ery here.

But here's my question. Is any country intentionally infecting any other country? Do you think that's a thing? Because it would be horrible of course. But are you telling me that there's no natural enemy countries that haven't thought, you know it would be kind of evil but if our rival were more infected than we were that might be good for us? Does anybody think that way? I wonder. Because I think that way. I mean I'm not saying I would implement that plan but I would think of it. I would certainly think of it.

Do you think that nobody is intentionally infecting China? Really? Because that would be amazing restraint, you know. Maybe it's just hard to do. But it seems like it would be an amazing expression of restraint to not intentionally infect China if you thought China was the source of it and you thought China was evil and everything else.

So China has this plan of trying to basically stamp it out completely. And they've done an impressive job trying to do that. But since we know it's going to be an endemic and not a pandemic, isn't their strategy a failed strategy? Because aren't they all going to get it just the way we're all going to get it? Just a matter of time.

No, it could be that the reason China is taking an extreme position is, wait for it, that their health care system wouldn't be able to handle any extra stress the way an American system can. Because we managed to expand and do some impressive stuff when we had to. But what happens if China's health care system gets overloaded? I mean I assume that the cities have pretty good health care systems. But in rural China, what happens when you're sick? Do they all have good health care in rural China? I don't know.

So I would wonder if China has potentially a gigantic problem, which is that they can't handle any level of infection similar to other countries because it would crash the country, right? It might be just a way bigger risk in China than it is in other places. It could even threaten the government, I would think. The stability of the government would fall if their health care system collapsed. Am I right? If China's health care system collapsed right in front of the whole world, even the leadership would be in trouble, right?

So it seems to me that China is only a few super spreaders away from falling, potentially. I mean that's not the odds on, but a non-zero chance. There is a non-zero chance that high infections in China would crash the government. Because I think the Chinese people would start to see their government as the problem. You know if they believe it originated there. The propaganda is trying to tell the local citizens it didn't originate in China. But if the health care system crashes they're all going to know it. They're going to know their relatives couldn't get that heart transplant and everything else.

Somebody says it's wild conjecture. The U.S. has a worse health care system. Here's my speculation. So it is conjecture, you're right. But the speculation is this, that our rural health care is far better. I think if you looked city to city it might not be that different. Maybe even Chinese is better. But if you looked at rural, I feel like we'd have a big advantage. Now that's the part you'd have to fact check, right? So we'll see.

So China, there's also a thought that China might have to vaccinate the rest of the world to protect itself. So imagine that the United States continues on its current path. We should have enough vaccinations plus herd immunity, normal infections, that we're going to be something back to normal even though we might be masked and boosted and that for years we'll be able to have an economy in something like a life. But China hasn't gone through this. And I don't know if their low quality of vaccinations are going to be good enough if they have to go through this.

So what happens if we go through this and get to the other end, turned it into an endemic where it's a problem but you know doesn't stop anything from happening, and they just started and they just get taken out by the virus? I think that could happen. And the only thing that they can do to try to prevent that is to try to vaccinate everywhere else in the world so that they can travel and do stuff and not get it back in their country. China is going to have to vaccinate the rest of the world. The United States apparently isn't looking to do that and our vaccinations are the good ones. So their vaccinations might not even be good enough. So keep an eye on that.

So I would say that China has at least 10 gigantic problems that don't even look solvable. China's in big, big trouble.

Now what about the question of business in China? I can't imagine that we're going to be moving more American factories into China. Didn't that stop? Can somebody tell me what was the last time a major American company made a decision to move into China with a factory as it happened in the past year? Probably can't because of the pandemic. But Tesla's plans were older than that. But has anybody made a new plan in the last six months or last year to move into China? I haven't heard of any. Yeah, I think it stopped completely. Now it could be the pandemic is what stopped it because you can't travel so it's impossible to do that sort of thing. Yeah, I think it'll end up in Vietnam.

All right, and China's stocks are getting hit. So there's a thought that China's plan, their Marxist plan, I'd never heard this before. Tell me if you've ever heard this before. That Marxism, this doesn't make any sense. I read this but it's got to be wrong so ignore the next things that come out of my mouth. But the idea is that Marxism requires you to have money to do it and you have to have some capitalism first so that China's plan is to be capitalist, make a bunch of money, which will cause inequality, and then to introduce socialism which will suck some of that money away from the richest and give it to the poor. And then there's a third phase which is communism, which is apparently if you've made enough with your capitalism, you've made it more equal with your socialism, that somehow there's this good thing called communism at the end. I don't know how that could possibly work but maybe somebody smarter could explain the details.

However it does look like Xi is trying to rebalance things and is trying to take money from the elites and give it to the public through various social policies. And that is a gigantic change if it works. So China's got another gigantic challenge which is that capitalism would destroy it because the inequality would become too enormous at some point and they would fall just from the inequality, some say. And trying to fix it seems like an enormous problem too. So good luck to them.

So do you think Texas's economy will suffer because of the new anti-abortion laws? Well Salesforce, a gigantic company, is going to offer to relocate employees and their families from Texas if they want to move because of that. So does Texas win because the godless liberals move out and then you've got more Republicans running things? Well so does Texas come out ahead because these mostly tech companies I think decide to boycott it? Or does Texas come out behind because companies won't move there to do their business?

My estimate is that Texas will come out behind. Now it's just a guess but here's why. If Salesforce did not already have facilities in Texas, would they move there? No, clearly. Clearly Salesforce moved there because they could move there when they did and now you know they're there so it's too hard to move out. But they are moving their employees out if the employees want to go. I don't think many will take that. But I guarantee that the next big tech company can't move into Texas. I guarantee it. I guarantee that no billion dollar tech company will move into Texas while that abortion law is happening. Does anybody want to take that bet?

So it's got to be at least a billion dollar tech company and I'm saying that not one of them will move in that hasn't already made the plans. I know Tesla's made their plans etc. But people who have not made any plans from this point forward, no new tech company will move into Texas. Now the counter argument is yeah but Texas gets to attract all these Republicans and they manage things well and they'll be fine maybe. But I think if you make it too hard for tech companies to move in, eventually you're going to suffer I think. And especially because Texas is a tech state.

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