The thing that started as like Elon sort of being like I want to buy Twitter is now like a Neol with a massive supercomputer data center and a coding agent and code review for the age of AI because don't forget they own graphite now or potentially will uh and and and a social the space review
China is still a highly transactional power. It doesn't have allies with the exception of one and that is North Korea. It has a formal treaty with North Korea signed in 1961. But aside from that, China has no treaty obligation to go in and protect and defend any other country were that country to be attacked.
I was a partner at a private equity firm and they used to invest in the education sector. And as I spent time looking at the sector, I really fell in love with the school sector and I looked more closely at the opportunity and my view was how nice would it be to have a group of the best schools around the world that maintain the ethos and values of the schools that are part of the group, but yet share global best practices.
By banning the export of chips to China, the cost to China of a Taiwan invasion decreases. And so if China can't access TSMC chips anyway, it's a lot less risky to go to war.
The Chinese are playing a long game in the Middle East, but also a long game around the world. So the China of today is far deeper in the Middle East, including the Gulf, including Iran, including Iraq. When Western companies are not so forthcoming to build things, the Chinese are always there to build things.
I don't want to compete with someone in our audience that is gets to spend 100% of their time on something when we can only spend like 10% of their time on it. Like they're going to smoke us.
One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems.
1mo ago
Underscored — save the words that stop you in your tracks.
