Martijn Rasser
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martijnrasser.bsky.social
Martijn Rasser
@martijnrasser.bsky.social
Senior Advisor at the Special Competitive Studies Project
Pinned
“If the Americans are to be overtaken, one thing must be done: surpass them in science and technology.”

- Wang Huning, America Against America (1991)
While cleaning out their late mother's California attic last Christmas, three brothers made a life-changing discovery under a pile of faded newspapers: one of the first Superman comics ever made.

www.bbc.com/news/article...
Superman edition found in mum's attic is most valuable comic ever at $9.12m
It's a bird! It's a plane! It's a new record after Man of Steel comic found in a California home is auctioned.
www.bbc.com
November 21, 2025 at 10:52 PM
AMD’s Lisa Su has a new chip and a new goal: To grab a big chunk of an AI business that could reach $1 trillion a year.

www.wsj.com/tech/ai/amd-...
The Chip CEO Staring Down Nvidia and Talk of an AI Bubble
Su has a new chip and a new goal: To grab a big chunk of an AI business that could reach $1 trillion a year.
www.wsj.com
November 21, 2025 at 9:52 PM
CrowdStrike Counter Adversary Operations identifies innocuous trigger words that lead DeepSeek to produce more vulnerable code.

www.crowdstrike.com/en-us/blog/c...
CrowdStrike Researchers Identify Hidden Vulnerabilities in AI-Coded Software
CrowdStrike researchers reveal how trigger words cause DeepSeek-R1 to generate vulnerable code—exposing new AI-driven risks in software development.
www.crowdstrike.com
November 21, 2025 at 1:58 PM
To Meld A.I. With Supercomputers, National Labs Are Picking Up the Pace www.nytimes.com/2025/11/20/t...
To Meld A.I. With Supercomputers, National Labs Are Picking Up the Pace
www.nytimes.com
November 20, 2025 at 4:45 PM
China is priming its people and the world for a new pressure campaign on Taiwan

www.wsj.com/world/china/...
China Is Priming Its People and the World for a New Pressure Campaign on Taiwan
Beijing’s strategy, known as “the pen and the gun,” employs a domestic media campaign and aggressive rhetoric toward Taipei’s friends.
www.wsj.com
November 20, 2025 at 11:45 AM
Europe’s Chip Dreams Confront Business Realities www.nytimes.com/2025/11/19/t...
Europe’s Chip Dreams Confront Business Realities
www.nytimes.com
November 19, 2025 at 11:44 AM
Ford Motor CEO Jim Farley tells politicians a hard truth about the American labor force.

www.wsj.com/opinion/ford...
Opinion | Why Ford Can’t Find Mechanics
Forget about reshoring manufacturing without more skilled workers.
www.wsj.com
November 18, 2025 at 11:27 AM
Polish Prime Minister Donald Tusk described an explosion on the country’s rail network near the Ukraine border as an “unprecedented act of sabotage”

www.wsj.com/world/europe...
Poland Says Rail Explosion Was ‘Unprecedented Act of Sabotage’
Prime Minister Donald Tusk said the goal of the sabotage was to blow up a train and that additional damage had been identified elsewhere on the route.
www.wsj.com
November 17, 2025 at 9:42 PM
The world’s richest men are earnestly talking about traveling to outer space to build gigantic data centers to train artificial-intelligence models among the stars

www.wsj.com/tech/now-tec...
Now Tech Moguls Want to Build Data Centers in Outer Space
Energy constraints in the artificial-intelligence race are causing tech companies to think out of this world.
www.wsj.com
November 16, 2025 at 12:54 PM
Yann LeCun invented many fundamental components of modern AI. Now he’s convinced most in his field have been led astray by the siren song of large language models.
www.wsj.com/tech/ai/yann...
He’s Been Right About AI for 40 Years. Now He Thinks Everyone Is Wrong.
Yann LeCun invented many fundamental components of modern AI. Now he’s convinced most in his field have been led astray by the siren song of large language models.
www.wsj.com
November 15, 2025 at 10:05 PM
US shipbuilding is a strategic liability.

Rebuilding our industrial base at scale is impossible without robotics & AI.

Transformation, not replacement. This creates the skilled workforce we need.

