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.

Some of his doom and gloom perspectives remind me of how some argued that color TV will not be mass produced due to dependence on Europium in the 1970s. Obviously that was wrong with LCD / LED.   Would be interesting if some discovery can help solve (directly or as a side-effect) population growth

Co-Founder & CTO https://monitor.completionhq.com/

David Deutsch uses this example in The Beginning of Infinity

Technologist. Exploring knowledge and it's creation.