Asianometry

Discover the rise of DeepSeek and its groundbreaking advancements in AI, including the efficient V3 model and the innovative R1 reasoning model. Explore how DeepSeek's unique strategies tackle challenges in the Chinese AI landscape while optimizing resources. Learn about the team's dynamic philosophy that fosters creativity and long-term thinking, setting them apart from other tech giants. The podcast also touches on the financial implications of these advancements, highlighting the contrasting operational costs in the sector.

Throughout most of Japan's automotive history, there were two companies in the lead: Toyota and Nissan. Everyone talks about Toyota. They are the unquestioned giant and the champion of Japanese cars. But what about Nissan? How did they come about? The history of Nissan Motor is a fascinating reflection of a world-famous industry. In today’s video, the rise and first death of Nissan Motor. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

South Korea's Yulsan Group (율산그룹) really speed-ran the rise and fall of a business empire. Founded in 1975 with nothing. Two years later, $165 million in export revenue. 14 subsidiaries, 8,000 employees. A year after that, bankrupt. In this video, the story of a chaebol. They never even made it five years. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

Japan’s influence in the semiconductor industry remains strong, particularly through its photoresist technology. This essential chemical plays a pivotal role in lithography, with 90% of the market controlled by Japanese companies. The evolution of photoresist has seen firms like Tokyo Ohka Kogyo and JSR rise to global prominence. Geopolitical tensions and strategic partnerships, including IBM's collaborations, shape this industry. The recent state-controlled buyout of JSR highlights the effects of global competition on Japan's semiconductor landscape.

Toshiba's dramatic $5 billion acquisition of Westinghouse Electric is examined, showcasing how it led to ruin for the proud Japanese company. The podcast outlines the U.S. nuclear energy landscape post-World War II, including innovations and the rise of civilian reactors. It also discusses the economic challenges that plagued the nuclear sector, marked by events like the Three Mile Island incident. Finally, the conversation touches on the collapse of nuclear ambitions driven by fracking and renewable energy shifts, highlighting management failures along the way.

In the thirty years before 1997, real GDP in the Republic of Korea grew an average of 8.1% a year. By this measure, South Korea grew faster than almost every other developing country at the time. A powerful economic engine drove this growth - a delicate coordination between the government and its business elites. In 1997, that engine went out of balance and drove the country into a ditch. In this video, we look at how South Korea and its Chaebol fell into economic crisis. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

Today, Intel seeks to remake itself into a full-service foundry with Intel Foundry Services. But did you know that this is not their first foundry? Some 15 years ago, Intel had Intel Custom Foundry, or ICF. Most people today hardly remember ICF. Intel was so low-key about it. But at its peak it had a billion dollars in revenue contracts, strong support by the ecosystem, over a thousand multi-national employees. And ten plus customers - many won over from TSMC. In today's video, the rise and fall of Intel’s first foundry. And the lessons to be learned for its second. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

In 1992, Intel made about $5.8 billion in revenue and $1 billion in net income. By 1998, the company did $28 billion in revenue and $6.95 billion in net income. That year, Intel was the third most profitable company on the Fortune 500. Only Exxon Mobil and General Electric did better. The 1990s made Intel the world's richest and most powerful semiconductor company. And that was the problem. In this video, Intel at the peak. The most powerful semiconductor company of all time. Where do you go from there? Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

When people talk about night vision devices, they most often mean those reliant on image intensifier technology. These image intensifiers are tubes that receive and intensify ambient light by a significant factor. And inside those tubes is an extremely special glass plate, produced with a number of semiconductor-ish techniques. In this video, a brief look at the creation and evolution of night vision goggles. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

Can you imagine it? Another year is at an end and it is remarkable to think that time has gone by so quickly. I have done a recap video for the past two years. Let's do it again. In today's video, I want to reflect on 2024 and the state of the channel. I am still actually working, haha. But a few minutes to reflect. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.