
Shawn Chauhan
@shawnchauhan1 • 31,972 subscribers
Founder of https://t.co/X0uhT8XxYH. Ex-SWE @Capgemini. @USC CSBA. Tweets about tech, startups, geopolitics and hidden truths.
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The timing isn't coincidental. As interest rates spike, individual buyers get priced out while Blackstone pays cash - often 30% above asking. They celebrate declining construction as "good news" because less supply means higher rents. Scarcity is their business model.
Shawn Chauhan331,659 views • 10 months ago

Local families go bankrupt competing with trillion-dollar funds. First-time buyers get crushed. Millennials priced out permanently. But Blackstone keeps buying through cheap debt and investor capital. Why compete with individuals when you can eliminate them entirely?
Shawn Chauhan177,667 views • 10 months ago

America's defense against wealth inequality has always been Homeownership. Property builds generational wealth. Creates stable communities. Gives families skin in the game. Blackstone needed to capture that wealth transfer. So they captured the houses themselves.
Shawn Chauhan118,748 views • 10 months ago

The Global South just stopped asking for a seat at the table. India this week put 38,000 GPUs into public compute, committed $1.1B to a state-backed AI fund, and started its first chip fab. Every major lab CEO flew in. Twenty heads of state showed up. This is not a developing market catching up. This is a sovereign AI strategy being executed in real time. The countries that got written out of internet-era governance are not making that mistake again. The rules for the next decade of AI are being written in New Delhi, not Washington.
Shawn Chauhan47,755 views • 3 months ago

Both Google and OpenAI are now publicly saying Chinese models are running large-scale distillation attacks against them. Distillation means using outputs from a frontier model to train a cheaper competitor. Systematically. At scale. GLM-5 is already benchmarking near Claude and GPT on real engineering tasks. The export controls were meant to slow capability transfer through chips. Nobody put controls on API access. The capability gap the West assumed was a moat is being closed through the front door. Legally. Quietly. Quickly.
Shawn Chauhan44,437 views • 4 months ago

BMW tried charging $20/month for heated seats in cars you already bought. Tesla locks basic features behind paywalls. John Deere makes farmers pay subscriptions to repair their own tractors during harvest season. This isn't innovation - it's digital feudalism.
Shawn Chauhan47,409 views • 9 months ago
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