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@JZ281C "@IvanPMasli @GuthmannR It depends where in Canada. You probably don't on the BC coast. Toronto and Montreal can easily get into the low 30s in the summer though"
@JZ281C on X 2025-07-22 17:09:31 UTC 3662 followers, XXX engagements

"@GlennLuk Satellite broadband is a demand limited market. SpaceX is operating way below manufacturing capacity of new rockets. The real breakthrough will be coming up with enough downstream demand for satellite bandwidth"
@JZ281C on X 2025-07-25 12:30:06 UTC 3661 followers, XXX engagements

"The big risk I see for US and Canada is the past generation have rewarded so many for over-leveraging that the political incentives now overwhelmingly favor bailing out debtors"
@JZ281C on X 2025-07-16 16:53:03 UTC 3664 followers, 1757 engagements

"@GlennLuk Orbital factories are probably the best medium term demand generator for space launch"
@JZ281C on X 2025-07-25 12:39:45 UTC 3661 followers, XXX engagements

"@ukrcherished The main issue is really division of labor in R&D/industry. You cannot sustainably maintain all the different branches of modern military-industrial complex with 150M people"
@JZ281C on X 2025-07-19 15:28:11 UTC 3660 followers, XXX engagements

"Why ESP32 Anti-tank mines don't need Wifi"
@JZ281C on X 2025-07-21 16:56:59 UTC 3659 followers, 2622 engagements

"China is big. Development challenges and opportunities are not scale invariant. You can't just compare China with arbitrary other countries without accounting for the difference in size. In practice there is only X other country that is comparable to China and that's India"
@JZ281C on X 2025-07-20 17:59:37 UTC 3658 followers, 16.2K engagements

"@DunePopcornBkt1 Yes this was a popular thing to do during the pandemic but there will be increasing pressure to cut costs during time of high inflation and many companies will be incentivized to outsource remote jobs to foreign countries with lower labor costs"
@JZ281C on X 2025-07-16 09:32:01 UTC 3659 followers, XXX engagements

"Vietnam made a huge mistake increasing exposure to US exports post-2020"
@JZ281C on X 2025-07-23 05:05:29 UTC 3661 followers, 8260 engagements

"The consequence of the outcome of Op Sindoor is it invalidates Modi/Jaishankar's US-centric economic development strategy. India does not have enough to offer to the US to get what it wants from the US"
@JZ281C on X 2025-07-21 15:52:13 UTC 3661 followers, XXX engagements

"There is a bigger context. Modi/Jaishankar wanted to align with US this requires that India prove its strategic value to the US. US wants to contain China so India has to prove its value in the military domain in order to have chips to negotiate in the trade domain"
@JZ281C on X 2025-07-21 15:26:46 UTC 3660 followers, 5938 engagements

"@KuittinenPetri I don't think historical ties with Anglo-world is the main factor. India runs deficits with Russia and China it depends on surplus with the Anglo world to pay for deficits"
@JZ281C on X 2025-07-21 16:39:19 UTC 3658 followers, XXX engagements

"@farajalrashidi @JohnDoe34631032 @okaythenme A major advantage of PH over TW is there will be much less domestic political concern about applying maximum firepower since it won't be a war between brothers"
@JZ281C on X 2025-07-23 20:46:21 UTC 3660 followers, XXX engagements

"When I first saw the reports that China built fully automated missile production plants that can produce 1000 rounds/day I thought it was kind of overkill. The biggest military mental block currently is thinking that long range PGMs are fundamentally expensive/rare"
@JZ281C on X 2025-07-17 14:11:58 UTC 3661 followers, 11.5K engagements

"Preparing for WW3 is mostly a matter of maintaining insane levels of industrial overcapacity in peacetime"
@JZ281C on X 2025-07-17 14:21:54 UTC 3660 followers, 1211 engagements

"@GlennLuk Starship's payload fraction is only X% launch mass. A TRCC engine has the potential to boost payload fraction to XX% of launch mass by maximizing the flight envelope where you can use atmospheric oxygen instead of onboard oxidizer"
@JZ281C on X 2025-07-25 13:04:51 UTC 3661 followers, XXX engagements

"J-10C domestic cost was estimated $40M. J-35A adds an extra engine and +25% MTOW. At the same time it will be built in much larger quantities with more advanced manufacturing methods. Economy of scale may very well offset the cost of a slightly bigger aircraft"
@JZ281C on X 2025-07-15 13:10:29 UTC 3660 followers, 2775 engagements

