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Kumar Thangudu

I work on EngineerSF helping companies scale through non-obvious methods.

I share my updates and musings on startups, energy, and the macro here pseudorandomly whenever I have a fortress of thoughts on a topic or issue.

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I invest, build, write, and work. 

I also build and maintain a strong network of private curated communities in US manufacturing, Georgia Tech Alums, Data Centers (AI, Energy, and Mining), and American Industrialists which have FOs, VCs, angels, public company C-suite, and as well some who are at the start of their careers. 
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Goodhart's Law has a Half Life and 2nd Place to America is Very Distant

America is the world's favorite place to park money — including money that doesn't want to be seen. Foreign investors hold trillions in U.S. assets, and the U.S. pulls in more foreign direct investment than any country on Earth. Part of that is our strength. But part of it is privacy: • A Delaware or Wyoming LLC can hold property without telling the world who's behind it. • South Dakota trusts shield fortunes for generations. • The U.S. never signed the global bank-information-sharing standard that it forces on everyone else. We demand the world's data; we don't hand back ours. • Watchdog groups now rank the United States — not Switzerland — as the #1 financial secrecy haven on the planet. And dirty money does get through. Real example: a Chinese-Mexican businessman tied to meth-chemical trafficking wired tens of millions into a famous Las Vegas casino in the mid-2000s. Nobody flagged it until Mexican police found $207 million in cash at his house — the biggest cash seizure in history. The casino's parent company later paid $47 million to settle and avoid prosecution. You're to believe that folks like Miriam Adelson don't clean dirty narco cash to finance a foreign country's intelligence operations. Yeah, that makes sense. That's why the traffic numbers to those casinos go up even though travel to Vegas has declined. Yes of course that makes sense.   The Bottom LineSecond place to America isn't close. It's a blip and far away.  Tax rules, labor freedom, second chances, money watchmen, the every-decade galvanizing amor,  the $49 trillion retirement river, and the vault-door privacy pulling in the world's capital — keeps absorbing the shocks. If you're going to bet against America - you are likely bold and betting with other peoples' money and not your own. 
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