Mark Rosenblatt @ratwave
Technologist, Investor, Foreign Policy Realist rationalwave.com Edgemont Joined December 2008-
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Supply Chain plus budget plus leadership/drive to innovate. We need all three; our DOD has, maybe, 0.5.
Supply Chain plus budget plus leadership/drive to innovate. We need all three; our DOD has, maybe, 0.5.
Hegseth is applying Broken Windows theory to the DoD. war.gov/News/News-Stor…
Can your drone do this? Can your drone do that? TikTok
Can your drone do this? Can your drone do that? TikTok
This needs to be in everyone’s head. It’s why being ably to make semiconductors domestically is so important.
This needs to be in everyone’s head. It’s why being ably to make semiconductors domestically is so important.
Among the largest ten US companies newly public this century, only Tesla makes anything. The rest are software and services. (Nvidia public in 1999 - and it doesn't make anything either!)
China focuses on affordable domestic energy and derisking the Straits of Malacca. The West's climate obsession drives China's economic growth and its scale in solar, wind, and batteries. It's that simple. Why is this so hard to see? CO2 is a sideshow.
China focuses on affordable domestic energy and derisking the Straits of Malacca. The West's climate obsession drives China's economic growth and its scale in solar, wind, and batteries. It's that simple. Why is this so hard to see? CO2 is a sideshow.
This sort of magical thinking puts us off taking action. China's poor demographics will not save the US. China's demographics are a feature, not a bug. substack.com/home/post/p-17…
This sort of magical thinking puts us off taking action. China's poor demographics will not save the US. China's demographics are a feature, not a bug. substack.com/home/post/p-17…
China focuses on affordable domestic energy and reducing the risk of the Strait of Malacca. The West's climate obsession drives China's economic growth and its scale in solar, wind, and batteries. It's that simple. Why is this so hard to see? thewirechina.com/2025/09/26/chi…
TikTok
China's Demographics Are a Feature, Not a Bug Thinking China's demographics will save the West is magical thinking. open.substack.com/pub/mrosenblat…
The top four don’t make anything.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
Fundamental income statement incentives are required to shift the return profile for manufacturing investment if we want free market competition to win against China.
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