State Funding Drives Long-Term Science, Innovation, and Flourishing
Such an important point. Which is why @MazzucatoM ‘s thesis about the importance of state investments in long-term, risky fundamental science is so critical to long-term innovation and human flourishing.
Users Spending Thousands Monthly on OpenClaw API Tokens
How are y’all affording OpenClaw? I have 2 Claude max $200 accounts and I’m maxing them both out weekly in CC. Are you guys spending $4-5000 / month on API tokens?
De-Dollarization Gold Theory Dead, I Remain Defensive
The de-dollarization thesis driving gold may be well and truly dead. I'm acting defensively. I have failed - once again - to internalize a theory of mind for pathological narcissists and psychopaths.
Supply Shocks Could Trigger Crises Bigger Than COVID
If a meaningful fraction of the analyses I’m seeing on major supply disruptions to global energy, food and pharmaceutical inputs is real, the humanitarian crises and government responses that are about to unfold will make COVID mayhem feel quaint.
China’s Integrated Strategy Beats Fragmented Western Approach
🎯“China treats electricity, critical minerals, manufacturing, defence and infrastructure as one strategic system. Credit, permitting, refining, fabrication and demand scale together. Western systems fragment the same problem across central banks, markets, regulators and election cycles, assuming price signals will coordinate what...
Beijing's Choice: Strategic Counter or Patient Wait
The only question that matters in the next few weeks is whether Beijing concludes that the Iran escalation cutting off 40% of Chinese oil imports was deliberate and therefore demands a strategic response, or concludes that it was reckless and...
BTC's Iran Reaction: Pure Signal, No Noise
$BTC reaction to the Iran news is all signal, no noise. What exactly is the use case again?