumer spending problem: Chinese households already have a lot of stuff"
"German FDI to China breaks record as large companies move in. Small companies should do the same."
"Global shipping rates soar as US, NATO navies fail to protect Suez-bound vessels from Houthi attacks"
"How Amazon customers and Chinese companies avoid tariffs, by routing orders through Mexico"
"How China just built a synthetic superdiamond. And why nobody else can."
"How China leaped 15 years ahead of the world in nuclear power: the same way as in everything else"
"How to win in China"
"Huawei is killing Apple in China: the Kirin chip, the Mate-60, government iPhone bans, and now Pura"
"Huawei is not a remarkable Chinese company. It's a typical Chinese company. That's the problem."
"Huawei tightens its grip on global telecom markets in another failure of Western sanctions"
"Huawei's Pura-70 is nearly "a symbol of self-sufficiency": teardown reveals more Chinese-built parts"
"Hypersonic missiles and glide-capable munitions are the future of warfare. China's already there."
"In the US, chronic drug shortages are the business model"
"India and China push gold to record highs, then pull from Western vaults after Russia sanctions"
"Intel, TSMC agree: CHIPS Act needs more subsidies to cover losses. The engineering supply problem."
"Investor Alert: Caterpillar, Volvo sales under pressure by China's push for self-sufficiency"
"Investor Alert: Revolutionary ironmaking method will nullify tariffs and scramble iron ore markets"
"Layoffs at John Deere blow up investment thesis on food shortages; US farmland to see liquidation"
"Lesson from Ukraine: Our fighting doctrine is fatally flawed because our "precision" weapons fail"
"Manmade climate change is turning the world green. Literally. Bad news for fertilizer stocks."
"NVidia forced to slash prices on AI chips as Huawei's first offering is faster, performs better"
"New trade routes from Brazil and Russia are putting US farmers, ranchers out of business"
"Now it's oil: China, BRICS and OPEC+ build new trading system, locking out US suppliers and banks"
"Older Americans don't want to buy Chinese cars. Young Americans do. So it's just a matter of time."
"Our experts completely misjudged China and its ability to innovate. Now they're ahead everywhere."
"Panic in global metals markets as China rare earth export bans close brokerage hubs"
"President Obama also tried tariffs to save our solar industry. China retaliated and took it all."
"Proposed blacklist of CATL may cause fatal harm to Tesla, VW, Ford, BMW, and Mercedes"
"Researchers engineer implantable batteries, sustained by body oxygen"
"Russia, China, India, Turkiye, and the UAE are driving gold markets higher, while draining supply"
"Semiconductor bans were intended to kill the Chinese chipmakers. They’re killing ours instead."
"Tether and the BRICS' central bank digital currencies are creating parallel, de-dollarized economies"
"The PIIGS, China, and Vietnam: Private investors chase higher yields and risk, send USD back to US"
"The Pentagon and FCC have a big Huawei problem: there are no substitutes, and there's no more money"
"The Pentagon's new plan to protect Pacific air assets from Chinese missiles may be the dumbest ever"
"The Russia-China grains corridor will completely displace the US, Canada, Australia, and France"
"The US Congress wants China out of our drug supply chains. Companies and patients insist they stay."
"The US Navy wants to build thousands of drones to counter China. Nobody wants to build them."
"The US Senate wants to ban a Chinese company that makes drugs for cancer, HIV, and cystic fibrosis"
"The US again proves hostile to new manufacturing: lessons from CATL, world's biggest battery maker"
"The US and Philippines Plan to Cut China's Dominance in Nickel"
"The US needs $85 billion to build copper mines to replace China's. Where are the investors?"
"The US wants to build a supply chain for lithium batteries. But the math doesn't work."
"The US wants to buy Chinese graphite again to make cars. But now China doesn't want to sell."
"The biggest winner in the EU's tariffs against Chinese carmakers: BYD, a Chinese carmaker"
"The legacy car market is collapsing, and high tariffs cannot save it."
"The new tariffs levied by Biden are designed to sound tough, without upsetting China"
"The problem with "The Future Made In Australia": everything ends up in China anyway"
"The surprising reason the world is hitting peak oil demand faster than anyone thought"
"The whole world now wants to mine Bitcoin. Will China let them?"
"There's a problem with Chinese factory overcapacity: We can't find it."
"Top Microsoft executives left to start a new AI company in China. Why?"
"Trump Administration's bold plan to revive US shipbuilding will kill American exporters instead"
"Trump and Biden, Republicans and Democrats all agree: affordable Chinese cars should be banned"
"Trump tariffs, Wegovy, and why one fat American is worth more than 7 fat Chinese"
"Two problems in the Chip War: we need China to build semiconductors, and we need China to buy them"
"US Navy is desperate to close the gap with China. Can Japan or Korea save US shipyards?"
"US and NATO have a weapons manufacturing problem: we need China's rare earth metals to build them"
"US companies are "friendshoring" from China to India. We are strengthening the BRICS bloc instead."
"US lawmakers are pushing for a Chinese ban in top US AI labs. But that's half of everybody."
"US price tag for China's gallium export ban: $602 billion and new monopolies for Huawei"
"US sanctions on China boomerang on us again, this time in space"
"Ukraine, Israel buying Chinese civilian drones for combat use; shun US military-grade drones."
"Under pressure from Washington, Mexico shuts out BYD and other Chinese carmakers"
"We have a Chinese de-risking problem: where else can we find a billion consumers?"
"Western chip sanctions guaranteed to fail as thousands of top Chinese scientists return home"
"Western countries subsidize our biggest companies. China subsidizes their small ones."
"Why China is winning the chips race: materials, markets, money, and Moore's Law"
"Why South America now does all its business with China: US companies, investors are dumb and lazy"
"Why is China hiding 700 billion dollars?"
"Why we cannot convert office buildings into affordable housing"
"Will BRICS member India help the US in the tech standoff with China? The White House hopes so."
"With China and the Federal Reserve dumping Treasury bonds, yields will soar as US investors step in"
"Zeekr/Geely shares rocket higher in biggest IPO since Didi. Despite risks, investors see big upside"