Tag: Capitalism

Categories
Culture Politics

Day 1773 and Post-Rats in An Irrational World

Shit just doesn’t feel right. That’s been true for a long time but the edginess of the moment seems nastier, grittier, closer and uncomfortably liminal. It feel like things are changing but into what I could not say.

Whatever we are phase shifting into as a species, or at least one with a shared reality, seems hopelessly fragile. We are coming apart and historical precedents don’t seem to be very helpful. Is this the furthest down the simulation we’ve come?

That is a pretty grandiose way of saying that America’s current troubles are accelerating and it’s hard to ignore how much stress this is causing.

Being on any portion of the internet is like being inside a tense family situation with billions of people who have poor impulse control. And no one is in charge.

Which to some extent means the planet wide project of nation states and the liberal capital system, is buckling under the weight of the network.

We can see too much of each other and the past rationalizations we’ve used to keep our world in check feels ridiculous.

Nothing feels rational to anyone, but only because the complexity of all our lives is now mapped across an enormous overlay of individual players which we can sense beyond our immediate daily lives. And it’s too much man. People are going offline and with it a contraction is happening.

I know more not only about my own country but can feasible access billions of other human players through the data that I have access to at any given moment. And it’s like watching every layer of Dante’s hell as your feed goes up and down the layers of a Hieronymus Bosch painting in an elevator. Except it’s not a metaphor.

Just the mechanics of global human scale seem insane. Player versus player at billions of players seems impossible. I didn’t sign up to be a character in Civilization. I don’t even think I’d like playing Civilization on God Mode.

I studied economics at University of Chicago in another lifetime. An institution started by an industrialist. That investment by one of the richest men to have ever lived did go on to educate minds. And while splitting the atomic changes the course of our societies, so did unleashing number of economists onto unsuspecting countries.

Eventually I realized that all our models are at best approximations, and every input is entirely reliant on mere maps of the actual terrain. Maps made by people just like me. I went to seek my fortune in the markets as a rational actor. Centralized systems did not seem to work.

I’ve got no idea where we are headed. I am intaking information as a totally irrational actor only aware of the hubris of any prior certainty. Is it irrational to behave rationally in an irrational system? Let us all smack into that paradox. Let us just consider that we are all trying to get through it changing as best we can.

Categories
Biohacking Emotional Work

Day 1765 and Hollowed Out

I’m at home with a freaky red light mask that could absolutely pass for a horror movie prop. My husband is sealed up in a hyperbaric chamber with two atmospheres of pressure and oxygen pumped in through a mask.

It may be Halloween but neither of those activities are horror movie material even though you could easily imagine them featuring as props in a serial killer series or Final Destination.

And yet these are things we are doing for health and wellness. One man’s horror movie is another man’s idea of a good night off and you can really tell we are tired childless adults that this is our idea of winding down on a Friday night.

The childless part wasn’t entirely a choice but we picked lives of professional intensity a long time ago so Friday night spent in self care is a sign that we’ve earned some respite.

Millenial success stories involve long hours. Millennials being all hallowed out on All Hallows’ Eve shouldn’t really come as a surprise to anyone, given the current state of American politics.

I’ve never liked Halloween much as if I want to dress up I don’t need social permission and I really don’t care for parties or socializing. I got all partied out in my twenties when I had to do a ton of it for professional reasons. I know it sounds glamorous but nightlife is work.

I had a tequila client and I had a hotel with the hottest nightclub in the New York City. I somehow managed to have both Patron and Le Bain as a client in my advertising agency era, and while loved both clients it did mean eventually all I can associate with nightlife is work. When I had a night off I stayed at home and read science fiction with a face mask.

Which means some things never change. There is no suburban holiday with children to dress up and take out. And I barely have recollections of doing any of that as a child. It’s no surprise this holiday has no hold on me

I don’t know why I have no fond memories of it but I don’t. I have almost no memories of Halloween. The precious few years in which we lived in suburbs, where I had both parents and I was young enough to go trick or treating barely register. And I don’t feel sad about it

I am much sadder about the kind of world we fought to succeed in as adults. I am happy to be home and with the horror movie treatments to heal the ravages of the real world that have been enacted on both of our bodies.

The long hours over decades, the multiple Covid infections my husband suffered, my own autoimmune issues and the realities of aging are not horrors but they are real. And I acutely am aware that Halloween is pretend.

