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@FarmerJoe0x I agree the productivity upside from AI is real, but macro cycles don’t disappear. Tight financial conditions, lagged effects of higher rates, fiscal normalization, and labor dislocation can all coexist with innovation. Tech progress ≠ immediate economic expansion.
@FarmerJoe0x I agree—drones are clearly shaping the future of military defense. Ukraine has shown how asymmetric tech can offset force size when paired with smart deployment and rapid iteration.
@FarmerJoe0x Beyond the battlefield, I’ve been digging into defense procurement and non-obvious manufacturing bottlenecks—especially sensor and laser-related components impacted by China’s germanium export controls.