Zeihan bad takes recently:

- "This is the last iPhone (for 4-5 years)"
- "Tesla is going down another 90%"

On the Tesla point, may be true, but his consistent weak spot is he dismisses Silicon Valley-driven technology breakthroughs. And even in his physical world analysis of defense, underrates SpaceX and Anduril.

given that, do you feel any gell-man amnesia w.r.t. zeihan?

founder of eventcaster (@event / events.xyz), hosting /latenightcrew, member of 🍊 dao

yes, but I find his points supported by googleable data to be much easier to verify.

he's strongest on demographics, supply chains. weakest on technology (and the associated productivity).

another frame: if he was so good at economic forecasting, he'd be a hedge fund manager not a professional powerpointer :)