1/ Have appreciation, emapthy and undersattnding for our VETERANS right now.
The ‘decision’ to “withdraw” from Afghanistan is causing heartwrenching pain suffering, frustration, anger—so many sacrificed SO MUCH (and many sacrificed ALL from limbs to life)…
2/ The US / Pentagon could never admit this overtly
failed state in Afghanistan under Taliban will foment violent extremists as it has
and yet now China = greater U.S. priority
History shows nation fighting two fronts often flails
Crazy 💭Our enemy’s enemy may be our “friend”
3/ CCP may recognize Taliban if Kabul fails
But will Taliban? They need
-Opium trade to China
-there are 1M muslims in concentration camps on Afghanistan border
What if US “decision” was not haphazard but calculated
“Enough—make this China’s problem on the Western front”
4/ I’d like to believe that US fight in Afghanistan was NOT for naught
It kept stabilized an unstable region that was always a powder keg
And at a time when China is on OFFENSE
this is a strategic move to threaten their Central Asia interests
and distract them on western front
5/ IF intentional
its a MUCH better strategy (Clausewitz x Sun Tzu)
at time when China facing global alliances focused on Taiwan in the EAST
and improbably may have to deploy troops to WEST
support for Taliban to liberate oppressed Uighurs
would be improbale insane plot twist
6/ highlights of Biden speech today on Afghanistan.
8/ UPDATE:
ISIS-K challenging Taliban, ‘declares war on China’
9/ UPDATE 2:
“…Now, as ISIS entrenches itself in Afghanistan, the group appears to be exploiting existing divisions to challenge neighboring countries, with China high on the list.” newsweek.com/isis-put-china…
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-Over 50% of small VCs will involuntarily exit as ~5 VCs are planning to voluntarily exit (IPO)
-Lux team has invested over half a billion dollars across 82 companies (new + existing) in the past few months…
2/
-Zuck’s “ Poachapalooza 2025”
-L&A (License + Acquihire) is the new M&A
-the AI capex surge (5% of GDP) ~ fiber-optic + router binge of 2000 tech boom (5.2%) and short step below sheet-rock bonanza of 2005 housing bubble (6.7%).
-Open source vs Closed…
3/great irony in frenzy for ARTIFICIAL intelligence––what’s acquired isnt hardware but HUMAN intelligence
-frontier of agentic Al not defined by model size-but what we can verify
-99% reliable agent degrades to 60.5% after 50 sequential decision tasks––each error cascading like cracks in glass
NVDA = 19% of that––and 42% of NVDA revenue comes from just 5 Big Tech co's buying GPUs:
Meta, Amazon, Microsoft, Google, Tesla
2/At recent lunch with LP who put Lux in business I talked about shift from consensus cloud inference (GPUs + datacenters + power) to on-device inference (memory + batteries)...
3/ This valued LP talked about CAPEX:
Meta, AMZN, MSFT, GOOG TLSA spending $560B by EOY 2025
-@anduriltech founder Palmer Luckey on @60Minutes
“The Future of Warfare”
-@eGenesisBio on @CNN with Sanjay Gupta
“Animal Pharm”
-new Lux Q1 2025 Quarterly Letter
2/ This is one of my favorite letters we’ve ever written
The theme is PARTNERSHIPS
-between man and machine
-between present and future selves, decision, companies
-between us and our founders of Lux companies
-between Lux partners ourselves
3/ word processor > spellcheck >grammar‑check > LLM “style‑check” if paragraph was birthed by human mind or statistical echo. We detect plagiarism but also something subtler—call it prompterism, prose coaxed from silicon’s
latent space rather than summoned from lived experience.
2/ The 🇨🇳CCP “2035 Science & Technology Vision” states unapologetically “original innovation is the sharpest blade.” coupling that declaration w/ vast subsidies, talent visas + procurement guarantees which have helped them take lead in 37 of 44 critical and emerging technologies!
3/ Upending American science seemed an impossible order.
Regularly copied and always envied, but never rivaled.
Constructed by visionaries like Vannevar Bush in the ashes of WWII + propelled by brilliant legislation like Bayh-Dole Act––we did the impossible: an open scientific enterprise that could simultaneously probe into the furthest frontiers while translating the most original insights uncovered into the most prosperous companies in the world.