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Reality check from the WSJ article on Walmart distribution system automation. In the real world - not in the dreams of Silly-con-Valley, automation is hard, productivity gains are slow and it's been that way for a very long time. Slapping up huge numbers of datacenters to increase "compute" is not going to change this. That means that revenues and more importantly earnings to pay for all these datacenters won't come to fruition fast enough to keep this gigantic malinvestment-driven AI bubble from imploding. Four years into this craze and there are no signs of productivity improvements in the economy... and that should not be a surprise.

Reality Check: Is Japan committed to peace under PM Sanae Takaichi? In her #UNGA81# speech, PM Takaichi claims Japan to be a “contributor to peace” under its “exclusively defense-oriented” policy. The Reality under the current Japanese administration: ⚫️a constant denial and glorification of Japan’s wartime history ⚫️a series of moves to rebuild Japan’s war machine ⚫️acceleration of remilitarization ⚫️attempts to discard the three non-nuclear principles ⚫️attempts to revise the pacifist Constitution A true peace-loving nation with a war-crime past would repent over history and make a clean break with militarism. Time for the Takaichi administration to stop challenging the postwar order and jeopardizing the region’s peace and stability.