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Two ancient civilizations. One billion people each. Both humiliated by the West. One became a superpower. The other still struggles to rise. Leading us to the most DISTURBING question in global economics: Why is Communist China more successful than Democratic India? TIMESTAMPS ⏳ 00:00 Introduction 01:47 Early India's Economic...

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The Emissary

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20,739 просмотров • 9 месяцев назад •via X (Twitter)

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Two ancient civilizations. One billion people each. Both humiliated by the West. One became a superpower. The other still struggles to rise. Leading us to the most DISTURBING question in global economics: Why is Communist China more successful than Democratic India?
1:45

Two ancient civilizations. One billion people each. Both humiliated by the West. One became a superpower. The other still struggles to rise. Leading us to the most DISTURBING question in global economics: Why is Communist China more successful than Democratic India?

The Emissary

25,254 просмотров • 9 месяцев назад

BALAJI: BITCOIN AND THE NETWORK STATE I talk to Balaji Srinivasan the former Coinbase CTO, and ex-Andreessen Horowitz VC about: - Rise of Bitcoin - The Network State - America's Decline - China & India --------------------------------------- Connect with Balaji: X: Balaji Website: Book: TIME STAMPS 3:00 : Introduction to Network States 5:00 : Visualizing a Networked Society 8:00 : Network School: A Startup Society in Action 14:00 : Interests Driving Network State Growth 18:00 : Network States vs. Traditional Nation States 27:00 : The Decline of the American Empire 38:00 : China's Rise and the Internet Century 1:02:00 : India's Growing Global Influence 2:20:00 : Moral and Technological Innovations Compared 2:20:00: Moral and Technological Innovations 2:24:00 : India's Geopolitical Role 2:29:00 : Closing Thoughts
2:29:40

BALAJI: BITCOIN AND THE NETWORK STATE I talk to Balaji Srinivasan the former Coinbase CTO, and ex-Andreessen Horowitz VC about: - Rise of Bitcoin - The Network State - America's Decline - China & India --------------------------------------- Connect with Balaji: X: Balaji Website: Book: TIME STAMPS 3:00 : Introduction to Network States 5:00 : Visualizing a Networked Society 8:00 : Network School: A Startup Society in Action 14:00 : Interests Driving Network State Growth 18:00 : Network States vs. Traditional Nation States 27:00 : The Decline of the American Empire 38:00 : China's Rise and the Internet Century 1:02:00 : India's Growing Global Influence 2:20:00 : Moral and Technological Innovations Compared 2:20:00: Moral and Technological Innovations 2:24:00 : India's Geopolitical Role 2:29:00 : Closing Thoughts

Bitcoin Archive

353,631 просмотров • 1 год назад

NEW EPISODE: Forced Organ Harvesting in China One On One with Dr. Torsten Trey (00:00) - Intro (17:30) - Discussion on China's Organ Harvesting (36:33) - Cross-Border Organ Harvesting Collaboration (43:46) - Principles and Practice of Falun Gong (50:22) - Falun Gong and Organ Harvesting Rise (59:50) - Organ Harvesting in China Explained (01:10:48) - China's Hidden Genocide and Organ Trade (01:19:49) - Covert Practices in Chinese Healthcare (01:33:05) - Silencing Truth (01:39:38) - Stop Forced Organ Harvesting Silence (01:55:09) - Exposing China's Organ Harvesting Practices (02:02:44) - Challenges in Exposing Organ Harvesting Practices (02:18:03) - Global Organ Trafficking Awareness Dr. Torsten Trey takes us inside the sinister program of forced organ harvesting in China & why he believes this is a genocide by China’s Communist rulers against practitioners of Falun Gong, a non-violent spiritual movement. Doctors Against Forced Organ Harvesting DAFOH Going Rogue with Lara Logan #China #CCP
2:20:16

NEW EPISODE: Forced Organ Harvesting in China One On One with Dr. Torsten Trey (00:00) - Intro (17:30) - Discussion on China's Organ Harvesting (36:33) - Cross-Border Organ Harvesting Collaboration (43:46) - Principles and Practice of Falun Gong (50:22) - Falun Gong and Organ Harvesting Rise (59:50) - Organ Harvesting in China Explained (01:10:48) - China's Hidden Genocide and Organ Trade (01:19:49) - Covert Practices in Chinese Healthcare (01:33:05) - Silencing Truth (01:39:38) - Stop Forced Organ Harvesting Silence (01:55:09) - Exposing China's Organ Harvesting Practices (02:02:44) - Challenges in Exposing Organ Harvesting Practices (02:18:03) - Global Organ Trafficking Awareness Dr. Torsten Trey takes us inside the sinister program of forced organ harvesting in China & why he believes this is a genocide by China’s Communist rulers against practitioners of Falun Gong, a non-violent spiritual movement. Doctors Against Forced Organ Harvesting DAFOH Going Rogue with Lara Logan #China #CCP

