saiem 🤌🏻

"Bad ideas, good ideas, it is not yours to judge until later. Right now your job is only to produce. After you produce, you can curate. You can select. You can censor. But now, have bad ideas. Lots and lots of bad ideas."

pour ceux qui ont suivi mes threads sur les terres rares depuis quelques années, voir Trump débarquer en chine entouré de plusieurs PDG du top américain a strictement rien de surprenant, c'est exactement le scénario que j'annonçais car pour moi c’est le moment où la première puissance mondiale officialise publiquement sa dépendance industrielle face à la Chine et envoie ses champions négocier l'accès aux matières critiques cependant je crois que le détail stratégique invisible au grand public c'est que cette image semble représenter deux puissances qui ont besoin l'une de l'autre mais c'est en réalité totalement asymétrique car pour rappel la chine contrôle 70% de l'extraction mondiale, 85% du raffinage, 90% des aimants permanents et 99% du dysprosium et terbium sans lesquels aucun chasseur F-35 ne décolle, aucune IRM ne fonctionne et aucun iphone ne démarre la réalité c'est que tesla, apple boeing GE.aerospace et tous les autres ont désespérément besoin de la Chine alors que Pékin a structurellement de moins en moins besoin d'eux le vrai sujet géostratégique c'est que la chine a fait en parallèle un travail invisible et patient de souveraineté sur les semiconducteurs, j’en ai déjà parlé à de nombreuses reprises mais par ex SMIC produit du 7nm avec du DUV multipatterning, huawei ascend rivalise avec nvidia sur l'inférence IA, QiMeng dessine des puces RISC-V via IA et SMEE a annoncé sa première machine EUV domestique pour 2027… y’a encore d’autres pépites sous les radars dont je pourrais parler (la Chine communique très peu voire pas du tout sur ce sujet) bref vous aurez compris que la Chine a construit son indépendance pendant que Washington formalise à mon sens sa dépendance avec ce déplacement impressionnant et personne dans les médias mainstream ne sait encore lire ce que cette photo signifie vraiment en ce sens je crois que le message inspirant pour ceux qui veulent construire dans ce nouveau monde c'est de comprendre que la prochaine décennie va redéfinir entièrement la notion de souveraineté industrielle pour finir sachez que ceux qui sauront maîtriser les terres rares, les semiconducteurs souverain, la fonderie, le packaging, le code embarqué et la matériauxénergie seront les nouveaux empereurs silencieux du 21e siècle

For the first time in memory, a US president visits China and it is clear that China is the greater power in that relationship; the bigger military power, the bigger economic, scientific and industrial power, and the better liked country globally. A huge shift happened, but we are not yet fully aware that it did happen because it didn't involve great violence. But China is not a rising power: it is the big power, just without the self-aggrandizing and narcissism, the glut, and the drama

If anything, this demonstrates that China is the current reigning industrial superpower in all but name, and that even American elites have to go to Beijing to prostrate before the Emperor and pay tribute. From unipolar superpower to Trump groveling before Xi in just three decades. What a decline.

So this trip is not really about “standing up to China.” It is about money. Trump is flying to Beijing with CEOs from Tesla, Nvidia, Apple, BlackRock, Boeing, Cargill, Citi, Goldman Sachs, Micron, Qualcomm and more. A whole aircraft of American capital asking China to “open up.” The comedy is brutal. On Monday, China is a threat. On Tuesday, China is a great country. On Wednesday, China steals technology. On Thursday, President Xi is a leader of extraordinary distinction. On Friday, America must contain China. On Saturday, please let our CEOs work their magic in your market. China should respond with perfect courtesy: Welcome. Sit down. Now explain which version of America came today.

