Our biggest adversary is waiting for the West to collapse. The game goes to he who outlasts the adversary, and what the Chinese want to do is to just keep things really, really stable and just wait for the Western countries to collapse. Just how powerful has China really become? What does China's leadership really want? If America is in a new Cold War, who's going to win?
Our initial reaction was that the new rules would shift funds from fiber to satellite, a negative for wired providers... We still think that but in talking to numerous stakeholders, that magnitude of the shift may be less than we initially thought.
Despite a supposedly hostile environment for AI R&D under Trump, North America still attracts the majority of AI investment, totaling $69.7 billion between February and May.
Friedman describes his ideal television advertising campaign, an em dash-laden riff on Donald Trump's anti-trans ad campaign from 2024. He writes: "Trump is for he/him - his grievances, his revenge, his corruption - and for bringing old stuff back 'again,' like coal and gasoline cars. Waymo Democrats are for 'We the People' and reinventing American industry anew."