And nobody should have to pretend that they aren’t hollowed out when they are. That is a fairy tale for children and for the people who still are. Neither category include me. It’s perfectly fine to be tired on a Friday.

If I’m going to put on a mask tonight it damn well better have health benefits. Here is to red light therapy and collagen masks. May they heal what ails you on all hollows eve. You can face the dead and your demons tomorrow.

Categories
Politics

Day 1763 and Baumol’s Cost Disease Accelerationism

Today was a pretty big news day. It was a FOMC meeting with a cut, Jerome Powell gave some forward guidance that a cut in December is not guaranteed (cue market upset), and NVIDIA became worth $5 trillion.

This is apparently 16% of our GDP and without investment in artificial intelligence related build-out, our economy would have only grown by 0.6%.

Without Magnificent Seven spending, GDP would have grown at a mere 0.6% annualized rate instead of around 1.1%-1.2% – Fortune

So America would be looking about as gnarly as Europe without the Magnificent Seven and AI infrastructure build-out spending.

About 92% of GDP growth in the first half of 2025 was driven by investment in data centers, AI infrastructure, and information processing, with NVIDIA as a primary contributor Yahoo Finance

Which is a scary large amount for any corporation, but is somewhat rational in the logic of a civilizational technology changeover akin to the Industrial Revolution.

For some comparisons, Standard Oil at its height represented about 5-6% of the total U.S. stock market value at the time and 1.5% of America’s total GDP. AT&T’s Bell Systems were worth about 3-4% of America’s GDP at their asset peak in 1984 so not entirely an unprecedented situation though Nvidea’s percentage is a very networked era problem.

How afraid should we be about the potential for a market bubble in artificial intelligence? That is a questions for Carlotta Perez

Having lived through both the dot-com crash and the global financial crisis, I have some fears, but also this feels about as rational as any of the other ways we’ve handled valuations and value in past boom-and-bust cycles.

There is significant revenue from very real demand. It is just hard to see the demand as it’s industry demand not consumer. And the consumer demand we have is likely coming from professionals who are more enabled in ways we can’t count. I couldn’t have answered half the questions I had for this post before the LLM age.

And that demand for efficiency was coming and needed to be addressed over some time horizon, no matter what.

As different industries cope with their extreme lack of efficiency in the face of other industries who are efficient and in demand wages rise everywhere and basic needs like education & healthcare get more expensive despite not being delivered more efficiently.

So we still need those inefficient industries but what do we do? We have to find solutions.

Because we were going to need to build out the infrastructure for diversified energy transition. Much of this is being spent on build-outs for things that we genuinely need.

We need nuclear. We need power grids that aren’t from the dark ages. We need the efficiency for compute as government services have gone full runaway Baumol accelerationist. Unless we do the hard work that’s going to take 10 to 15 years, most liberal economies will collapse under the weight of the social safety net.

So we need to do a fairly thorough job of investing in the future, independent of whether it’s artificial intelligence driving our future or developing an industrial policy of, say, going to war with China. Necessity is the mother of invention and I’d rather the need be capital growth than war to drive industry.

I don’t know why this “facts of budgeting life” works people up so much. Booms and busts and bubbles build real things and we really need more efficient energy, healthcare, and education.

The economy is a nutrient gradient and money moves to where it gets fed. Right now the promised efficiency of a solution to unsustainable spending is paid for by gains in areas which did get more efficient. That is just the whole game. Grow faster and bring along anything that isn’t for the ride.

Categories
Aesthetics Internet Culture

Day 1762 and New Nodal Points

I suspect that if I am any good at seeing the future it’s because I enjoy touching the present so much.

I think it’s a fools errand to professionalize “the spark” of active players meeting and exchanging information. Not to say that working at your game is wrong. You should work at it. But know what game you are playing.

I’m experiencing a kind of multi-modal view of my own focus and how it can be turned into more time touching reality. I know it sounds silly but the verbiage of the moment is enabling in strange ways.

I don’t always like consensus. I need to experience the consensus myself before I’ll join up. But I love to be first. I love being your first fan. I love being first to a new trend, narrative or aesthetic. I want to see a thing first.

To engage with others in this market place of ideas and trade in our knowledge for our own priorities, is for me, the stuff of life. I love a market. What is the mood of now so I can find others who might understand the possibilities of tomorrow. Every angle counts

I do think it’s all up for grabs future at the moment. I am leaning into some personal weirdness partially for my own happiness but partially because I think maybe this strange node of “people who want to communicate that they value beauty” to the world will be a vector for finding interesting people working on what is going to explode next.

