Nassim Nicholas Taleb

@nntaleb ↗

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Last Checked Aug. 3, 2022

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Sun Jul 17 20:51:56 +0000 2022

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Nassim Nicholas Taleb @nntaleb

3) There is already a glut in microchips. https://t.co/PpWyC8cCq7 — PolitiTweet.org

Posted July 17, 2022

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Nassim Nicholas Taleb @nntaleb

@erickschonfeld There is ALREADY a glut. — PolitiTweet.org

Posted July 17, 2022

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Nassim Nicholas Taleb @nntaleb

4) A logical error is to focus on production costs. The problem can be mostly logistics. China dependence = Shipping. An extreme example: a tomato at Cosco selling for $1 costs 7-18c at the farm, 1-3% end margin, so between 80-90% transportation, warehousing, perishability, etc. https://t.co/P9AkpvFRDi — PolitiTweet.org

Posted July 17, 2022