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Excellent thread on the implications of provision of F-16s to Ukraine
"Russian military has increasingly come to resemble an early Cold War–period museum” Great @ForeignAffairs piece from @KofmanMichael and @RALee85
Chris and I discussed why foundational (aka mature) chips are even more critical than advanced ones, effect of US export controls on China's semiconductor industry and China's retaliatory options and much more! Also please read @crmiller1’s great book!
What other currency is preferable to the dollar as a reserve and trade currency “when Europe’s a museum, Japan’s a nursing home, China’s a jail, and Bitcoin’s an experiment”? Great quote from @LHSummers cited in a terrific piece by @nfergus
Good thread on why China has no interest in crisis management mechanisms like hotlines with the US (or doesn't pick up the phone when the US calls) China thinks such 'guardrails' will encourage US aggressiveness and would instead prefer to have no deescalation mechanisms at all