
KingStexx
619 posts

KingStexx
@kingstexx
Learning Addict. jit(jacfwd(jacrev(fun))). Loves Americana 🇺🇸




The EU attempts to backtrack from Von der Leyen’s statement which has described Turkish influence as adversarial on par with China and Russia






In a Truth Storm, Trump announces a lot of Winning, but also that the *American* blockade of Iran remains in place until Iran accepts some terms including, apparently, on nukes. Given Vance's terms recently, this looks like Iranians having given up their leverage and demands.


I was against starting a war with Iran but from this position I do view allowing Iran to acquire nukes and toll ships in the strait as unacceptable. Part of the problem with the war as the likelihood of ending up here, with escalation as the only viable path



Kerry: I was part of the any number of conversations with Netanyahu. Psaki: Pitching the US strike Iran? Kerry: Yes, he wanted us to strike. He came to president Obama. He made a presentation to ask to strike. President Obama refused. President Biden refused. President Bush refused. The only president who has agreed to this, obviously, is President Trump


Why is Dario Amodei so weirdly hawkish on the Chinese?



Tidbits from China trip: Confidence matters, and it feels like people have largely made peace with the (post 2020/21) new normal. Coffee shops are packed again. Consumer energy is back, and sentiment feels calm, even quietly hopeful. A key driver is the wealth effect: the Shanghai index is up 50% from the Oct-2024 lows and has steadily reached its highest level since 2015. On tech, research talent is genuinely world-class. VCs are "employed" again - IC cadence has gone from 2–3 deals a month to ~20 a week. Valuations are rising, and the IPO window looks at least as open - arguably more open - than in the US. Beijing is deliberately ending “involution.” One underappreciated move is the rollback of export-side support. Starting 4/1/2026, China is cutting export VAT rebates in key categories: solar PV goes from 9% to 0% immediately, with batteries seeing similar treatment. The implication is less dumping, faster consolidation, and fewer survivors. China is shifting from exporting deflation to exporting inflation, while pulling itself out of a deflationary spiral. Real estate is still washed out, but a path to stabilization is visible. If mortgage rates reset toward ~3% and rental yields drift toward ~2%, carry becomes roughly neutral. That’s typically the point where transaction velocity returns and sentiment stops deteriorating. Healthcare is moving from me-too toward best-in-class. China has aligned more closely with global drug-development standards, improving predictability and baseline quality across trials, CMC, and filings. The combination of talent and manufacturing/process engineering is a durable advantage. Clinically, large patient pools, dense hospital networks, and a mature CRO ecosystem enable faster enrollment and iteration - speed that translates into a real edge in reaching best-in-class outcomes. The most cited investment themes were Consumer Hardware, Aerospace, Robotics, and Domestic Chip Substitution. Each could produce multiple multi-baggers, and the A-share market is increasingly welcoming to tech companies - "you invest/ work in sectors that's encouraged by Beijing". Consumer hardware is shifting from pure supply chain to product definition and global branding. Over 80% of Kickstarter launches now come from Chinese teams. Companies like Bambu Lab, EcoFlow, and Insta360 show China can win globally with strong product and software. Voice is far more dominant than in the US. I heard estimates that ~30% of Doubao queries are voice. In EVs - now over 80% of new car sales - voice is the default UI. Daily life is also far more contactless. Boarding and identity checks feel closer to “walk through” than “show documents.” +++ LLM deep dive (see post below) +++ full article on China observations: open.substack.com/pub/robonomics…





Reminder that CSIS is a garbage sinecure that fabricates war propaganda from hastily googled NPR/BBC articles 6-15 years out of date, and relies on *me* to do their fact checking by opening Wikipedia. The American bar is THAT low. I should be making 6 figures on this shit, smh.

BREAKING: Google is suppressing the reach of Grokipedia. Even when you type the exact keyword, Google auto suggestions refuse to show it. This is a website with over 3 million daily visits. That is not an algorithm issue. That is suppression.


2026 is the year of Neo-Cypherpunk. Your chance to understand it in under 15 minutes. A short Academy course inspired by @post_polar_ @chaumdotcom @kurtopsahl @VitalikButerin @zooko @CharlotteFang77 & more Learn 🫵 academy.web3privacy.info/p/neo-cypherpu…



Chinese Foreign Ministry on Greenland: We urge the United States to stop using the so-called ‘China threat’ as a pretext to pursue selfish interests.


Don't start a PhD unless you're willing to do the hard work of having rich parents


