Strife & Justice

post-AI SaaS & Erdos Problems

There's actually a deep connection between viable post-AI SaaS companies and the astonishing (albeit not surprising) solution to the Erdos "Unit Distance" problem. LLM-based AI - Amazing at "Making Logical Connections" The gist of the Erdos "Unit Distance" solution came from approaching

American Wealth Skew & Scott Bessent: Cracking the 21st C. ERM

The vaunted ERM completely overvalued the British pound in the late 20th century, compelling a sophisticated capital markets orchestration, including the nominal intervention of George Soros' fund, to give the BoE political cover "to abandon" the ERM in 1992. What followed exiting the ERM was 16 years

AI Weapons, USD-RMB peg, and SALT

Like all high-stakes negotiations, acceptable terms come in "parcels": you get more than bargained for in what matters most, to you, while offering tolerable concessions, when compelled by time, opportunity, or History, to your counterparts. The "Big Bargain" SALT expired without a peep from the US

Metals, Iran, & the RMB-USD Peg

Long Metals is Short Chinese Exports The industrial metals (notably copper & silver) surging by the day doom the sustainability of China's industries: for ever incremental bump in commodity prices, Chinese industrial consumers of these metal face far more upside in speculating or hoarding metals instead of consuming

Deportations, Remittances, & Trade

The Somali repudiation of Israel's Gaza resolution, succeeded by the recognition of "Somalialand", provided Trump a "zero-risk" population to purge from the United States with absolutely no loss with respect to foreign policy or trade. Somali's vs. Indians - the Bargain All

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