A Potential Turning Point 🎧 #672 (May 16)

Two Broad Brush strokes that will shape all our lives, SOON!

1. USA & China relations

Thucydides’s Trap is a political theory stating that when an emerging power threatens to displace an established ruling power, the resulting structural stress makes violent conflict the likely outcome.

Bringing up the topic for the world to see was like a spouse (XI) saying, “I hope we can work it out and avoid a violent divorce.” Out loud at the dinner table, with your kids staring, and your dog crying in the corner.

I asked Gemini to grade both opening remarks by American education standards.

Prompt:

What grade level were both leader’s speeches according to American school system?

Answer:

Based on the video of the opening remarks in Beijing, here is the analysis of the speech levels for both leaders according to the American school system:

President Xi Jinping’s Speech

• Grade Level: Approximately 11th to 12th Grade (High School Senior).

• Key Factors: His speech included complex concepts such as the “Thucydides Trap” [00:34], “paradigm of major country relations” [00:44], and “bilateral relations” [01:05]. The sentence structures were longer and relied on metaphorical language, such as steering the “giant ship of China-US relations” [02:28].

President Donald Trump’s Speech

• Grade Level: Approximately 4th to 6th Grade (Upper Elementary).

• Key Factors: His speech used simple, repetitive vocabulary such as “fantastic” [03:31], “great” [03:52], and “amazing” [04:15]. The sentences were mostly short, declarative, and focused on personal rapport and business, using straightforward phrasing like “I only say the truth” [04:03] and “it’s going to be better than ever before” [04:59].

2. Resource Wars coming. Man vs Man. Man vs Ai Data centers

2a. There is a Colorado River problem brewing in the West of America.

2b. Energy gap needed for AI

Nvidia CEO Jensen Huang has stated that the computing power required for next-generation “agentic” AI models will demand up to 1,000 times more compute and energy than traditional systems.

Insanity. NV energy bails on 49k Lake Tahoe customers in exchange for ai data centers who are likely paying more and consuming more.

Now Liberty Utilities must find another source for the community, likely at a higher rate.

Article: SF Chronical

Video below

Bonus - Say Kimchi!

Excerpt

“I have written for two years that the market was being held up by three things: easy money, AI capex enthusiasm, and the assumption that the Fed had your back. Friday took the easy money assumption off the table.” Bill Cara

Today's Notes: The Day the Safe Havens Stopped Working

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