Christ Keuchkerian

Cloud Team Lead | Boutique hotel owner/operator | Investor
Sharing practical insights on Cloud, AI workflows, and macro trends.

[Christ Keuchkerian @christkeuc]

The way I envision the long-term strategy of the Trump administration is as follows:

Tariffs will serve as a new revenue generation system for the United States, feeding into the creation of an external revenue agency. This will be coupled with the proposal to cut income tax, reduce business tax to 15%, and implement deregulation.

These first two elements will drive onshoring, bringing industry, jobs, and innovation back to the US. This approach also addresses national security concerns in critical sectors such as microchips, heavy metal industries, and energy, countering China's rise.

The trifecta is completed with the cutting of expenditures through the Department of Government Efficiency (DOGE).

If all three aspects of this plan succeed, the Trump administration will have achieved a major paradigm shift, and the United States will become tremendously successful. However, if the tax cuts and DOGE initiatives fail—considering that one heavily depends on congressional and Senate approval, while the other is currently being litigated in courts—then the tariffs could ultimately prove disastrous, in my humble opinion.

We should also elaborate on the US-China rivalry.

I believe the US, under the Trump administration, has come to the realization that a potential hot war with China is increasingly likely, especially concerning Taiwan.

The Russia-Ukraine conflict exposed significant deficiencies in the US's warfighting capabilities, including the manufacturing of weapons and ammunition, as well as the need for critical minerals and microchips.
NATO countries, including the US, depleted their munitions stockpiles and had to request other nations to send their own defensive units to Ukraine, while Russia's industrial base ramped up and surpassed the collective output of the West.

In response, the current administration is likely pursuing an aggressive restructuring of the economy (tariffs), compelling companies to onshore their operations as quickly as possible. This move aims to address vulnerabilities in energy reserves, production capacity, and the manufacturing base, bolstering the nation's readiness for a potential conflict.

I would also hint to the moves this administration is making towards Greenland referencing China repeatedly, as well as the Panama canal and even the idea of incorporating Canada in their union for energy, minerals as well as geographical positioning vis a vis the arctic...

I would end by proposing that there's an argument to be made that this will slow consumerism across the board and cause deflation which will also achieve the item/service price reduction as well as fed rate reduction.

[Christ Keuchkerian @christkeuc]

explain to us you know nothing about the subject matter by stating that the man hoarded a trillion dollars. Hoarding also means accumulating the actual dollars and not giving away ... I'd like to understand which bank account he has that in and how he uses it to buy anything go ahead. No you can't just loan against it tax free either... so we'll wait

[Christ Keuchkerian @christkeuc]

@NLefaivre @tempesttree @FoxNews Look at the definitions and what’s included and excluded… specially in Canada not a single crime stat is trustworthy imho and this is coming from an immigrant from a country that’s full on corrupt

[Christ Keuchkerian @christkeuc]

@RoKhanna Noticed this guy deflects everything and can’t answer anything head on … vote him out

[Christ Keuchkerian @christkeuc]

she was in an active shootout, her partner was killed in front of her and he was running straight for her, somehow you think with none existent expertise with no knowledge of the context/scene other than your popcorn movie time on your screen you discerned that she had all the credible data to make a split second decision to ascertain threat or not.... the shots are clustered in a matter of 2 seconds, spoken like an arm chair genius over here. This statement is utterly ridiculous.

[Christ Keuchkerian @christkeuc]

are you claiming the guns were all legally registered in those crimes ? because most aren't, and that was actually the persons point.
Are you claiming those stats are accurate because they arent' considering it's widely known crimes are seldom actually reported in the last decade.
Are you ignoring the rise in violent crimes in Montreal ? because they have been rising
Are you ignoring the climate factor that locks people in and produces more sparse zones of attack as opposed to every other city in the US and Mexico ?
Are you ignoring the density factor, yes Montreal is dense but not like the cities afformentioned.
The list of incongruent stats presented to try to make the point is utterly flawed. The fact is Montreal has more crime with guns DESPITE not inspite of all the laws and regulation and the climate and the culture combined then it should and both Canada and this city is on a major uptick.

[Christ Keuchkerian @christkeuc]

by what metric ? because it isn't in population and I live in Montreal so what are you saying exactly ?
The Top 8 Order: Mexico City, Mexico (~9.2M)New York City, United States (~8.8M)Los Angeles, United States (~3.9M)Toronto, Canada (~3.3M)Chicago, United States (~2.7M)Guadalajara, Mexico (~1.4M city proper, though its metro is much larger)Havana, Cuba (~2.2M)Houston, United States (~2.3M)

Per capita this city is violent not the most violent but it punches above it's expected weight.
To try to make the argument you are trying to make maybe do actual research and know what you are saying.