Put out a little value for people with your own skills and maybe that is the node through which you have the opportunity to see what they see and in return you both learn more together.

I am trusting when everything goes up in “the churn” I enjoy picking up new skills. I am enjoying turning myself in a new direction. I think it might actually get me to my original goals. To invest in founders building their weird chaotic nodes of next should be.

Categories
Culture Reading

Day 1758 and Fluctuation in Society

I was ordered into bed for a couple of days by not one but two doctors. As I mentioned yesterday, a small incision for testosterone pellets must have let in a small amount of bacteria.

Maybe we didn’t pick the correct antibiotics (or maybe it was an inadequate dose) so what looked like healthy healing turned into a subcutaneous infection just as it was all look well which needed managing and cause me a bit of trouble.

So I’ve been catching up on costume dramas like The Gilded Age about the 1880s boom times in America. I’m on the third season of it and while not quite done but I’m enjoying it.

It’s provided me inspiration before as I’m fascinated that corporate charters are what lead to America’s experiment in self governance and each new era of technological and commercial development seems to kick off new organizational opinion of how best to manage society.

No matter the era or the people involved, humans will always find new ways to organize themselves into hierarchies that reflect changes in technology and material conditions.

As eager as we may be to unravel past cultural ways of organizing our status and importance, we always find new ways to set new standards of who matters and why and the same human nature finds a way to creep back in.

Position, birthright, inheritances and other ways of marking nobility and aristocracy manage to find a way to accommodate wealth and power lest they lose all status.

And who has wealth and power in this century whipsaws so fast, it feels like change is as seasonal as the weather. Even if in reality, society changed little if at all. Money and birth still matter quite a bit no matter how many followers someone has on the latest attention gathering platform.

I’ve mentioned my fondness for Paul Faussell’s Class: A Guided Tour Through The American Status System as a good jumping off point for understanding how American has organized its flavors of granting social capital within our supposedly classless society.

The Gilded Age attempts across the seasons to show that our society is always changing with subplots about rising in society through invention, intellect, political organization and sheer force of will.

Gilded Age’s director Julian Fellows also directed Downton Abbey which famously showed a British aristocratic family struggling with money, social change and war.

Both shows may show ways of changing one’s position in society but the skeptics exist at every turn. Even Fussell has Class X in his guide who exit rather than participate in what he calls the charade of meritocracy.

Fussell argues that it is essentially impossible to change one’s social class —up or down — but it is possible to extricate oneself from the class system by existing outside the system as a X person. Wikipedia

I find this particularly funny as we have entire institutions dedicated to deciding how we see and experience class and their luminaries hate how society organizes itself as much as anyone. The New York Times’s infamous columnist David Brooks finds Fussell’s book a “caustic and extravagantly snobby tour through the class markers of its time” which strikes me as especially funny as he once dedicated a column to worrying if he’d put his assistant into an awkward spot by presuming she wouldn’t know how to order in “gourmet” Italian deli.

Bourgeois bohemian that Brooks was, it never occurred to him that an Italian deli might actually be a lower class marker for plenty of people. American Society being filled with semiotic markers in America to ever really manage a static set of signifiers for all that long.

Categories
Aesthetics

Day 1747 and Hyper Autistic Protestant Work Ethic Beauty Blog

I spent some time being really “in my special interest” today writing about why I think we should give more, and not less, time to beauty. I’ll post it to my new substack tomorrow as that will remain focused in subject matter.

Appearances clearly matter in every facet of life, but we don’t do much to help develop taste even as we face an onslaught of the hyper visual unrealistic world of short form video.

It’s all dopamine drips and quick hits that make it hard to develop taste of your own. At best you found algorithms that suited some things you could enjoy but sincerely held joy is rare. I’ve been able to experience many times and it’s now one keeps going in a cruel world.

I spent so much of my life beating the drumbeat of more access to the secret knowledge of the world only to discover again and again, that even if you offer up to the world pearls, not everyone will want them.

Or as my mother liked to say her Latin teacher said “I’m throwing pearl’s before swine!”

To appreciate the details is to recognize that layer upon layer of irritation worked to a finished pearlescent sheen which seems too delicate to truly show the process. That’s its beauty.

Each layer of culture is built by people who cares about details. And all kinds of details matter. Sometimes the details are financial. Sometimes aesthetic. Sometimes it’s noticing a very specific signal inside a very particular group and being able to admire the elegances.

