Half of Tesla's recent sales in China were lithium iron phosphate (LFP) batteries, which do not use cobalt; Tesla can achieve good range on LFP due to efficient drivetrains and power electronics, while most other manufacturers cannot, placing Tesla three to four years ahead in cost-adjusted range.

Artificial intelligence and code completion tools (like OpenAI's Codex) will improve software engineer productivity significantly, helping to address software engineer scarcity without requiring global labor arbitrage.

Iran has been banned from satellite TV forever, yet apartment buildings have satellite dishes on rooftops, showing that information control is imperfect and people will use technology to evade it; Starlink receivers are smaller than these dishes, making evasion easier than ever.

Manufacturing will co-locate with population centers in the future due to just-in-time manufacturing and 3D printing capabilities, reducing ton-freight-miles by over 95 percent and fundamentally changing distribution economics.

Software and digital products, once developed, can be transmitted anywhere in the world instantaneously and are thus exempt from supply chain constraints; this gives technology a unique advantage over physical goods in a deglobalized world.

Bearer assets (physical assets you can carry across borders under $10,000 without reporting) have always been currency alternatives, but the US government has criminalized their use through anti-money-laundering frameworks; Bitcoin is being used for the same purpose but is being banned by governments.

Renewable energy paired with battery storage systems, potentially integrated with Bitcoin mining, could create resilient, decentralized energy systems independent of grid interconnects, allowing self-sovereign individuals and communities to operate independently of state energy systems.

Bitcoin is being used in banned countries despite prohibition because it is 'resilient' to government control, and governments trying to shut it down are actually strengthening it by proving its censorship resistance—this is part of its value proposition.

A hypothetical currency with fixed supply (predictable and unchangeable rules) would be preferable to fiat currencies controlled by central banks whose policies hurt dollar-dependent emerging markets by pursuing US domestic interests.