AMERICA 2.0 A quick response to @ramahluwalia and @Noahpinion’s posts. First, it’s not “fashionable” to predict the decline of the US. It’s both (a) extremely non-consensus and (b) tragic for everyone that remembers the functional version of an incredible... See more

INVESTING IN INDIA IS IMPROVING INDIA If you see a startup growing, does that mean it doesn't have any flaws? That it's the best in the world? That you're going to use it for everything right away? No, of course not. But you might start using it, and putting money into it, and talking about... See more

A weakened India is trying to make friends with China again. It has already failed twice