Marcel Julien (@MarcelJulien) header
Marcel Julien (@MarcelJulien) profile picture

Agriculture, Energy, Oceans, Cannabis and Spirits

Mexicano
Joined June 2009
Photo by Marcel Julien (@MarcelJulien)Photo by Marcel Julien (@MarcelJulien)Photo by Marcel Julien (@MarcelJulien)Photo by Marcel Julien (@MarcelJulien)Photo by Marcel Julien (@MarcelJulien)
Marcel Julien retweeted
“Una empresa contamina el río. ¿Y? ¿Dónde está el daño? Puede contaminar todo lo que quiera!! El agua sobra, cuando haya escasez nos preocupamos por la contaminación" Qué persona más inútil e ignorante.
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Marcel Julien retweeted
Zócalo (2026).
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Amazing animated globe by @tulparmaps. Have a look at the poorer regions. Lots of progress was achieved in the last 30 years!
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Marcel Julien retweeted
“China doesn’t have a Mexico. Europe doesn’t have a Mexico. We do.” Texas billionaire Ross Perot Jr. says a fully integrated North America has the demographics and resources needed to compete globally, calling Mexico key to the region’s ability to “grow and prosper." He spoke at Bloomberg Invest Dallas bloom.bg/3UL0b7P
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Marcel Julien retweeted
Over 30 C (86 F) That's the water temperature in the Nino zone of the eastern Pacific Marine life will be suffocating in these temperatures A hotter and hotter ocean is a dead ocean and a dead ocean represents a dead planet And still its drill baby drill and logging millions of acres of forest
Breaking News! Code UFB!!! It takes 2 weeks to confirm ocean sea surface temperatures and the long wait is finally over. The first day in recorded history with Nino 3.4 SST at or above 30.0°C is now officially on the record. October 7, 2026: 30.000°C. climatereanalyzer.org/clim/s…
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Breaking News! Code UFB!!! It takes 2 weeks to confirm ocean sea surface temperatures and the long wait is finally over. The first day in recorded history with Nino 3.4 SST at or above 30.0°C is now officially on the record. October 7, 2026: 30.000°C. climatereanalyzer.org/clim/s…
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Mañana inicia el turnado a comisión de la iniciativa legislativa del gobernador Pablo Lemus sobre el acueducto Chapala-Guadalajara, y su esquema de financiamiento público-privado. Aquí pueden consultarla: infolej.congresojal.gob.mx/d…
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The preliminary Niño 3.4 sea-surface temperature for October 13 just broke 30°C for the third time, and is now 3.3°C above the 1991-2020 baseline. This marks the 22nd consecutive daily temperature above the previous all-time record high of 29.815°C. set on Nov. 17, 2015.
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Marcel Julien retweeted
Top 20 from @a16z latest consumer AI report (We are so early, really, everything is there to be done, almost none in the world is building on AI or AI maxxing their life, but we are, so that’s why we are accelerating everyday, this reports just confirm that everything is for the taking right now is the moment to build and distribute): 1Top 1% of AI spenders average $903/month. 2That top 1% outspends the bottom 50% combined. 3Median payer: $25/month. Barely moved. 4Top 10% of spenders = half of all AI spend. 5Only 4.5% of Americans pay for ChatGPT, Gemini, or Claude. 6That was 2.1% a year ago. 7Nearly half of Americans use AI. Only 25% use it daily. 8Only 13% of payers pay for a second AI tool. 9NSFW apps were excluded. They’d be 20%+ of web traffic. 1029 of the top 50 companies by spend don’t appear on traffic lists. 11Only 7 companies hit web, mobile, and spend: ChatGPT, Claude, Suno, Perplexity, Photoroom, Canva, Notion. 12ChatGPT has 3x the US paid subs of Claude or Gemini. 13Claude: 7.3% of payers on the $100 plan. ChatGPT: 1.1%. Gemini: 1.3%. 14Only 8% of ChatGPT subscribers also pay for Claude. 15ChatGPT leads every US state except California, Montana, and Massachusetts. 16ChatGPT is 6x Claude on web visits and 14x on mobile. 17Invite-only Instinct hit 100k users in 3 weeks. 40% linked a card and spent $1,300/month through it. 18That implies $1B+ annualized volume, half of it travel. 19Meta’s Muse hit 250k daily actives in week one and 5M downloads in under a month. 20ChatGPT ads already at a $1B run rate. 84% of top AI products still only sell subscriptions. The labs are focusing on their main products, everyone is winning in AI, the market is too big, and it’s just growing
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Marcel Julien retweeted
