R James Breiding
@Breiding3
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Writer, investor, father, friend. Author of ˋWhat Goliath can learn from David´ and 'Swiss Made'. All views owed to someone, somewhere and sometime ago.
Switzerland
Joined August 2010
What will impede AI’s vibrant development is not softening demand, but the failure to deliver electricity necessary to process and store data. This is the bottle neck.
Good read about built data centers that are sitting there empty because they can't get access to power. https://t.co/7vBclMmdee
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https://t.co/SMA2tDxf96 Why I Am Leaving “I decided my cases based on facts and the law, without regard to politics, popularity, or preferences. Justice is supposed to be administered—equally for everyone, without fear or favor. This is the opposite of what is happening now.”
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There’s not a single photograph that captures the current state of this country better.
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Surprise, surprise Those with less capital have less faith in capitalism. Maybe America needs to find ways to facilitate capital accumulation among youth rather than blaming them for not having an incentive to defend capitalism. @LHSummers
@peterthiel
@sapinker
The big story of the 2025 New York Mayoral election is age polarization. 81% of women under 30 voted for Mamdani. Just 32-33% of over 65 years old did.
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A lot of hype about the choice few seem to want as the new mayor in New York but is this in reality a case of the horses having already left the barn ? @BillAckman @andrewrsorkin @BeckyQuick
For more than 200 years New York City has been a behemoth of trading, banking and money-management and an imposing gateway to capital markets for America and the world. But the city is losing its swagger https://t.co/hXurCknItM
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Who isn’t asking "how did Zohran get here." Well, consider NYC hourly wages have gone from 35% more than the US average to 20% below US average in 5 years, but NYC rents are 2x the average of the top 50 US cities. Ouch . . . @BillAckman @MikeBloomberg @stevenmnuchin1
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China has massive inherent advantages over the US in terms of AI : - access to almost unlimited cheap energy - open source architecture - access to data to train and infer Expect superior results to manifest @DavidSacks @BillGates
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Sanity prevails among Dutch voters as pendulum swings toward the centre. Dutch tend to be a leading indicator for rest of Europe. Also refreshing to see an upbeat “It is possible” campaign winning against pessimistic, fear mongering far right campaigns we’ve grown accustomed to
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Love Gladwell’s work, but this troubles me. Book dedications traditionally signify intimacy, permanence, and authenticity. Treating them as promotional parasocial gestures cheapens their meaning. Who actually values a dedication this superficial? @Gladwell
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It's crazy that a lot of thinking about American capital markets and indeed the modern economy was based on the idea that these companies specifically had very lean balance sheets and that they didn't do real capital investment
Almost unbelievable how much CAPEX has grown for the big tech companies in the last decade. Roughly 10x for each of these, and close to 20x for $META
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The untold story at Tesla is how Musk’s hand-picked board chair has become nearly a billionaire supporting him. Since Denhom joined Tesla’s board she has generated $682 million in compensation and cashed in most of her shares. @elonmusk
reuters.com
Elon Musk’s EV company is struggling as he plunges into politics. Robyn Denholm, the Australian chair of Tesla, is thriving after cashing in half a billion dollars of the stock. Investors are...
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> 50% of Apple profits now come from captive services. iPhone users enable Apple to earn up to 30% commissions on pass through internet orders and payments. A gold mine in view of negligible service Apple provides for such massive remuneration.
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If Trump wants to deserve Nobel Prizes and other accolades for being a cause for good, he should impose tariffs linked to co2 emissions. Longterm this is what matters to all of us most.
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The value of living in the U.S. is dropping rapidly. Maybe @howardlutnick et al need to reduce price of visas and passports offered to foreigners to reflect contracting demand. https://t.co/hLUoTrrCQl
time.com
The U.S. passport is now tied with Malaysia for 12th place following Trump's crackdown on legal and illegal immigration.
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Pope Leo quotes Hannah Arendt: “The ideal subject of totalitarian rule is not the convinced Nazi or the convinced Communist, but people for whom the distinction between fact and fiction and the distinction between true and false no longer exist." https://t.co/QFwLJrFY6C
cbsnews.com
Pope Leo XIV has encouraged international news agencies to stand firm as a bulwark against the "ancient art of lying" and manipulation.
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Global solar and wind power surges despite US green cuts under Trump via @FT The global energy agency said it expected the US to add 250 GW of new renewable power by 2030. China added about 290GW of wind and solar in the first six months of this year.
ft.com
Renewable energy held back in world’s biggest economy while growing in India, the Middle East and Africa
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NYT poll showing support for Trump waning. (Red - against / Green - for) @richardquest @andrewrsorkin @BeckyQuick
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America stands alone among wealthy nations in promising its youth the transformative hope of higher education, only to saddle them with a lifetime of crushing debt. A launch pad has become an anchor—thatwith each passing year, grows heavier @richardquest
@LHSummers
@DavidSacks
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