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Balaji
@balajis
My rebuttal is that California is rolling blackouts while China is scaling nuclear.
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Sam
@SamB_29
Replying to @Geopop16
I’d like to hear @balajis rebuttal to Zeihan’s main pillar of his bear thesis on China…He says China is 100% reliant on the US lead world order. If that is true China cannot secure their own energy. If you can’t secure your own energy then you can’t dethrone the US. Period.
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Balaji
@balajis
Replying to
@balajis
My position: - I regard China under Xi with apprehension - But I don't think the US is a guarantor of order anymore either, as it is characterized by chaos at home and war abroad - I don't have significant investment in China - But like many Chinese, I prefer trade to conflict
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Balaji
@balajis
Zero obligation whatsoever, as we are all busy, but if
@PeterZeihan
wants to do a polite point & counterpoint via essay perhaps we can do that sometime. One model is the point and counterpoint on BTC we did for
@bariweiss
' newsletter last year.
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Bari Weiss
@bariweiss
I don't know what to think about Bitcoin, so I asked two of the smartest people I know to convince me. @balajis makes the bullish case. He says that we should cheer the rise of Pax Bitcoinica: bariweiss.substack.com/p/is-bitcoin-a
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Balaji
@balajis
Good counterargument. But the trendline is flat for the US and up for China[1]. That's why I think Fitch's report[2] is credible. China's hiccups are on the way up, the US hiccups are on the way down. [1] ourworldindata.org/grapher/electr [2] fitchratings.com/research/corpo
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Tapa Ghosh
@semiDL
Replying to @balajis
China literally just had a massive wave of blackouts npr.org/2021/10/01/104
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