Netizen: trade war

Showing posts with label trade war. Show all posts

Friday, October 24, 2025

24: Canada

Gen Z Kranti (novel)
The Banyan Revolt (novel)
Madhya York: The Merchant and the Mystic (novel)
Deported (novel)
Empty Country (novel)

Trump’s Gilded Ballroom and the Fall of the American Republic Tackiness and tyranny go hand in hand .............. Donald Trump is in the process of destroying a large part of the White House so he can construct a 90,000 square foot gold-encrusted ballroom. And this is being done without any historical or architectural review, treating a national treasure that belongs to the people as if it were his own personal property. In true Trumpian style, this act of vandalism is being paid for by large corporate donors — mostly tech and crypto companies — seeking to buy Trump’s favor. ........... Masked government agents are snatching people off the street. The National Guard has been sent into major cities on the obviously false pretext that these cities are in chaos. The U.S. military is essentially murdering people on the high seas. Huge tariffs are, in addition to their economic costs, undermining a system of alliances former presidents spent generations building. Green energy is being eviscerated, vindictive prosecutions are the norm, and many millions are on course to lose their health insurance. ..............

tackiness and tyranny go hand in hand

........... York is an authority on the design and décor choices of modern despots, from Saddam Hussein to Ferdinand Marcos to Nicolae Ceausescu. He noted that despite the vast differences in their cultural backgrounds, the palaces of despots all looked very similar: Gigantic rooms confected with massive amounts of gold, glass and marble, clearly in imitation of Versailles. ............. Trump is turning the White House into Mar-a-Lago North .............. Washington DC is a city full of grand monuments and impressive public buildings. Yet the style of these monuments and public buildings is generally one of restrained neoclassicism meant to evoke the Roman Republic – an ideal of a republic of equals reflected in law and norms as well as architecture. Anything approximating the Louis XIV style of Trump would have been considered monarchical and autocratic by the Founding Fathers. ............ Trump is turning the people’s house into a palace fit for a despot partly because that’s his taste, but also to show everyone that he can. L’etat, c’est moi. .............. even at the height of its glory the Roman Empire would have looked incredibly poor and shabby by 21st-century standards. ................ Modern historians of the Roman Republic and the Roman Empire mostly agree upon one explanation for the Republic’s collapse – namely that the enormous loot from Rome’s conquests created a class of incredibly wealthy oligarchs who were too wealthy and powerful to be constrained by republican norms, institutions and laws. ............. Trump’s demolition of the White House — because that’s what it is. This isn’t a remodeling or building an addition, it’s a teardown. It may seem like a trivial story, but it’s a highly visual metaphor for the way MAGA is tearing down almost everything good about our country. And that ballroom’s hideousness is an equally good metaphor for all the political ugliness that lies in our future.

The Mamdani Moment And the Future of the Democratic Party ...... the current Democratic Party is dysfunctional if not dead. .......

The brightest light in the Democratic Party is Zohran Mamdani, the 34-year-old member of the New York State Assembly who has a good chance of being elected the next mayor of New York City when New Yorkers go to the polls a week from Tuesday.

.......... He’s proposing a few easy-to-understand things — free buses, free childcare, a four-year rent freeze for some two million residents, and a $30 minimum wage. He’s aiming to do what Franklin D. Roosevelt did in the 1930s — fix it. ......... (My seventeen-year-old granddaughter is spending her weekends knocking on doors for him, as are her friends.) ............. Nonetheless, Mamdani is horrifying the leaders of the Democratic Party. Chuck Schumer and Hakeem Jeffries haven’t endorsed him. Hillary Clinton has endorsed Andrew Cuomo, who’s spending what are likely to be the last days of his political career indulging in the kind of racist, Islamophobic attacks we’d expect from Trump. ........... Tell me: Where’s the center between democracy and fascism ......... the Times’s so-called “moderate center” is code for corporate Democrats using gobs of money to pursue culturally-conservative “swing” voters — which is what the Democratic Party has been doing for decades. ......... Corporate Democrats took the Party’s away from its real mission — to lift up the working class and lower middle class, and help the poor. Instead, they pushed for globalization, privatization, and the deregulation of Wall Street. They became Republican-Lite. ......... In 2016 and again in 2024, working and lower-middle class voters saw this and opted for a squalid real estate developer who at least sounded like he was on their side. He wasn’t and still isn’t — he’s on the side of the billionaires to whom he gave two whopping tax cuts. ............ Trump also fed voters red-meat cultural populism — blaming their problems on immigrants, Latinos, Black people, transgender people, bureaucrats, and “coastal elites.” Democrats gave voters incomprehensible 10-point plans. ......... He aims to generate $9 billion in new tax revenue by raising taxes on the city’s wealthiest residents and businesses. He’s calling for a 2% tax on incomes over $1 million, which would produce $4 billion in tax revenue. He wants to increase the state’s corporate tax rate to 11.5 percent to match New Jersey’s, generating about $5 billion annually. ..............
The wealthy have never been as wealthy as they are now, while the tax rate they pay hasn’t been as low in living memory.
.......... Inequalities of income and wealth are at record levels. A handful of billionaires now control almost every facet of the United States government and the U.S. economy. .......... Wages are nearly stagnant, prices are rising. Monopolies control food processing, housing, technology, oil and gas. ........... The time is made for the Democrats. If the Party stands for anything, it should be the growing needs of bottom 90 percent — for affordable groceries, housing, and childcare. For higher wages and better working conditions. For paid family leave. For busting up monopolies that keep prices high. For making it easier to form and join labor unions.

Gen Z Kranti (novel)
The Banyan Revolt (novel)
Madhya York: The Merchant and the Mystic (novel)
Deported (novel)
Empty Country (novel)

Thursday, October 16, 2025

16: Trade War

The Banyan Revolt (novel)
जेन जी क्रान्ति (उपन्यास/हिन्दी) (free)
जेन जी क्रान्ति (उपन्यास/नेपाली) (free)
जेन जी क्रान्ति (उपन्यास/मैथिलि) (free)
Gen Z Kranti (novel)
Madhya York: The Merchant and the Mystic (novel)
Side Hustles That Work In 2025
Frugal Living Tips That Work
The AI Marketing Revolution: How Artificial Intelligence is Transforming Content, Creativity, and Customer Engagement
100 Questions That Lead To Understanding
The Convergence Age: Ten Forces Reshaping Humanity’s Future
Kalkiism: The Economic And Spiritual Blueprint For An Age Of Abundance
The Last Age: Lord Kalki, Prophecy, and the Final War for Peace

Saturday, October 11, 2025

The Unsustainable Escalation: How the US–China Trade War Threatens to Deflate the AI Investment Boom

The Unsustainable Escalation: How the US–China Trade War Threatens to Deflate the AI Investment Boom

The October 10, 2025, announcement by President Donald Trump of potential 100% tariffs on Chinese goods—effective November 1—marks a dangerous new escalation in the US–China trade war. Beijing’s immediate counter by restricting exports of rare earth minerals, vital for advanced technologies, has thrown global markets into turbulence and revived the specter of full-scale economic decoupling.

