China's Innovation Driven by Necessity

BrianTycangco鄭彥渊

Necessity - not profit - is the mother of all invention. The profits come afterwards.

Lately, this has been the case in China more than anywhere else.

Chip export restrictions? Here’s DeepSeek at 4% of the cost of OpenAI

No space program cooperation? Here’s landing on the dark side of the moon and an ISS that looks like a 5-star hotel

No cooperation with Chinese biotech firms? Here’s a cure for Type-1 diabetes

You don’t have to believe everything coming out of China. But take them seriously or one day you’ll wake up wondering how far you’ve fallen behind.

The DeepSeekV3 upheaval didn't end the US stock market rally. At the end of the day, the Nasdaq was down 3% and the S&P 500 $.SPX(.SPX)$ fell by half that rate.

But it is a wake-up call... and an opportunity. $NASDAQ 100(NDX)$

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$BIDU-SW(09888)$ $Baidu(BIDU)$ is turning out to be the next power play in the China tech and AI space.

Now up 16% from its recent lows.

Was CEO Robin Li in the know when forecasting a boom in AI apps in 2025?

Image

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The profits come afterwards. </p><p>Lately, this has been the case in China more than anywhere else.</p><p>Chip export restrictions? Here’s DeepSeek at 4% of the cost of OpenAI</p><p>No space program cooperation? Here’s landing on the dark side of the moon and an ISS that looks like a 5-star hotel</p><p>No cooperation with Chinese biotech firms? Here’s a cure for Type-1 diabetes</p><p>You don’t have to believe everything coming out of China. But take them seriously or one day you’ll wake up wondering how far you’ve fallen behind.</p><p>The DeepSeekV3 upheaval didn't end the US stock market rally. 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The profits come afterwards. </p><p>Lately, this has been the case in China more than anywhere else.</p><p>Chip export restrictions? Here’s DeepSeek at 4% of the cost of OpenAI</p><p>No space program cooperation? Here’s landing on the dark side of the moon and an ISS that looks like a 5-star hotel</p><p>No cooperation with Chinese biotech firms? Here’s a cure for Type-1 diabetes</p><p>You don’t have to believe everything coming out of China. But take them seriously or one day you’ll wake up wondering how far you’ve fallen behind.</p><p>The DeepSeekV3 upheaval didn't end the US stock market rally. At the end of the day, the Nasdaq was down 3% and the S&amp;P 500 <a data-mention-id=\".SPX\" class=\"teditor-mention\" data-mention-name=\".SPX\" href=\"https://ttm.financial/S/.SPX\">$.SPX(.SPX)$</a>  fell by half that rate.</p><p>But it is a wake-up call... and an opportunity. <a data-mention-id=\"NDX\" class=\"teditor-mention\" data-mention-name=\"NASDAQ 100\" href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> </p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/429600843e01cd1351c2216f26ce1f52\" tg-width=\"680\" tg-height=\"421\"><span>Image</span></p><p> <a data-mention-id=\"09888\" class=\"teditor-mention\" data-mention-name=\"BIDU-SW\" href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a>  <a data-mention-id=\"BIDU\" class=\"teditor-mention\" data-mention-name=\"Baidu\" href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$</a> is turning out to be the next power play in the China tech and AI space. </p><p>Now up 16% from its recent lows.</p><p>Was CEO Robin Li in the know when forecasting a boom in AI apps in 2025?</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/5f0a3f0a09afbcb96e4fd5e106bcb561\" tg-width=\"2234\" tg-height=\"1384\"><span>Image</span></p></body></html>","text":"Necessity - not profit - is the mother of all invention. The profits come afterwards. Lately, this has been the case in China more than anywhere else. Chip export restrictions? Here’s DeepSeek at 4% of the cost of OpenAI No space program cooperation? Here’s landing on the dark side of the moon and an ISS that looks like a 5-star hotel No cooperation with Chinese biotech firms? Here’s a cure for Type-1 diabetes You don’t have to believe everything coming out of China. But take them seriously or one day you’ll wake up wondering how far you’ve fallen behind. The DeepSeekV3 upheaval didn't end the US stock market rally. At the end of the day, the Nasdaq was down 3% and the S&P 500 $.SPX(.SPX)$ fell by half that rate. But it is a wake-up call... and an opportunity. $NASDAQ 100(NDX)$ Image $BIDU-SW(09888)$ $Baidu(BIDU)$ is turning out to be the next power play in the China tech and AI space. Now up 16% from its recent lows. Was CEO Robin Li in the know when forecasting a boom in AI apps in 2025? 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