Our debt “crisis” is now an actual crisis.

Src: www.bloomberg.com/news/article...

This gives them the signal they need to begin offloading our debt based on the same risk assessment that domestic businesses are playing. There’s no way for them to fund this now and everyone now knows it can’t be furnished by force from anywhere except inside the country itself.

Enough of the world has started to meaningfully question American exceptionalism and to put (or rather begin moving) their money where their mouth is — demanding higher yields on Treasuries, the Taiwanese dollar spike, foreign currency and equity market record appreciation… you get the idea.

Supply chains have been dramatically disrupted and reoriented and our debt and dollar depend on the world we disrespected and threatened feeling that we are trustworthy debtors and agreeable partners. The domestic factors already mentioned strongly suggest both of these tenets have been violated.

As for the geopolitical situation, I’d imagine there are a good number of reasons for the world to feel the bully who threatened so much to so many shouldn’t be made to atone for its hubris.

Businesses across the country now have a legal decision to exempt them from anything the administration tries to do now. It’s weak but enough of a safe bet to plan around for a business leader, owner, operator to make decisions.

That’s not even considering the astronomical domestic business pressure they’re already certainly feeling.

Stocks may rip, but I think it will be short-lived; I’d be more willing to say bonds crash as lenders realize this will get tied up in the courts and scare off any chance of the Senate passing it in the aftermath of this disaster. It’s DOA.

The funny part is it doesn’t really matter what they do — ie attempt to ignore it or get a stay and tie it up in the courts or comply (no way, that’s not their style, but it’s not impossible — in any case, it’s moot). The signal has been sent, the king has been shown to bleed.

They pissed off every country in the world and spat all over them at every possible occasion. And the House burned all of its political capital to squeeze by a disaster of a bill. The only way they could tell everyone it was going to be paid for was by tariffs and cuts. Tariffs just got taken out.

The idea of lifestyle arbitrage and choosing to get over yourself for the sake of providing more opportunity to save and invest was extremely powerful to me. We’re in the same boat: thinking about moving to cut our cost of living, and I really appreciated this framing. 2025 is looking different now

Oh this is very lovely. And all those integrations and supported packagers and platforms 👀 excellent lib and looking forward to implementing on some projects soon, great work everyone!

Waiting for Meta to drop their new ad product targeting brand affiliations in user IG photos and stories 👀

Signed copy options from the future FTC Commissioner/Head of Product at Gene5sys Patel?

This deserves a more thorough read (hello weekend reading list), but a quick skim suggests it might have broader implications and applications in digital ecosystems — particularly, social media and information systems, maybe even latent space understanding wrt LLMs and vector dbs. Very interesting 🤔