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.

Honest, I had to Google who Peter Zeihan is — is he that influential? Sort of seems like not? Certainly less than Christensen

ヽ(⌐■_■)ノ♪♬ @ @gauntlet/🤖Ventures/tldr/Aera \\ ¯\_(ツ)_/¯ Struggling with the nature of randomness \\ main: @gaa \\ /red-bull /defi-research maxi