A Simple Trading Strategy, step by step. 1. Identify the trend (4H) Uptrend = higher highs and higher lows, only look to buy. Downtrend = lower highs and lower lows, only look to sell. 2. Mark key levels (4H) Support and resistance, previous highs and lows, liquidity zones. This is where price reacts. Know your levels before looking for an entry. 3. Move to the lower timeframe Wait for price to reach one of your key levels. Don't rush the entry. Let price come to your area instead of chasing it. 4. Wait for confirmation (CHoCH / BOS) CHoCH = Change of Character. BOS = Break of Structure. These signal that market structure is changing or continuing in the direction you want to trade. 5. Find your entry (Order Block / FVG) After confirmation, mark the order block or fair value gap. Wait for price to pull back into that zone before entering. 6. Set stop loss and take profit Stop below structure for a long, above structure for a short. Target the next liquidity area, previous high, or previous low. Know where you're wrong before you enter. 7. Manage your risk Risk 1–2% per trade. Don't overtrade. Be patient. Don't force setups that aren't there. Trend → Key level → Wait → Confirmation → Entry zone → Stop/Target → Manage risk
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Marcel Julien retweeted
BREAKING: UK government has requested that citizens stockpile canned food & drinking water for at least 3 days, per BBC
Readers added context they thought people might want to know
UK Prepare guidance has long recommended tinned/non-perishable food and water for a few days (often 3 days), not a new request. Recent BBC analysis notes government wants stockpiling for severe disruption including possible war, but no fresh directive. prepare.campaign.gov.uk/get-prepared-f… bbc.com/news/articles/…
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🇺🇸💥🇲🇽The U.S.-Mexico relationship is entering a dangerous period of tension not seen since the Mexican-American War started in 1846. 🇺🇸👉Trump continues to publicly belittle Mexico while also making threats of launching some kind of military strike on Mexican soil. He doesn't seem to understand the potential fallout from ruining the world's most incredible example of cross-border political, economic, & cultural cooperation. Mexico is the U.S.'s most important trade partner and a key ally on so many policy issues ranging from water to migration. 📰 In a recent @HoustonChron opinion column, former members of Congress @CShays and @RichardSwett6 make an important point: before Washington talks about military action against Mexican cartels, it should look much more closely at what is already working — and at the role the U.S. itself plays in the drug trade. 3⃣💡 Three points stand out: 🇲🇽🪖1. Mexico is already taking the fight to the cartels. The Mexican government has dramatically increased pressure on cartel leadership, infrastructure, laboratories and finances. Mexican authorities report major drug seizures, the dismantling of more than 1,150 clandestine laboratories, the seizure of more than 1 million fentanyl pills, a roughly 25% reduction in daily homicides and the extradition of high-profile cartel figures to the U.S. The DOJ has also publicly praised the unprecedented level of security cooperation with Mexico. None of this means the cartels have been defeated. They haven't. But the idea that Mexico is simply refusing to confront them — or that the U.S. needs to intervene militarily because Mexico isn't doing enough — doesn't match the evidence. (💡It is true, however, that President Claudia Sheinbaum could do more to confront politicians from her own party who have been accused of colluding with cartels.) 🇺🇸💰🔫2. The U.S. is part of the cartel business model. This is the point Americans often overlook. The drug trade isn't simply a problem Mexico exports to the United States. American demand creates the market. 💰U.S.-based financial networks help move and launder cartel money. 🔫Large quantities of firearms used by Mexican criminal organizations originate in the United States. 👀Under Trump's watch the U.S. has cut down seizures of U.S. guns & ammo being smuggled into Mexico. 📉"U.S. penalties for money laundering and sanctions violations fell 61% in 2025, amid a broader reduction in financial crime enforcement. Between February 2025 and January 2026, outbound handgun and long-gun border seizures by U.S. Customs and Border Protection fell by nearly 50%, while outbound ammunition seizures dropped by nearly 70%," Shays and Swett explain. 🌎Money & guns flow south from U.S. into Mexico. International supply chains provide the precursor chemicals used to manufacture synthetic drugs. In other words, the cartel business model depends on much more than what happens on the Mexican side of the border. Military action against Mexico wouldn't solve any of these problems. 🇺🇸🇲🇽3. The U.S.