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WHY IS NITROGEN IMPORTANT a quick video on 4 elements of life DNA Civilization Malthusian fears Haber Bosch Cyanamide Feedstocks Iran war Supply chain shocks Layer 2 chemistry American dynamism Fuel for space

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Semiconductors are on track for their worst month since 2022 as several macro shocks hit the market’s most crowded trade at once. The market going back into "war mode" raised fears around oil, inflation, interest rates and supply chains breaking momentum before concerns over AI infrastructure returns and Kimi K3 revived many of the same fears that followed DeepSeek. I view this as a macro and positioning reset rather than evidence that the AI cycle is breaking simultaneously across every layer of the semiconductor supply chain from $NVDA, $AMD and $INTC to $TSM, $ASML $MU, $SKHY.

Semiconductors are on track for their worst month since 2022 as several macro shocks hit the market’s most crowded trade at once. The market going back into "war mode" raised fears around oil, inflation, interest rates and supply chains breaking momentum before concerns over AI infrastructure returns and Kimi K3 revived many of the same fears that followed DeepSeek. I view this as a macro and positioning reset rather than evidence that the AI cycle is breaking simultaneously across every layer of the semiconductor supply chain from $NVDA, $AMD and $INTC to $TSM, $ASML $MU, $SKHY.

Shay Boloor

74,383 views • 1 month ago

UK government officials are preparing for food and fuel shortages as the war on Iran threatens critical global supply chains, with fears that ongoing disruption in the Strait of Hormuz could impact CO₂ supplies, food production and medical infrastructure. "The UK economy is now forecast to be hardest hit by the war than any other advanced country."

UK government officials are preparing for food and fuel shortages as the war on Iran threatens critical global supply chains, with fears that ongoing disruption in the Strait of Hormuz could impact CO₂ supplies, food production and medical infrastructure. "The UK economy is now forecast to be hardest hit by the war than any other advanced country."

Wide Awake Media

19,289 views • 4 months ago

When global economies face one transitory shock after another, whether it's supply chain disruptions, the war in Ukraine or the war in Iran, are central banks equipped to deal with them? Megan Greene joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss the compounding effects of all these shocks and why, for now, she remains squarely focused on the risks of higher inflation

When global economies face one transitory shock after another, whether it's supply chain disruptions, the war in Ukraine or the war in Iran, are central banks equipped to deal with them? Megan Greene joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss the compounding effects of all these shocks and why, for now, she remains squarely focused on the risks of higher inflation

Bloomberg

20,529 views • 3 months ago

In Sudan, queues stretch for hundreds of metres as motorists wait hours or even days for fuel, showing how a US-Israel war on Iran far beyond its borders is reshaping daily life. @AlMigdadHassan0 reports.

In Sudan, queues stretch for hundreds of metres as motorists wait hours or even days for fuel, showing how a US-Israel war on Iran far beyond its borders is reshaping daily life. @AlMigdadHassan0 reports.

Al Jazeera English

54,340 views • 4 months ago

American Dynamism made working with the government cool again: - Tech realizes defense matters - Companies like SpaceX and Anduril have proven startups can sell to the government - America has to build in the physical world to stay dominant David Ulevitch, Katherine Boyle, and Erik Torenberg join Marc Andreessen and Ben Horowitz to cover the origins of American Dynamism and where it's going, including Silicon Valley's roots in defense, the importance of American values winning globally, and how a special breed of founders is building for American Dynamism. 00:00 Intro 01:32 When Katherine Boyle coined “American Dynamism” 08:50 When emotional outrage replaced curiosity 14:14 “It’s Time to Build”: How COVID and The Social Network defined a decade 29:20 Space 2.0: Why you don’t need to build everything yourself 37:28 Attributable systems: Rethinking the economics of war 44:42 “The war won’t be about space, it will be in space” 46:33 Every country wants their own Silicon Valley 58:01 Winning by being more like us, not more like them 1:13:51 Why American Dynamism founders are different David Ulevitch 🇺🇸 Katherine Boyle Erik Torenberg Marc Andreessen 🇺🇸 benahorowitz.eth