I myself didn’t think I ever much went in for subtlety of any kind until I spent more of my time in mass markets. I’ve come to realize I was allowed to live without too much push on my own tastes for so much of my life.

And because I care about details, now I know I a stupid amount about the business of appearances because I worked at its heart.

So naturally I’d like to do more to share that knowledge as I realize it is maybe much rarer than I realized.

I intend to do it as a fun addition to my life as I experience so much of life through professional and personal interest in technologies. I’ve got aspirations for a world where we choice to work to be better. That requires a world where beauty can be cultivated in improving ourselves. so you can be certain I appreciate the angles of how we use the existing culturally technologies at hand to create the new ones.

Categories
Aesthetics Internet Culture Media Politics

Day 1741 and Land Acknowledgment

I’m a bit beat down and experiencing some type of sundowner type pain so apologies that I don’t have a tidy synopsis or incisive commentary to add to the great Nick Land kerfuffle that has gripped right wing and Christian discourse over the last few days. I do however have some thoughts as an active participant & practitioner in futurism.

The TLDR is that Joel Berry the Babylon Bee guy took a swipe at philosopher Nick Land because Tucker Carlson interviewed an unknown tulpa like white conspiracy theorist who butchered (in his own admission) Landian theory.

A gentleman named Auron MacIntyre caught strays with Berry insinuating some vaguely maybe “not a friend of the Jewish people” haze by associating Land and Auron.

All of this was enormously funny to anyone who actually reads Nick Land. Which includes myself and his current publisher Passage Press.

Nick Land getting a brief mainstream moment because Robert Conrad’s grandson shared a numogram with Tucker prompting Joel Berry to defend Tucker from charges of anti-semitic Lemurian digital teleoplexy in order to smear Auron MacIntyre is exactly how this was always going to go

Now most people have to admit that they have not read Land. You need to have a firm grounding in critical theory and Marxist dialectical materialism to manage the language and a background that forces you through a lot of Kant and Heidegger. As the villain in Die Hard once said “benefits of a classical education.”

Yes I did the homework.

Land is obtuse and most enjoyable to the schizophrenic extremely online types due to his association with the CCRU or Cybernetic Culture Research Unit.

Before you go off the deep end, and take his accelerationist theory in any particular direction, he himself is involved with transhumanism only insofar as a network is a fundamentally alien thing compared to the human mind. As such we are in a transhumanism era arguably since the days of Adam Smith.

This body of theory escaping containment amongst academics had the pleasant side effect of getting the fundamentally alien artifact of old Kabbalah mathematics out front to distract the folks who skipped doing the homework. No jokes from the peanut gallery please.

Excitingly the rest of us were treated to a two and a half hour debate between Nick Land and Alexander Dugin hosted by Auron MacIntyre that has such tidbits as the Anglo-Protestant Whigs being a unique people who by encountering capitalism and the invisible hand at a crucial historical juncture obtained a paleo-liberal Christianity.

While some of us (say myself and Lomez and Land) had a grand old time being absolute terrors on the timeline, the whole affair made it especially apparent how tense it is when the new right’s less informed sects clash with the renegade futurisms crowd. And as I’ve been discovering painful all year, it mostly ends in misunderstanding.

It has been a bit bumpy as let’s just say Patrick Deneen and I make for strange bedfellows but there are clout chasers with much less intellectual firepower who do far worse and they are active, preening, and willfully ignorant.

And yes it’s always a tad embarrassing when the Bannonites go on an Ulster Scot terror campaign against fellow Christians who have chosen to pursue work in technology. Insisting on a new Satanic panic by way of Land is a solution barely wrapped in a Machiavellian hidden truths play.

The sex rationalist doomers at Berkeley do themselves no favors by misunderstanding the deep currents of those who wish to fight against the future (and why) when they get involved. I’d be a better ally to Bannon than these useful idiots and I doubt Land wants to be dragged in to any of this either. It’s messy as all power plays can be.

Elizer Yudkowsky on Steve Bannon’s War Room

I rather think it makes everyone involved look a bit silly when we get tripped up on Lovecraftian horror. Yes I love Charles Stross too but if you believe in chaos magick don’t go around provoking magicians.

It’s unclear to me whether “the runes and sigils on microchips are harnessing demons” crowd is any less embarrassing to the public than we should sacrifice ourselves to the pagan old gods if we are to remain truly human advocates.