-Mexico relationship is much more interconnected than the rhetoric in Washington suggests. Mexico isn't simply America's southern border. It is America's largest trading partner, a major manufacturing partner and a critical part of North American supply chains. The security relationship is equally interconnected. Mexico needs U.S. intelligence, technology and cooperation to dismantle sophisticated criminal organizations. The U.S. needs Mexico to control its side of the border, disrupt cartel networks and cooperate on extraditions, intelligence and investigations. That means the real strategic question isn't whether the U.S. can pressure Mexico harder. It's whether Washington can find ways to make the two countries more effective working together. Right now, discussions about security cooperation are taking place parallel to talks about the future of USMCA. 🇲🇽👀The big takeaway: The U.S.-Mexico relationship is not a zero-sum relationship in which every Mexican success is somehow an American concession. Mexico's success against the cartels is an American interest. More effective Mexican institutions are an American interest. (Even if Trump generally doesn't seem to understand the value of strong institutions and capable, well-staffed, independent government agencies & isn't likely to prod Mexico to take steps he wouldn't push at home.) Reducing the flow of fentanyl, cartel money & firearms requires cooperation across the border — not pretending that the problem exists entirely on 1 side of it. Yes, the U.S. has enormous leverage over Mexico. ❌ But, a U.S. military intervention in Mexico would risk provoking President Sheinbaum & poisoning the relationship Washington needs in order to address the problems Trump says he cares about most. 🇲🇽📗On episode 13 of my @ModernMexico Podcast I spoke to historian Peter Guardino about his book, THE DEAD MARCH: A HISTORY OF THE MEXICAN-AMERICAN WAR, which describes how in 1847 when invading U.S. soldiers marched into the Zocalo in Mexico City, residents climbed onto the roofs of buildings in the centro to pelt the U.S. troops with bricks & rocks. It's easy to imagine how unilateral military action against Mexico today could lead to a new "Straight of Hormuz" quagmire for Trump if he blows up cooperation with Mexico on so many key issues.
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Marcel Julien retweeted
Mexico is physically connecting itself to the AI economy 🇲🇽 For decades, cars were the king of Mexican exports to the United States. Today, that crown belongs to the servers powering AI data centers. In fact, this year Mexico supplies 40% of the servers imported by the US, almost all assembled to run AI models. Each rack is so valuable that a single trailer load is worth the equivalent of a thousand cars in export value. When I read that news in the FT, I connected the dots with what is happening in Jalisco. Foxconn is building one of its largest server manufacturing facilities, running on Nvidia chips, on the outskirts of Guadalajara. Guadalajara already had a reputation as the birthplace of Mexican engineering talent. Now add a hardware layer on top and you have the perfect combination. I believe that combination of technical talent and advanced manufacturing is what can move Mexico up the AI value chain. There are still plenty of challenges to solve, but it's worth noting that the AI data center boom is fundamentally reshaping Mexico's economic model.
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Marcel Julien retweeted
Voice is back! 😂 Reflecting on an incredible night in Mexico… 🦁🦁🦁
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Marcel Julien retweeted
In enemy territory, @SChecoPerez 🤣🇲🇽 #F1 #BritishGP
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Marcel Julien retweeted
El Duke de Wellington 🇲🇽
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Marcel Julien retweeted
"People were very friendly, very respectful, very emotional. Amazing training facility today, beautiful environment." Thomas on our time in Mexico so far ahead of tomorrow's game 🤝
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Marcel Julien retweeted
Our thoughts on the importance of AI sovereignty. 1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss. 2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones. 3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value. 4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs. 5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha. 6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West. 7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them. 8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences. 9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.
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Marcel Julien retweeted
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Marcel Julien retweeted
Me crucé con esto, Messi está casi 6 desviaciones estándar por encima de la media de delanteros de grandes ligas en cuanto a goles y asistencias en 90 minutos. Estadísticamente es prácticamente imposible que vivas para ver a alguien así
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