Comments by "M gronich" (@mgronich948) on "VisualEconomik EN" channel.

  1. The best example is when the CEO of AMD said real men have fabs, now AMD doesn't have a fab and it's CEO is a woman.
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  2. Milei is also privatlizing state owned companies. Is Argentina now owned by wall st? 1/2 of Ukraine farm land is now owned by 3 giant western companies. Will this happen to Argentina?
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  3. Yes the growth of GDP is because Russia is building things that goes boom. But Russia has very little debt, unlike the US with $33 trillion of debt, Russia's debt to its citizens who hold the bonds, is 1000X less. They can go on for years if debt was the limit. And food, Russia is a net exporter of grain. What Russia lacks is manufactured consumer products. And here China has helped immensly. The Chinese ambasador to Russia called this the opportunity of a life time. Chinese electric cars dominate the Russian market. China is supplying Russia all the consumer products (as well as mature chips ) Russia needs and increasing their purchases of energy and grain in return. (China cancelled a 100 million ton corn purchase from the US in 2023.) Russia/China trade has exploded. Meanwhile Europe is about to collapse. One example is VW is planning to close all of its factories in Europe and import all its EVs from its factories in China. For the American market VW will go to Mexico. The only people who will be building EVs in Europe are the CHinese car companies in Hungery.
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  4. 50% of Ukraine farm land is owned by 2 or 3 large western agri-corporations. Black rock will buy the rest of Ukraine. But their investments will be money losing ventures unless there's peace. This is the one hope for peace. Otherwise the neocons would force Ukrainians at the point of a gun to fight the war for another 10 years.
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  5. There are some serious flaws in the logic of this video, even after you remove the blatant western propaganda. He says its one thing to buy cheap products because Chinese EV makers are more efficient, but it's another if the lower prices are because of state subsidies. The problem is CHinese subsidies have ended (in 2022). The low prices are entirely from production efficiencies. When Japanese cars invaded the US, US big 3 were caught flat footed. Now Chinese EV makers are outcompeting the japanese. A valid question to ask is are the 10's of billions going to subsidize the US auto companies a total waste of money? Industrial policy in the US has a near 100% record of failure. (Solindra Corp made solar panels and after getting ~ a billion in subsidies declared bankruptcy shortly after the subsidies ended). And now with the IRA and the Chips act the US has embarked on expanding industrial policy on a massive scale. Biden admin wants to return manufacturing to the US. Will this turn out to be a massive failure? It's not just potentially a huge waste of money, but that money is come from debt that we have to pay interest on for the next 10+ years.
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  6. Ukraine has a huge manpower problem. THey don't have soldiers to use all the equipment that's been sent to them. As for Zelensky, he will do what his CIA handlers tell him to do. No sacrifice is too great. So it's very likely the war will continue, with drastically reduced US aid. And Ukrainian casualties will then start to look like Gaza and Lebanon. But we all know Ukraine is a pawn to be sacrificed in this US initiated proxy war.
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  7. Deep Seek V3 was trained on 2048 H800s. But Deep Seek is building a much bigger AI data center, with 32,000 GPUs. And they are Huawei GPUs.
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