Shell just posted $6.9 billion in Q1 profit. Highest in years.
Average US family pays $1,750 more at the pump this year.
US forces fired on Iranian tankers in Hormuz TODAY.
Oil companies are having the best year of their lives. Everyone else is drowning. 🧵
The exit IS automation. But:
→ Robots: imported. 8-16 week lead time.
→ Grippers: imported. 3-6 week wait.
→ Sensors: imported. Wrong spec half the time.
→ Cables: imported. Cracking every monsoon.
India can’t automate its way out because the supply chain doesn’t exist.
May Day.
Biggest US general strike in a century. “Workers Over Billionaires.”
Oil hit $126 yesterday. Wartime high.
American workers striking because AI took their jobs.
Indian factories empty because workers left on their own.
Same day. Opposite crises. 🧵
The US is protesting because there’s TOO MUCH automation.
India can’t compete because there’s NOT ENOUGH.
American workers fear the robot.
Indian factory owners pray for one.
The world’s two largest democracies. The exact same technology. Completely opposite pain.
The countries that built domestic automation supply chains — China, Japan, Germany, Korea — are navigating this.
They make their own robots. Their own parts. Their own sensors.
India imports everything. Even the ₹300 vacuum cup.
We chose this.
Oil just hit $112 a barrel.
The Strait of Hormuz is still effectively closed.
20% of the world’s oil supply: disrupted.
India imports half its oil through that strait. 60% of our LPG. Diesel prices spiking.
If you run an Indian factory, this thread is for you. 🧵
@KobeissiLetter NVIDIA: $5 trillion. For making chips.
The most valuable company on Earth makes a physical thing.
Hardware > software. It’s official.