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imo the Russia-Ukraine War and its economic implications has shown the critical importance of controlling access to resources (of which both Russia and America have). Tech guys like Balaji live in a pre-2/24/22 world where access to bits only matters and access to stuff is irrelevant.

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Lots of these techno-libertarian types were touting the notion that "kinetic warfare" was over during the opening phase of the war in Ukraine. Then reality decided to show up.

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