While previous rounds of tariffs (2018–2020) hurt both sides but ultimately produced a shaky truce, this round is qualitatively different. It lands amid a slowing global economy, a US government shutdown, and a massive AI investment bubble dependent on cheap hardware and stable global supply chains. If these tensions persist for even six months, they could burst the speculative “AI froth” now inflating tech markets—potentially derailing the most ambitious industrial buildout since the internet boom of the 1990s.

I. A Trade War on Thin Ice

Beijing’s new export curbs on rare earth elements (REEs)—such as neodymium, dysprosium, and terbium—strike at the heart of America’s AI and semiconductor ambitions. These minerals are indispensable in producing GPUs, electric motors, and data-center cooling systems. China controls more than 80% of global rare earth processing capacity, and substitutes remain years away from viability.

Trump’s retaliatory move to extend tariffs to 100% of Chinese imports, coupled with threats of “export controls on any critical software,” widens the battlefield from goods to the intellectual property layer. This goes beyond trade; it is a bid to choke the rival’s access to technology.

But such escalation is unsustainable for three key reasons:

Mutual Economic Damage:
- The US cannot build its AI infrastructure without Chinese-sourced materials. A prolonged cutoff could add $75–100 billion in additional costs to AI data centers over the next five years.
- For China, US tariffs could shave 1–2% off GDP growth annually, especially as its post-COVID recovery stalls. Both economies face stagflationary pressures—rising prices but slowing growth.
- Markets are already reacting: major indexes fell sharply following Trump’s announcement, signaling that investors see no “safe haven” in this conflict.
Global Supply Chain Shockwaves:
- The trade war disrupts supply chains far beyond Washington and Beijing. Europe’s energy-intensive industries—especially in Germany—depend on cheap Chinese components.
- Emerging markets reliant on affordable tech imports could see inflationary surges, pushing millions back toward poverty.
- China’s 2025 fiscal plan anticipates tariff pain, but if rare earth export revenue falls alongside AI overinvestment, Beijing risks entering a deflationary spiral reminiscent of Japan’s “lost decades.”
Political Time Limits:
- Trump’s move comes amid a chaotic domestic backdrop: a partial government shutdown, looming 2026 midterm primaries, and resistance from business lobbies.
- Sustaining tariffs for six months would require congressional approval and navigating rising consumer backlash from “empty shelves at Walmart”—a political nightmare in an election cycle.

Economically and politically, this is a game of chicken on a collapsing bridge.

II. The “AI Froth” – Boom or Bubble?

The phrase “AI froth” aptly describes the speculative exuberance dominating 2025. While AI is indeed transformative, much of the current investment spree resembles the late stages of the dot-com bubble—high expectations, limited revenue, and staggering capital burn.

Evidence of Overheating:

Capital Expenditure Explosion:
AI-related capex has surpassed $368 billion this year, nearly half of all U.S. nonresidential investment. Yet, according to Bain & Co., there’s an $800 billion gap between investment and projected revenue by 2030.
Circular Funding Loops:
Many AI companies fund hardware purchases with inflated valuations rather than cash flow. Startups use rising paper valuations to justify new rounds, which in turn bid up GPU prices, creating a self-reinforcing feedback loop.
Rapid Depreciation:
AI hardware depreciates in just 2–3 years—far faster than fiber optics or telecom infrastructure from the 2000s. A single misstep in chip efficiency or energy pricing could collapse entire valuations overnight.
Environmental Limits:
AI training consumes massive water and energy resources. Bloomberg estimates that by 2030, AI data centers could demand as much power as the entire nation of Japan. If trade disruptions raise hardware costs, the economics of scaling further deteriorate.
Low ROI Reality:
According to MIT Sloan, 95% of AI pilot projects fail to deliver measurable productivity gains. Corporate managers increasingly report “AI fatigue”—projects that look good in boardrooms but deliver little real-world impact.

Counterarguments: The Case for Real Transformation

Optimists argue that AI’s productivity gains will eventually justify the hype. Goldman Sachs projects 0.4% annual GDP uplift from AI adoption in the short term, potentially rising to 1.5% by the early 2030s. They cite historical analogies: early electricity, railroads, and the internet all went through speculative phases before stabilizing.

Still, optimism alone cannot fund the infrastructure. The ratio of hype to profit is unsustainably wide. Nvidia’s $3 trillion market cap and debt-fueled data center builds across the U.S. echo 1999-style excess, where everyone believed in infinite scalability—until the liquidity dried up.

III. The Six-Month Scenario: How the Trade War Could Pop the Bubble

If the trade conflict continues through early 2026, here’s what could happen:

Hardware Bottlenecks:
Rare earth shortages could delay GPU production by months, slowing the rollout of megaclusters like OpenAI’s “Stargate” or xAI’s “Colossus.” With chip shortages already stretching lead times to 12 months, data center construction could halt.
Cost Inflation:
Tariffs could double import costs for GPUs, lithium-ion batteries, and optical fiber—adding billions in unplanned expenses. The projected $3 trillion AI infrastructure roadmap would face severe downward revisions.
Investor Confidence Collapse:
Venture capital may retreat sharply. Already, 98% of AI startups are forecast to fail within five years. If returns stall, investors could flee en masse, triggering a liquidity crunch and a cascade of bankruptcies.
Stock Market Correction:
Without AI-driven momentum, the S&P 500 could lose up to 20% of its current valuation, given that 80% of 2025’s market gains are AI-linked.
Employment and Innovation Slowdown:
The AI sector has been a major job creator in engineering, data science, and design. A slowdown would ripple into labor markets, reducing income growth and consumption—further feeding deflationary pressures.

IV. The Possible Off-Ramps

Despite grim forecasts, the crisis is not irreversible. Several policy pivots could avert an AI bust:

Diplomatic De-escalation:
Quiet diplomacy through neutral intermediaries (e.g., Singapore, Switzerland, or India) could restore rare earth flows and delay tariffs.
Domestic Substitution:
The U.S. can expand rare earth refining in states like California and Texas, though such efforts require 3–5 years and billions in subsidies.
AI Rationalization:
Redirecting AI investment toward productivity-enhancing applications (healthcare, logistics, energy optimization) instead of speculative model training could create real value.
Diversification of Supply Chains:
Encouraging partnerships with countries like Australia, Canada, and Vietnam can reduce dependency on China and stabilize prices.

