Mehdi (e/λ)@BetterCallMedhi
point 3 is the one that should terrify every founder and VC reading this, the Gulf states were quietly becoming the biggest non-US source of tech capital on earth, Abu Dhabi & Saudi sovereign wealth were pouring billions into AI chips and infrastructure, this war just gave them every reason to pivot that capital toward China which was already rolling out the red carpet, so the west just simultaneously destroyed its energy supply chain AND its emerging capital pipeline in a single strategic move, I wrote about this exact dynamic tonight in a thread on the talent and capital migration east, the funding crash and the brain drain are the same phenomenon seen from 2 different angles
point 5 is where it gets really interesting though, China controls roughly 80% of global solar panel manufacturing, dominates battery supply chains through CATL and BYD, is building nuclear plants at 10 per year & now has C2C and power to X at scale, so the country that the west tried to contain through chip sanctions is about to become the only entity capable of solving the energy crisis that this war just created, the strategic irony is almost poetic bc the west just made itself more dependent on China in the exact moment it was trying to decouple