Did you listen to me anon. As I mentioned in my piece on NdFeB magnets and actuators,:"If the U.S. does not own the actuator corridor, it will import the bottleneck module that gates volume. And if you import the bottleneck, your learning curve compounds inside the exporter’s cluster, not domestically, which is exactly how China locked in advantage in solar, batteries, and increasingly EV subsystems." x.com/CrossCurrents28/status…

This is crucial for maintaining dollar hegemony. The successor to the petrodollar will be the token dollar. Widespread international adoption of our AI stack reinforces the dollar reserve currency status.

It is pretty simple. If we stop, China will build 10x our capacity and rapidly overtake us. They already have more energy and industrial capacity to throw at the AI problem, even if they still lag at frontier nodes. This would threaten everything about U.S. dominance i) weaken the dollar’s reserve currency status by reducing dependence on USD denominated compute and accelerating RMB internationalization, ii) allow China to capture the largest and highest-margin TAM in history, and iii) give them the productivity shock they desperately need to stabilize their overlevered domestic economy and project power abroad 🤦🤦

Great policy because lower-income households have the highest marginal propensity to consume, so cutting taxes on bottom 50% would flow directly into consumption, accelerating money velocity . That fiscal multiplier in the Keynesian sense is probably higher than routing the same dollars through bureaucratic government allocation.

One of the best articles I've read on X in a long time! While the West races to build general intelligence for robots, the real bottleneck for the actual buildout is the lack of NdFeB magnets. Every humanoid runs ~40 actuators, and almost every one depends on these, which are ~90% of which are produced in China. The West has three options here: 1/ Accept the dependency, and the supply risk that comes with it. 2/ Ramp up the NdFeB magnet production at home. 3/ Re-engineer the actuator itself (probably the hardest of all).

Did u listen to me anon: x.com/crosscurrents28/status…

I've been saying this... We effectively control one of the hardest-to-replicate upstream chokepoints in semis manufacturing.

It’s very worrying how people like this are allowed into government. Even more so when China's gov has a base of over 100mm people, where advancement is strictly measured across a wide set of KPIs to assess how capable you are at governing. With difficult exams and continuous testing as you move up the ladder. In many ways, it is the closest thing to a pure meritocracy in modern political systems. Bernie and AOC wouldn’t even pass the entry exam.

The Odyssey is one of the greatest works of literature in history. As a lover of Western Civilization -- and as the proud son of a Greek immigrant -- I denounce Nolan's sacrilege in perverting this great epic with DEI & trans lunacy. Shame on him & shame on Hollywood.

Shit is starting to get real. I think the most underpriced trend over the next few years is social unrest. Humanoids in the ~$20–50k range (and this cost curve will likely collapse very quickly) will soon be “good enough” to replace repetitive labor. The payback period could be <1 year vs. minimum wage labor. Labor-heavy industries with repetitive workflows would see massive gross margin expansion w humanoid adoption. And to handle use cases companies could have like 1 human supervisor per 10 humanoids. From an economic POV this is a no brainer.

If the U.S. ever wants to command this level of manufacturing and speed of iteration, the gating input has to be onshore. Robotics scales through actuators, and actuators scale through NdFeB magnets( the highest-learning-curve and most supply-constrained part of the entire stack). Or else, we are just funding innovation abroad. Read my full piece here: x.com/CrossCurrents28/status…

Federal procurement is directionally important, but federal demand alone is not enough to make American manufacturing economical again ! The issue is that the U.S. is trying to rebuild its industrial base while preserving a dollar regime that keeps making domestic production less competitive. Take the Petrodollar, which kept global demand for dollars high. That helped finance American deficits, but also kept the dollar strong. Now AI may create a second version of this system. As global companies buy dollar-priced compute, and foreign investors pile into U.S. AI equities, another source of secular dollar demand emerges. The paradox is that the same mechanism financing the AI/industrial buildout may also tax the tradable sector that buildout depends on. This has to be addressed if America is serious about rebuilding industrial sovereignty. x.com/CrossCurrents28/status…

The Token Dollar also acts as a headwind to the very reindustrialization it’s supposed to finance. Foreign demand for dollar priced compute massive capital inflows into US AI equities keeps the dollar structurally bid, which taxes the tradable sector the buildout depends on ! It's paradoxical how this mechanism of economic dominance works against the very industrial sovereignty it seeks to restore. Read my piece: x.com/CrossCurrents28/status…

> be brin > escape communism > start most successful company in history > google search, gmail, chrome, docs, sheets, android are free > create 500k jobs > get called out by a fiscal terrorist who has done nothing but steal while being in office his whole life fuck yourself

The “you can’t earn a billion dollars” argument always comes from people who still think economic value is tied directly to labor hours, like we’re living in 1820 🤣 No, someone is not manually “working” a billion dollars into existence. They build a system, platform, network, or product used by hundreds of millions of people, and they own part of the upside. So if a company creates $200B of economic value globally and the founder captures 1% of it, what is wrong with it ? And the funniest part is pretending consumers have no agency. Apparently hundreds of millions of people voluntarily using a product is now just “a myth” people were manipulated into.