V. Conclusion: Diplomacy or Deflation

The current phase of the US–China trade war is economically unsustainable and politically reckless. Both powers risk inflicting deep structural damage on their innovation ecosystems. The irony is stark: in trying to protect their technological futures, Washington and Beijing may together trigger the very collapse they fear—an AI winter born not of algorithmic failure, but of geopolitical overreach.

If diplomacy prevails, the AI sector could recalibrate into a more sustainable growth model. But if the conflict endures into 2026, the froth could turn to fallout, marking the end of one of the most extraordinary—and overextended—investment manias of the 21st century.

अस्थिर उछाल: कैसे अमेरिका-चीन व्यापार युद्ध एआई निवेश के बुलबुले को फोड़ सकता है

10 अक्टूबर 2025 को राष्ट्रपति डोनाल्ड ट्रंप द्वारा चीनी वस्तुओं पर 100% टैरिफ लगाने की घोषणा—जो 1 नवंबर से लागू होने वाली है—अमेरिका-चीन व्यापार युद्ध में एक खतरनाक नए चरण की शुरुआत है। बीजिंग की त्वरित प्रतिक्रिया में दुर्लभ पृथ्वी खनिजों (rare earths) के निर्यात पर प्रतिबंध लगाना वैश्विक बाजारों को हिला गया है और दोनों महाशक्तियों के बीच पूर्ण आर्थिक “डिकपलिंग” (विभाजन) का खतरा फिर से सामने आया है।

पहले के दौर (2018–2020) में लगे टैरिफ़ दोनों के लिए हानिकारक तो थे लेकिन अंततः एक कमजोर समझौते पर समाप्त हुए। परंतु इस बार हालात अलग हैं: वैश्विक अर्थव्यवस्था धीमी है, अमेरिकी सरकार आंशिक रूप से बंद है, और पूरा एआई उद्योग सस्ते हार्डवेयर और स्थिर आपूर्ति श्रृंखलाओं पर निर्भर एक विशाल निवेश बुलबुले में फंसा है। यदि यह तनाव छह महीने तक भी चलता है, तो यह उस “एआई फ्रोथ”—अर्थात निवेश-जनित बुलबुले—को फोड़ सकता है जिसने टेक बाज़ारों को अस्थायी रूप से चमका रखा है।

I. पतली बर्फ पर चल रहा व्यापार युद्ध

बीजिंग के नए दुर्लभ पृथ्वी तत्वों (REEs) जैसे नियोडिमियम, डिस्प्रोसियम और टर्बियम पर निर्यात प्रतिबंध अमेरिका की एआई और सेमीकंडक्टर महत्वाकांक्षा पर सीधा वार हैं। ये तत्व जीपीयू, इलेक्ट्रिक मोटर और डेटा-सेंटर उपकरणों के निर्माण में अनिवार्य हैं। चीन के पास वैश्विक रिफाइनिंग क्षमता का 80% से अधिक नियंत्रण है—और वैकल्पिक स्रोत विकसित होने में वर्षों लगेंगे।

ट्रंप का जवाब—चीनी आयातों पर 100% शुल्क और “महत्वपूर्ण सॉफ़्टवेयर निर्यात नियंत्रणों” की धमकी—इस संघर्ष को वस्तुओं से बढ़ाकर बौद्धिक संपदा और तकनीकी ट्रांसफर के स्तर तक ले गया है।

लेकिन यह टकराव तीन प्रमुख कारणों से अस्थिर है:

परस्पर आर्थिक क्षति:
- अमेरिका एआई अवसंरचना निर्माण के लिए चीनी सामग्रियों पर निर्भर है। लंबे समय तक प्रतिबंध से अगले पाँच वर्षों में $75–100 अरब की अतिरिक्त लागत आ सकती है।
- चीन के लिए, अमेरिकी शुल्क GDP वृद्धि को प्रति वर्ष 1–2% तक घटा सकते हैं। दोनों अर्थव्यवस्थाओं को स्थगित मुद्रास्फीति (stagflation) का खतरा है—कीमतें बढ़ेंगी, पर वृद्धि नहीं।
- ट्रंप की घोषणा के बाद प्रमुख शेयर सूचकांकों में तेज गिरावट यह दर्शाती है कि निवेशकों को कहीं भी “सुरक्षित आश्रय” नहीं दिख रहा।
वैश्विक आपूर्ति श्रृंखला पर झटके:
- यह टकराव केवल द्विपक्षीय नहीं है; यह पूरी दुनिया की उत्पादन श्रृंखलाओं को बाधित करता है।
- यूरोप के ऊर्जा-गहन उद्योग और विकासशील देश, जो सस्ती चीनी तकनीक पर निर्भर हैं, मुद्रास्फीति में उछाल देख सकते हैं।
- यदि एआई निवेश का बुलबुला साथ-साथ फटता है, तो चीन को जापान जैसी मंदी-ग्रस्त स्थिति का सामना करना पड़ सकता है।
राजनीतिक समय-सीमा की सीमा:
- यह कदम घरेलू अव्यवस्था—सरकारी शटडाउन और चुनाव-वर्ष की राजनीति—के बीच उठाया गया है।
- छह महीने तक 100% टैरिफ बनाए रखना राजनीतिक रूप से कठिन होगा, खासकर जब वॉलमार्ट की खाली शेल्फ़ें जनता को सीधे प्रभावित करेंगी।

आर्थिक और राजनीतिक दोनों ही दृष्टियों से, यह एक टूटते पुल पर खेला जा रहा ‘गेम ऑफ चिकन’ है।

II. “एआई फ्रोथ” — वास्तविक क्रांति या सट्टा बुलबुला?

“एआई फ्रोथ” शब्द आज के निवेश-उन्माद को बखूबी परिभाषित करता है। एआई निस्संदेह परिवर्तनकारी है, पर वर्तमान निवेश उछाल डॉट-कॉम बुलबुले की याद दिलाता है—अपेक्षाएँ ऊँची, राजस्व सीमित, और पूँजी-खर्च बेहिसाब।

अधिक-गर्मी के संकेत:

