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Inverteum Capital's avatar

1) "In a world where labor cost is no longer the primary input cost, a country that has abundant and cheap energy, the capital markets to finance an automation rollout, and is a leader in artificial intelligence finds itself in a very strong position. Thankfully, the U.S. checks all of those boxes."

Hard to understate just how much of an advantage the US has, with fracking and shale, ~60% of global market cap, and neck and neck with China on AI.

2) "An AR/VR headset for the military…Palmer Luckey was born to win this contract." 😂

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Miguel Gómez's avatar

Neck and Neck is a claim bold. One that I don’t believe

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Ashish's avatar

We don't even need to "win" AI. Even "good enough" will keep companies in the US with cheap energy and (hopefully still) rule of law.

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Miguel Gómez's avatar

“Peace through strength” liked that line !

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Paul Railsback's avatar

One more thing for a grunt to carry.

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