Lara Logan

269,585 просмотров • 1 год назад

Here's my conversation with Keyu Jin all about China. She is an economist specializing in China's economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:47 - Misconceptions about China 5:17 - Education in China 14:34 - Economic reforms of Deng Xiaoping 19:53 - Mayor economy and GDP growth race 33:40 - Growing up in China 39:18 - First time in the US 43:32 - China's government vs business sector 47:06 - Communism and capitalism 50:45 - Jack Ma 56:58 - China's view on innovation and copying ideas 1:03:35 - DeepSeek moment 1:07:29 - CHIPS Act 1:09:16 - Tariffs and Trade 1:21:41 - Immigration 1:26:28 - Taiwan 1:32:14 - One-child policy 1:40:11 - China's economy collapse predictions 1:44:54 - Advice for visiting China
1:49:29

Here's my conversation with Keyu Jin all about China. She is an economist specializing in China's economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:47 - Misconceptions about China 5:17 - Education in China 14:34 - Economic reforms of Deng Xiaoping 19:53 - Mayor economy and GDP growth race 33:40 - Growing up in China 39:18 - First time in the US 43:32 - China's government vs business sector 47:06 - Communism and capitalism 50:45 - Jack Ma 56:58 - China's view on innovation and copying ideas 1:03:35 - DeepSeek moment 1:07:29 - CHIPS Act 1:09:16 - Tariffs and Trade 1:21:41 - Immigration 1:26:28 - Taiwan 1:32:14 - One-child policy 1:40:11 - China's economy collapse predictions 1:44:54 - Advice for visiting China

Lex Fridman

827,906 просмотров • 1 год назад

GOLD TELEGRAPH CONVERSATION 16: FRANK GIUSTRA "This is not a normal bull market. We are going through a structural change in the global monetary system." In this discussion, Frank breaks down why he believes we are witnessing the biggest structural shift in the global monetary system in generations, why central banks continue accumulating gold, how de-dollarization is reshaping global finance, and why he believes the coming decade will belong to hard assets. Frank Giustra is the Founder and Chairman of Fiore Group and one of the mining industry's most successful entrepreneurs and investors. Thank you for joining me, Frank. Frank Giustra TIMESTAMPS: (00:00) – On Argentina, Hyperinflation & Lessons That Changed His Life (08:24) – Why 1971 Changed the World Forever (15:21) – The Biggest Consequences of Leaving the Gold Standard (22:02) – Are Central Banks Solving Problems or Just Delaying the Inevitable? (25:47) – Why Central Banks Are Buying Gold at Record Levels (29:02) – Does China Secretly Own More Gold Than the United States? (29:47) – Will We Ever See a Fort Knox Audit? (33:35) – China, De-Dollarization & The New Global Order (37:16) – The Petrodollar System Explained (41:28) – BRICS, Gold & The Future of Global Trade (46:32) – Why Gold Still Matters More Than Ever (49:49) – The Rise of Hard Assets (53:31) – Why This Commodity Cycle Is Different (55:14) – Bullish Copper Thesis (01:00:54) – Are We Entering a Copper Supercycle? (01:01:42) – Greatest Achievement (01:04:52) – What Most Investors Still Don't Understand
1:09:19