अत्यधिक पूँजी निवेश:
2025 में अब तक एआई से जुड़ा पूँजी-व्यय $368 अरब पार कर गया है—जो अमेरिका के कुल गैर-आवासीय निवेश का लगभग आधा है। परंतु Bain & Co. का अनुमान है कि 2030 तक $800 अरब का राजस्व-अंतर रह जाएगा।
वित्तीय परिपथ (circular funding loop):
कई एआई स्टार्टअप नकदी प्रवाह नहीं, बल्कि कागज़ी मूल्यांकन से हार्डवेयर खरीद रहे हैं। यह चक्र आत्म-प्रेरित बुलबुले का रूप ले चुका है।
तेज़ मूल्यह्रास:
एआई हार्डवेयर का जीवन-चक्र केवल 2–3 वर्ष है—2000 के दशक की फाइबर-ऑप्टिक या टेलीकॉम अवसंरचना की तुलना में बेहद कम।
पर्यावरणीय सीमाएँ:
एआई प्रशिक्षण भारी ऊर्जा और जल-उपयोग करता है। ब्लूमबर्ग का अनुमान है कि 2030 तक एआई डेटा-सेंटरों की बिजली-खपत जापान के बराबर हो सकती है।
कम निवेश-उपज (ROI):
MIT Sloan के अनुसार 95% एआई पायलट प्रोजेक्ट उत्पादकता में ठोस लाभ नहीं देते। कई कंपनियाँ “एआई थकान” महसूस कर रही हैं।

विरोध-तर्क: असली संभावनाएँ भी हैं

आशावादी विश्लेषक मानते हैं कि एआई अंततः उत्पादकता बढ़ाएगा। गोल्डमैन सैक्स का अनुमान है कि एआई से अल्पावधि में GDP में 0.4% वार्षिक वृद्धि, और 2030 तक 1.5% तक की बढ़ोतरी संभव है। इतिहास गवाह है—बिजली, रेल, इंटरनेट जैसी हर तकनीकी क्रांति पहले सट्टा बुलबुले से गुज़री।

फिर भी, केवल आशा पर्याप्त नहीं। मूल्यांकन और वास्तविक आय के बीच अंतर खतरनाक रूप से चौड़ा है। Nvidia जैसी कंपनियों के असाधारण मूल्यांकन 1999 की याद दिलाते हैं—जहाँ “अनंत विकास” पर विश्वास ने पूरे बाजार को डुबो दिया था।

III. छह-महीने की स्थिति: कैसे यह व्यापार युद्ध बुलबुला फोड़ सकता है

यदि यह तनाव 2026 की शुरुआत तक जारी रहता है, तो निम्न परिदृश्य संभव हैं:

हार्डवेयर संकट:
दुर्लभ पृथ्वी तत्वों की कमी GPU उत्पादन को महीनों पीछे धकेल सकती है, जिससे OpenAI के “Stargate” और xAI के “Colossus” जैसे सुपरक्लस्टर अटक सकते हैं।
लागत-वृद्धि:
टैरिफ से GPU, लिथियम-आयन बैटरियों और फाइबर ऑप्टिक उपकरणों की कीमतें दोगुनी हो सकती हैं—$3 ट्रिलियन के एआई इन्फ्रास्ट्रक्चर रोडमैप को अस्थिर बनाते हुए।
निवेशकों का विश्वास हिलना:
वेंचर पूँजी सूख सकती है; 98% एआई स्टार्टअप पहले ही विफलता-जोखिम में हैं। निवेशक पलायन से तरलता-संकट उत्पन्न होगा।
शेयर बाजार में गिरावट:
एआई-निर्भर वृद्धि हटने पर S&P 500 का मूल्य 20% तक घट सकता है, क्योंकि 2025 की 80% बाजार-बढ़त एआई से जुड़ी है।
रोजगार पर प्रभाव:
एआई क्षेत्र ने हज़ारों नई नौकरियाँ बनाई हैं। मंदी आने पर उच्च-कौशल बेरोज़गारी और उपभोग-गिरावट का चक्र आरंभ होगा।

IV. संभावित समाधान

हालात गंभीर हैं, पर अटल नहीं। कुछ उपाय स्थिति को स्थिर कर सकते हैं:

राजनयिक डी-एस्केलेशन:
सिंगापुर, स्विट्ज़रलैंड या भारत जैसे तटस्थ देशों के माध्यम से संवाद बहाल कर टैरिफ स्थगन और खनिज आपूर्ति पुनः आरंभ की जा सकती है।
घरेलू उत्पादन:
अमेरिका कैलिफ़ोर्निया और टेक्सास में अपनी rare earth refining क्षमता बढ़ा सकता है, हालांकि इसमें 3–5 वर्ष लगेंगे।
व्यवहारिक निवेश दिशा:
एआई निवेश को अत्यधिक मॉडल-प्रशिक्षण से हटाकर स्वास्थ्य, लॉजिस्टिक्स और ऊर्जा-दक्षता जैसे क्षेत्रों में केंद्रित किया जा सकता है।
आपूर्ति-श्रृंखला विविधीकरण:
ऑस्ट्रेलिया, कनाडा और वियतनाम जैसे साझेदारों के साथ सहयोग से चीन-निर्भरता घटाई जा सकती है।

V. निष्कर्ष: कूटनीति या मंदी

अमेरिका-चीन व्यापार युद्ध का यह चरण आर्थिक रूप से अस्थिर और राजनीतिक रूप से आत्मघाती है। दोनों देश अपनी तकनीकी सुरक्षा करते-करते नवाचार पारिस्थितिकी तंत्र को ही नुकसान पहुँचा सकते हैं।

विडंबना यह है कि तकनीकी भविष्य बचाने की होड़ में वे एआई युग का पहला वित्तीय संकट पैदा कर सकते हैं—जो किसी एल्गोरिदम की विफलता से नहीं, बल्कि भू-राजनीतिक अति-महत्वाकांक्षा से जन्म लेगा।

यदि कूटनीति सक्रिय होती है, तो एआई उद्योग टिकाऊ विकास-मॉडल की ओर मुड़ सकता है। लेकिन यदि यह संघर्ष 2026 तक चला, तो “फ्रोथ” फटकर “फॉलआउट” बन जाएगी—21वीं सदी की सबसे बड़ी निवेश-उन्माद कहानियों में से एक का अंत।

Tuesday, May 13, 2025

13: Trade War

Larry Summers Says 'It's Very Clear' Who Blinked On U.S.-China Trade War “We had said that we were determined to impose these policies for an indefinite period,” Summers said. “China didn’t make any consequential or significant change in its policies.” ........ “Look, sometimes it’s good to blink when you make a mistake, it’s usually best to correct it and retreat, even if it’s a little bit embarrassing,” he said. ......... Monday’s deal was welcomed by the markets, prompting the U.S. dollar to jump. .......... In a White House press conference, Trump told reporters he expects to possibly speak to Chinese President Xi Jinping by the end of the week. ....... “There are no winners in tariff wars or trade wars,” he said, according to CNN. “Bullying or hegemonism only leads to self-isolation.”

