S. Daniel Leon

Rose fast. Fell hard. Building again.
CEO @ K Group. Chairman @ MAD Growth.
AI, Investing, Geopolitics & Israel.

[S. Daniel Leon @sdanielleon]

@NBhgdrh לעצלנים שבנינו. :)

[S. Daniel Leon @sdanielleon]

@eranshir זה פשוט משגע אותי ה bs הזה. מה זה אנחנו סוף סוף יכולים להגיד. שידברו איתנו בעוד שנתיים. ובעוד חמש.

[S. Daniel Leon @sdanielleon]

@urieli17 מה זה אומר על המודלים הכלכליים שלהם? הם מגייסים מליארדים - בשביל מה הם אם יגבלו את זה. מאיפה יגיעו ההכנסות שמצדיקות שווי ערך מטורף שכזה.

[S. Daniel Leon @sdanielleon]

@urieli17 עד שלא יהיה פה KYC מסודר לא יהיו מודלים חדשים שנגישים לציבור. מה שהכי מטורף שהתרגלנו למודלים חדשים כל שבוע ופתאום זהו נגמר ונצטרך להמתין להחלטת קונגרס או איזו וועדה. זה היה רק עניין של זמן עד שהרגולציה תכנס פה בכל הכוח. רק לא חשבנו שזה יקרה כ״כ מהר.

[S. Daniel Leon @sdanielleon]

@urieli17 עד שלא יהיה פה KYC מסודר לא יהיו מודלים חדשים שנגישים לציבור. מה שהכי מטורף שהתרגלנו למודלים חדשים כל שבוע ופתאום זהו נגמר ונצטרך להמתין להחלטת קונגרס או איזו וועדה. זה היה רק עניין של זמן עד שהרגולציה תכנס פה בכל הכוח. רק לא חשבנו שזה יקרה כ״כ מהר.

[S. Daniel Leon @sdanielleon]

Love this guy. Logical. Thoughtful. And right on.

Read his book. It’s a must read

[S. Daniel Leon @sdanielleon]

@avner_vilan זהו שלא ברור מי מוביל את הגוש. לא ברור להם לפחות. האגו לא יתן. וזה כל הסיפור.

[S. Daniel Leon @sdanielleon]

פוסט נפלא. אני מנסה להיות בכאן ועכשיו עם הילדים שלי בעיקר. משקיע בזה מאמץ עצום. שם את הטלפון בצד. ואז שאני איתם מחזיק את המוח מללכת למחר, לעבודה, למשימה, לגיוס, לעובדים, ללקוחות. ושהוא עף למקומות האלו שם לב ואני מחזיר אותו. ואני חוזר, אליהם. זו מלחמה יומיומית- החיים בזמנים האלו, בעולם המטורף הזה. אבל היא שווה את זה. והפוסט הזה מדבר על איך שאפשר למצוא את השקט הזה בכל מקום. ופשוט להיות. אם רק ״נשים לב, שאנחנו שמים לב״.

[Pascal @creatorpascal]

https://t.co/SQPwgiCP9B

[S. Daniel Leon @sdanielleon]

פאק. איזו כתבה על יובל שערבי. עדיין מנגב את הדמעות.

וזה ביום עם ארבעה הרוגים בלבנון.

ביום שבו הממשלה הזו לא שלחה אפילו פרחים שלא לדבר על נציג להלוויה!.

ביום שבו דרעי אומר שהוא גאה בנכדים המשתמטים שלו!

תסבירו לי איך אני לא יכול לשנוא - כן לשנוא את האנשים האלו. את החרדים האלו. את הממשלה הזו.

כן. לשנוא.

והם הביאו את זה על עצמם.

אפסים. אפסים. אפסים.

[S. Daniel Leon @sdanielleon]

הייתי פעם מניו יורק ואני מתגעגע.
איזה שיר נהדר לחגוג את הנצחון הזה.

[S. Daniel Leon @sdanielleon]

@Roy_Iddan אתה יכול לומר את אותו דבר על כיפת ברזל לא?

[S. Daniel Leon @sdanielleon]

@havivrettiggur בן גביר. סמוטריץ

[S. Daniel Leon @sdanielleon]

@awwstn No outlook yet?

[S. Daniel Leon @sdanielleon]

“As the eternal alter-ego of the West, Jews will always function as its scapegoats. When the West loved itself, we were the alien element supposedly defiling it. Now that the West despises itself, we have become its distilled essence: the figure through whose destruction it fantasizes about purification”.

Every word here.

[Tomer Persico @TomerPersico]

The place Israel occupies in these people's imagination is ridiculous. Israel as the linchpin of colonialism, capitalism, white supremacy, ecological devastation - whatever bugs you most, Israel does it worst. Get rid of Israel, save the entire world.

It is much bigger than Rooney. Over the last few years, artists, activists, and academics have repeatedly advanced versions of the same claim: Israel as humanity’s arch-nemesis, the disappearance would somehow solve everything.

Example: Jason Hickel, visiting professor at the London School of Economics, claimed that “A liberated Palestine means a liberated Middle East. A liberated Middle East means capitalism in the core really faces a crisis.” Because why not.

Israel has become a western totem, personifying the cumulative sins of the West’s entire history. In an incredible historical irony, the Jews are now not an oriental, semitic pariah nation nor a degenerate sub-human race, but the purest representatives of the West and the most atrocious white supremacists.