The Neo-Jungle of the open network is an implacable force with inscrutable intentions.

I’ll admit that having spent time with the Dark Aeons crowd myself and I rather prefer them to the Luddite machinic “end of the Anthropocene” peek oil Abbey types who are a tad too Malthusian for my taste. They seem like they actually would prefer Gaia exist without humans.

A post human world with new intelligence types is likely to contain a lot more humans than a fallen world where we’ve all died off.

The future arrives independent of our opinions and rushing in only expedites pretenders to the throne. To think otherwise is to usurp God’s power. Peter Thiel’s anti-Christ lectures are not reaching all the ears necessary.

And to save you some trouble; if you had done the reading, you’d know numograns were dropped in by Land as an example of somewhat alien notation practice as alien intelligences from markets to networks to numerical systems were all part of his body of theory.

Once set theory and decimal notation became standard practice numograms were abandoned. But Kabbalah still serves as a hilarious attention sink for celebrities, numerology fans and occasionally the anti-semetic. And this has been a Nick Land acknowledgment.

Categories
Community Politics

Day 1736 and Putting Good Things Back Into The System

I had a few appointments in town today including two doctor appointments. I like to have my husband with me when the medical system is involved just in case I need a backup or level headed second opinion.

Afterwards we were able to catch a late lunch (nearly happy hour) at one of Bozeman’s trendy no seed oil spots. It being an odd hour for dining we could hear the conversations at the bar as the place was mostly empty.

A virgin Huckleberry margarita

There were two couples, one Boomer pair and the other geriatric millennials, who as it turned out both celebrating their anniversaries this weekend. The out of town Boomers had come for a Yellowstone and Tetons visit while the younger couple turned out to be local farmers in the valley and were excited to learn the tourists had something in common with them.

The Boomers had also run a farm in Florida but retired and sold it as it is apparently nigh impossible to grow oranges for juice in Florida anymore. The conversation had turned to everyone’s frustrations with the tariffs and the pressures it put on their work.

No one could remain competitive as cost inputs kept going up. Finding labor for smaller farms was getting more expensive and harder to secure. And land developers increasingly competed to acquire land piece by piece from older larger family farms who struggled to compete. We were full on eavesdropping at this point.

The husband in the young farmer pair was dressed just like Alex. He could have been Alex for how closely their styles matched. When he left for the bathroom, his wife said to the older couple how hard it has been recently.

Land he’d worked for years on a lease had just recently been sold to developers at an enormous markup. They understood the demand for housing but how could anyone continue to farm and make a living?

Between tariffs, labor costs and ravenous unmet demand for housing that could only be financed by large scale real estate developers the era of the family farm felt over. Only the big dogs could afford the costs and regulatory overhead.

We were finishing up our meal as we nodded along. Alex said to me “ok I know we don’t do this very often but I think we should pick up the meal for the younger couple.” Being on the verge of tearing up myself I couldn’t have agreed more.

I waved over the waitress and asked if this was possible. She seemed a little surprised “the whole meal?!” But it wasn’t a crazy amount. It was about $100. We sneakily paid our tab and theirs as quickly as we could. We didn’t want to make a thing of it. We just wanted to make their day a little better.

We got up and said to both couples that we couldn’t help overhearing it was both their anniversary weekends coming up and we wanted to wish them many more happy years together.

We thanked them both for keeping America fed and tried to casually saunter out before anyone noticed what we’d done. Hopefully this added a little cheer to their day. In a system as big and opaque and impersonal as America it can feel like there is nothing any of us can do.

So when you can do something even if it’s a small thing like picking up a meal we should do so. America is an idea but we are also a people and we stick together even if our elites make stupid decisions.

Categories
Internet Culture Politics

Day 1735 and Choice Matters with Our Networks

There are many benefits to a networked world but there are many destabilizing aspects to opening up the world to all of us. I’ve been slogging through Vladislav Zubok “Collapse: The Fall of the Soviet Union” which refutes the widely held belief that the collapse was inevitable.

He argues that Mikhail Gorbachev’s reforms, aimed at modernizing and democratizing the Soviet Union destabilized the country.

Now as an American I might see that in a somewhat positive light but imagine America being broken up and you can see why it’s worth studying. It is worth understanding that with scale and access, a networked system has risks that we have not previously encountered in a political or economic system.

The last time we experienced a modern collapse at large scale, we had a fraction of the networked infrastructure that we do now.

Artificial intelligence becoming the current bugaboo belies just how little the general public really understands the nuts and bolts of our information rich world.

