I'd add one more, the USD vs BRICS.
The narrative has been "yes, BRICS has all the energy and commodities, but US has the AI". We have been asked to believe that massive US-led productivity gains from AI will make the US deficit immaterial again.
Deepseek shakes that narrative because if US doesn't have a lead in AI (or energy or commodities), then what does it have?
rodbishop / Rod
npub1r0…rfsft
2025-01-27 20:57:27
in reply to nevent1q…4rg2
Author Public Key
npub1r0d8u8mnj6769500nypnm28a9hpk9qg8jr0ehe30tygr3wuhcnvs4rfsftPublished at
2025-01-27 20:57:27Event JSON
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