Balaji is back with charts showing America is about to collapse. It's great reading, but remember 2 years ago, the same person was saying Bitcoin was going to a million "within 90 days".
Balaji's general thesis is China has a clear lead in factories, sufficient resources secured twitter.com/balajis/status/190...
2025/03/30 14:59 :
No reindustrialization without dedollarization.
But dedollarization means imperial collapse.
On the other hand, so does deindustrialization!
This is the fundamental paradox.
Tesla is proof that you can build in America and win.
I'm bullish on what we can accomplish here.
Balaji is also dismissive of AI -- "we have 2.5 years experience, it's no panacea".
I think he is completely wrong here. AI changes everything.
If the US embraces AI and crypto, we could leapfrog everybody.
Sector:
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments
Share
