Absent Insight

These two photographs are separated by only 66 years.

It would seem that some people have nothing better to do than to just spend hours attacking me and I don’t even know who the hell they even are. Tedious. Go make some Grok porn to goon to and leave me the fuck alone.

🇹🇼🇮🇷 Taiwan’s chip empire just got a brutal wake up call TSMC the company that makes 90% of the world’s most advanced chips is 100% hooked on helium + LNG that sail straight through the Strait of Hormuz. Helium (critical for cooling wafers & lithography). About 60% to 70% comes from Qatar now offline. LNG (powers about 40% of Taiwan’s electricity). About 33% to 35% from Qatar same chokepoint. Taiwan has only 11 days of storage. Why this is a critical issue? One prolonged Hormuz mess = immediate price spikes, fab slowdowns, and global chip shortages. No quick alternatives. Taiwan just became the biggest collateral damage in the Gulf chaos. Source: Fitch Ratings

We got a call from Grindr after this and said your team was their biggest users. Congrats!

🇺🇸🇮🇷 The U.S. just sent Iran a 15-point plan to end the war. Pakistan delivered it. The proposal covers safe shipping through the Strait of Hormuz, Iran’s ballistic missiles, and its nuclear program. Iran’s response so far? They told the world that only “non-hostile” ships can pass the Strait if they coordinate with Iran and pay a fee. U.S., Israeli, or “aggression” ships are banned. Meanwhile, Israel says the war will keep going for weeks. This “peace plan” looks more like a wishlist while the fighting continues. Source: NYT, Institute for the Study of War