Full analysis w/ @wendyranderson.bsky.social: substack.com/home/post/p-...
November 15, 2025 at 6:20 PM
Big companies have teams to guide AI strategy—small-business owners are noodling with ChatGPT, Gemini and other tools until something works

www.wsj.com/tech/ai/thes...
These Small-Business Owners Are Putting AI to Good Use
Big companies have teams to guide tech strategy—smaller firms noodle until something works.
www.wsj.com
November 15, 2025 at 1:39 PM
Six charts show the gaps between AI hype and AI reality, where record capital expenditures on data centers run up against the ground truths of physical infrastructure

www.wsj.com/tech/ai/when...
When AI Hype Meets AI Reality: A Reckoning in 6 Charts
Record capital expenditures and data-center planning are running up against the ground truths of physical infrastructure.
www.wsj.com
November 14, 2025 at 3:25 PM
Trump Administration Prepares Tariff Exemptions in Bid to Lower Food Prices www.nytimes.com/2025/11/13/u...
Trump Administration Prepares Tariff Exemptions in Bid to Lower Food Prices
www.nytimes.com
November 14, 2025 at 1:20 PM
The US has rolled back tariffs and natsec measures. China has done…nothing.

www.bloomberg.com/news/article...
China and US Still to Agree on Rare Earth Deal Weeks After Talks
The US and China are still negotiating over the key details of how Beijing will free up sales of rare earths, according to a person familiar with the matter, weeks after a trade truce that Washington ...
www.bloomberg.com
November 14, 2025 at 1:17 PM
Spicy 🌶️: Amazon and Microsoft support the Gain AI Act, which would give priority to U.S. demand for chips before exports to China and some other countries.

www.wsj.com/tech/amazon-...
Exclusive | Amazon and Microsoft Back Effort That Would Restrict Nvidia’s Exports to China
Legislation in Washington would give tech leaders preferential access to chips at their data centers around the world.
www.wsj.com
November 14, 2025 at 4:02 AM
China’s state-sponsored hackers used Anthropic’s AI model to automate break-ins of major corporations and foreign governments

www.wsj.com/tech/ai/chin...
Exclusive | Chinese Hackers Used Anthropic’s AI to Automate Cyberattacks
The use of AI automation in hacks is a growing trend that gives hackers additional scale and speed
www.wsj.com
November 13, 2025 at 11:17 PM
Nvidia can’t do business with Inspur or some subsidiaries added to the blacklist this year. But the rules don’t cover U.S.-based subsidiaries such as Aivres, which has close ties to Nvidia and co-sponsored Nvidia’s most important corporate event this year
www.wsj.com/tech/ai/chin...
Exclusive | How a Chinese AI Company Worked Around U.S. Rules to Access Nvidia’s Top Chips
In Indonesia, semiconductors covered by U.S. export controls are ready to help a Shanghai-based group.
www.wsj.com
November 13, 2025 at 2:24 PM
GM executives have been telling suppliers they should find alternatives to China for their raw materials and parts, with the goal of eventually moving their supply chains out of the country entirely…The automaker has set a 2027 deadline for some suppliers
www.reuters.com/business/aut...
www.reuters.com
November 12, 2025 at 3:46 PM
Easing up on export controls now would be a strategic mistake.
November 12, 2025 at 2:01 PM
Shortages of advanced AI chips are so acute that Beijing is intervening and tech companies are resorting to workarounds

www.wsj.com/tech/ai/chin...
America’s Chip Restrictions Are Biting in China
Shortages of advanced AI chips are so acute that Beijing is intervening, and tech companies are resorting to workarounds.
www.wsj.com
November 12, 2025 at 11:40 AM
Halt in Fees on Chinese Vessels Endangers U.S. Shipbuilding Efforts www.nytimes.com/2025/11/11/b...
Halt in Fees on Chinese Vessels Endangers U.S. Shipbuilding Efforts
www.nytimes.com
November 11, 2025 at 9:14 PM
Stark Reality: Rebuilding US shipbuilding at scale is impossible without massive investment in automation and robotics. Workforce issues are sinking us.

@wendyranderson.bsky.social and I make the case for strategic change: substack.com/home/post/p-...

#NationalSecurity #Shipbuilding #Defense
To Compete with China, Automate U.S. Shipbuilding Now
Hello, I’m Ylli Bajraktari, CEO of the Special Competitive Studies Project.
substack.com
November 11, 2025 at 4:07 PM
If Only More Americans Could See This Place www.nytimes.com/2025/11/11/o...
Opinion | If Only More Americans Could See This Place
www.nytimes.com
November 11, 2025 at 3:32 PM