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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1/ 🛡️ The FUTURE of WARFARE isn’t a “revolution” but an evolution—a mix of drones, AI, and smart strategy. What’s the playbook for Taiwan, Ukraine, and beyond?
A quick high-level dive📡
2/ 🛰️ The Gulf War heralded stealth, precision, & GPS.
Today, uncrewed systems (drones) + AI define the battlefield. But there are limits. Attrition wars teach hard lessons.
3/ 🔥 UKRAINE's lessons for TAIWAN:
Drones disrupt but aren’t invincible.
Customized kamikaze drones carry ~5kg payloads, fly ~19km + force adversaries to spend $$$ on defense.
2/ More than 3.5 billion years ago, life on Earth emerged from chemical reactions.
Nature invented RNA, proteins, and DNA, the core molecules of life, and created the ribosome, a molecular factory that builds proteins from instructions in the genome.
3/ Proteins are wondrous dynamic molecules with incredible FUNCTIONS
-molecular engines powering motion
-photosynthetic machines capturing and converting to energy
-scaffolding building skeletons of cells
-complex sensors interacting with environment
-information processing systems running the programming operating system of life
1/ Quick thread 🧵important new paper 📜from @sfiscience on the THERMODYNAMICS of COMPUTATION...
Ever wondered why your gadgets get warm after using them for a while? As with cells🧫, brains🧠 and laptops💻––it's all about energy use and heat🔥....
2/ The key is "stopping times". In biology a cell might stop making a protein once it triggers a reaction from another cell. In simulations like a coin-flipping it may be once it reaches a set number of flips...
3/ Estimates are that computers use 5-9% of global energy (AI will only increase this📈). Biological systems on the other hand are 100,000x more energy-efficient...
1. Riskgaming 2. Possible adjacencies + the ADJACENT POSSIBLE 3. Build your cash position for tuck-in M&A 4. Prepare for rising cost of capital (and a lot less of it)… 5. Moravec Paradox––what’s easy is hard and what’s hard is easy
3/ Lux family companies including @anduriltech , @SakanaAILabs, @togethercompute, @VardaSpace, @AppliedInt have raised war chest balance sheets…
watch for rising cost of capital, more powerful labor unions…