Is Patagonia the new data center hub? + Harley-Davidson's role in the trade war
This newsletter discusses the backlash against private equity investment in popular restaurant chains and explores the potential for Patagonia, Argentina, to become a major global data center hub. It also touches on the economic implications of tariffs on companies like Harley-Davidson.
Why it matters
These stories illustrate how global economic trends, such as private equity consolidation and the massive energy demands of AI, are reshaping local industries and international trade.
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The New York City-based chain Los Tacos No. 1 has a new investor: private equity. The chain is VERY popular with the young Wall Street set, so when news broke of the financial infusion the memes started flowing. The Instagram account Exec Sum rounded up the discontent. User Deva Hazarika wrote , "Get ready for the $7.95 Dune: Part Three Spice Must Flow Smithfield Pork Adobada taco, optional cilantro and onions $.50." Another poster succinctly wrote, "New York has Fallen." If you don't know why they're concerned, many correlate private equity with cost-cutting measures like smaller portions and lower quality ingredients.
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