The next thing people will say is: mountains. The US West has tons of them! See map
Mountains stop rain, and the US West is mountainous, so that's why rain doesn't make it farther, right?
Wrong!
Look at California's Sierra Nevada. The western slopes of the mountains are GREEN! They CATCH the rains
Why doesn't this happen in the middle of the US?
Well, it does! In the middle of that nothingness, what do we find? Denver, in Colorado!
Why?
Because it's at the feet of some of the tallest mountains in the US, which catch water from the air—hence its snows
Then why aren't all these mountains much greener?
Because the water that falls in Denver comes from the Pacific, not the east
This animation holds the answer:
You'll notice that there are 2 forces of rain fighting on the continent:
• In winter, the US Northeast gets massive amounts of rain
• In summer, rains come from the southeast
Why?
The strongest Pacific winds are in the north. In California, they barely blow. Why?
Because of the size and rotation of the Earth! They blow westward at the equator and eastwards at the level of the US
The inversion happens around California➡️weak winds there
This is striking in South America:
• Equatorial winds create the Amazon Rainforest
• That makes the Andes super dry
• The inversion happens around Chile / Argentina
So the predominant winds in the US come from the Pacific, loaded with humidity, and they drop it in the mountains: the Sierra Nevada and the Rockies. That's why:
• The Pacific Northwest is so populated (Seattle, Portland): They get massive rains
• California's coast is sunny as it doesn't get direct rain, but the mountains catch the water, which flows to the coast
By the time these winds make it to the middle of the US, they are very dry. The Rockies catch the last amount of moisture (hence Salt Lake City & Denver) and nothing is left east of that
BUT in summer rains don't come from here!
In summer:
• The strong winds from the Pacific move north
• The Atlantic and Gulf of Mexico get very warm, so they load the sea with moisture
• Land gets even warmer faster, so air goes up (hot water is lighter), and the somewhat cooler air from the Gulf of Mexico rushes in
This moisture-filled air then drops its load on land, causing the rain we know. That's why the coast from Houston to Miami gets so much rain: It's like a monsoon! And this air only makes it as far as we've seen—the middle of the US
The farther from the coast, the less water, and the less population!
All this also explains why Boston gets more snow than Chicago, why the US has a world record in hurricanes and tornadoes, and much more!
I'm publishing much more about this next week. Follow me to see it! @tomaspueyo
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I respect @BillAckman a lot but I think he's wrong on @Uber. AFAIK his bear case on robotaxis: 1. Not great for bad weather 2. Too expensive to cover peak demand 3. Less utilization because of food delivery 4. They can't disintermediate Uber
1. Not great for bad weather
This is a @Waymo driving in rain—the worst they'll ever be! They already have ~10x fewer accidents than humans. Maybe in the short term humans are going to be better in some really bad weather, but those are short-term exceptions
2. Robotaxis will be too expensive to cover peak demand
This is ptrobably true for Waymo but not @Tesla's @robotaxi, for 2 reasons:
a. Cybercab costs will be the same order of magnitude as normal ICE cars
The Model 3 costs ~$40-$45k, but the Cybercab will have 60% fewer parts: steering wheel, pedals, steering column, backseats, backdoors, side-window mirrors, rear window... Let's assume this will bring the cost down to $30-$35k
Add to that the new manufacturing process that treats Tesla's Cybercabs not as cars, but as electronics. They will be able to produce a car every 5s. This will further reduce their price
Compare that to the price of a car for Uber, which today is between $25k-$60k
Never bet against the US:
Ppl think its biggest strength is its institutions, the dollar, entrepreneurship... But one of its biggest assets is its geography 🧵
1. Size
The US is the 4th largest country. It spans an entire continent, reaches two oceans, and is big enough to be a geographic heavyweight in the world
2. The Mississippi Basin
It's the 4th largest drainage basin in the world and occupies 40% of the contiguous 48 US states, touching 32 of the US’s 50 states. 11 US states directly take their name from it.
Climate caused the US Civil War, because: 1. Slavery was the main cause of the war 2. Different crops were the main cause of slavery 3. Climate caused different crops in the North vs South
This is terribly important to understand the US today and how to heal it
🧵
1. Slavery was the main cause of the war: the Abolitionist North & the Slavery South were competing to expand westward to increase their political influence
But the North grew & expanded faster, to a point where it could force abolition on the South, which then seceded
In 1790, the Free & Slave states had the same population, and there were many more Slave States (8 vs 5), so Slave States controlled the Senate.
By the eve of the war in 1860, the North had 50% more population and 4 more states, giving them control of both the House & Senate
Moscow is one of the weirdest capitals:
• Biggest European city
• Extremely cold
• Little farmland
• To Russia's extreme west
• Not on a coast or main river
How did it create the biggest country on Earth?
It involves horse archers, human harvesting & tiny animals 🧵
The first shocking fact is that Russia is so far north it's at the edge of arable land. How can you create a capital with so little food? Why not in the middle of the most fertile area on Earth?
This far north is extremely cold
Moscow is the 3rd coldest capital in the world and by far the biggest: with 20M ppl, its metro population is 8x bigger than the 2nd biggest cold capital, Stockholm!
This map tells you how a seemingly innocent difference, like wheat vs rice eating, can have dramatic political, economic, and cultural ramifications:
🧵
The areas that harvest wheat vs rice are different. Why?
Because of climate
Rice needs heat and lots of water. Ideally, flooding the fields to also kill weeds. Rice dies with frost.
Wheat resists it well, prefers cooler temperatures, but dies when it's flooded
Did you know the West's trade deficits to China are not recent, but started 2000 years ago? This is the story of how silk, porcelain, tea, opium, and silver have determined the history of the world 🧵
The Romans already complained about deficits to China! Mainly because of silk
Back then the Chinese already preferred manufacturing and selling products than consuming foreign products. Chronicler Solinus ~200 AD: The Chinese "prefer only to sell their products, but do not like to buy our goods."