Jeremy Wallace
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jeremywallace.bsky.social
Jeremy Wallace
@jeremywallace.bsky.social
21K followers 2.3K following 5.5K posts
China, climate, stats, and cities. Johns Hopkins SAIS, Good Authority. No Kings.
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jeremywallace.bsky.social
Same picture
White House with paper the Oval Office sign Pay day loan operation
November 10, 2025 at 11:43 PM
jeremywallace.bsky.social
they seem to be at the forefront of inflatable tech.
November 10, 2025 at 8:20 PM
jeremywallace.bsky.social
always liked this slide
slide where an image is obscured except for a window showing joe manchin next to the text "institutional constraints"
November 6, 2025 at 9:54 PM
jeremywallace.bsky.social
really is zohran's year
premier league table with arsenal on top
November 5, 2025 at 7:01 PM
jeremywallace.bsky.social
huh
subway stop ad -- stop hiring humans. the era of AI employees is here. artisan.
November 4, 2025 at 2:08 PM
jeremywallace.bsky.social
I’m the ghost of the rules-based international order.
October 31, 2025 at 10:13 PM
jeremywallace.bsky.social
October 28, 2025 at 9:34 PM
jeremywallace.bsky.social
The DOJ is investigating unusual NBA prop betting, but it seems to me that insider trading coming out of the White House is a much much bigger problem.
tweet from bng capital about someone buying options related to the westinghouse nuclear deal
October 28, 2025 at 9:33 PM
jeremywallace.bsky.social
Happening Monday.
Bargaining with Beijing: The Politics of Chinese Investment in America an event hosted by SAIS's ACF. Monday Oct. 27.
October 24, 2025 at 7:24 PM
jeremywallace.bsky.social
If they called it the right wing, he never would have bulldozed it.
October 22, 2025 at 11:58 PM
jeremywallace.bsky.social
This is @johngreensbluesky.bsky.social bait.
Sinegal, Costco's co-founder, tells this story in his foreword to "Sol Price: Retail Revolutionary and Social Innovator," a 2012 biography written by Price's eldest son, Robert. Price was born in 1916 to labor-socialist Russian Jewish immigrants in the Bronx. After his father received a diagnosis of tuberculosis, the family ended up in San Diego.
October 22, 2025 at 11:57 PM
jeremywallace.bsky.social
Surely this could have been expanded into a multivolume series of books.
snip of ringer graphic promoting a 29 min read about the oral history of roundball rock. “BA-BA DA-DA-DA BAAA!”: An Oral History of “Roundball Rock” How John Tesh created the theme song to the glory years of the NBA
October 22, 2025 at 2:06 PM
jeremywallace.bsky.social
um
canvas is experiencing issues due to an ongoing AWS incident.
October 20, 2025 at 8:08 PM
jeremywallace.bsky.social
lol
October 20, 2025 at 6:33 PM
jeremywallace.bsky.social
You know, it wouldn't be bad if "the US government could remove regulatory roadblocks that slow energy production and industrial projects," or Trump could just try to cancel all renewables projects in the country out of spite.

heatmap.news/sparks/esmer...
The U.S. government could remove regulatory roadblocks that slow energy production and industrial projects.
October 20, 2025 at 5:17 PM
jeremywallace.bsky.social
Yup.
Washington could also restrict U.S. investment in China, including by limiting American companies from building factories on Chinese soil. As they did during the Cold War, U.S. companies will have to pick sides. They should build at home and in our closest allies’ countries.
October 20, 2025 at 5:10 PM
jeremywallace.bsky.social
Many Americans (and others!) have expressed frustration about American politicians taking _US tax dollars_ and sending actual weapons that are actually being used to kill civilians in Palestine today, but yes, those diversified Chinese conglomerates getting slightly better rates is a moral quandry.
Even more galling: Chinese military contractors securitize weapons contracts in global capital markets, meaning that American pension funds and 401(k) investors have financed missiles aimed at U.S. ships.
October 20, 2025 at 5:04 PM
jeremywallace.bsky.social
I mean, the iPhone business, which until very recently was extremely China dependent, makes Apple about $200 billion a year, so not really surprising that they had to pay for some stuff and not just AI magic it along....
The U.S. is partially to blame for turning China into a juggernaut. American companies have invested vast sums over decades to build China’s industrial base. Financial journalist Patrick McGee estimates that Apple alone invested $275 billion over five years in China—an amount, in real terms, twice that of the Marshall Plan.
October 20, 2025 at 5:00 PM
jeremywallace.bsky.social
The zero examples provided here is just great writing and analysis. No notes.
Beijing’s economic strategy complements this goal. China spends roughly 5% of gross domestic product on industrial subsidies. This is conquest economics, meant to drive competitors out of business and make them dependent on China. Beijing’s standard playbook is to accept Western businesses until it has developed a credible challenger, then to exclude Western companies from the Chinese market and flood overseas markets with Chinese goods. Business leaders who play along with Beijing call to mind author Upton Sinclair’s observation that “it is difficult to get a man to understand something, when his salary depends upon his not understanding it.”
October 20, 2025 at 4:58 PM
jeremywallace.bsky.social
I know you thought it was just leaf-peeping season, but did you know that Palantir executives think China has been been waging war with the US? Those stories about pre-positioning telecommunications equipment are huge, as are the crop diseases. Yup. Great examples.
China is already waging war against us in many ways. These include withholding rare-earth minerals, attempting to smuggle crop diseases into the U.S. to harm our food supply, pre-positioning electronic devices to cripple American telecommunications and emergency-response systems, and subsidizing the production and export of chemicals used to manufacture fentanyl. Beijing’s goal is to weaken us while mobilizing for a future showdown we would lose. China’s military aims aren’t secret: The People’s Liberation Army does target practice on mock-ups of U.S. aircraft carriers.
October 20, 2025 at 4:53 PM
jeremywallace.bsky.social
China under the CCP, definitely a place all about order. No chaos there, famously.
Many American business elites persist in denying this reality. Nvidia CEO Jensen Huang said in a recent interview that while some Americans wear the label “China hawk” as a badge of honor, it is really “a badge of shame.” The future, Mr. Huang says, “doesn’t have to be all us or them. It could be us and them.” A nice sentiment, but Chinese Communist Party leaders don’t believe it. They often speak soothingly of their country’s “peaceful rise.” But the party’s history and actions tell a different story. Influenced by the Chinese Civil War and the much-earlier Warring States period, the party believes that stability comes from control. This belief explains its ruthless efforts to consolidate power. The Communist Party believes China and the U.S. are locked in a “great struggle” for mastery. In this worldview, it isn’t enough for China to rise—the U.S. must fall.
October 20, 2025 at 4:50 PM
jeremywallace.bsky.social
Women don't like the vehicle.
stephen miller
October 16, 2025 at 3:51 PM
jeremywallace.bsky.social
kudos

(attn @pablo.show )
kawhi leonard info from the ringer's top 100 with "injury concerns, positional versatility, pull-up threat, and environmentalist" as his key characteristics
October 15, 2025 at 1:52 PM
jeremywallace.bsky.social
you come at the king, you best not miss. omar little.
October 15, 2025 at 1:41 PM
jeremywallace.bsky.social
i suppose this is one vision of the future, can anyone explain why we might expect this pattern of electrification through 2050??
mckinsey plot of electrification share of final energy consumption by country with China leading but slowing post 2025 while the rest of the world basically uniformly does exponential growth towards the end of the period....
October 14, 2025 at 2:33 PM