GOLD TELEGRAPH CONVERSATION 16: FRANK GIUSTRA "This is not a normal bull market. We are going through a structural change in the global monetary system." In this discussion, Frank breaks down why he believes we are witnessing the biggest structural shift in the global monetary system in generations, why central banks continue accumulating gold, how de-dollarization is reshaping global finance, and why he believes the coming decade will belong to hard assets. Frank Giustra is the Founder and Chairman of Fiore Group and one of the mining industry's most successful entrepreneurs and investors. Thank you for joining me, Frank. Frank Giustra TIMESTAMPS: (00:00) – On Argentina, Hyperinflation & Lessons That Changed His Life (08:24) – Why 1971 Changed the World Forever (15:21) – The Biggest Consequences of Leaving the Gold Standard (22:02) – Are Central Banks Solving Problems or Just Delaying the Inevitable? (25:47) – Why Central Banks Are Buying Gold at Record Levels (29:02) – Does China Secretly Own More Gold Than the United States? (29:47) – Will We Ever See a Fort Knox Audit? (33:35) – China, De-Dollarization & The New Global Order (37:16) – The Petrodollar System Explained (41:28) – BRICS, Gold & The Future of Global Trade (46:32) – Why Gold Still Matters More Than Ever (49:49) – The Rise of Hard Assets (53:31) – Why This Commodity Cycle Is Different (55:14) – Bullish Copper Thesis (01:00:54) – Are We Entering a Copper Supercycle? (01:01:42) – Greatest Achievement (01:04:52) – What Most Investors Still Don't Understand

Gold Telegraph ⚡

782,802 просмотров • 3 месяцев назад

Full stream: Lauren Chen x Sneako Timestamps: 0:00 Why are all the tech billionaires at China? 1:35 Chinese people's perception on America and Trump 4:47 Sneako wants to unlearn all of the anti-Chinese propaganda 8:03 Media blackout in China 9:19 West using Muslims to demonize China while also demonizing Muslims 10:33 AI surveillance in China 12:32 China vs The West 14:44 Is China communist? Lauren Chen's disagreements with China 18:01 Being banned off of social media 19:08 Importance of Taiwan 23:27 China's control of Taiwan and GDP of Japan and South Korea 25:44 Trump's friendliness in China 28:11 China's role and perception in the Iran war 29:42 Social credit score system in China 31:14 Lauren Chen on being back streaming 33:46 Elon Musk replying to Lauren Chen 35:16 Lauren Chen vs Pearl Davis in a wrestling match and group chat drama 37:47 Lauren Chen's relationship with Ana Kasparian 39:36 Lauren Chen's relationship with Candace Owens 41:24 Lauren Southern lore 43:25 Sarah Stock cheating drama 44:36 Does Lauren Chen have a rumble deal? Has Sneako found a wife? 45:36 Sneako and Lauren Chen's thoughts on ChudTheBuilder 48:48 Closing remarks
49:18

Full stream: Lauren Chen x Sneako Timestamps: 0:00 Why are all the tech billionaires at China? 1:35 Chinese people's perception on America and Trump 4:47 Sneako wants to unlearn all of the anti-Chinese propaganda 8:03 Media blackout in China 9:19 West using Muslims to demonize China while also demonizing Muslims 10:33 AI surveillance in China 12:32 China vs The West 14:44 Is China communist? Lauren Chen's disagreements with China 18:01 Being banned off of social media 19:08 Importance of Taiwan 23:27 China's control of Taiwan and GDP of Japan and South Korea 25:44 Trump's friendliness in China 28:11 China's role and perception in the Iran war 29:42 Social credit score system in China 31:14 Lauren Chen on being back streaming 33:46 Elon Musk replying to Lauren Chen 35:16 Lauren Chen vs Pearl Davis in a wrestling match and group chat drama 37:47 Lauren Chen's relationship with Ana Kasparian 39:36 Lauren Chen's relationship with Candace Owens 41:24 Lauren Southern lore 43:25 Sarah Stock cheating drama 44:36 Does Lauren Chen have a rumble deal? Has Sneako found a wife? 45:36 Sneako and Lauren Chen's thoughts on ChudTheBuilder 48:48 Closing remarks