"Russia in terms of population distribution is mostly an Eurasian steppe civilization"
@JZ281C on X 2025-07-20 15:11:00 UTC 3660 followers, 1047 engagements

"My view is that big houses in the middle of nowhere is not a good metric of wealth because big houses are not particularly expensive to build as long as land is cheap and road infrastructure isn't completely awful"
@JZ281C on X 2025-07-22 14:40:31 UTC 3661 followers, 14K engagements

"Just the crust average XX km thickness. XX% of Earth's surface is ocean. Very little of the Earth's mineral resources have been discovered or exploited"
@JZ281C on X 2025-07-18 14:59:39 UTC 3660 followers, 1653 engagements

"@Why__Knot @EKF110 The Saudis can produce oil profitably at $20/barrel. If global oil consumption fall by half and the only people who can produce oil profitably are the Gulf selling at $20/barrel oil will become a much less significant commodity in monetary terms"
@JZ281C on X 2025-07-19 08:25:50 UTC 3660 followers, XXX engagements

"Over 2/3 of Canadian households have AC. Canadian summers are not hot by US standards but AC is still necessary"
@JZ281C on X 2025-07-20 16:50:15 UTC 3662 followers, XXX engagements

"US priority in the region is now to prevent Pakistan from completely falling into China's orbit"
@JZ281C on X 2025-07-21 16:09:50 UTC 3661 followers, XXX engagements

"@teortaxesTex You can have a small cart that bring the batteries to the humanoids like coffee takeout in a large factory to save walking time"
@JZ281C on X 2025-07-18 19:47:43 UTC 3664 followers, XXX engagements

"@yieldsearcher USD as GRC was more powerful in the past 1998-2010. What is propping up the USD is now increasingly a combination of high yields + high equity market returns. Return insensitive reserve accumulation is not a major factor today"
@JZ281C on X 2025-07-17 04:50:42 UTC 3662 followers, 13K engagements

"India has to be able to force direct Chinese intervention in Pakistan to be a strategic asset to the US. In the event that an US/CN war breaks out can India force CN into a X front war Sindoor answered that question in the negative"
@JZ281C on X 2025-07-21 15:44:13 UTC 3660 followers, XXX engagements

"@yieldsearcher Commodity inflation is very bad for us though"
@JZ281C on X 2025-07-16 11:59:38 UTC 3664 followers, XXX engagements

"@DunePopcornBkt1 It will not be easy to replace a well paid remote job during time of stagflation. If you live X hour outside of nearby city it won't be easy to switch back to in-person job"
@JZ281C on X 2025-07-16 09:33:26 UTC 3662 followers, XXX engagements

"@JSnorzy China exported XXX GW of solar and domestically installed XXX GW of solar in 2024. CN doesn't really need the export revenue so letting the market allocate such a major fraction of output to exports is not ideal"
@JZ281C on X 2025-07-19 07:23:05 UTC 3664 followers, XXX engagements

"Brightline lost more than $500M in 2024 alone. Revenue was $88M in 2023 and $188M in 2024"
@JZ281C on X 2025-07-16 18:59:23 UTC 3662 followers, XXX engagements

"@Why__Knot @EKF110 No US shale is terrible business. It was a total bloodbath for investors during its high growth phase. It was only in the past X years or so that investors in US shale got a break as the shale drillers learned to have some capital discipline"
@JZ281C on X 2025-07-19 06:33:52 UTC 3660 followers, XXX engagements

"Judging by the design of the PCB I think they just hacked something together and really didn't care about optimization. ESP32 is a popular hobbyist MCU so they went with it despite being complete overkill for this application"
@JZ281C on X 2025-07-21 18:43:48 UTC 3662 followers, XXX engagements

"@farajalrashidi @JohnDoe34631032 @okaythenme I lean toward Philippines Japan or Indonesia. Land war is pointless because the purpose of such a demonstration is China's naval/air projection capability"
@JZ281C on X 2025-07-23 17:56:42 UTC 3659 followers, XXX engagements

"Large amount of AI slop is just a consequence of mid-people who would never produce shareable art previous now having access to tools that allow them to produce art. The smart people are building these AI models"
@JZ281C on X 2025-07-22 16:50:59 UTC 3658 followers, 2549 engagements