As the West’s original essence Israel naturally carries the West’s original sins: colonialism, imperialism, capitalism, etc. Because the Jews are now considered the very essence of the West, Israel's sins are understood as the carrying the collective blame of all westerners. Making Israel pay is thus not only a step on the long arch towards justice, but serves as a purgative practice for all westerners.

As the effigy of the West, burning Israel will cleanse the West from its past transgressions. The wish to eradicate Israel is therapeutic, salvific: the sins of all western forefathers, those imperialist, colonialist, slave-holding Europeans, will finally be atoned. Capitalism will fall, the environment will be saved. Redemption is nigh, we just have to eradicate that wart of a nation.

As the eternal alter-ego of the West, Jews will always function as its scapegoats. When the West loved itself, we were the alien element supposedly defiling it. Now that the West despises itself, we have become its distilled essence: the figure through whose destruction it fantasizes about purification.

[S. Daniel Leon @sdanielleon]

@AmIsraelChai30 I don’t know what you took this morning, but I would love some

[S. Daniel Leon @sdanielleon]

“It’s bad as it could possibly”
יאפ.

[Haviv Rettig Gur @havivrettiggur]

Welp, I think we're done here.

Trump himself is now saying he buckled under the pressure of Hormuz.

It's as bad as it could possibly be. He's saying aloud that Iran can have anything it wants because America can't afford the staring contest.

If this is his own explanation in his own words, then the fact that the sanctions relief is front-loaded...suddenly becomes important. The fact that the inspections regime that will verify compliance will be negotiated by an American side that has already admitted defeat, that needs this more than the opponent needs it...is now significant. And the fact that the proxy system is now recognized as legitimate by the United States -- is suddenly exactly the disaster you feared it might be.

And the fact that America has declared aloud that it's not actually capable of imposing its will even in the world's most vital energy chokepoints, causing its allies in the Gulf to already begin to seek a new accommodation with Iran -- makes all of this worse than Obama and worse than the JCPOA.

Remember: the great unfixable flaw of the JCPOA that none of its boosters ever had a good answer for was that it merely kicked the can down the road. It solved nothing.

Trump's deal, as of this moment, is not even close to accomplishing so much.

"Iran never won a war and never lost a negotiation," Trump famously said of Obama's deal (as a reporter reminded him at today's press conference). Ironic that the Iranians would win a negotiation most spectacularly against a man who styles himself the greatest negotiator to ever grace the White House.

So what does it all mean?

It means that in the coming years, nuclear programs will sprout like mushrooms after the rain throughout the Middle East. It means that many nations will now build out new and larger ballistic missile arsenals.

It means that the state system will give way before the march of the region's transnational ideological axes. Minorities will again be trampled, new wars will be fought by stronger states to dominate the power vacuums within weaker ones.

You're thinking of Israel in Lebanon -- but that's just a specific campaign against a specific enemy. Think Turkey, which right now occupies a region of Syria vastly larger than Israel's presence in Lebanon. Think heightened Iranian support for the Houthis in Yemen and a new influx of money and guns to the different sides in Libya.

It means, in other words, that we will have a few more wars to fight, a few more technologies to invent to deal with this new age of cheap missiles and drones -- and also of supersonic Chinese missiles bearing nuclear warheads that Iran will eventually, inevitably, be capable of deploying against us.

And it didn't have to be this bad. (And maybe, when he's heard all the criticism, it won't be.) He could have left something, anything, to concede later. He could have kept the Iranians a little bit in the dark, just a smidgen, as to just how defeated America feels.

Israel's position in all this is simple, and more or less unchanged from last week. America gave us more than we had a right to ask for. But we may be going it alone from here out.

Dust off the nukes. Maybe test one somewhere far away from anywhere. Quadruple the interceptor production lines, double the size of the Mossad and the Air Force. And no, don't let Hezbollah breathe, not for a second.

It's the 1960s again. And Israel will have to defeat a couple more enemies before it can once again eke out a few decades of peace.

[S. Daniel Leon @sdanielleon]

צודק.
רק יהיה מעניין לראות אם זה גם הצעד הנכון לאמריקה בטווח הארוך.
לא בטוח.

[Yaakov Katz @yaakovkatz]

This is controversial, but it needs to be said: many Israelis are reacting to the US-Iran MOU with an unbelievable degree of immaturity.

Trump is being portrayed as a traitor, a flip-flopper, a man who abandoned Israel. Newspapers are putting headlines on the front page about how he is no longer a friend. Journalists who proudly posted photos of themselves interviewing him are now putting Xs over those pictures.

But let’s look at what actually happened: Trump went to war expecting a certain outcome and when that outcome did not materialize he made a decision to cut his losses and do what he believes serves America’s interests: to end the war now, under terms that many of us wish were stronger and more favorable.

By the way, it was always obvious that the war had a narrow window and was not going to carry on into the summer with the World Cup and the 250th coming on July 4.

Everyone is allowed to disagree with the deal and think it’s flawed (I definitely do). You can also argue that it leaves dangerous questions unanswered about uranium, missiles, and Iran’s support for terrorism.

But Trump’s decision was never about Israel’s interests alone. It was about America’s interests.

These critics need to get over the shock of what Trump did. Their problem was thinking (why, God only knows) that every decision Trump makes is guided primarily by what is best for Israel. What happened is something else - these people fundamentally misunderstood how the relationship with the US works. Now they have learned.