Inevitable China

30,456 просмотров • 4 месяцев назад

E23: Leland Miller Breaks Down The China Threat. IP Theft, GDP Fabrication, Taiwan Takeover. What is Really Going On? Leland is the Cofounder of China Beige Book, which according to some media reports has been labelled as a firm having more data on China than even the CIA. He is also a Commissioner on the U.S.-China Economic & Security Review Commission (U.S.-China Commission). He has advised Fortune 50 CEOs and top government officials including the Congress on China. In this conversation we talk about: —> The espionage in the tech industry from universities to companies —> Why China has long-term strategy for Taiwan where they expect the West to self-implode —> How U.S banks including JP Morgan were partially responsible for covering up China’s real economic condition —> How China fabricated their GDP —> What happened to the great China opportunity? —> China’s military readiness And more. Full episode now available wherever you get your podcasts. Timestamps: 00:00 - Introduction 01:26 - China 101: The death of the “China Dream” 09:26 - Surveillance, residency permits, and the reality of internal environment 11:04 - Supply chain leverage: Why critical minerals are national security 13:50 - The pharmaceutical threat: Chinese control of U.S. medication supply chains 16:34 - Strategic decoupling: Reshoring and friendshoring national security nexuses 19:45 - Dependence on Chinese foundational materials 24:21 - The military balance in the Pacific: Why everyone thinks they would lose 27:56 - Command readiness: Xi Jinping’s military purges and wartime memory loss 31:13 - Geostrategy in the neighborhood: Japan, Philippines, and missile distance 35:20 - Made in China 2025: The fourth industrial revolution playbook 37:46 - Reindustrialization hurdles: Shipbuilding, chips, and bipartisan focus 39:50 - Breaking the rare earth processing monopoly 43:54 - An Economic Security Strategy: A 5-point master plan for the US 49:19 - IP theft and clones: The deep-rooted issue of technological espionage 52:01 - The STEM dilemma: Training talent in the U.S. and letting them go back 55:27 - China’s compute disadvantage and U.S incentives 01:00:23 - The Food and Energy problem 01:06:12 - Xi Jinping’s psyche: Paranoia, time horizons, and the Taiwan ticking clock 01:10:56 - Economic sensibilities: Global frustration with the imbalanced trade model 01:16:35 - Why China doesn’t drive global growth 01:19:02 - GDP Fabrication: Trillon-Yuan exaggeration 01:28:41 - Tracking credit and stimulus in a “non-commercial” system 01:33:59 - AI, Quantum, and Biotech integration 01:45:18 - Counterbalancing industrial policy 01:58:19 - Why China uses 12x more robots than prediction 02:08:52 - Why Xi doesn’t care about consumers 02:14:35 - Closing thoughts
2:19:22

E23: Leland Miller Breaks Down The China Threat. IP Theft, GDP Fabrication, Taiwan Takeover. What is Really Going On? Leland is the Cofounder of China Beige Book, which according to some media reports has been labelled as a firm having more data on China than even the CIA. He is also a Commissioner on the U.S.-China Economic & Security Review Commission (U.S.-China Commission). He has advised Fortune 50 CEOs and top government officials including the Congress on China. In this conversation we talk about: —> The espionage in the tech industry from universities to companies —> Why China has long-term strategy for Taiwan where they expect the West to self-implode —> How U.S banks including JP Morgan were partially responsible for covering up China’s real economic condition —> How China fabricated their GDP —> What happened to the great China opportunity? —> China’s military readiness And more. Full episode now available wherever you get your podcasts. Timestamps: 00:00 - Introduction 01:26 - China 101: The death of the “China Dream” 09:26 - Surveillance, residency permits, and the reality of internal environment 11:04 - Supply chain leverage: Why critical minerals are national security 13:50 - The pharmaceutical threat: Chinese control of U.S. medication supply chains 16:34 - Strategic decoupling: Reshoring and friendshoring national security nexuses 19:45 - Dependence on Chinese foundational materials 24:21 - The military balance in the Pacific: Why everyone thinks they would lose 27:56 - Command readiness: Xi Jinping’s military purges and wartime memory loss 31:13 - Geostrategy in the neighborhood: Japan, Philippines, and missile distance 35:20 - Made in China 2025: The fourth industrial revolution playbook 37:46 - Reindustrialization hurdles: Shipbuilding, chips, and bipartisan focus 39:50 - Breaking the rare earth processing monopoly 43:54 - An Economic Security Strategy: A 5-point master plan for the US 49:19 - IP theft and clones: The deep-rooted issue of technological espionage 52:01 - The STEM dilemma: Training talent in the U.S. and letting them go back 55:27 - China’s compute disadvantage and U.S incentives 01:00:23 - The Food and Energy problem 01:06:12 - Xi Jinping’s psyche: Paranoia, time horizons, and the Taiwan ticking clock 01:10:56 - Economic sensibilities: Global frustration with the imbalanced trade model 01:16:35 - Why China doesn’t drive global growth 01:19:02 - GDP Fabrication: Trillon-Yuan exaggeration 01:28:41 - Tracking credit and stimulus in a “non-commercial” system 01:33:59 - AI, Quantum, and Biotech integration 01:45:18 - Counterbalancing industrial policy 01:58:19 - Why China uses 12x more robots than prediction 02:08:52 - Why Xi doesn’t care about consumers 02:14:35 - Closing thoughts

