Jonathan Masters

Editor/writer on global affairs. Ex-@CFR_org. SoCal → NorCal (via ATL, Praha, DC, NYC). Area man.

[Jonathan Masters @MastersJR]

“Not long ago, the most advanced AI models couldn’t do basic math…Now they are solving classic problems in combinatorial geometry using algebraic number theory.” https://t.co/4RlOMQsdvo

[Jonathan Masters @MastersJR]

Unique point in time for sure. https://t.co/0y3H2jFksU

[Jonathan Masters @MastersJR]

+1 Team DC https://t.co/yMHUVUZ2LO

[Jonathan Masters @MastersJR]

@ShooterMcGavin Run it out

[Jonathan Masters @MastersJR]

Remarkable trend in global biotech. https://t.co/oG59m7aGR5

[Jonathan Masters @MastersJR]

“Britain has had six prime ministers in 10 years, and four in the past four years…No organisation, no government, no country can flourish with so much churn at the top.” https://t.co/veqSxiDwkg

[Jonathan Masters @MastersJR]

Interesting trend: Since 2000, the average age of an America CEO has increased by 10 years to 61, according to an April NBER paper. https://t.co/xbxGABZyl0

[Jonathan Masters @MastersJR]

$380B in cash on sidelines. Tells you a lot. Remarkable. https://t.co/0C6gj6keiv

[Jonathan Masters @MastersJR]

@JavierBlas @EIAgov Some important context:

China imports about 70% of its oil. The US is only about 20%--BUT has been a net exporter since 2019. Different exposure profiles: supply security vs. price volatility.

[Jonathan Masters @MastersJR]

Much of disrupted oil supply could return fairly quickly (IF war ended today), but LNG capacity losses will take years to fix. Either way, with the chokepoint now having been demonstrably choked, we should expect structurally higher energy costs. https://t.co/Q1vyTCSy6F

[Jonathan Masters @MastersJR]

“More than 60% of the Revolutionary Guard’s fast-attack craft and speedboat fleet remains intact.” https://t.co/uLywd0UpvN

[Jonathan Masters @MastersJR]

Now would be a great time to send US ambassadors to the Middle East https://t.co/10K0puPnyU

[Jonathan Masters @MastersJR]

Good reminder that high-debt govs around the world, incl US, running low on the borrowing capacity perennially needed counter econ shocks (ie Hormuz crisis.) https://t.co/Wo6GFesTJX

[Jonathan Masters @MastersJR]

A YouGov poll last week showed that just 14 per cent of British people still believed Britain and the US had a “special relationship” and only 18 per cent wanted to be closer to America. By contrast, 57 per cent wanted to get closer to the EU. https://t.co/5pVaCBzExQ

[Jonathan Masters @MastersJR]

@elerianm And can vary from corner to corner. https://t.co/JkDs3sRbbj

[Jonathan Masters @MastersJR]

Sir Gass provides an eloquent brief on Iran war dynamics. ⁦@gideonrachman⁩ https://t.co/sHh6ZEk9dd

[Jonathan Masters @MastersJR]

@awwstn @TrungTPhan @tim_cook With reinstalled home button?

[Jonathan Masters @MastersJR]

World faces another brewing conflict near one of its busiest shipping corridors. Landlocked Ethiopia may seize the current moment of geopolitical disruption to regain Red Sea access it lost more than three decades ago. https://t.co/CwkEqi5VCK?

[Jonathan Masters @MastersJR]

Yikes.. https://t.co/KBzFP045Eb

[Jonathan Masters @MastersJR]

“He forecast that crude prices could soar to $150 a barrel in two to three weeks if tankers and other merchant vessels were unable to pass through the Strait of Hormuz” https://t.co/VCSHgduAxT