How Trump's chaotic trade war has evolved February 1 - Trump imposes 25% tariffs on Mexican and most Canadian imports and 10% on goods from China, demanding they curb the flow of fentanyl and illegal immigrants into the United States. .......... April 9 - Trump pauses for 90 days most of his country-specific tariffs that kicked in less than 24 hours earlier following an upheaval in financial markets that erased trillions of dollars from bourses around the world. ........ April 13 - The U.S. administration grants exclusions from steep tariffs on smartphones, computers and some other electronics imported largely from China. ........ May 12 - The U.S. and China agree to temporarily slash reciprocal tariffs. Under the 90-day truce, the U.S. will cut the extra tariffs it imposed on Chinese imports to 30% from 145%, while China's duties on U.S. imports will be slashed to 10% from 125%. ........ May 13 - The U.S. cuts the low value "de minimis" tariff on China shipments, reducing duties for items valued at up to $800 to 54% from 120%.

Trump and tariffs: The art of backpedaling
Dr. Ibram X. Kendi's new book details how Malcolm X tried to 'bring together the Black world'

Donald Trump's Approval Margin Swings 11 Points in 2 Weeks shows the president's approval rating at 52 percent versus a 46 percent disapproval rating.......... in a time span of two weeks, Trump's net approval rating has shifted from a 5 percent deficit to a 6 percent gain. ........ 40 percent of U.S. adults approve of the president's handling of the economy and jobs versus a 51 percent disapproval rating. .......... Trump posted to Truth Social on Sunday, addressing his tariff policies: "IN JUST THREE MONTHS, TRILLIONS OF DOLLARS (and therefore, record numbers of JOBS!) HAVE BEEN POURING INTO THE USA. THIS IS BECAUSE OF MY TARIFF POLICY, and our great November 5th Election WIN! The very STUPID Democrats are doing everything within their power to disparage what is happening. They are totally unhinged, and have lost all levels of Confidence. It is a financial REVOLUTION, and they are being Crushed. MAGA!!!"

Trump Has a Clear Path to Stay in Office Past 2029
Scientists Can Now 3D Print Tissues Directly Inside the Body—No Surgery Needed A new bioprinter uses ultrasound to print tissues, biosensors, and medication depots deep in the body. ......... Our bodies are constantly breaking down. Over time, their built-in repair mechanisms also fail. Knee cartilage grinds away. Hip joints no longer support weight. Treatments for breast cancer and other health issues require removal by surgery. Because the body can’t regenerate those tissues, reconstruction using biomaterials is often the only way.

India’s Attack on Pakistan Was a Strategic Flop by Hasan Ali Yesterday, President Donald Trump announced that he was willing to find a solution to the longstanding dispute between India and Pakistan. “I will work with you both to see if, after a ‘thousand years,’ a solution can be arrived at concerning Kashmir,” he posted on his Truth Social platform—no doubt to the consternation of Indian Prime Minister Narendra Modi, who has treated the status of the territory as a settled issue. ........ For the last decade, military conflicts between the two countries have proceeded according to expectations. In the simplest possible terms, they go something like this: Pakistan, being the smaller of the two countries by every conceivable metric, can give as good as it gets to its Eastern neighbor, provided that the engagement is short and defensive. For India to assert its dominance as the larger military power, however, the conflict must progress to a full-blown war. In such a scenario, where Pakistan faces an existential threat, or believes that its territory is about to be overrun, it may decide to “go nuclear”—even at the risk of self-destruction. ......... Both sides have claimed victory—just like they did in 2019, when the Pakistani Airforce responded to an Indian bombing raid in northwestern Pakistan by capturing an Indian pilot. ........ By the time a US-brokered ceasefire was reached on May 10, it was clear that the status quo was still in place. Over three days of intense fighting, neither side was able to land a decisive blow. .......... The calculation seems to be that as India’s economy flourishes and Pakistan’s recedes, the former will be able to spend much more on defense than the latter. Ergo, a time will eventually come when India is able to subdue Pakistan even in these short-term engagements. When that happens, New Delhi will get the signal to expand its military ambitions with the eventual aim of annexing the part of Kashmir under Pakistani control—indeed, in March, Indian External Affairs Minister S. Jaishankar claimed that India is “waiting for the return of the stolen parts of Kashmir.” To prevent Pakistan from using nuclear weapons in such a scenario, New Delhi will rely on international pressure from countries that are too heavily invested in the country to countenance such destruction. .......... So one-sided was the result of the aerial battle that Le Monde described it as having exposed “the weaknesses of the Indian Airforce.” The fact that Pakistan was able to down these jets using Chinese weapons is an added cause of concern for the government in New Delhi, which has long considered Beijing a rival and an antagonist. ........... There have been other failures too. The Indian offensive has managed to rehabilitate the Pakistan Army in the eyes of a public that has spent the last several years questioning its role in politics. As The Nation has previously reported, by pitting itself against the country’s most popular political party, the Pakistan Tehreek-e-Insaaf, and by imprisoning its leader, the charismatic populist Imran Khan, the Pakistan army has rapidly hemorrhaged support. In the aftermath of the Pakistani counteroffensive, however, every major city in Pakistan has erupted with rallies in support of the armed forces. In other words, Pakistan is more united as a result of Indian action, and the military better equipped to consolidate its grip on power. ............... But perhaps most significant of all, the conflict has brought the dispute over Kashmir back into the spotlight, something Pakistan has wanted and failed to achieve for decades. ........... with the emergence of India as an economic powerhouse, the dispute has receded from international attention. That changed overnight, with the region suddenly catching the eye of America’s self-proclaimed dealmaker-in-chief.

Monday, May 12, 2025

12: Trade War

Trump’s Trade War
Peace For Taiwan Is Possible
The Last Age of War, The First Age of Peace: Lord Kalki, Prophecies, and the Path to Global Redemption
AOC 2028: : The Future of American Progressivism

Another huge week of AI and robotics news.

So, I summarized everything from OpenAI, Google, Meta, Microsoft, FutureHouse, Mistral, Unitree, Stanford, UC Berkeley, Hugging Face, and more.