Suffiyan Malik

25,253 просмотров • 6 месяцев назад

Dan Wang (Dan Wang) is the most insightful observer of China writing in English today. His new book, Breakneck, explains how China builds so much, and contrasts its ideology of engineering with the sclerotic legalism of the West. He sat down with me and Pieter Garicano to talk about how Chinese power politics really works, the surprising importance of science fiction to China's ideologues, why Europe is even worse off than America, and whether China can continue to innovate and grow under its authoritarian system. Plus: where to get the Suzhou soup noodles in London. Listen now on the Works in Progress Podcast. Links to listen and subscribe below. 00:00:00 – Why China is a "Leninist technocracy with grand opera characteristics" 00:10:18 – Why engineers keep ending up in charge 00:25:30 – How to become General Secretary of the CCP 00:31:00 – China gets the basics right 00:41:19 – Why Europe is so crippled 01:04:50 – The market undersupplies process knowledge 01:08:00 – Why we would worry more about China if the KMT was in charge
1:18:43

Dan Wang (Dan Wang) is the most insightful observer of China writing in English today. His new book, Breakneck, explains how China builds so much, and contrasts its ideology of engineering with the sclerotic legalism of the West. He sat down with me and Pieter Garicano to talk about how Chinese power politics really works, the surprising importance of science fiction to China's ideologues, why Europe is even worse off than America, and whether China can continue to innovate and grow under its authoritarian system. Plus: where to get the Suzhou soup noodles in London. Listen now on the Works in Progress Podcast. Links to listen and subscribe below. 00:00:00 – Why China is a "Leninist technocracy with grand opera characteristics" 00:10:18 – Why engineers keep ending up in charge 00:25:30 – How to become General Secretary of the CCP 00:31:00 – China gets the basics right 00:41:19 – Why Europe is so crippled 01:04:50 – The market undersupplies process knowledge 01:08:00 – Why we would worry more about China if the KMT was in charge

Sam Bowman

97,378 просмотров • 1 год назад

🚨New Episode: Please welcome Shiloe Bear to the Fort! As the founder of Creek Development, Shiloe has completed 63 commercial redevelopment projects and 5 land entitlement plays in the San Francisco Bay Area. Leveraging her deep construction expertise, she challenges project assumptions and incorporates impactful design to achieve remarkable outcomes for her clients and investors. We discuss: - Building Creek as an outsourced developer - Converting industrial buildings into biotech lab space - A deep dive into the Bay Area RE market - Why design is such an important aspect of development 00:00:00 - Intro 00:01:11 - Shiloe’s upbringing and journey to doing development in the Bay Area 00:08:25 - What are the projects you work on the most? 00:11:01 - Why is there such a demand for outsourced development? 00:11:47 - What makes your firm different? 00:16:50 - Minimum Viable Projects 00:21:47 - How early in a project do you need to be brought in? 00:25:14 - What are some obvious parts of a project where you can save money? 00:27:30 - How would you describe the Bay Area market right now? 00:33:35 - Office to Residential 00:37:46 - What’s the environment like for Oakland? 00:42:31 - How Shiloe is planning to pivot her business into doing their own developments 00:47:51 - How important are the relationships you’ve developed in The Bay over the past 10 years? 00:53:06 - The BioTech market and development strategy 01:00:55 - Why design matters 01:08:27 - How far out are labs looking for space? 01:09:46 - Lenders, Leases, and hold periods 01:12:36 - Why did this become your niche? 01:14:13 - Shiloe’s bird-watching skills & long-distance running
1:17:35

🚨New Episode: Please welcome Shiloe Bear to the Fort! As the founder of Creek Development, Shiloe has completed 63 commercial redevelopment projects and 5 land entitlement plays in the San Francisco Bay Area. Leveraging her deep construction expertise, she challenges project assumptions and incorporates impactful design to achieve remarkable outcomes for her clients and investors. We discuss: - Building Creek as an outsourced developer - Converting industrial buildings into biotech lab space - A deep dive into the Bay Area RE market - Why design is such an important aspect of development 00:00:00 - Intro 00:01:11 - Shiloe’s upbringing and journey to doing development in the Bay Area 00:08:25 - What are the projects you work on the most? 00:11:01 - Why is there such a demand for outsourced development? 00:11:47 - What makes your firm different? 00:16:50 - Minimum Viable Projects 00:21:47 - How early in a project do you need to be brought in? 00:25:14 - What are some obvious parts of a project where you can save money? 00:27:30 - How would you describe the Bay Area market right now? 00:33:35 - Office to Residential 00:37:46 - What’s the environment like for Oakland? 00:42:31 - How Shiloe is planning to pivot her business into doing their own developments 00:47:51 - How important are the relationships you’ve developed in The Bay over the past 10 years? 00:53:06 - The BioTech market and development strategy 01:00:55 - Why design matters 01:08:27 - How far out are labs looking for space? 01:09:46 - Lenders, Leases, and hold periods 01:12:36 - Why did this become your niche? 01:14:13 - Shiloe’s bird-watching skills & long-distance running

