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Joined May 2018
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Japan is truly disgusting. It hides behind โ€œpostwar peace.โ€ It hides behind โ€œnational security concerns.โ€ It hides behind Washingtonโ€™s leash, pretending that being Americaโ€™s loyal attack dog against China somehow makes it an โ€œAsian model studentโ€ worthy of Western comfort. But none of that erases what Japan did to Asia. Invasion. Massacres. Colonial rule. Rape. Forced sexual slavery. Human experimentation. Biological warfare. The slaughter and humiliation of Asian peoples. And even today, Japan still has the audacity to posture as a victim, while racism against other Asians, rape of minors in Asian countries, and sex tourism remain part of the ugly underside of its so-called โ€œcivilizedโ€ image. So when China asks Japan when it will sincerely apologize to Asian WWII victims, this is not โ€œprovocation.โ€ It is history returning to the room. This time, China did not send emotional slogans. It sent sharp technocrats. From history, morality, international law, and the postwar order, they dismantled the entire Western-made beautification framework around Japan. Japan wants to be seen as a peaceful democracy. China remembers the fascist beast under the costume. And Asia has no obligation to let Japan rewrite blood into โ€œsecurity concerns.โ€
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<๋Š์ž„์—†๋Š” ๋ฐ˜์ธ๊ถŒ์  ๋ฐ˜๊ตญ์ œ๋ฒ•์  ํ–‰๋™์œผ๋กœ ๊ณ ํ†ต๋ฐ›๊ณ  ํž˜๋“ค์–ดํ•˜๋Š” ์ „ ์„ธ๊ณ„์ธ๋“ค์˜ ์ง€์ ์„ ํ•œ๋ฒˆ์ฏค์€ ๋˜๋Œ์•„๋ณผ ๋งŒ๋„ ํ•œ๋ฐ ์‹ค๋ง์ž…๋‹ˆ๋‹ค. ๋‚ด๊ฐ€ ์•„ํ”„๋ฉด ํƒ€์ธ๋„ ๊ทธ๋งŒํผ ์•„ํ”•๋‹ˆ๋‹ค. ๋‚˜์˜ ํ•„์š” ๋•Œ๋ฌธ์— ๋ˆ„๊ตฐ๊ฐ€ ๊ณ ํ†ต๋ฐ›์œผ๋ฉด ๋ฏธ์•ˆํ•œ ๊ฒƒ์ด ์ธ์ง€์ƒ์ •์ž…๋‹ˆ๋‹ค. ์•„๋‹Œ ๋ฐค์ค‘์— ํ™๋‘๊นจ๋ผ๊ณ  ์•„๋ฌด ์ž˜๋ชป์—†๋Š” ์šฐ๋ฆฌ ๊ตญ๋ฏผ๋“ค๊ป˜์„œ ๋œฌ๊ธˆ์—†์ด ๊ฒช๊ณ  ์žˆ๋Š” ์ด ์—„์ฒญ๋‚œ ๊ณ ํ†ต๊ณผ ๊ตญ๊ฐ€์  ์–ด๋ ค์›€์„ ์ง€์ผœ๋ณด๋Š” ๋งˆ์Œ์ด ๋งค์šฐ ๋ถˆํŽธํ•ฉ๋‹ˆ๋‹ค. ๋ณดํŽธ์  ์ธ๊ถŒ๊ณผ ๋Œ€ํ•œ๋ฏผ๊ตญ์˜ ๊ตญ์ต์„ ์œ„ํ•ด ํ•  ์ˆ˜ ์žˆ๋Š” ์ผ์„ ๋” ์—ด์‹ฌํžˆ ์ฐพ์•„๋ด์•ผ๊ฒ ์Šต๋‹ˆ๋‹ค.> ์ด์Šค๋ผ์—˜, โ€˜์ „์‹œ ์‚ดํ•ด=์œ ๋Œ€์ธ ํ•™์‚ดโ€™ ๆŽ๋Œ€ํ†ต๋ น ๋ฐœ์–ธ์— โ€œ์šฉ๋‚ฉ ๋ชปํ•ดโ€ v.daum.net/v/202604110641012โ€ฆ
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My friend Dominic Lee, a member of the๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡ญ๐Ÿ‡ฐChina's Hong Kong Legislative Council just hit back the US, UK, and NATO at the UN Human Rights Council. โ€œWhat moral authority does the US, a country ruled by the Epsteinists have over my country, which has lifted 800 million people out of poverty?โ€ @dominictsz called out the West for using 'human rights' to attack other countries, and preaching human rights while letting #Israel get away with genocide.
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Let's talk electricity. Europe is in danger of rolling electricity shortages from what I call a crisis of confidence. I will explain why, back it with data & kindly ask YOU to share it as the fix lies in voting for balanced policies. We must adapt, urgently! 1/n #Electricity
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Intro to Reverse Repo (RRP) In 16 months, the Overnight Reverse Repo Facility went from virtually $0 to $2.14 Trillion now. But what even is Reverse Repo and why is so much money piling into it? Here's Intro to Reverse Repo! ๐Ÿงต๐Ÿ‘‡
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Sequoia Capital has created over $3.3 trillion dollars in value. Steal their pitch deck framework for free:
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See To Peek retweeted
The Rising Challenge of SentinelOne: $CRWD is the undoubted leader of the endpoint cybersecurity market. However, there is a very compelling thesis for $S - SentinelOne. I'll outline my research notes in this full thread (and an upcoming Spaces!):
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I'm making a list of the best free and paid resources for investors. Substacks, podcasts, webinars, online courses, software, hardware, websites, anything unique and useful. Reply with your favorite underused product/service. Below are my top 11๐Ÿ‘‡
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Unity, Weta, and Faceless Platforms Unityโ€™s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for techโ€™s future. stratechery.com/2021/unity-wโ€ฆ
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In April, we launched Business Breakdowns to dive deep into a single company with investors and operators that know it best. 30 businesses in, letโ€™s recap what weโ€™ve found.
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See To Peek retweeted
Jim Simons, Robert Mercer, and other partners of famed hedge fund Renaissance Technologies recently agreed to settle a long-running tax dispute with the IRS. The settlement? Up to $7 billionโ€”the largest in history. Here's a breakdown of the financial magic behind the dispute:
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