Here's everything you need to know and how to make sense out of it:
— Brett Adcock (@adcock_brett) May 11, 2025

OpenAI ditched its for-profit push, saying it will convert its existing for-profit arm into a PBC but keep its non-profit in control with a majority stake

This comes after pressure from several ex-employees and an ongoing legal battle pic.twitter.com/sfUeybV7vi
— Brett Adcock (@adcock_brett) May 11, 2025

Google updated two key models:

—Gemini 2.5 Pro Preview (I/O Edition), with video understanding and improvements for UI, code, and agentic workflows

—Gemini 2.0 Flash image generation with improved quality, text rendering, and fewer content restrictionspic.twitter.com/ohdNLIKqUL
— Brett Adcock (@adcock_brett) May 11, 2025

Beyond Motion: How Robots Will Redefine The Art Of Movement
ChatGPT For Business: A Workbook
Becoming an AI-First Organization
Quantum Computing: Applications And Implications
Challenges In AI Safety
AI-Era Social Network: Reimagined for Truth, Trust & Transformation

Meta dropped two new models:

—Perception Language Model, an open AI for visual tasks like extracting details of a subject's actions at a given time

—Locate 3D, an object localization AI, aimed at helping robots understand and interact with surroundingspic.twitter.com/bszNjjdL1E
— Brett Adcock (@adcock_brett) May 11, 2025

Ex-Google CEO Eric Schmidt-backed FutureHouse dropped five 'AI Scientist' agents:

—Crow for general research
—Falcon for deep literature reviews
—Owl for identifying previous research
—Phoenix for chemistry workflows
—Finch for discovery in biologypic.twitter.com/prDJf1KRyz
— Brett Adcock (@adcock_brett) May 11, 2025

Stanford researchers debuted a Teleoperated Whole-Body Imitation System (TWIST)

It enables coordinated, versatile, whole-body movements of humanoids, using a single neural network

This will enable functional general-purpose robots in different domains!pic.twitter.com/gEn48ABq9Z
— Brett Adcock (@adcock_brett) May 11, 2025

Yes https://t.co/E5ekn8usJo
— gorklon rust (@elonmusk) May 11, 2025

🚨 Tesla $TSLA is officially a trillion dollar stock (once again) pic.twitter.com/dGZWY3zlzW
— TESLARATI (@Teslarati) May 12, 2025

If Trump cuts prescription drug prices by 30-80%, I will give him all the credit in the world. And I won't care if anyone on the left cries about it. But he has to actually do it! Don't give him credit until it's done! He loves to make promises for marketing and then not do them.
— Cenk Uygur (@cenkuygur) May 12, 2025

If Trump is serious about making real change rather than just issuing a press release, he will support legislation I will introduce to ensure we pay no more for prescription drugs than people in other major countries.

If we come together, we can get it passed in a few weeks. pic.twitter.com/GtJC2aWSby
— Bernie Sanders (@SenSanders) May 12, 2025

It’s been almost five years to the day since the idea first hit me.

I was working at Goldman Sachs, watching wealthy clients grow their fortunes. There was nothing magical about it — they just had the one thing that mattered most: capital to compound. pic.twitter.com/265uCx1GJW
— Abdul Al-Asaad (@Abude_al_asaad) May 12, 2025

Actually, @kimbal and @ToscaMusk also graduated with over $100,000 in debt. During those years, I was living in a rent-controlled apartment in Toronto, and was a research officer at the University Of Toronto. I had a dietetic practice, and modeled part time. My income could… https://t.co/dHVA7vRACQ
— Maye Musk (@mayemusk) May 12, 2025

Unfortunately, this was true https://t.co/wCbkMZ9pBD
— gorklon rust (@elonmusk) May 11, 2025

Moderna unified the role of CTO and head of people - the new leader determines which jobs are better done by humans or AI.

It's among the first in what will very likely be a series of org chart reimaginings. pic.twitter.com/GGM3zB5FtD
— Tomasz Tunguz (@ttunguz) May 12, 2025

The whole system prompt of Claude has been leaked on GitHub, 24,000 tokens long.

It defines model behavior, tool use, and citation format. pic.twitter.com/gHWeE5NFDy
— Lior⚡ (@LiorOnAI) May 11, 2025

Letting my wife sleep in a little longer for Mother’s Day before we wake her up and ask what’s for breakfast.
— Douglas A. Boneparth (@dougboneparth) May 11, 2025

It’s about power and controlling every aspect of life, not religion. There are centuries of writings on whether this or that religion forbids chess or other games of skill (often distinct from games of chance). Read Murray on chess in Islam. This is just typical Taliban thuggery. https://t.co/01HgOpaaXT
— Garry Kasparov (@Kasparov63) May 12, 2025

Woodstock for AI happening June 16-17 in San Francisco https://t.co/o1yBNZFYIZ
— Garry Tan (@garrytan) May 12, 2025

“I will restore to you the years that the swarming locust has eaten.”
Joel 2:25
— Ryan Salzer (@salzer_ryan) May 12, 2025

Homeownership is out of reach for too many Americans. We need to pass my Stop Wall Street Landlords Act to rein in private equity. https://t.co/YpmNX3yvwY
— Rep. Ro Khanna (@RepRoKhanna) May 12, 2025

More evidence from Denmark that AI does not instantly change work, that depends on organizations figuring out how to use it:
1) Companies that encourage use see more adoption and more impact
2) As of 2024, no overall impact on wages or employment.

Tech is fast; process is slow. pic.twitter.com/yAqMi4YKRn
— Ethan Mollick (@emollick) May 12, 2025

After 3 years of wait, calculations and precise astronomical timing, Leonardo Sens captured this photo pic.twitter.com/RFOEDYkP2Q
— Nature is Amazing ☘️ (@AMAZlNGNATURE) May 12, 2025

BREAKING: Google has officially announced the launch of its AI Futures Fund

> a new initiative aimed at investing in startups that are building with the latest AI tools from Google DeepMind pic.twitter.com/NDXIH15yUp
— NIK (@ns123abc) May 12, 2025

When I was living in Berlin, I was amazed when spring finally arrived - after a cold, bleak winter - and the city was transformed by thousands of cherry blossom trees. I was so curious about how that came to be.

It turns out that in 1990, after the joy of reunification, a… pic.twitter.com/jmAFy8r5dn
— Lisa Wehden (@lisawehden) May 11, 2025

Nothing about getting Air Force One from a foreign government feels right. It may be legal, but I wouldn’t do it.

Air Force One should be American through and through. It shouldn’t pass through foreign hands and it shouldn’t be a gift from a King.

