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Trump is pursuing a protectionist economic policy with a massive carve out for AI, where admin policy is quite globalist
so what you’ve got is a proudly “anti-globalization” agenda nestled inside a de facto pro-globalization AI agenda that’s actually driving the economy
16 hours ago
NEW from me:
In his 2nd term, Trump has pursued the largest trade war in modern US history—with 1 glaring omission. Computer imports remain nearly entirely exempt from tariffs
It's a special carveout that AI companies are now entirely reliant on for their data center buildout🧵
paraphrasing voltaire, the trouble with trump's protectionist re-industrialization agenda is that it isn't protectionist, re-industrializing, or an agenda
we're openly trading the components driving GDP; failing to restore manufacturing; and doing policy on dry-erase boards
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