@adamkhootrader The 10-year Treasury yield topped 5.33%, the highest since 2002. US national debt in 2002 was just $6 trillion. Paying 5.33% on that entire amount would cost $319.8 billion annually. On today’s $40.1 trillion debt, it would cost $2.14 trillion annually—more than Social Security.
@chamath Besides, Dario, Sam and Musk latestes point of view about AI, Does this change how you see the next 18 months, or do you still think the loop is too strong and the incentives too powerful for any real slowdown to stick?
@Zaheerkybaat@CNEVhome it shown more negativity in my opinion
NIO wants to become a premium Chinese EV brand
The biggest risks:
⚠️ Brutal China EV competition
⚠️ AI-driven component cost inflation
⚠️ ONVO execution
⚠️ GAAP losses
⚠️ Market valuation/sentiment
⚠️ Valuation/sentiment