The Key to Managing Tariffs: Be Big and Have the Presidentβs Ear
Remember tariffs are a tool of extraction. Companies have to tithe to seek relief. Who can afford that? Apple gets an exception from the tariffs and donates to the Trump ballroom. Many smaller businesses cant keep up.
www.nytimes.com/2026/02/02/b...
02.02.2026 17:38 β π 20 π 9 π¬ 1 π 1
Previously I said I thought the Board of Peace was the best example for @abenewman.bsky.social and goddardβs neoroyalism theory. But as this thread makes clear, weβre witnessing wholesale rewriting of national security policy away from Nationβs interest to Trump/famil/cronies.
02.02.2026 13:33 β π 7 π 2 π¬ 0 π 0
Tahnoun bin Zayed Al Nahyan (national security advisor) - Wikipedia
8/Policy is driven not by state bureaucracies but families/insiders. Sheik Tahnoun is simultaneously brother of UAE president, Chair of G42 (the AI firm), and national security advisor. On the US side, you have the Trump/Witkoff family. Court politics goes global.
en.wikipedia.org/wiki/Tahnoun...
02.02.2026 13:23 β π 8 π 1 π¬ 0 π 0
There's some overlap here btw the UAE, the chips, and the pardon of CZ.
02.02.2026 13:05 β π 3 π 1 π¬ 0 π 0
Rupture? What Rupture?
Thoughts on Trump's economic victory lap, Kevin Warsh's fairy tales, America's embrace of neo-royalism, how to invest for regime change, and why Chinese tech is winning
Rupture? What Rupture? My latest with thought on why Trump is entitled to his economic victory lap, Kevin Warshβs fairy tales, Americaβs embrace of neo-royalism, how to invest through regime change, and why Chinese tech is winning
01.02.2026 20:51 β π 12 π 6 π¬ 1 π 1
Chinaβs Access to Powerful Nvidia Chips Comes at βCritical Momentβ
6/See also the shift in US chip policy towards China. Trump reverses export controls but claims a benevolence from Nvidia.
www.nytimes.com/2025/12/09/b...
02.02.2026 12:33 β π 5 π 2 π¬ 1 π 0
Further Back to the Future: Neo-Royalism, the Trump Administration, and the Emerging International System | International Organization | Cambridge Core
Further Back to the Future: Neo-Royalism, the Trump Administration, and the Emerging International System - Volume 79 Issue S1
5/The framing around the revelations often focus on corruption. Sure, this is mega conflict of interest. But this not just skimming off the top. The rules of global politics are being rewritten along the lines of what @segoddard.bsky.social and I call neo-royalism.
www.cambridge.org/core/journal...
02.02.2026 12:32 β π 4 π 1 π¬ 2 π 0
Inside U.S. Efforts to Untangle an A.I. Giantβs Ties to China (Published 2023)
4/And concerns over UAE and leakage are not new. G42, the UAE company that gets access to some 500 million Nvidia chips, has long been suspected of having ties to China.
www.nytimes.com/2023/11/27/u...
02.02.2026 12:28 β π 8 π 1 π¬ 1 π 0
Anatomy of Two Giant Deals: The U.A.E. Got Chips. The Trump Team Got Crypto Riches.
2/This builds on earlier NYT blockbuster. UAE related investments deposited 2 billion into World Liberty Financial months before chip deal.
www.nytimes.com/2025/09/15/u...
02.02.2026 12:25 β π 7 π 2 π¬ 1 π 0
βSpy Sheikhβ Bought Secret Stake in Trump Company
$500 million investment for 49% of World Liberty came months before U.A.E. won access to tightly guarded American AI chips.
1/WSJ blockbuster. Key takeaway: Court interests not national interests are driving US foreign policy. In secret deal, UAE buys stake in Trump/Witkoff family crypto firm months before US does U-turn on advanced chip sales to UAE. This is what neo-royalism looks like.
www.wsj.com/politics/pol...
02.02.2026 12:24 β π 44 π 28 π¬ 1 π 2
Very interesting thread.
31.01.2026 13:28 β π 6 π 4 π¬ 0 π 0
Dropbox link in replies.
31.01.2026 14:50 β π 1 π 0 π¬ 1 π 0
U.S. Allies Are Drawing Closer to China, but on Beijingβs Terms
11/ The other Thucydides Trap in action. US hubris pushes our allies into the arms of the rising power. In other words, Athens beat itself and the US risks doing the same.
www.nytimes.com/2026/01/31/w...
31.01.2026 13:25 β π 15 π 3 π¬ 0 π 0
Mississippi rice in trouble. The enshittification of American power. PCF HQ & the making of the Indian constitution.
Great links, images, and reading from Chartbook Newsletter by Adam Tooze
1/ Platforms such you in and then they start to squeeze. This not just about Google or Meta, it is also about the US dollar and US coercion. @adamtooze.bsky.social flags @himself.bsky.social and my piece on the enshittification of US power.
open.substack.com/pub/adamtooz...
31.01.2026 12:20 β π 17 π 4 π¬ 1 π 0
Cover: Francis Spufford, Light
Perpetual
November 1944.
A German rocket strikes London and five young children are atomised in an instant:
Here are the futures they might have known, had they experienced the unimaginable changes of the twentieth century - futures that illuminate the miraculous in the everyday and the preciousness of life itself.
Cannot recommend this one highly enough: I already thought Francis was one of our greatest writers and this one isβ¦ emotional, put it that way. The framing device of lives never really lived helps to pick out moments of beauty and wonder from the mundanity of everyday life. Itβs remarkable stuff.
31.01.2026 10:52 β π 60 π 6 π¬ 5 π 2
Trump weaponized interdependence
And made the world a more dangerous place
Trump has weaponized interdependence. One can only hope that the United States will eventually realize that it has put its own peace and prosperity in danger. Even if it tries to return to the fold one day, will other countries trust it? open.substack.com/pub/eduardoe...
21.01.2026 15:05 β π 22 π 6 π¬ 2 π 0
#Neoroyalism www.theguardian.com/film/2026/ja...
31.01.2026 08:25 β π 15 π 4 π¬ 0 π 0
Trump Threatens Iran With βMassive Armadaβ and Presses a Set of Demands
1/Trump threatens Iran with a "Massive Armada". Neo-royalist language is used on purpose. It suggests the ships of kings. The Spanish Armada was the most feared fleet of its time...until it wasn't.
www.nytimes.com/2026/01/28/u...
31.01.2026 11:53 β π 14 π 9 π¬ 2 π 0
Adam Tooze on this today: "[What Biden team did] is the weaponization of interdependence. Thatβs a very long way removed from how the Trump people are thinking about it, who are just using tariffs like these big, blunt instruments." www.nytimes.com/2026/01/30/o...
30.01.2026 19:10 β π 27 π 6 π¬ 0 π 0
Welcome to the Age of Aristopopulism
As you might suspect, itβs just a fancy word for oligarchy and kleptocracy.
Totally agree that order is not yet consolidated. Two fears a. elites are investing in it (see Microsoft/UAE deal). b. there is a larger ideological ecosystem in place supporting it. We caution against hoping/waiting it out because then it might be too late.
newrepublic.com/article/2033...
30.01.2026 17:28 β π 1 π 0 π¬ 0 π 0
@abenewman.bsky.social to the Neo-Royalist courtesy telephone
30.01.2026 14:23 β π 49 π 20 π¬ 1 π 0
Thanks so much Jason!
30.01.2026 17:20 β π 2 π 0 π¬ 0 π 0
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