writing will genuinely change your life more than motivation ever will. not in some cringe “manifest your dream life” way. i mean in a very real, practical way. most people never actually stop long enough to understand what’s going on inside their own head. they just react to life all day. scroll when they feel uncomfortable. distract themselves when things get quiet. jump from one dopamine hit to the next. but writing forces you to slow down for a second and actually look at your thoughts instead of running from them. and the weird part is you usually don’t even realize what you truly think until you start writing it down. writing doesn’t just record your thoughts it creates them. ideas start flowing that you didn’t even know were there. patterns start showing up. emotions start making sense. problems become easier to solve because they’re no longer this giant fog floating around in your head. writing organizes your mind. every high performer, every sharp thinker, every person who just gets it, they all write. It keeps showing up as the common thread. not the expensive stuff. not the complex stuff. Just pen and paper. they write because feelings are vague but words are precise. every time they sit down and search for the exact word to describe what’s inside them, they become a sharper, more powerful communicator. “people follow the person who can say what they mean and mean what they say. writing every day is how you build that muscle until it becomes second nature.” over time, all that accumulated writing becomes a resource you can draw from forever. the more you write, the more material you have to solve problems, connect dots and think bigger. the better you get at putting thoughts into words, the better you get at communicating in general. and honestly, communication controls a huge part of your life. like relationships, opportunities, business, confidence, influence, all of it comes down to how clearly you can express yourself. and no, you don’t need to be some amazing writer either. your grammar doesn’t need to be perfect. nobody cares. half the benefit comes from simply getting thoughts out of your head and onto paper. some of the best writing advice i’ve ever heard was: “write badly. just write.” because the moment you stop trying to sound smart or perfect, your real thoughts finally start coming out. even 30 minutes a day changes something in you. you become calmer because your mind isn’t carrying around a thousand unprocessed thoughts anymore. you become more self aware because you start noticing your own habits and emotional patterns. you become more articulate because you’re practicing turning feelings into language every single day. if you write every day, your future self gets to sit down and read exactly how far you’ve come. i think that’s more valuable than any photo album. who knows maybe one day all that writing becomes a book, a course, something you give your children. at the very least, it becomes proof that you were here, that you grew, that you tried. that’s one of the coolest parts about it. writing lets you watch yourself evolve with time. seriously. start writing. doesn’t matter if it’s in a notebook, your notes app, twitter wherever. just sit, think about your thoughts and write. just sit down for 30 minutes and let your mind speak for once. and watch yourself becoming unstoppable.

🚨 friday job drop. we're on pace to double revenue in 2026 → come join us @ @beehiiv... Product Marketing Manager 💰 $120K - $160K + Equity Account Executive, Enterprise 💰 $180K - $190K + Equity plus, we offer some ridiculous perks... 🌎 fully remote 💰 competitive salary 📈 401(k) match 🩺 insurance 🧘🏿‍♀️ monthly wellness day 📚 unlimited book budget 🏃🏽‍♀️ tons of autonomy drop a comment if you're interested. shoot me a follow to stay up to date on our latest new roles (more coming soon)

90% of Tibetans speak Tibetan. That's after 76 years of reports of China about to "wipe out" Tibetan culture. 18% of Wales speaks Welsh, 10% of Ireland speaks Irish. This is after roughly the same amount of time of trying to preserve those languages.

Today Australia cancelled its Inland Rail project, saying it was "too expensive". Yet we're spending $368 billion on AUKUS submarines because the US convinced us that China - which has paid us trillions $ for our iron ore to turn into steel to build these railways - is a threat.

The lack of news on Gaza isn’t because the genocide is over. It’s because Israel slaughtered the journalists and Western media pretends there’s a ceasefire.

So to sum up: - the EU cut itself off from Russian oil and gas - is suffering from unprecedented energy supply issues from the Middle-East - has industrial energy costs 2-3X higher than its competition - produces 40% LESS electricity than the US despite having 33% MORE people (and 75% less electricity than China) And their move - right now, in this context - is to deliberately raise the cost and slow the rollout of Chinese solar, the cheapest and fastest-deploying form of electricity in the market, on the flimsy pretext it's a "security threat." You'd think the bigger "security threat" would be having your industrial base relocate to countries that didn't voluntarily price themselves out of energy. Or, for that matter, ensuring that any new AI infrastructure or industrial projects gets built anywhere but Europe. Beyond parody.

Is this a joke? Israel is ethnically cleansing southern Lebanon and Reuters calls it “evacuation.”

🥸 Two Jews and a Muslim walk into a police station, the receptionist says, “What can I do for you both…”

