Kapil Kesarwani

[Kapil Kesarwani @KesarwaniKapil]

@michaeljmcnair @KevConti Unless future is massive cheap inference... Demand would be 1000x today. Basically intelligence becomes something like electricity. There is going to be ups and downs for sure

[Kapil Kesarwani @KesarwaniKapil]

@michaeljmcnair it is kind of like you dont need highest IQ to do everything in this world. For most tasks,an IQ of 100 is cheaper

[Kapil Kesarwani @KesarwaniKapil]

@SecRubio Here we go again !

[Kapil Kesarwani @KesarwaniKapil]

@TMTLongShort The bribes are coming...
https://t.co/eCeLEpTdGJ

[Jeff Bezos @JeffBezos]

Thank you. The important part is zeroing out taxes on the bottom half. Best way to put money in someone’s pocket is to not take it out in the first place. Bottom half is only 3% of total tax revenue. But it’s very meaningful to that person. Zero it out.

[Kapil Kesarwani @KesarwaniKapil]

@TMTLongShort There is massive pain coming next year either way but the blame has to be shifted away as much as possible from Republicans to China

[Kapil Kesarwani @KesarwaniKapil]

If your thesis is correct (all signs point towards it), Trump is simply buying time and setting the stage. He will make a deal that will sound like a monster TACO. But China will continue being China and renege or slow walk the deal thus giving Trump moral high ground to decouple with all the CEOs who were witnesses

[Kapil Kesarwani @KesarwaniKapil]

@rev_cap @briangobosox God help you if you are going to use prediction markets for anything that is 2.5 yrs away

[Kapil Kesarwani @KesarwaniKapil]

It could be but I think everything from here on will be descalation. Trump may even be surprisingly soft on Xi. I think he will try to calm everybody's nerves until midterm. But as you said earlier, Xi may try to tank markets around September and October to make last ditch effort to ensure Trump loses the midterm.

[Kapil Kesarwani @KesarwaniKapil]

@TMTLongShort EU throwing him under the bus ?

[Kapil Kesarwani @KesarwaniKapil]

@Michael7ucci Possibly. I think they also want to generate demand for the new industries that they have created in last 15 yrs.

[Kapil Kesarwani @KesarwaniKapil]

@TMTLongShort @countdraghula @Suludnon I guess the plan is more successful than is being communicated.
https://t.co/i23YSZD5ud

[Fox News @FoxNews]

BREAKING: President Trump teases the "WORLD'S MOST POWERFUL RESET" in a new Truth Social post ahead of the United States holding face-to-face peace talks with Iran:

[Kapil Kesarwani @KesarwaniKapil]

@TMTLongShort @GearsAndInk The moral grandstanding and smugness is off the charts. It would be one thing if he had something concrete to back it up. The house is on fire but sure lets kick firefighters in the nuts. When push comes to shove, they for sure will choose China.

[Kapil Kesarwani @KesarwaniKapil]

Correlation is not causation.
Your read of unpopularity of Iran war is not equal to Trump loosing midterm.
Classical coastal liberal thinking. More and more Americans are on board with the idea that despite all the shortcomings, Republicans are the only way forward. Look at rising voter percentage for Republicans since 2016. This is despite large scale voter fraud.

[Kapil Kesarwani @KesarwaniKapil]

@TMTLongShort So many assertions in that podcast .. I dont know if he provides proof of any.

[Kapil Kesarwani @KesarwaniKapil]

@TMTLongShort @ShaIenden @539_539 Exactly! Why does Europe get to have a say in anything ? What exactly are they bringing to the table? They knowingly squandered decades of industrial might.

[Kapil Kesarwani @KesarwaniKapil]

@wholemars Farzad is ignoring Grok integration where you can micromanage last 100ft as much you want. There is no steering wheel needed once Grok is dialed in.

[Kapil Kesarwani @KesarwaniKapil]

@TMTLongShort Fog of war/information. A nation state attempting to decouple would not explain that on national TV. This should be obvious no? TDS would force people to conclude something else anyway

[Kapil Kesarwani @KesarwaniKapil]

I am coming to conclusion its all about the $. Stop buying oil from Iran in Yuan. Everything else is a distraction. Once that stops, Iran will stop being a nuclear/ ballistic missile threat. The longer this "war" continues brings more pain to China and east asian countries via higher price of oil. Best to limit losses and just use $

[Kapil Kesarwani @KesarwaniKapil]

@briangobosox @TMTLongShort Brian, You are taking it literally. Bribes will be called "Tariff refund"

[Kapil Kesarwani @KesarwaniKapil]

@SawyerMerritt @briandstone The FOMO and the wait list is real. In 2019 it was $100 refundable deposit. In 2026, it is $250 non -refundable deposit. There is a significant cost to cancelling now