The EU is now barring Chinese medical devices from public contracts, in a move very similar to Trump’s America First trade policy.
After years of mocking Trump, Europe is admitting: He was right. 🧵
2/ For decades, the West tolerated Chinese protectionism.
The theory? “Let them develop. They'll open up later.”
But China never did.
In medical devices, 87% of Chinese government contracts exclude Western firms — including Europe’s.
That’s not trade. That’s cheating.
3/ So what’s Europe doing?
👉 Banning Chinese-made medical devices from public tenders over €5 million
👉 Limiting Chinese content to under 50%
👉 Making exceptions only if no alternatives exist
Translation: China is cut off from Europe’s public health spending.
4/ Why does that matter?
Because almost all hospital spending in Europe is nationalized.
This isn’t a symbolic gesture. This is Europe saying: you won’t sell to us while you shut us out.
It’s Trump’s “reciprocal tariffs,” minus the word “tariff.”
The technology existed by the 1940s. The holdup wasn’t engineering — it was government regulation, spectrum hoarding, and cronyism.
What else are we missing today because of Washington? 🧵
2/ In 1945, the head of the FCC promised Americans would soon have “handie-talkies.”
But the FCC prioritized broadcast TV over mobile phones. They gave TV massive needless spectrum — most of it left unused — while starving “land mobile” services.
Cellular networks were proposed in 1947. Approved? Not until the 1980s.
3/ AT&T had the tech but was slow to push it — they liked their landline monopoly.
Motorola and small radio common carriers lobbied hard against cellular to protect their businesses.
Result: decades of delay, sky-high prices, and long waiting lists for primitive mobile phones.
🧵The SpaceX IPO isn’t overpriced. The future is underpriced.
Fourteen years ago, Facebook’s IPO was mocked as a failure. I called it a Strong Buy. Those who listened made a fortune.
SpaceX is the same story — only much, much bigger. It's the East India Company all over again.🧵
2/ Facebook dominated the social graph. SpaceX is organizing the economic graph of a multiplanetary civilization, and remaking intercontinental transport at the same time.
It launches ~85%+ of the whole world's payload mass to orbit. Starlink connects the planet. Starship slashes costs 95% and enables orbital data centers, lunar industry, Martian cities, point-to-point Earth transport, and military logistics at unprecedented speed.
3/ Wall Street will obsess over today’s revenue and tomorrow’s capex. That misses the point entirely.
SpaceX isn’t just a launch company. It’s building the transportation layer for the Solar System — mass, energy, process, and value on a scale that echoes the opening of the New World in 1492.
At any reasonable IPO price, this is a generational bargain.
🧵The USS Nimitz — America’s oldest aircraft carrier, laid down in 1968 and scheduled for decommissioning this month — just showed up off Cuba’s coast instead.
Raul Castro better watch out. There's a cell beside Maduro's!
Trump isn’t letting old ships rust. He’s using them to project power. 🧵
2/ The Navy extended the Nimitz’s service life by ~10 months.
Now the Nimitz Carrier Strike Group is in the Caribbean, sending a clear message to Havana.
“Welcome to the Caribbean, Nimitz!” — U.S. Southern Command.
It comes after the Justice Department indicted 94-year-old former Cuban dictator Raúl Castro.
Cuba is in free fall, cut off from Venezuelan oil money. Ordinary citizens are burning wood and charcoal to cook while the regime maintains fuel for its military and and lavish lifestyles for its "Communist" leaders.
🧵Calling Israel a “European colonial project” may sometimes be ignorance. But it’s a lie.
Mizrahi Jews — who never lived anywhere but the Middle East for 2,500+ years — are the largest group in Israel (between half and ~61%).
They weren’t colonizers. They were ethnically cleansed from Arab lands in the 20th Century.
The colonial myth requires erasing them. 🧵
2/ These communities predated Islam by 1,500 years. They wrote the Talmud in Iraq. Maintained ancient traditions in Yemen. Formed a third of Baghdad’s population.
In 1948, nearly 900,000 Jews lived across the Arab world.
Today? Fewer than 10 remain in Iraq, Yemen, or Libya.
3/ The ethnic cleansing was systematic:
• Iraq’s Farhud pogrom (1941): 2,600 years of Jewish culture driven out.
• Egypt 1956: Jews given one suitcase, forced to “donate” everything, then expelled.