Marcel Münch
32.9K posts
Marcel Münch
@_mm85
China, Innovation & Investment
BLN 🇩🇪 SHZ 🇨🇳 MIL 🇮🇹 Katılım Aralık 2009
659 Takip Edilen41.7K Takipçiler
Germany & Japan both got humiliated in front of cameras, sitting in Trump’s office. Allies? Really?
While Xi may have concluded conditions for a US meeting are not met (yet), hence got postponed.
Explains why Bessent is so angry & scolds China today.
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Absolute bombshell. Mearsheimer reveals Trump secretly allowed Iran to sell its oil to keep global prices under 100 dollars. But Israel intentionally bombed Iranian gas fields to ruin the plan, sending prices skyrocketing and destroying the US economy.
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Marcel Münch retweetledi
the laundry room on the F-35 caught fire
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@lithos_graphein Peanuts for $TSLA
Will build themselves at 1/3rd cost. Any overcapacity sold into the market undercutting ASML.
Right? 😏😉
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Gemini 3.0 didn’t quite work out and most of us are still stuck with 2.5
Sometimes I don’t get it - what’s preventing Google from ditching all the side hustles and training 100 models from 100 teams in parallel
Pick the model/team combination that produces a decent model!
That way, they will at least stay in the AI race 😅
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Germany
- Shut down all of their nuclear power
- Lost all of their Russian gas
- Now losing all of their Qatari gas
Holy shit it has never been so over for Europe. It is utterly over
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Marcel Münch retweetledi
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
Balaji@balajis
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…
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Why is Elon Musk suddenly hanging out with demonic Howard Lutnick? 🤔
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If we didn’t piss off Europe with the tariffs they’d probably be singing a different tune.
Honestly this administration is a complete dumpster fire and I voted for Trump.
There’s absolutely zero thought or analysis before they do anything.
It’s all impulsive and ego.
BRICS News@BRICSinfo
JUST IN: 🇪🇺🇺🇸 Europe tells US President Trump Iran is "not our war."
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BOMBSHELL: Iran offered to give away ALL of its enriched uranium during peace talks in Geneva. The British thought it was a credible offer. Hours later, Trump started bombing Iran anyway. The US didn't want peace, they wanted war.
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Trump is losing control of this war.
The White House@WhiteHouse
Statement from President Trump on South Pars Gas Field:
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@bindureddy Google will win the AI race in the West, China on Earth and SpaceX in space
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