Reveal something I haven’t heard before…
Have you noticed that this publication literally discusses trends that become current events with a 1-2 week lead time?
From Section 301, which was announced today, to it now being officially “investigated”.
All the way to the abolition of aid.
To the shoring up of the ‘new world’.
To the reset of Canada and the resignation of the Prime Minister.
The Asian Experience
I think I got so tired of people stealing my ideas or riding on the coattails of the value I created/founded that I went to New York to double down on my own IP and find people and places where it was appreciated. By doing so, I also solidified the exceptionalism.
This, in many ways, is analogous to the story of DeepSeek. As of 24 months ago, it was clear that China was dramatically behind in AI and LLM IP. Then, through suspected leakages, corporate espionage, and connections to Singapore and Taiwan, they were able to catch up. And what does the media say after they close the gap? That China is incredibly challenging the United States’ lead in AI and doing it cheaper. Clown behavior.
Here’s a simple mental exercise: Instead of just asking what you can learn from someone, ask what new avenues or ventures can be opened for you. Or are we simply getting iterations of same? Which physically and literally has been one of the greatest suppressants to actual innovation which is the global supply primary based China.
During a CAPEX R&D cycle, is the primary argument really about cost? The AI wave has just begun, and you’re already trying to apply a SHEIN-style pricing model to it? Really? - Clown metrics.
What new sectors or industries has China opened for the world?
What have they revealed that we didn’t already have?
SHIEN Queen
When I got back to the West, I kept hearing people say that shopping on Amazon is expensive. But then I looked at what they were comparing it to. Correct, you guessed it: China’s SHEIN, Alibaba, and TEMU.
Then you have the media pushing this narrative, all while my brain cells rot from this non-exceptionalist, dumbf**k metric.
This is why the trade war is actually beneficial for those who value quality and novelty as it forces humanity to avoid complacency and prevents everything from defaulting to the lowest common denominator.
What’s even more fascinating is that, as a society, we inherently frown upon the lowest common denominator. No one, at any level of the social strata, has great reverence for fast, low-price consumption.
In fact, the only real arbitrage of low-priced goods is if you’re astute enough to unlock some value from the SKU, which requires having taste. If that were to decline, there could actually be a positive for the West: a higher savings rate relative to consumption, which would be a nice boost with the high GDP per capita.
Reveal something I haven’t heard or seen before…