[Christ Keuchkerian @christkeuc]

@BureaucratArch @RT_com do better

[Christ Keuchkerian @christkeuc]

@BureaucratArch @RT_com the man who's hand he's going to shake is Qatari

[Christ Keuchkerian @christkeuc]

@EdKrassen you're a joke

[Christ Keuchkerian @christkeuc]

@EdKrassen Yea lol that’s why they keep gifting trump lmfao

[Christ Keuchkerian @christkeuc]

@amjadt25 No one begged they left cuz trump said he take over Iran lol

[Christ Keuchkerian @christkeuc]

@BillAckman Question is … who cares if they sign a deal and you’re not paying for it?

[Christ Keuchkerian @christkeuc]

Great rant from Friedberg, and important profile of Dario CEO of Anthropic produced by his own love child as read by @chamath I hope you shared this publicly as well 😂

[The All-In Podcast @theallinpod]

POD UP! 🚨

Besties are back to discuss:

-- SpaceX's record IPO, Cursor deal, and the first trillionaire

-- The modern politburo and the new oligarchy (@friedberg cooks)

-- Behind the scenes of the Anthropic Fable ban

-- Iran War peace deal

(0:00) Bestie intros!

(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness

(14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and the trillionaire reactions

(33:34) Behind the scenes of the Anthropic Fable ban

(1:01:18) Claude psychoanalyzes its creator, Dario Amodei

(1:14:31) Iran War MOU and the market impact

[Christ Keuchkerian @christkeuc]

David Albright on CNBC squawkbox talking about the language of the MOU with Iran while admitting it’s not the actual document he’s seen… the MOU hasn’t been released how irresponsible can you get to go on air talking about something you know nothing about.
Joe chiming in with the threats… did you forget the US bombes Iran for two days just last week ?
What was this entire segment ?

Do better reporting

[Christ Keuchkerian @christkeuc]

The UFC Freedom 250 Pereira fight build up is awesome

[Christ Keuchkerian @christkeuc]

Aswath Damodaran with Sara Eisen about SpaceX making all kinds of bearish claims.
You don't even understand what the market is but you get on CNBC and claim 28T is embarrassing...
When will we get actual intellectual commentary on any topic from people who actually fully understand the subject matter rather than titled and credentialed talking heads ? This goes from Crypto, to AI, to Datacenters and tech, to Science/health etc... a finance professor making ridiculous comments about space/ai/telecom is laughable.

[Alex Becker 🍊🏆🥇 @ZssBecker]

Every version of Claude since 4.5 has gotten worse.

What each version since 4.5 seems to be doing is the opposite: trying to improve by making things more complicated.

It’s like a plumber. Before, if you asked it to patch a leak, it would patch it 90% of the way.

Now, to solve that final 10%, it doesn’t just patch the leak. It covers it with another wall, pours cement over it, and adds a dry-vac system...all while still missing that last 10%.

Mythos is the pinnacle of this. It overcooks everything while still missing that 10%.

The pattern since 4.5 is over compensation while still missing the subtle solutions, and spending more credits in the process.

Transformers models/LLMs are not the way forward.

[Christ Keuchkerian @christkeuc]

The senator Warren discussion specifically around AI on CNBC SquawkBox right now is just sad. Can you get actual people that understand the technology and the facts on the ground to talk about this ?
All four individuals including the three hosts are completely lost in this subject and talking out of their rears.

[David Sacks @DavidSacks]

It’s time to demystify Mythos.

Mythos is not magic. It’s not a doomsday device. It’s the first of many models that can automate cyber tasks (just like coding).

OpenAI’s GPT-5.5-cyber can now do the same. And all the frontier models (including those from China) will be there within approximately 6 months.

It’s important to recognize that these models do not create vulnerabilities; they discover them. The bugs are already in the code. Using AI to discover and patch them will actually harden these systems.

The leap from pre-AI cyber to post-AI cyber means that there will be a big upgrade cycle. After that, however, the market is likely to reach a new equilibrium between AI-powered cyber-offense and AI-powered cyber-defense.

Obviously it’s important that cyber defenders get access before cyber attackers. That process is already underway but needs to happen quickly (see point above about Chinese models).

Unlike Mythos, GPT-5.5-cyber appears not to be token constrained so it may be the first cyber model that defenders actually get to use.