Chris Powers

64,474 просмотров • 3 лет назад

How Russia derailed China’s rise for over a century: new lecture and Q&A w Sarah Paine. IMO the Chinese Civil War is 1 of the top 3 most important events of the 20th century. To understand why it transpired as it did, you need to understand Stalin’s role in the whole thing. Look up Dwarkesh Podcast on YouTube, Apple Podcasts, or Spotify to catch it there. Enjoy! 0:00:00 – How Russia took advantage of China's weakness 0:23:46 – After Stalin, China's rise 0:34:39 – Russian imperialism 0:46:10 – China and Russia's existential problems 1:05:42 – Q&A: Sino-Soviet split 1:23:29 – Stalin's lessons from WW2
1:31:23

How Russia derailed China’s rise for over a century: new lecture and Q&A w Sarah Paine. IMO the Chinese Civil War is 1 of the top 3 most important events of the 20th century. To understand why it transpired as it did, you need to understand Stalin’s role in the whole thing. Look up Dwarkesh Podcast on YouTube, Apple Podcasts, or Spotify to catch it there. Enjoy! 0:00:00 – How Russia took advantage of China's weakness 0:23:46 – After Stalin, China's rise 0:34:39 – Russian imperialism 0:46:10 – China and Russia's existential problems 1:05:42 – Q&A: Sino-Soviet split 1:23:29 – Stalin's lessons from WW2

Dwarkesh Patel

57,358 просмотров • 11 месяцев назад

After decades of lethargy, we are back and in the midst of a nuclear boom. And so we went out and found the sharpest mind in the nuclear industry for a 2.5-hour masterclass on the past, present and future of nuclear reactors. We do it all. SMRs. China. France. Fusion. Fission. What's real. What's not. James Krellenstein is legend. The Core Memory podcast is on Spotify, Apple, YouTube, all the things. Timestamps 00:00 Intro 05:30 Why America Stopped Building 12:00 China's Rise 21:00 France's Surprising Playbook 28:30 What Really Killed U.S. Nuclear 38:30 The Hippies Ruined Everything 43:00 The Almost 2005 Comeback 51:00 A Reactor Crash Course 57:00 The $30 Billion Vogtle Lesson 1:04:30 Why SMRs Won't Save Us 1:14:30 Alva Energy's Contrarian Bet 1:40:30 TRISO, Valar, and TerraPower 1:55:30 Fusion, Uranium, and the Waste Problem 2:21:00 Can America Out-Build China?
2:34:55

After decades of lethargy, we are back and in the midst of a nuclear boom. And so we went out and found the sharpest mind in the nuclear industry for a 2.5-hour masterclass on the past, present and future of nuclear reactors. We do it all. SMRs. China. France. Fusion. Fission. What's real. What's not. James Krellenstein is legend. The Core Memory podcast is on Spotify, Apple, YouTube, all the things. Timestamps 00:00 Intro 05:30 Why America Stopped Building 12:00 China's Rise 21:00 France's Surprising Playbook 28:30 What Really Killed U.S. Nuclear 38:30 The Hippies Ruined Everything 43:00 The Almost 2005 Comeback 51:00 A Reactor Crash Course 57:00 The $30 Billion Vogtle Lesson 1:04:30 Why SMRs Won't Save Us 1:14:30 Alva Energy's Contrarian Bet 1:40:30 TRISO, Valar, and TerraPower 1:55:30 Fusion, Uranium, and the Waste Problem 2:21:00 Can America Out-Build China?

Ashlee Vance

21,860 просмотров • 5 месяцев назад

As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future
1:03:13

As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future

Raoul Pal

280,191 просмотров • 1 год назад