"@GlennLuk The US also lacks its own space station. Having a large space station guarantees long term demand for orbital launch capacity that won't saturate easily like launching communication satellites"
@JZ281C on X 2025-07-25 12:31:52 UTC 3661 followers, XXX engagements

"In Argentina the government overrode indexed mortgage contracts to bail out debtors. This destroyed trust in the sanctity of contracts"
@JZ281C on X 2025-07-16 17:20:36 UTC 3664 followers, XXX engagements

"@kage_urufu It is what it is. Russia Myanmar Cambodia Pakistan are all pretty corrupt"
@JZ281C on X 2025-07-23 18:42:21 UTC 3660 followers, XXX engagements

"@FINKANKVDSELLER Yeah that's my point why make everyone commute to the office to work remotely"
@JZ281C on X 2025-07-14 19:54:39 UTC 3664 followers, 5348 engagements

"This is insane. Brightline actually loses money and its cumulative revenue since 2018 is less than $500M and cumulative ridership is 10M"
@JZ281C on X 2025-07-16 18:52:08 UTC 3662 followers, 1525 engagements

"@GlennLuk Integrating Turbine Ramjet Scramjet Rocket into one combined cycle engine will enable horizontal takeoff/landing and minimal oxidizer for only the last stage of flight from upper atmosphere into orbit"
@JZ281C on X 2025-07-25 13:00:32 UTC 3661 followers, XXX engagements

"From a society perspective is it a better allocation of STEM human capital to research a new type of aircraft propulsion with no immediate application or to build yet another meal delivery app"
@JZ281C on X 2025-07-12 01:37:39 UTC 3663 followers, 2170 engagements

"@KuittinenPetri Trend of world is not favorable to India's current economic model. Fall in Anglo/American global purchasing power will negatively impact India's ability to generate surpluses to pay for its deficits"
@JZ281C on X 2025-07-21 16:42:28 UTC 3658 followers, XXX engagements

"Generative AI tools will make film making accessible to far more people. It will give indie storytellers access to far better visual production quality for telling their stories"
@JZ281C on X 2025-07-22 17:02:41 UTC 3660 followers, 2036 engagements

"This is the thought process of Evergrande suppliers that submitted to demands for ever more onerous credit terms to continue to do business with Evergrande as Evergrande's financial situation deteriorated"
@JZ281C on X 2025-07-23 05:15:00 UTC 3661 followers, 2013 engagements

"In some ways funding basic R&D is a jobs program for surplus STEM people. It keeps STEM people working on STEM things and not making coffee or apps"
@JZ281C on X 2025-07-12 01:32:38 UTC 3663 followers, 1969 engagements

"@Tianxiashunv The new hydro project over the Yarlung Tsangpo only include a 30m dam. The real novelty is the deep diagonal drilling through the Himalayas in an earthquake zone. The tunnels will be drilled through the continental divide between Indian plate and Eurasian plate"
@JZ281C on X 2025-07-23 20:21:58 UTC 3661 followers, XXX engagements

"US produces XXX F-35/year. China produce XXX J-20 + 24-48 J-35/year. XX F-35 is X months worth of stealth fighter production by the big powers. Iran is not facing a major military power here"
@JZ281C on X 2025-06-18 18:18:21 UTC 3660 followers, 1794 engagements

"If SAC can produce J-35A for $40-50M each even 2000 units would cost only $90B"
@JZ281C on X 2025-07-15 13:21:12 UTC 3660 followers, XXX engagements

"Chinese HSR ticket revenue actually does cover operating costs with healthy operating profit. There is a common misunderstanding that China's HSR system is unprofitable on an operating basis. They lose money because of accounting rules that allow accelerated depreciation"
@JZ281C on X 2025-07-24 04:01:45 UTC 3661 followers, 5047 engagements

"@Why__Knot @EKF110 Take Occidental Petroleum which is one of the better run companies that didn't go bankrupt. Even if you sample from the survivor/success pool OXY paid out $33/shr in dividends since 2010 while increasing net debt/shr by $XX during same period. Share price went from $XX to $45"
@JZ281C on X 2025-07-19 06:39:39 UTC 3660 followers, XXX engagements

"@JohnDoe34631032 @okaythenme US needed the Gulf War to let the world know how powerful it was. China will similarly need a country like Saddam's Iraq to test out its new weapons on and crush them completely to demonstrate its military power"
@JZ281C on X 2025-07-23 17:51:47 UTC 3660 followers, XXX engagements