would be very happy to take the other side that.

Markets won't have a meaningful response if Burnham becomes PM until/unless they actually launch an inflationary budget.

These kind of statements, especially when in 'campaign' mode, are very heavily discounted

also a state has totally different incentives to private investors and should be happy not making, even losing, money to expand abundant, cheap clean energy production

Agree there, although I also think production for solar ends up so commoditised it's easy enough to reroute over time (arguably already seeing that dynamic for EVs in Europe)

Totally agree with that.

Also stupidly I didn't clock this is chat from VCs (not public mkts Investors) which puts a different spin on it. Of course a bunch of western VCs went to China once and then decided to give up on clean tech funding forever

Take the point elsewhere here about looking for innovative western firms taking a different approach.

but I think that framing accepts that current western renewable firms are at a tech + cost disadvantage. Which is why even saudi is buying solar from china not the states or europe

isn't the point that the western firms have hard budget constraints and have to compete with a bunch of chinese firms that don't?

hey you can't expect him to research his columns

looking forward to the whiplash when Trump invades Afghanistan again and we join to support the 'humanitarian intervention'

I think what I'm saying is, it would be so nice if we tried something for a change

A huge and ongoing problem for the UK (and EU) is that its elites don't want to accept the nature of its relationship with the US, how dangerous that is due to the authoritarian turn in the US, or do anything about it.

So having anyone prominent, even Nick Clegg, say this is very positive

I mean there's still a very important distinction between your show is cancelled, you get banned from social media, etc because 1) people hate you vs 2) the state will favour corporations that restrict your speech and plausibly harm those that don't

I was genuinely shocked by just how antisemitic a lot of the right immediately went with their conspiracies about Kirk getting shot

... They've actually not drawn a crowd much larger than the pro Israel marches. This is not a movement with mass support.