1/ Do you understand what is happening here before your eyes?
Too WEAK to be FELT—til too STRONG to be BROKEN
“China could ban all news media not funded directly by the Communist Party under new rules that will likely further limit freedom of speech.” telegraph.co.uk/world-news/202…
2/ The TRUTH…
…Is that the TRUTH will be suppressed—by decree or force.
All stats + information will be authorized from the state.
Everything else will be deemed “misinformation” and censorsed and punished
Luo Changping, a Chinese businessman and former journalist
was arrested after he questioned China’s role in the Korean War
the subject of a recent blockbuster film in the country depicting the US as villains... nyti.ms/2YtFoIY
6/ As i warned 2.5 years ago…
US movies have NO China villains
We need a great Chinese American hero-protagonist (NOT anti-Asian) in film + TV showing the real struggle against oppressive authoritarian CCP + the savvy information operations already quietly attacking us
1/
The good news: the METAVERSE is exciting but NOT for the reasons most people are talking about.
The bad news: odds are the 'Metaverse' will be used by IBM in an add before year-end and further dilute + erode it as buzzword bs that we all grow AVERSE to...
2/ To know the FUTURE of the tech of the metaverse
it starts with the PAST of the sci-fi
1/ I am a VC––and arguably have EVERY self-serving reason to not share this...
Yet a reputation for being intellectually honest, critical of hype and a lifelong student of human behavior + markets is better than EVER being a huckster promoter misleading followers…
2/ Excellent piece from longtime friend @andykessler—a tech savvy investor who also is a student of markets
(he made a fortune running money during the .com boom + as he once told me “got to keep the money”;)… wsj.com/articles/low-i…
3/
Andy notes:
Joby is worth more than Lufthansa, EasyJet and JetBlue.
Tesla is worth more than the next 6 automakers combined.
BYND (made with pea protein) is worth more than the entire market for peas eaten globally.
Yahoo was once $125B + AOL $200B, both 99% less today
1/ Any situation with disorder + chaos = DISASTER
Right now Afghanistan is disaster
2 waves are rolling
-Regret + anger (“all for what?”) + low military morale foment
-Rebukes of failed approach + coulda/shoulda op-eds + books from think tanks cement US embarassment…
2/
Dometically (+ internationally) politically it is big distraction for Blinken + Biden who are now on and will be on justifying- then apologist- defensive
—when they need to be focused on China.
Biden critics + the videos + images will be amplifyingly unrelenting
3/ China + Russia…will help amplify VERY aggressively
(using US social media accounts)
Russia already smearing Ashraf Ghani saying he filled helicopters with cash + fled (like banana republic dicatator)…
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”