Don Linguinistan
8K posts




If you think AI film can’t be art then explain this.

*NETANYAHU: WAR WILL END LOT FASTER THAN PEOPLE THINK Good enough… send it. 🚀






About to start Blood Meridian for the first time. Give me all your best advice.


3 hour poll. Do you want the Jews kicked out of America?



The choice is clear. It’s Zcash or communism.

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…


MUST READ: A bombshell NYT investigation shows that Cesar Chavez sexually abused young girls. Dolores Huerta also discloses for first time that that Chavez raped her. So much more from Manny Fernandez and Sarah Hurtes —> nytimes.com/2026/03/18/us/…

@_coinhead Erm

Just a PSA if ur trading on HL and unclear about which oil to long I would recommend the Brent contract Based off oil that comes to market in European ship yards or smth - directly effected by hormuz shock CL tracks wti which comes out of Oklahoma and is the price for the US market - Trump clearly has more incentive to attempt to subdue this price, he has procedural levers to pull which help him to do so, and the price is also being effected by these SPR releases/swaps Furthermore, longing Brent-wti spread will likely be profitable as long as this conflict endures


My latest with @ForeignPolicy It's past time for a fundamental reevaluation of the US-Israel relationship. 🧵 foreignpolicy.com/2024/03/22/isr…


TUCKER: “Was Iran on the verge of getting a nuclear weapon?” JOE KENT: “No. They weren't three weeks ago when this started, and they weren't in June either.”