The complexity of how it operates obfuscates how easy it is to tilt the cart and upset fragile hierarchies and understandings.

I wish I could persuade more people to this viewpoint. The strange bedfellows of professional misunderstanders are constantly infighting with murky agendas of state and corporate preferences.

We are all useful idiots to someone. An alliance between orthodox Christians and a rationalist sex cult is the sort of “only in America” marriage of convenience that fights for very particular reasons.

The technocrats having lost the battle with modern complexity (and along with it the Mandate of Heaven) are in the process of playing whackamole with uprisings of paranoia that is a pox across every type of community. And that sucks as sometimes the paranoids are actually right. We just are never quite sure when.

Categories
Finance Politics

Day 1729 and 6% of GDP Buys Quite A Lot

While I’m not economist, because, well there wasn’t money to pay for graduate school, so I could not dedicate myself to the study of monetary policy. I had to go make money in the markets like a capitalist should.

So I’m aware that my thought experiment is not how any of this works, it’s against free market principles to arrange markets like this, but let’s do a thought experiment about buying back our industrial capacity.

Being inspired by Roon’s tweet about Silicon Valley’s grand tradition of acqui-hiring and taking seriously the thesis of Dan Wang’s book Breakneck.

That “industrial process” is a technology that lives in the heads of people and that it was a mistake to let so much “low value” industry be offshored due to the loss of tacit process capital

So what kind of companies would America want to acquire if we were so inclined to pursue a strategy of industrialization? Our biggest success is that we are a highly financialized economy.

So why not use that cash to buy some shit? I know I don’t like planned markets either but for our industrialists let’s say we find a way for America’s markets to buy us back some process knowledge.

Let’s take a stab at what we’d even want in that day. For me my starting point is the top ten Korean chaebols, we take back AMD from Europe (we licensed it anyways) and look to acqui-hire former Nokia Finnish & Baltic system engineers.

Now maybe you want 1 or 2 Indian pharmaceutical generics providers to come to American. And for fun let’s buy the Japanese fastener company YKK. And also buy back the meatpackers. I asked Grok what it would cost and I was honestly pretty pleased by the price tag.

Based on current data (Sep 2025):

  • Top 10 Korean chaebols (flagship mkt caps): ~$879B
  • AMD: $261B
  • Nokia: $26B
  • Top 2 Indian generics (Sun Pharma, Cipla): $61B
  • YKK: Private (N/A)
  • Major meatpackers (JBS, WH Group): $30B

Total: ~$1.26 trillion. Note: Estimates for groups; exact values fluctuates

We would probably need to buy the shareholders and the workers so let’s assume it’s kind of a buyout but you are getting the talent too.

We get the best possible new Americans and we make their shareholders money. Capitalism buys American bonds. Usually. So then I think how much of our GDP would that be?

Current US GDP (2024): ~$29.2 trillion. 2025 projection: ~$29.7T. The $1.26T total is about 4% of annual GDP. Affordability for acquisitions would depend on financing, government subsidies, or private capital, but the economy’s scale makes it feasible in theory

Now I start to get greedy. I want the top 10 best Shenzhen manufacturers and asked for Grok’s best estimate on cost. No facts checked here it’s vibe economics ok?

Based on Sep 2025 data and estimates (public caps in USD; privates approximated via valuations):

  1. Huawei (telecom/electronics): ~$300B (private)
  2. BYD (EVs/batteries): $133B
  3. Luxshare Precision (components): $70B
  4. Mindray (medical devices): $41B
  5. ZTE (telecom equip): $25B
  6. TCL Technology (electronics): $20B
  7. Inovance (automation): $20B
  8. Goertek (acoustics/wearables): $15B
  9. Sunny Optical (optics): $12B
  10. Han’s Laser (laser equip): $6B

Total est. acquisition cost: ~$642B. Feasible under your presumptions, ~2% of US GDP

So just vibe economics here but like how much did we spend on pandemic stimulus?

Total US COVID-19 fiscal stimulus (2020-2021 packages) was about $5.6 trillion, per Tax Policy Center estimates, including spending and tax relief. That’s roughly 19% of current GDP—way more than your 6% shopping list. Feasible in scale, if the will is there!

So again just vibes not how it works but stay with me here to keep the American consumer spending (which I am not saying didn’t work because it did) but we spent 19% of our GDP in stimulus. And we didn’t get better companies or better Americans.