Tomyuk

[Tomyuk @vtomyuk]

@suekhim Next subject should be Science

[Kvist @kvistp]

Remember, ending air-defense aid to Ukraine is JD Vance's proudest accomplishments as Vice President.

[Tomyuk @vtomyuk]

@chefjoseandres @SaveukraineUs @LTFund You are a great person!

[Mehdi (e/λ) @BetterCallMedhi]

I spent time in Shenzhen last year and when I saw Merz come back from China saying Germans need to work more I immediately knew what broke his brain because I lived the exact same cognitive shock

my first week in Huaqiangbei I burned through 4 prototype iterations of a motor controller board for less than a thousand bucks total, back home a friend was working on something similar and spent over 12 thousand for a single revision that took almost two months to arrive

when you live that contrast in your own hands with your own project something permanently shifts in how you see the world and it goes way deeper than speed & cost

what Shenzhen actually built is a collective learning organism, imagine 20 PCB fabs 15 injection mold shops 30 component distributors and a hundred firmware freelancers all within a 2km radius, looks insanely redundant from the outside until you realize redundancy is actually information density in disguise

I watched this firsthand with an injection mold supplier I was working with, this guy had seen a hundred founders iterate similar thermal designs over 6 months so he proactively modified his tooling before I even opened my mouth, he knew what I needed before I knew what I needed, the intelligence lives in the relationships between the nodes and it compounds daily

the west thinks about manufacturing as a cost center you optimize by centralizing…

China accidentally built a distributed neural network of manufacturing intelligence where knowledge diffuses horizontally across thousands of agents faster than any single western company can process internally

so when Merz comes back and says we need to work a bit more I think he saw the problem but COMPLETELY misdiagnosed the solution, telling Germans to work harder is like telling a horse to gallop faster when the other side built a combustion engine

the gap is ARCHITECTURAL

it’s ecosystem density, you need a custom connector in Shenzhen you walk 200 meters, in Munich you send an email and wait 3 weeks

it’s iteration speed, parallel search vs sequential optimization at the system level, it’s risk tolerance, Chinese founders ship something broken on Monday fix it Tuesday ship again Wednesday while European companies are still in the approval phase for the pilot program of the feasibility study…

and Merz only saw the surface, what he missed is the tier 2 cities like Hefei Chengdu Wuhan replicating the Shenzhen model at scale right now

BYD going from irrelevant to outselling every european automaker combined in roughly 5 years, Huawei building its own 7nm chip under maximum sanctions when every analyst said it was physically impossible & behind all of that a government that treats advanced manufacturing as an existential national priority while europe debates whether AI needs another ethics committee

I think what we’re watching is the most asymmetric economic competition in modern history and most western leaders are still framing it as a productivity problem when it’s actually an ontological one

Europe & America are optimizing variables that China stopped tracking years ago meanwhile China is compounding on dimensions the west has no framework to even measure
Merz at least had the courage to name

it out loud and I respect that genuinely but working a bit more inside a broken architecture just means you arrive at the wrong destination slightly faster

[Tomyuk @vtomyuk]

@iocmedia Shame on you. People who took this decision have no values. Horrible.

[Alexandre 🇺🇦 @Toriadus]

This horrifying footage must be seen by the entire world. For years, Russia has been misleading the West with talk of its “commitment to peace” and its “desire to end the war,” while at the same time carrying out a bloody terrorist slaughter in Ukrainian cities every single day.

[Daractenus @Daractenus]

Steve Witkoff: “The russian federation has always wanted peace”

[Vatnik Soup @P_Kallioniemi]

Russia hit a kindergarten in Kharkiv.

[Tomyuk @vtomyuk]

@bscholl Nespresso is the best machine and best coffee in the market. The best range of coffee.

[Tomyuk @vtomyuk]

@growing_daniel This is exactly what Russia is doing for last 3.5 years

[Tomyuk @vtomyuk]

@Hesamation Dwarkesh is the goat

[Tomyuk @vtomyuk]

@phokarlsson Martin Eden by Jack London

[Tomyuk @vtomyuk]

@oldenoughtosay Addition of Greenland will encrease US area by 24%.
Greenland: 2’175’600 sq. m.
USA: 9’147’420 sq. m.

[Tomyuk @vtomyuk]

@Quartr_App @TSOH_Investing @mastersinvest @gilbert @AcquiredFM @InvestmentBook1 @IFB_podcast @FrederikNeckar @F_Compounders @adnaninvest @IB_Redeye Incredible list! Thank you!

[Roman Sheremeta 🇺🇸🇺🇦 @rshereme]

On this day, 30 years ago, Ukraine signed the Budapest Memorandum. According to the Memorandum, Ukraine agreed to relinquish its nuclear arsenal (third largest in the world) in exchange for security assurances from the US, the UK, and russia.

1/n

[Tomyuk @vtomyuk]

@Quartr_App Great article! Brand strength = pricing power.

[Tomyuk @vtomyuk]

@Geiger_Capital Incredible how tight this elections are

[Tomyuk @vtomyuk]

@Quartr_App @altosvc @honam Congratulations!

[Tomyuk @vtomyuk]

@Quartr_App @AswathDamodaran @mjmauboussin @michaelbatnick @marketplunger1 @stckpkr @Investeraren @NordnetAxel @awealthofcs @patrick_oshag @BillAckman Favorite newsletter of a week!

[Tomyuk @vtomyuk]

@Quartr_App @Benzinga @SlopeOfHope @JaviCharts @RedDogT3 @scheplick @EdgeCGroup @DivStockpile @JulianKlymochko @iluvstocks1 @InsideArbitrage After acquisition they will be second biggest player after PepsiCo, with the idea to become number 1 in the foreseeable future