As always, this tariff shock will kill more small businesses and large cap companies will get stronger.

China's rise as a battery producer illustrates the importance of *defying* comparative advantage. 30 years ago, it was unthinkable that China would make high-tech batteries. Today, China is the world's leading producer of lithium-ion batteries.

Gemini is losing out despite being s good product. What’s happening .

Well-timed post from $AMZN VP of global data centers following the Wells Fargo & Cowen notes calling out a data center leasing pause. Demand seems to be just fine. “There haven’t been any recent fundamental changes to expansion plans.” 👍

𝗨𝗦-𝗖𝗵𝗶𝗻𝗮 𝘁𝗿𝗮𝗱𝗲 𝘄𝗮𝗿 𝗽𝘂𝘁𝘀 𝗜𝗻𝘁𝗲𝗹 𝗮𝘁 𝗵𝗶𝗴𝗵 𝗿𝗶𝘀𝗸 This chart highlights Intel’s significant exposure to China’s new 125% tariffs on U.S. imports. In 2024, 29% of Intel’s revenue came from Chinese customers, yet a large share of its chip manufacturing

𝗔𝗜 𝗶𝘀 𝗮 𝘁𝘄𝗼-𝘄𝗮𝘆 𝗿𝗮𝗰𝗲 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗨𝗦 𝗮𝗻𝗱 𝗖𝗵𝗶𝗻𝗮 Looking at the geographic distribution of frontier AI models released, the AI race is increasingly looking like a two-way race between US and China. Europe and other countries are far behind. Reminds me

be careful relying blindly on GPT answers.

No love leads to cynicism No action leads to anxiety No progress leads to anger No talent leads to mockery No writing leads to confusion No training leads to insecurity No clear goal leads to lethargy No reading leads to superficiality No generosity leads to loneliness

reminder

The average daily rate for both Marriott and Airbnb was $171 this quarter. Which would you prefer to stay at for that price? $ABNB $MAR

Wow. Not bullish for Airbnb

Hilarious!

You can just ask ChatGPT for any recipe now. Have tried many and all of them turns out great

Tell me how you don’t understand the consulting industry.

If there was a tutorial to life, it would actually be quite simple: 1) Read books to avoid the common time-wasting mistakes, most of the wisdom you need for a happy life is actually written down in timeless novels 2) Accumulate a wide range of experiences and meet a lot of

Neat

AI is doomed lol

Gold is telling the future: The S&P 500 is in one of its strongest bull runs in decades, up +1,650 POINTS in under 5 months. Meanwhile, Gold's YTD return just hit +37%, nearly 4 TIMES more than the S&P 500 YTD. Why is gold crushing stocks in a bull market? (a thread)

Individually alpha is collectively beta. That’s actually the centrist argument against the sort of exaggerated ultra-masculinity that’s in vogue today. I understand how that ideology arose, but it actually makes you weak, because it inhibits scaled cooperation. Essentially: in

Life is actually more stressful when your goals aren’t challenging enough. You are wasting your time, and you know it. Peace of mind is just the art of playing life on the right difficulty level.