Who is Ray Dalio?

Diogenes

Nemo me impune lacessit
Dalio warns: "There are irreconcilable differences that each side is willing to fight for."


60% of Americans have below a 6th grade reading level.


Only 3 million people (out of 330+ million) are driving all technological innovation.


"We're going to go through a time warp in the next 5 years."


Current AI systems already match PhD-level knowledge across ALL fields.


This capability compounds daily, revolutionizing:

• Economic policy
• Military strategy
• Social systems
• Healthcare


The US will never catch up to China in manufacturing "in our lifetimes."

China controls 33% of global manufacturing - more than the US, Europe & Japan combined.

They're dominating in Robotics, Chip production, AND AI application.

The US's last advantage? Innovation and universities. But here's the twist: Half our top innovators are foreigners who came to our universities. And with AI reaching PhD-level knowledge, even this edge is at risk.

AI will lead to one of two scenarios:

• Complete totalitarian control or
• Total anarchy

There's no middle ground.

Power and wealth have ZERO correlation with happiness beyond basic needs.

The highest determinant of happiness? Community. Countries with strong communities consistently show higher happiness, regardless of GDP.

The key to surviving what's coming?

Stop fighting over politics and start rebuilding local communities, because in times of radical change, your relationships matter more than your resources.


 
𝕏 is where the world's leaders work


"Perhaps Ray Dalio has different data, but Grok thinks US, Europe & Japan manufacturing output is significantly higher than China."

~ The Grokfather




"Thanks for the correction, @elonmusk. It’s great that we can have a good exchange about such economic things.

When I said Chinese manufacturing production is greater than that of the US, Europe, and Japan, I meant to say that it is greater than the US, Germany, and Japan combined. (I was talking too fast and was a bit sloppy.)

But the numbers in Grok are right and still striking, so the point remains the same, which is that China is the dominant player in global manufacturing.

Your numbers and my numbers both show that China manufactures ~30%, the US manufactures ~15%, Germany manufactures ~5%, and Japan manufactures ~6% (total of ~26% vs. China’s 30%).

If you adjusted these numbers to reflect that the Chinese typically sell comparable items cheaper, the magnitude of Chinese manufacturing would be even more striking. (By the way, I thought Grok’s answer and analysis on this were great.)

While we’re exchanging thoughts, I think that if we don’t get the US budget deficit down to about 3% of GDP, there will be too much supply of US bonds relative to the demand for them, which will produce real problems.

What do you think?

Here’s my more in depth view: https://bit.ly/41vCSQ0

~ Ray Dalio

View: https://x.com/RayDalio/status/1894775037313327219




"Indeed, it is essential to reduce the budget deficit to match economic growth!We will get the 2026 deficit to ~3% of GDP. Sensible deregulation will ensure that economic growth is ~3% or higher. That will both DEFEAT INFLATION and REDUCE INTEREST RATES for all Americans!"

~ The DOGEfather
 
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