The hottest Competitiveness Substack posts right now

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China's Deepseek is NOT as smart as ChatGPT-o1

Maximum Truth • 231 implied HN points • 29 Jan 25
🕹 Technology AI Machine Learning Competitiveness Innovation Data
  1. Deepseek performs on par with free AI models but does not reach the intelligence of OpenAI's paid models. It can exceed or match free AIs like Claude and ChatGPT-4o, but falls short against the more advanced paid versions.
  2. When tested with IQ questions only found offline, Deepseek does better than free models but still trails behind OpenAI’s paid models. Its results imply it may have leveraged internet data for online IQ tests, thus affecting its offline performance.
  3. Despite being competitive, the US maintains a lead in AI intelligence. Deepseek shows promise but faces challenges ahead, especially with the restrictions on technology that China experiences.

Chinese AI is crushing tech stocks

Alex's Personal Blog • 197 implied HN points • 27 Jan 25
🕹 Technology AI Stocks China Market Trends Competitiveness
  1. Chinese AI models are affecting American tech stocks negatively, causing major declines in companies like Nvidia and Microsoft. This raises questions about how competitive American AI firms really are.
  2. The large amounts of money American tech companies are spending on AI hardware might be wasted since Chinese models like DeepSeek can do similar work with less investment.
  3. There are some positives, like the potential for learning from DeepSeek's open-source models, and the company is limited by government rules, which helps maintain competition.

Mr. Haltiwanger and the Austrians

Bet On It • 140 implied HN points • 09 Jan 25
💼 Business Economics Entrepreneurship Market Analysis Competitiveness Labor Economics
  1. Austrian economists should pay more attention to John Haltiwanger’s research on creative destruction. His work shows how important entrepreneurial growth is to the economy.
  2. Entrepreneurs help move resources to better uses by discovering opportunities and improving efficiency. This competition helps the economy grow and evolve.
  3. Measuring how resources are reallocated can show if markets are really working well. If more productive firms gain market share, it indicates a healthy, dynamic economy.

Japan’s Technological Prowess Should Enable 2.3% Per Capita Growth, Part I

Japan Economy Watch • 299 implied HN points • 13 May 24
💼 Business Technology Economic Growth Innovation Competitiveness Research & Development
  1. Japan's technological prowess could potentially lead to 2.3% per capita growth, doubling the current rate.
  2. The challenge Japan faces is converting technological strength into economic value due to rigid financial and labor systems.
  3. While Japan excels in complexity of technology use, it lags in adapting new technologies and faces challenges in sustaining growth as demand shifts.
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Germany Surpasses Japan At #3 Nominal GDP Spot

Japan Economy Watch • 319 implied HN points • 17 Feb 24
💰 Finance Economy GDP Currency Population Competitiveness
  1. The reversal of rank in GDP between Germany and Japan is largely due to currency fluctuations, rather than significant changes in real GDP, population, or workforce size.
  2. Purchasing Power Parity (PPP) offers a more accurate comparison of economic power by adjusting for currency exchange rate differences.
  3. Japan's slower growth in comparison to Germany is influenced by changes in population size, with significant implications for economic performance and global influence.

#2 - Regulate or Compete? The China Factor in U.S. AI Policy

Navigating AI Risks • 137 implied HN points • 28 Apr 23
🕹 Technology Regulation Competitiveness AI Policy Tech Innovation Global Competition
  1. The debate on US AI policy involves a delicate balance between regulating AI to mitigate risks and maintaining a competitive edge over China.
  2. Regulation can shape innovation, address safety concerns, and avoid large-scale mishaps in AI development.
  3. While China is ambitious, the US still leads in AI innovation and has a strong network of alliances to maintain its position.

Video: Weakest Real Yen In Half Century Reflects Deterioration of Japan’s Competitiveness

Japan Economy Watch • 279 implied HN points • 14 Nov 22
💰 Finance Economy Currency Competitiveness Monetary Policy Trade
  1. In the short term, Tokyo has limited options to address yen's weakness primarily due to the gap between American and Japanese interest rates.
  2. The weak yen reflects not just monetary policy differences but also a significant decline in Japan's real competitiveness over the years.
  3. To improve the situation, Japan needs to focus on reforms that enhance the country's underlying efficiency, making Japanese firms competitive in the global market once again.

Soon India Might Run Out of Skilled Software Engineers

Sector 6 | The Newsletter of AIM • 0 implied HN points • 19 Jun 24
🕹 Technology Software Development Education Engineers Competitiveness
  1. Many fresh graduates in India are not ready for real-world software engineering jobs. They might have degrees but lack essential skills like using libraries or APIs.
  2. There's a growing competition from Southeast Asia, as their engineers are becoming more skilled and are able to do the work better.
  3. The Indian education system needs to improve to prepare students for the actual demands of the tech industry. If it doesn't change, India could face a shortage of skilled software engineers.

The barbarians are at the gate! Of universities, moats and disruption!

Musings on Markets • 0 implied HN points • 27 Jan 14
🚌 Education Higher education Online Learning Disruption Competitiveness Teaching Methods
  1. Universities have a strong reputation and tradition that help them attract the best students, but online education is trying to break through this barrier. Good partnerships and measurable skills could help online entities compete.
  2. Colleges offer personalized programs and interactive classes, which are harder for online courses to replicate. Online education often lacks structure and engagement, making it less effective for many learners.
  3. Networking and career placement are critical advantages for universities, as they provide valuable connections and support. Online institutions must build trust with employers to match this benefit over time.