
Jason Note, CFA
1.1K posts

Jason Note, CFA
@jasonnotes0206
ETF & Crypto Licesned Professional / Tech Investor / Investor Relations of Listed Company
Hong Kong เข้าร่วม Eylül 2009
618 กำลังติดตาม193 ผู้ติดตาม
Jason Note, CFA รีทวีตแล้ว

Because we get asked a lot.
The Technological Republic, in brief.
1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation.
2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible.
3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public.
4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software.
5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed.
6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost.
7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way.
8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive.
9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret.
10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed.
11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice.
12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin.
13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet.
14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war.
15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia.
16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn.
17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives.
18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within.
19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all.
20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim.
21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful.
22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what?
Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska
techrepublicbook.com
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Jason Note, CFA รีทวีตแล้ว

50% in 1-5 years ~isn’t that too modest?
TFTC@TFTC21
Anthropic CEO Dario Amodei: “50% of all tech jobs, entry-level lawyers, consultants, and finance professionals will be completely wiped out within 1–5 years.”
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Jason Note, CFA รีทวีตแล้ว
Jason Note, CFA รีทวีตแล้ว

@luckyzzzzzz2026 我从来不会在涨的时候买东西……
可能会更高,但是何必呢?看好可以等调整
intc nok都是直线涨,不可能不调整的,做投研的目的是为了跌的时候敢买
中文
Jason Note, CFA รีทวีตแล้ว

The market got bored of Iran.
TACO after TACO. A ceasefire that changed nothing. A blockade. Trump saying "close to over" while sending 6,000 more troops.
The physical oil shortage is already here.
New Weekly Playbook: 12 positions, full update.
garrettsignal.com/p/weekly-signa…
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Jason Note, CFA รีทวีตแล้ว

@colinwu 今年香港 WEB3 大会格外火爆,一个原因,都已经被开除了没事儿做,灵活就业人士也需要行业大聚会
中文
Jason Note, CFA รีทวีตแล้ว
Jason Note, CFA รีทวีตแล้ว


trump is taking hormuz. not by opening it. by shutting it down himself.
smartest move of the war. the first real signal that the US is done playing reactive and ready to dictate terms.
but will it work? new piece on why the blockade changes the narrative, not the outcome.
garrettsignal.com/p/the-smartest…
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随着伊朗愿意放弃浓缩铀作为结束战争的妥协,战争和预期的一样朝着彻底结束方向进展,希望世界和平不是空口号。同时结构法案也终会通过,继续看好这一段反弹行情,除非炮火再次响起。最近看到很多人做山寨币合约爆仓,山寨币本身就是高风险,再加合约就是必输的游戏,尤其是你的对手还是掌控筹码,资本和技术情况下,巴菲特说的很对,慢慢变富才是最佳途径,再厉害连续赢五次第六次输掉就全没了,这不算正常的商业模式。
JackYi@Jackyi_ld
跟所有和平谈判过程一样,都是从分歧到共识,还是坚持战争会结束了,双方都没有任何理由再打,继续等待反弹不止盈,协议达成那一刻就是一根阳线。从中长期来看,很多人都在等待一场大危机,巴菲特们储备现金,大国们储备黄金,3个大国2个正在战争中,另外那个在争取最后的和平方案,如果真的金融危机重来,考验BTC是避险资产还是随波逐流时刻到了,那也是超级抄底机会。AI给了优秀创始人一次新的机会,现在几个人就可以干一家全球化产品的公司,不需要耗费时间融资和招人管人,尤其是之前创业过的创始人,你们懂方向懂需求,一定要再次打起精神不错过AI大航海时代。
中文

Market likes this
Kalshi@Kalshi
JUST IN: Iran reportedly offered to suspend nuclear activity for 5 years
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Jason Note, CFA รีทวีตแล้ว

paper priced peace. physical didn't move.
the market dropped oil 15% on a ceasefire that was violated before the ink dried. zero tankers through hormuz. insurance not reinstated. 800+ ships still trapped.
full playbook out now 👇
@garrettsignal/note/p-193667629?r=c3gqe&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@garrettsignal…
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Jason Note, CFA รีทวีตแล้ว









