CrossCurrents

[CrossCurrents @CrossCurrents28]

https://t.co/gKdfYd8Xix

[CrossCurrents @CrossCurrents28]

@cremieuxrecueil Yes please !!

[CrossCurrents @CrossCurrents28]

@citrini @BenBajarin Not genius at all. This data doesn’t price well, it’s pretty much pre train slop at this point. And they are competing w global south labor. There’s 0% chance this is a durable business model, seems more like a marketing stint.

[CrossCurrents @CrossCurrents28]

Interesting because raw egocentric is pretty much a commodity by now . Curious if they are annotating/labeling or are outsourcing that. Don’t think that this biz model is sustainable as the egocentric space is getting flooded by low cost global south labor - there’s no way this is more economically viable.

[CrossCurrents @CrossCurrents28]

@joinshiftX Shift

[CrossCurrents @CrossCurrents28]

And AI capital flows are making this dynamic even worse. Many of the same VCs advocating for American dynamism and reindustrialization fail to realize they are rowing in two opposite directions at once: financing the very dollar-strengthening mechanism that structurally undermines the tradable and industrial sectors they claim to want rebuilt.:
https://t.co/70qEhxgEB5

[CrossCurrents @CrossCurrents28]

Did you listen to me anon. As I mentioned in my piece on NdFeB magnets and actuators,:"If the U.S. does not own the actuator corridor, it will import the bottleneck module that gates volume. And if you import the bottleneck, your learning curve compounds inside the exporter’s cluster, not domestically, which is exactly how China locked in advantage in solar, batteries, and increasingly EV subsystems."
https://t.co/AgCvILXgdd

[CrossCurrents @CrossCurrents28]

This is crucial for maintaining dollar hegemony. The successor to the petrodollar will be the token dollar. Widespread international adoption of our AI stack reinforces the dollar reserve currency status.

[U.S. Export-Import Bank @EximBankUS]

America must lead in AI—and EXIM is helping make it happen. 🇺🇸

Our new ExportAI initiative will help accelerate U.S. artificial intelligence exports, strengthen America’s technological edge, and ensure American innovation competes and wins globally. 🌎
https://t.co/QJBXTNK4v5

[CrossCurrents @CrossCurrents28]

@AtomsNotBits West needs plenty of NdPr Oxide:

[CrossCurrents @CrossCurrents28]

https://t.co/gKdfYd8Xix

[CrossCurrents @CrossCurrents28]

It is pretty simple. If we stop, China will build 10x our capacity and rapidly overtake us. They already have more energy and industrial capacity to throw at the AI problem, even if they still lag at frontier nodes. This would threaten everything about U.S. dominance i) weaken the dollar’s reserve currency status by reducing dependence on USD denominated compute and accelerating RMB internationalization, ii) allow China to capture the largest and highest-margin TAM in history, and iii) give them the productivity shock they desperately need to stabilize their overlevered domestic economy and project power abroad 🤦🤦

[More Perfect Union @MorePerfectUS]

EXCLUSIVE: @AOC calls for a congressional investigation into the impact of data centers.

We took her to meet residents in a Trump +50 county in Georgia whose well water was polluted by Meta’s massive data center.

“That absolutely merits...national congressional investigation."

[CrossCurrents @CrossCurrents28]

Great policy because lower-income households have the highest marginal propensity to consume, so cutting taxes on bottom 50% would flow directly into consumption, accelerating money velocity . That fiscal multiplier in the Keynesian sense is probably higher than routing the same dollars through bureaucratic government allocation.

[Jeff Bezos @JeffBezos]

Yes, the United States has the most progressive tax system in the world. The top 1% pay 40% of taxes, the bottom 50% pay 3% of taxes. We can make it even more progressive by zeroing out taxes on the bottom half. It’s a small amount of the total tax revenue but very meaningful to people in this group.

[altan tutar @altantutar]

One of the best articles I've read on X in a long time!

While the West races to build general intelligence for robots, the real bottleneck for the actual buildout is the lack of NdFeB magnets.

Every humanoid runs ~40 actuators, and almost every one depends on these, which are ~90% of which are produced in China.

The West has three options here:
1/ Accept the dependency, and the supply risk that comes with it.
2/ Ramp up the NdFeB magnet production at home.
3/ Re-engineer the actuator itself (probably the hardest of all).

[CrossCurrents @CrossCurrents28]

@Polymarket Ahem…

[CrossCurrents @CrossCurrents28]

https://t.co/sycuUPf5UD

[CrossCurrents @CrossCurrents28]

Did u listen to me anon: https://t.co/UweSFyzlgY

[Clash Report @clashreport]

Trump on Taiwan:

When you look at the odds, China is a very, very powerful, big country. That’s a very small island.

Think of it; it’s 59 miles away. We’re 9,500 miles away. That’s a little bit of a difficult problem.

If you look at the history, Taiwan was developed because we had presidents that didn’t know what the hell they were doing. They stole our chip industry.

[CrossCurrents @CrossCurrents28]

@altantutar Thanks! Give it a read and let me know what you think

[CrossCurrents @CrossCurrents28]

I've been saying this... We effectively control one of the hardest-to-replicate upstream chokepoints in semis manufacturing.

[Maxinomics @maxinomics]

Here's the full video — why a small town in North Carolina is America's ace in the hole, and the reason China will always depend on the US for chips

[CrossCurrents @CrossCurrents28]

It’s very worrying how people like this are allowed into government. Even more so when China's gov has a base of over 100mm people, where advancement is strictly measured across a wide set of KPIs to assess how capable you are at governing. With difficult exams and continuous testing as you move up the ladder. In many ways, it is the closest thing to a pure meritocracy in modern political systems. Bernie and AOC wouldn’t even pass the entry exam.

[Garry Tan @garrytan]

Sanders and AOC introduced a bill to pause ALL AI data center construction. 300+ local bills filed. Half of planned 2026 data centers facing delays or cancellation. Each one brings billions to local economies.

The people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system.

[Eric Metaxas @ericmetaxas]

The Odyssey is one of the greatest works of literature in history. As a lover of Western Civilization -- and as the proud son of a Greek immigrant -- I denounce Nolan's sacrilege in perverting this great epic with DEI & trans lunacy. Shame on him & shame on Hollywood.

[CrossCurrents @CrossCurrents28]

@aleabitoreddit Step 1 should be to reshore NdFeB magnet production, the rest of the stack lives downstream of that:
https://t.co/VuvogVupaE

[CrossCurrents @CrossCurrents28]

https://t.co/gKdfYd8Xix