Don’t do it.
— Ari Fleischer (@AriFleischer) May 12, 2025

Charlie , you aren't close. Drug prices are too damn high. But the big culprit isn't the brand manufacturers, it's the big middlemen. Namely PBMs. They work so hard to distort pricing the first lines in their contracts with everyone is "you can't disclose any of this "

How bad… https://t.co/oMnlvlOPtl
— Mark Cuban (@mcuban) May 12, 2025

Feels like a friend died pic.twitter.com/OqSXEz7fzp
— Justine Moore (@venturetwins) May 12, 2025

Notable that Trump is not letting Bibi’s opposition to hostage deals prevent him from getting American citizens out of Gaza. Biden always deferred to Bibi even though U.S. lives were at stake https://t.co/69SNTudwJ5
— John Hudson (@John_Hudson) May 12, 2025

You are getting bipartisan applause for this. The India Pakistan ceasefire has given you wind.
— Paramendra Kumar Bhagat (@paramendra) May 12, 2025

‘Donald Trump will also claim he won the World Cup single handedly, invented the Internet, landed on the moon..’ sharp words from @mrubin1971 . Must listen. https://t.co/v99in20rcf
— Rajdeep Sardesai (@sardesairajdeep) May 12, 2025

🤡🤡🤡 pro max ultra https://t.co/K14SLZufwA
— Kunal Bahl (@1kunalbahl) May 12, 2025

President Trump says he might join Russia-Ukraine talks in Turkey on Thursday. “I would fly there if i thought it would he helpful,” he said.
— Steve Holland (@steveholland1) May 12, 2025

a wild ride
us/china tariffs since february

with the united states leading escalation
and deescalation pic.twitter.com/vXWzIH2bs1
— ian bremmer (@ianbremmer) May 12, 2025

BOEING CAN'T BUILD A NEW AIR FORCE ONE.

That's the buried lede. It's the central problem.
— Will Chamberlain (@willchamberlain) May 12, 2025

Was thinking today that if Google didn’t kill off Google Reader it would have been like the ultimate resource for LLMs

One of the AI labs should build the best RSS reader ever

Or maybe we should do it 🤔
— Emad (@EMostaque) May 12, 2025

Should it not be the opposite?
— Paramendra Kumar Bhagat (@paramendra) May 12, 2025

It took four months of pissing off the entire world, but we made it back to right where we started.
— Douglas A. Boneparth (@dougboneparth) May 12, 2025

Today on @CNN @Kasie asked me, who blinked Trump or China? I think it's very clear that it's President @realDonaldTrump who blinked. We had said that we were determined to impose these policies for an indefinite period. China didn't make any consequential or significant change in…
— Lawrence H. Summers (@LHSummers) May 12, 2025

S&P 500 is now higher than it was on Liberation Day.

Tariffs are still being implemented and the trade playing field is getting more equal daily.

The anti-tariff crowd must be in disbelief.
— Anthony Pompliano 🌪 (@APompliano) May 12, 2025

Sounds very ambitious. But makes sense to split the hardware and the software of robotics, just like with PCs. Might mean faster progress.
— Paramendra Kumar Bhagat (@paramendra) May 12, 2025

So few women actually understand how their cycle works. We’ve become totally disconnected from our bodies.

Part of it is the excessive use of birth control which essentially shuts down your monthly hormonal cycle.

The other reason is tech. When you’re staring at a screen all…
— Preethi Kasireddy (@iam_preethi) May 12, 2025

You can now export your deep research reports as well-formatted PDFs—complete with tables, images, linked citations, and sources.

Just click the share icon and select 'Download as PDF.' It works for both new and past reports. pic.twitter.com/kecIR4tEne
— OpenAI (@OpenAI) May 12, 2025

Scaled Foundations is now General Robotics.

We’re building general-purpose intelligence for every robot. Across any scenario in the physical world.

Blog: https://t.co/gsRC3OK0Yz
— Ashish Kapoor (@akapoor_av8r) May 12, 2025

But China is also the biggest car buyer!

This year, China will BUY more cars than America and Europe combined. https://t.co/Kz6GZ9xE4n
— gorklon rust (@elonmusk) May 11, 2025

By enabling high-speed, low-latency and affordable Internet globally, Starlink will do more to educate and lift people out of poverty than any NGO ever
— gorklon rust (@elonmusk) May 11, 2025

As a military kid, I don't speculate publicly on war. Besides a few, absolutely no one has all the information that's both correct and timely. I will however say a few things that I've learned in conversations over the last few days with some of the people who are in the know and…
— Hemant Mohapatra (@MohapatraHemant) May 11, 2025

Very few people realize that Europe’s entire electricity needs can be met with solar panels covering an area less than the size of the island of Sicily!

Battery packs can cover the energy needed during the night. https://t.co/CTtbrPvvNy
— gorklon rust (@elonmusk) May 11, 2025

Z-E-R-O!
— Paramendra Kumar Bhagat (@paramendra) May 12, 2025

Future Starships will be even bigger https://t.co/3pJ83cssEj
— gorklon rust (@elonmusk) May 12, 2025

The Top Developments In AI In 2025 So Far https://t.co/HHED9MCOso
— Paramendra Kumar Bhagat (@paramendra) May 12, 2025

(labour) british pm keir starmer says he will bring down migration, end the country’s “failed experiment in open borders”

“we risk becoming an island of strangers, not a nation that walks forward together.”pic.twitter.com/8OfPFu3TIe
— ian bremmer (@ianbremmer) May 12, 2025

OpenAI for programming a robot: https://t.co/lXy0gyyOy6
— Greg Brockman (@gdb) May 12, 2025

An inspirational address to the nation by PM @narendramodi this evening. #OperationSindoor: A promise redeemed.

Peace through strength; strength through action.

Jai Hind, Jai Bharat.

🇮🇳 https://t.co/I3hdFY5AHS
— Dr. S. Jaishankar (@DrSJaishankar) May 12, 2025

Dow soars 1,000 points after Trump team and China dramatically lower tariffs
Donald Trump Scores Four Diplomatic Victories a ceasefire between nuclear-armed neighbors India and Pakistan; the prospect of talks between Kyiv and Moscow over the war in Ukraine, and the announcement of a 90-day pause on reciprocal tariffs between China and the U.S. ........... Hamas' Al-Qassam Brigades military wing spokesperson Abu Obeida said that Edan Alexander will be freed on Monday from the Gaza Strip........... Trump was thanked in a statement by Alexander's family which said "on Mother's Day, we received the greatest gift imaginable—news that our beautiful son Edan is returning home after 583 days in captivity in Gaza." ........

U.S. Treasury Secretary Scott Bessent said both sides agreed to pause their reciprocal tariffs for 90 days, bringing their rates down by 115 percentage points.

