Blockade Excludes Non‑Iranian Ports, Allowing Global Oil Access
An important nuance: The blockade doesn't apply to ships that enter or leave non-Iranian ports. So China and everyone else are free to pick up barrels in Saudi Arabia, the Emirates, Qatar, Kuwait... unless *Iran* tries to stop them.
Pressuring China Is the Key to Curb Iran's Influence
I am once again reminding you that the only way to pressure Iran is to pressure China, and that China cannot afford a global recession.
Venture Funding Soars While One‑Third of SF Offices Remain Empty
The biggest venture boom in history, and a third of San Francisco offices are empty.
JR East Outpaces All of China’s Rail Passengers
A single Japanese train company, JR East, carries more passengers than China’s entire railway system.
Landlords Accept Massive Office Tower Losses After COVID
Th Four Stages of Offices Grief, finally reaching Acceptance. WSJ: “Landlords and their lenders held on to their office towers for years, hoping for a turnaround after Covid. Now, they are accepting enormous losses.“ https://t.co/5MKOtfeAFm
AI Delivers Personalized Tutoring, but Adds Hidden Costs
How will AI change education? I am seeing glimpses in the way my kids use @sage_teacher: Each kid gets a personalized teacher, the AI guide keeps them engaged and challenged, and the parents have to pay extra to avoid the manipulation...
Defense Decline Drives One‑Quarter of Manufacturing Job Loss
“the 1950s-to-1990s decline in defense production explains roughly one-quarter of the decline in manufacturing employment and nearly one-tenth of the rise of top-ten income share.” https://t.co/UrqjdGuEIk
Postwar “Normal” Economy Was Historically Unprecedented
The “normal” postwar economy that everyone misses was the most unusual moment in all of economic history. Military spending was just one aspect…
Data Centers Boost GDP, Healthcare Jobs Keep Unemployment Low
The future unfolding in plain sight: GDP growth propped up by data center construction. Low unemployment propped up by healthcare jobs. https://t.co/aADxNaQXij
US‑Iran Conflict Feels Like a Rainy Chess Match
The US-Iran war is a chess game. In the rain. With one party more engaged than the other. (what do you think @Kasparov63?) https://t.co/9Wt6VCSOrh
Employment Rate Masks Hidden Shifts; 1990s Workers Untroubled
What the employment rate doesn’t show: full-time vs part-time/gig, hours worked, income inequality, geographic shifts. Based on this chart, 1990s factory workers had nothing to worry about China & automation either.
Capex Growing Faster Than Revenue Drives Returns
It’s not “unhappy returns”; it’s “capex is growing faster than revenue”. How it ends, depends. https://t.co/TtHGrcIFW8
War Reverses Order: Battles Before Alliances
This world war is progressing backwards: first the fighting, then the alliances that connect the different theatres.
AI Productivity Rises when Machines Talk to Each Other
Most AI-driven productivity will come from AIs speaking to themselves rather than to us. It's easiest to see this on the road: Cars driving themselves is cool. But all cars coordinating the flow of traffic together is a whole different story.
Hourly-Paid Users Drive Teams' Perfect Product-Market Fit
No. Teams actually has the best product-market fit. Its users are paid by the hour and are incentivized to pass the time
