Sublime
An inspiration engine for ideas
The entitlement and hubris is absolutely off the charts:
"We've got to look at what are the technologies where we are ahead of China, they're capable of doing very bad things and we're going to deny the entire country this class of equipment" https://t.co/b5uTsW0sH1
Does she seriously... See more
Arnaud Bertrandx.comSome have misunderstood my post below, likely due to its length. So let me explain my thoughts in a few words.
With the China tariffs in place, time is not our friend as the high tariffs put pressure on American companies — particularly the small ones — and our economy.
If the tariffs are... See more
Bill Ackmanx.comWall Street’s smartest money just bowed to Beijing’s industrial might. Druckenmiller isn’t betting on chips—he’s betting on China. Here’s why that should terrify Silicon Valley.
https://t.co/MfWTmYFNco
William Huox.com
Discussions regarding DeepSeek often involve notion that America is an "idea" factory, & China is a "scale-out" factory. These arguments sometimes use heavy labels like "theft" and "enemy." I couldn't help but wonder if this was simply a factor of "place in time." Countries evolve on different timelines, & having a low-cost, industrious work force... See more
Dwarkesh Patel Visits China (and what not to do when you visit China).
First of all - I love Dwarkesh and very happy he did it for his listeners.
Quite disappointed though that Dwarkesh can't help but be a USAID // RAND Corporation regime change champion. He doesn't come with an attitude of... See more
I really like Breakneck and strongly recommend it. Even though I disagree w its main thesis. I like it because it is v well-intentioned toward both China and US, which is v rare in US. It's trying to promote greater understanding between them.
And because it is grounded in actual daily reality in China, unlike most US... See more
John Furlanx.comWell said. The Sankar essay is an important one bc it’s a shot across the bow for the dark things coming. The revisionist history.
China didn’t “steal” manufacturing from the US. The US gave up manufacturing bc services industry generally has much higher profit margins, is less cyclical, and offers more comfortable... See more
Steve Houx.com"Xi can only stay the Supreme Leader if people are employed."
"America is the #1 economy on earth with all the cards. We will not have that forever. It's time to squeeze Chinese heads into the wall."
Kevin O'Leary calls for 400% tariffs on China. https://t.co/8bDrttjsBw
Thomas Hernx.com