........ The deal would see tariffs imposed on Chinese goods fall to 30 percent, and those imposed on U.S. goods by Beijing to 10 percent, with further negotiations underway. ........
He said it was striking how quickly it happened—suggesting both sides were more economically boxed in than they let on.
......... Trump was the first to announce a truce between Pakistan and India, following U.S.-talks. Although hours after the agreement was announced, India accused Pakistan of "repeated violations," as of Monday, the ceasefire appeared to holding. .......... Trump praised the leaders of both countries for agreeing to halt the aggression, posting on Truth Social he would "substantially" increase trade with them. ......... He also said he would work with both sides to see if "a solution can be arrived at concerning Kashmir." ......... Putin's proposal followed a demand by Kyiv's allies on Saturday that Russia agree to an unconditional 30-day ceasefire or face "massive" new sanctions. This position was endorsed on Sunday by Trump's Ukraine envoy Keith Kellogg. .......... This would make sense if Moscow had some hint that the White House is going to be more specific about what walking away from talks means as it has threatened ........ The diplomatic developments give Trump a boost as he starts his trip to the Middle East on Monday in his first major foreign trip of his second presidency during which he is scheduled to visit Saudi Arabia, Qatar and the UAE.

T 5377 - Alertness is a virtue every Mumbaikar should possess.
Stay Alert, Stay Safe!#AlertMumbaikarSafeMumbai pic.twitter.com/QONkJF8Ckk
— Amitabh Bachchan (@SrBachchan) May 12, 2025

We've just released HealthBench — a new eval for AI systems for health.

Developed with 262 physicians who have practiced in 60 countries. https://t.co/XGU6TKQLYj
— Greg Brockman (@gdb) May 12, 2025

(Unproven) arguments on why AI might have more rapid impact than previous tech:
1) Broad-based & fast diffusion means more impact
2) Knowledge work is different, transforms faster
3) Agentic systems shortcut the need for complex adaption of systems
4) Supersmart AI just does work
— Ethan Mollick (@emollick) May 12, 2025

I support @realDonaldTrump effort to ensure Americans do not pay more for drugs than those in other countries. But instead of an EO that will get challenged again by Big Pharma, why not work with @BernieSanders & me to make this law! https://t.co/ydXvrv1y1v
— Ro Khanna (@RoKhanna) May 12, 2025

will be visiting stanford tmrw with my sister who's working on some multimodal interp stuff to watch @thebasepoint's talk at CS25

hmu if you wanna catch up or chat abt interp & architecture! pic.twitter.com/LotLJkqxCT
— Rohan Pandey (@khoomeik) May 12, 2025

Important words https://t.co/UgRUg5pfwd
— gorklon rust (@elonmusk) May 12, 2025

How is this trade deal a win for Trump? China has agreed to nothing. The 145% tariffs we imposed have been reduced to 30%. The 125% tariffs they imposed in response have been reduced to 10%. If 145% tariffs were just a bargaining chip, China already called Trump's bluff and won.
— Peter Schiff (@PeterSchiff) May 12, 2025

How healthy are your gums? New study finds a significant genetic overlap between gene variants for gum disease and age acceleration

How might gums affect aging & how do I maintain excellent oral health? 🦷🧵 pic.twitter.com/Ia3Klkk9QI
— David Sinclair (@davidasinclair) May 12, 2025

We at Lux are proud to be first institutional investors in @getbasiccapital alongside partners @BillAckman + Henry Kravis. A powerful idea to enable everyday Americans to finance their retirement savings. Abdul is a force-of-nature founder who will change the world https://t.co/lWOBsgwN5n
— Peter Hebert (@peterjhebert) May 12, 2025

A lot of modern marketing is the equivalent of buying your own brands name on SEO and thinking it's a better ROI than anything else you do.
— Tom Goodwin (@tomfgoodwin) May 12, 2025

Trump’s team had grand ambitions for reordering global trade. They’re backing down. https://t.co/EgmKFGlwvV
— Vox (@voxdotcom) May 12, 2025

"Critically, MBS wants to steer Trump away from Israeli plans to strike Iran"

By @samdagher https://t.co/BJgCJGlXkC
— Ziad Daoud (@ZiadMDaoud) May 12, 2025

Donald Trump's plan to accept a $400 million jet from a foreign government is corrupt and unconstitutional.

He’s making deals for himself while making life less affordable for you. https://t.co/SisQAl6Xny
— Elizabeth Warren (@SenWarren) May 12, 2025

(Reuters) - Hamas said it had freed an Israeli-American hostage as fighting paused in Gaza on Monday but there was no agreement on a wider truce or hostage release as a global hunger monitor warned of famine in the devastated enclave.
— Parisa Hafezi (@PHREUTERS) May 12, 2025

When a new dataset comes out, I get excited and check it out and then only realize that this is another meta-mixed dataset combining a collections of other existing datasets. My brain immediately acts like "oh fork ... contamination!" No meta-meta-mixed dataset plzzzz :lolsob:
— Lilian Weng (@lilianweng) May 12, 2025

AI coding is used to generate a lot of bulk code that is often blindly accepted, but it seems there is at least as much opportunity for AI to help make codebases more beautiful.

Keeping a codebase in great shape or cleaning up a hairball takes a lot of effort beyond raw…
— John Carmack (@ID_AA_Carmack) May 12, 2025

Sir @DrKumarVishwas can you please translate in hindi? 🇮🇳pic.twitter.com/1l7OvYSq5B
— The Cricket Lab (@funnycric) May 12, 2025

तपस्वी योद्धा रामजी ने तीन दिन तक समुद्र से विनयपूर्वक मार्ग माँगा जिसे उस जड़बुद्धि ने स्वीकार नहीं किया। विनय व सौम्यता के इस तिरस्कार पर कुपित रामभद्र नें कहा कि “दुर्बुद्धि जनों से, भय के बिना प्रेम संभव नहीं है।”
— Dr Kumar Vishvas (@DrKumarVishwas) May 12, 2025

1/ Excited to share I’ve raised a $26M venture fund to back early-stage founders.@Mercury is still my 100% focus but I’m formalizing my angel investing in this fund.🧵 https://t.co/yls6cLs4vF
— immad (@immad) May 12, 2025

I spoke with the President of Türkiye @RTErdogan to discuss key details of the meeting in Türkiye, which could help bring an end to the war. I am grateful for his support and readiness to facilitate diplomacy at the highest level. We share a common view on the need for a… pic.twitter.com/BX1pw28f3x
— Volodymyr Zelenskyy / Володимир Зеленський (@ZelenskyyUa) May 12, 2025

5 huge AI agents, MCP, and LLM updates today:

1. China just dropped an opensource Deep Research multi-agent framework with MCP support.

It connects AI Agents with specialized tools for tasks like web search, crawling, and Python code execution.

100% opensource. pic.twitter.com/7o9k8IR4tt
— Unwind AI (@unwind_ai_) May 12, 2025

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