What China just did with the blocking statutes against U.S. extraterritorial sanctions sets quite a major precedent, probably the financial equivalent of what happened with rare earths last year (in the sense that this is China taking a major step to push back against a U.S. hostile measure as opposed to taking it on the chin). It's a little complex but, to start with, what many people ignore (and will probably be surprised by) is that - by and large - Chinese companies and financial institutions have largely complied with extraterritorial U.S. sanctions. Anecdotal story on this: I know for a fact, because I personally know the person, that a very famous guy (whose name I won't reveal but that everyone of you would know) sanctioned by the U.S. was in China recently and tried to exchange money at the counter of a random Chinese bank. Just simply exchange dollars for a Chinese yuan, in mainland China. And he was refused, because he is sanctioned by the U.S. - despite the fact that China as a country has absolutely no problem with the person. This goes to illustrate just how much goodwill China extended to the U.S. on this - a Chinese bank, in China, refusing to serve someone China has no problem with, just to comply with U.S. extraterritorial sanctions. It also goes to illustrate why this blocking order marks such a sharp departure. What triggered it is not new sanctions by the U.S. but recent efforts under the so-called "Operation Economic Fury" to dramatically ramp up enforcement of existing sanctions on Iran. The U.S. notably issued at the end of April alerts to financial institutions worldwide - including in China - on "the sanctions risks associated with independent 'teapot' oil refineries in China, primarily in Shandong Province, given their continued role in importing and refining Iranian crude oil" (home.treasury.gov/news/press-rel…) Even more importantly, they also specifically went after Hengli Petrochemical Dalian (home.treasury.gov/news/press-rel…), one of China's largest private refineries, with 400,000 barrels per day capacity and a parent company (the Hengli Group) that's a Fortune Global 500 company. In effect, what the U.S. extraterritorial sanctions mean is that Hengli - and all other Chinese 'teapot' oil refineries being targeted - is cut off from the dollar system, and any bank, insurer, or trading partner anywhere in the world - including in China - that deals with them risks being cut off too. Which is obviously a major hostile move by the U.S. against China (and, of course, Iran). Except that China, this time around, is not having it. Since 2021 they've had regulations ("Measures to prevent the improper extraterritorial application of foreign laws and measures", mofcom.gov.cn/zcfb/zhzc/art/…) that gives the Chinese government power to formally prohibit compliance with foreign sanctions, and that, since this April (morganlewis.com/pubs/2026/04/c…) are also extraterritorial in nature. In effect what these regulations - and their April addendum - say is that if you comply with U.S. extraterritorial sanctions by cutting off a Chinese company, you are violating Chinese law. Any entity - Chinese or foreign - that refuses to deal with a sanctioned Chinese company because Washington told them to can be sued in Chinese courts, fined by MOFCOM, and since April, placed on a 'Malicious Entity List' with asset freezes and trade restrictions. In a nutshell on one side you have the U.S. saying "cut them off or we cut you off" and now China says "well, if you do cut us off we're going to be real nasty with you, in China and potentially beyond." These regulations were - until yesterday - purely theoretical: they've never actually been applied. But, yesterday, China's MOFCOM made it crystal clear this time is different: they used a statement with a triple negative, saying the U.S. sanctions "shall not be recognized, shall not be enforced, shall not be complied with" ("不得承认、不得执行、不得遵守", mofcom.gov.cn/zwgk/zcfb/art/…). In effect you now have companies that are in the middle of this - for instance financial institutions serving Hengli - caught in quite a bind: face U.S. or Chinese hostility. It's a no-win, they need to choose a camp on this. Concretely speaking, given that the overwhelming majority of companies affected are operating inside China, they'll obviously choose the China side. The real question therefore is: Is the U.S. ready to act on its threat and cut off Chinese banks or other institutions that keep servicing these refineries? Because that probably means sanctioning major Chinese financial institutions, which is a whole different level of escalation. The moment the U.S. designates a major Chinese bank for dealing with Hengli, this stops being about Iranian oil and becomes a direct financial confrontation between the two largest economies on earth, which is a much bigger deal with probable consequences for the entire global financial system. Or will the U.S. back off, meaning China would have effectively caught their bluff, showing that extraterritorial sanctions are a lot of bark but not a lot of bite? We'll know in the next couple of weeks I guess. One thing is sure though: whatever happens with these refineries, the broader damage is done. China used to extend remarkable goodwill on sanctions compliance - voluntarily cooperating with extraterritorial sanctions inside its own borders even though it had no legal obligation to respect them. That goodwill has been spent. And, from a U.S. standpoint, a China with less goodwill vis a vis U.S. financial hegemony is undoubtedly a far bigger issue than a few teapot refineries buying Iranian oil.

If 41 Jews were killed in 24hrs, it would be called the nth worst antisemitic massacre since the holocaust. When 41 Lebanese are killed by Israel in 24hrs, it’s called a ceasefire.

If you are a Jewish victim of an attack, it's an antisemitic attack. If you are a Muslim victim of an attack, you don't even exist.

The only good thing about Trump - only thing! - is that he sometimes says what we all know to be true but don’t expect an American president to say, admit, out loud.

Weird that even the police, in their tweet, though not in the full statement itself, are just airbrushing the fact that he’s being charged with three attempted murders, not two, the third person being a Muslim man he stabbed earlier in the day

Spain's Pedro Sánchez has emerged as a sharp critic of Donald Trump. But he's also pushed for a broader recalibration of European policy, recognizing the need for new international partnerships with the Global South after the end of US hegemony. My latest jacobin.com/2026/04/pedro-…

Extraordinary. Not just the media, but also the police are simply erasing the knifeman's first victim, who was a Muslim.

This isn't in the trial phase. The entire China International Consumer Products Expo in Hainan, recently, used only these materials for signage, food containers, and more. This is getting scaled for mass use.