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"I think conceptually I think the distinction really is a weapon that is choosing its own targets on the battlefield." - Paul Scharre [00:05:15]
"The US military's flown over 6,000 sorties against Iran... US mil got to bring all that information together and find out where are these targets right now." - Paul Scharre…
From 51 to 5: Mapping the U.S. Defense Industrial Base Consolidation. “Last Supper” (DoD consolidation push) in 1993 triggered rapid mergers across the defense industry. #J.P.Morgan
An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan
"shipping a little bit like the water that it flows on you plug up one area and suddenly it moves around" - Carrie Craig [00:01:46]
"we need bonds in the portfolio to protect us from recession risk but we need alternative assets in the portfolio to protect us from inflation risks" - Aaron Hussein…
"The person who settles disputes is in charge. Not the person who starts them, not the person who wins them—the person who stops them." - Tucker Carlson [00:10:19]
"If we get deeply involved and deeply entangled with Iran, we are playing right into China's hands... China will simply just watch us bleed out economically as we bleed out on the…
"Our problem is we have no idea how to manage social media. That is the biggest problem in the United States today." - Stephen Kotkin [00:02:15]
"All successful societies are based on two things and two things only: competent and compassionate leadership, and social solidarity and trust." - Stephen Kotkin…
"The number one thing that you will see is how little loyalty chinese consumers are because of the brands and how fast they innovate and how quickly they push things out." - Expert Analyst [00:00:51]
"It's a completely different way of operating and selling to consumers in china today than it is in other countries." - CNBC Correspondent…
"Iran has stated that its purpose its goal its strategy is to move oil to $200 a barrel which will have a really significant impact on the global economy because the entire global economy is based on access to cheap energy." - Professor [00:01:41]
"Remember that America is sitting on $39 trillion in debt and so the American economy is a Ponzi scheme that relies on…
"frankly if you look back at history the only shit that ever worked the things that helped us win all the wars were the things that the heretics actually did" - Shyam Sankar 00:01:55
"we've had no deaths due to nuclear incidents in our submarine force and he designed it to a standard... 100 times safer than what we believe the minimum standard to be"…
"In the councils of government, we must guard against the acquisition of unwarranted influence, whether sought or unsought, by the military-industrial complex." [01:53]
"The potential for the disastrous rise of misplaced power exists and will persist." [02:04]
Citation: Farewell address by President Dwight…
"The only way to truly stabilize this system is for everyone to be willing to move to a global monetary equilibrium where the reference point is not one that can be printed, devalued, or defaulted on by anyone else. And that's gold." - John Butler [01:11:09]
"The United States has done more to tear down the rules-based order in the last 16 months…
"there are serious you know military academics which which exist and historians who would argue that we're already in World War III" - Michael Every [00:00:00]
"if you start from the premise that the market will solve all problems and resolves everything and that you don't need to take any political action at any point well you're not going to be…
The global tech supply chain. #Toto #Ajinomoto
Anthropic's AI usage by country & state - Anthropic Economic Index
Goldman Sachs: Asset classes perform amid geopolitical events
"Unlike most of my predecessors I have a very healthy skepticism of elite institutions and elite opinion... I have a healthy regard for the market." - Scott Bessent[00:03:02]
"The crowd is right 85 or 90% of the time and that's the momentum but it's really that when things turn or when you could imagine a different outcome than the consensus is…
1. TL;DR The internet evolved from a decentralized Cold War defense project into a global commercial fabric, now entering a new phase of AI-driven productivity and terabit-scale connectivity through 6G and optical innovations.
2. Key findings
McKinsey: The growing US national debt threatens investor confidence
The federal debt today stands at $38 trillion, or 120 percent of GDP. This is higher than the 119 percent recorded in 1946 in the aftermath of World War II and barely less than the all-time high set in April 2020 at the height of the COVID-19 pandemic. The United States has one of the highest national debt levels relative to GDP of major…
McKinsey: The United States has led the invention of new products, systems, and technologies over the past 250 years.
America’s ‘can-do’ spirit
From its inception to this day, the United States has had an entrepreneurial culture that has served as an ongoing foundation for competitiveness. By some accounts, entrepreneurs and inventors have been “cultural heroes” throughout US history. Entrepreneurship in…
- McKinsey: Reliable and affordable energy has been an enduring source of strategic advantage for the United States (Image). Access to plentiful energy has lowered input costs for businesses, improving productivity, enabling scale, and improving household well-being. - At independence, Americans consumed twice as much energy per person as Britons, given abundant firewood. As discussed, ready access to coal…
The rise of American competitiveness did not follow a linear or clear trajectory. Growth and innovation often happened in bursts, after moments of disruption and reinvention. Taking stock of the past 250 years of US economic history, four chapters emerge (Image). In each, the United States led global markets in at least one major area while working on new strains of innovation that planted the seeds for the…