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So?

I never said that the US is free in any way

3. Smaller market so fewer people trying to solve it

No, this didn't just happen. This has been obvious for weeks.

This is indeed obvious for weeks, no questions here. However, the even more accelerated developments in the last 2 weeks, as well as what happened in France with the Ministry of Education opting for a Microsoft solution, even if there are so many good French options out there (Suite Hexagonne to name at least one), made it even more obvious and stringent.

Why do these announcements always link to empty GH repos?

No. His policies are all aimed at fighting China.

- He wants to choke them with tariffs (and now has leverage to get the rest of the world to join in).

- They want Greenland to defend the North

- He wants to onshore manufacturing as a strategic wartime capability

Once you understand this, his policies make sense.

And the whole business of putting tariffs on everywhere is so countries can't export from them to evade the tariffs.

So because of this he seems to think effects on markets will be a one time correction that's worth the cost (not to mention is probably shorting it to pieces)


None of that makes sense as fighting China. Especially not the Greenland thing. He makes China looks good which is quite a feat.

> He wants to choke them with tariffs (and now has leverage to get the rest of the world to join in).

Like, how? You expect the countries to put tariff on Chine, risk to have tariffs put on them by both China and unpredictable USA? He is loosing leverage here rather then gaining it.

> They want Greenland to defend the North

Right now, Greenland sees America as the biggest threat to protect against. They even refused to talk to Vance on his visit.

> He wants to onshore manufacturing as a strategic wartime capability

That is inconsistent with tariffs on everything. If this was the goal, he would had targeted tariffs to ease manufacturing. It would exclude materials for example. It was NOT be calculated as ratio of trade deficit.

And this is also inconsistent with using tariffs as a leverage in negotiations which was your other point. This would require stability and companies being confident the policy wont change in the next few years. In reality, they dont know what will happen tomorrow.


It's all here. This seems to be their playbook: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/rese...

They'll tie the defence umbrella to tariffs and good behaviour.


Who will be dumb enough to believe American security promises anymore? America won't defend anyone no matter what they promiss.

If they wanted to sell defense, threatening annexation of countries they are supposed to have current defensive arrangement with is inconsistent with that. Allying yourself with Russia is inconsistent with that too.

And above all, an attempt to use past help as a reason to make the other country your colony for materials extractions while trying to sell their parts to Russia ... makes you untrustworthy.

Greenland is not threatened by China right now, they are threatened by America.


I mean, if that were the case, then their previous behaviour on Ukraine seems baffling, as it has made the defence umbrella look, at a minimum, kinda tattered. Like, we are now in a world where Poland is talking to France about hosting French nuclear warheads. If you told someone in 2010 that that would be happening in 2025 they’d think you were completely insane.

So why the tariff on Taiwan, and why alienate Canada? Is European support not strategically useful?

Who buys American weaponry to fund American military industry when countries don't trust us?

Why would he create the grounds for civil unrest here, which would make decisive military action much harder?

How can we have leverage when other countries are dealing with an O(1) problem while we are dealing with O(N) harm to our economy?

Why abandon Ukraine, a country in a very similar position to Taiwan?

Why talk about ethnically cleansing Gaza, ceding the human rights high ground?


He wants to devalue the USD to make manufacturing more cost effective. For that he needs leverage. Plus tariffs raise money so can fund tax breaks. Read the essay I linked to in my other comment. It's all there.

You completely avoided interacting with the concerns I have in good faith. I understand that's the marketing pitch, I even understand there is some truth to it, but can you try to see the bigger picture and zoom out of an individual policy to see overall strategy? At the absolute best this is incompetence.

Even if we figured out manufacturing, wars are frequently won with technology, and those researches that fled Germany to get away from oppression are now fleeing America because colleges are robbing them of their dignity in expression and attempting to exploit them by taking the fruits of their labor, without the experiencing the "cost" of their own person-hood and individual beliefs.


If this was aimed at fighting China, Trump wouldn't be tariffing 99% of the rest of the world.

China has the upper hand because USA has turned against all its allies and countries will favor trade deals with the country which is not tariffing them. China will form stronger trade coalitions with the Japan/Korea/Europe and leave America to cannibalize itself.


This is the most important doc to read. I'm surprised even the FT don't mention it (although commenters do).

Next step is currency devaluation. Think I'm going to sell all my US stocks despite the recent battering as they're likely to fall further.


Have you read the mar a lago accord essay?

In it, the author says:

- 10% global baseline tariffs

- Countries can be penalised with higher rates as negotiating tactic

- Countries that retaliate will be outside the defence umbrella

So the points aren't contradictory, just the comms is typically ham-fisted.


> - Countries that retaliate will be outside the defence umbrella

See the weird bit is, if you wanted to go that direction, then starting by loudly proclaiming that the defence umbrella is, at best, flimsy, and maybe just broken, is perhaps not the best tactic.



Oh, yeah, I mean retaliation is inevitable; China’s already announced it, the EU is discussing precisely _what_ it wants to do (the EC has historically preferred doing weird stuff to straight-up mirroring for this sort of thing), and as you say Japan’s talking about it. Really the game theory of the situation makes it more or less inevitable.

Probably the most important document you won't read all day. This seems to be Trump's plan.

Helpful, thanks.

Plus I assume they get some sort of middle of the road base salary? How low is that if you don't mind me asking?


Yeah exactly. Can’t share exact numbers but it depends on city anyway.


Sometimes these models get tripped up with a mistake. They'll add a comment to the code saying "this is now changed to [whatever]" but it hasn't made the replacement. I tell it it hasn't made the fix, it apologises and does it again. Subsequent responses lead to more profuse apologies with assertions it's definitely fixed it this time when it hasn't.

I've seen this occasionally with older Claude models, but Gemini did this to me very recently. Pretty annoying.


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