American Dynamism made working with the government cool again: - Tech realizes defense matters - Companies like SpaceX and Anduril have proven startups can sell to the government - America has to build in the physical world to stay dominant David Ulevitch, Katherine Boyle, and Erik Torenberg join Marc Andreessen and Ben Horowitz to cover the origins of American Dynamism and where it's going, including Silicon Valley's roots in defense, the importance of American values winning globally, and how a special breed of founders is building for American Dynamism. 00:00 Intro 01:32 When Katherine Boyle coined “American Dynamism” 08:50 When emotional outrage replaced curiosity 14:14 “It’s Time to Build”: How COVID and The Social Network defined a decade 29:20 Space 2.0: Why you don’t need to build everything yourself 37:28 Attributable systems: Rethinking the economics of war 44:42 “The war won’t be about space, it will be in space” 46:33 Every country wants their own Silicon Valley 58:01 Winning by being more like us, not more like them 1:13:51 Why American Dynamism founders are different David Ulevitch 🇺🇸 Katherine Boyle Erik Torenberg Marc Andreessen 🇺🇸 benahorowitz.eth

a16z

313,884 views • 9 months ago

1/ NitroGen: NVIDIA's new image-to-action model! NitroGen, a vision-action foundation model for generalist gaming agents that is trained on 40,000 hours of gameplay videos across more than 1,000 games. Gaming is a significant factor in AI training. Google DeepMind trained AI early on Starcraft 2, and OpenAI on Dota 2. This new product from NVIDIA is therefore extremely important. Why it matters and how it works:

1/ NitroGen: NVIDIA's new image-to-action model! NitroGen, a vision-action foundation model for generalist gaming agents that is trained on 40,000 hours of gameplay videos across more than 1,000 games. Gaming is a significant factor in AI training. Google DeepMind trained AI early on Starcraft 2, and OpenAI on Dota 2. This new product from NVIDIA is therefore extremely important. Why it matters and how it works:

Chubby♨️

55,280 views • 8 months ago

Everyone knows that war in Iran is curbing the flow of oil around the world. But the commodity is also a crucial feedstock for petrochemicals, including the building blocks of a variety of plastics. On this episode of the Odd Lots podcast, Joe Weisenthal and Tracy Alloway discuss what a petrochemical supply chain disruption means for the future of plastics and packaging

Everyone knows that war in Iran is curbing the flow of oil around the world. But the commodity is also a crucial feedstock for petrochemicals, including the building blocks of a variety of plastics. On this episode of the Odd Lots podcast, Joe Weisenthal and Tracy Alloway discuss what a petrochemical supply chain disruption means for the future of plastics and packaging

Bloomberg

20,392 views • 5 months ago

EARLY DROP FOR A BIG EPISODE! 🚨 US Under Secretary of War Emil Michael joins to break down the two biggest topics: the Iran War and Anthropic vs the Pentagon -- War with Iran: The Bigger Picture -- USA's new approach to warfare -- Pentagon vs Anthropic: How it went down -- Valuing Anthropic after the Pentagon fallout -- State of the US defense tech market ++ MUCH more Under Secretary of War Emil Michael (0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's role in the conflict, relationship with the US, Iron Beam (37:24) Oil prices, Trump's maritime insurance play (41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk (1:02:03) How to value Anthropic after its supply chain risk designation (1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military

EARLY DROP FOR A BIG EPISODE! 🚨 US Under Secretary of War Emil Michael joins to break down the two biggest topics: the Iran War and Anthropic vs the Pentagon -- War with Iran: The Bigger Picture -- USA's new approach to warfare -- Pentagon vs Anthropic: How it went down -- Valuing Anthropic after the Pentagon fallout -- State of the US defense tech market ++ MUCH more Under Secretary of War Emil Michael (0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's role in the conflict, relationship with the US, Iron Beam (37:24) Oil prices, Trump's maritime insurance play (41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk (1:02:03) How to value Anthropic after its supply chain risk designation (1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military

The All-In Podcast

166,863 views • 5 months ago

Reporter: Could we get your reaction to Republicans talking about another reconciliation bill on funding for ICE, the Iran war, and elements of The Save Act? Jeffries: Republicans would rather unleash ICE brutality, and drop bombs by spending billions of dollars a day in the Middle East than actually making life more affordable for the American people.

Reporter: Could we get your reaction to Republicans talking about another reconciliation bill on funding for ICE, the Iran war, and elements of The Save Act? Jeffries: Republicans would rather unleash ICE brutality, and drop bombs by spending billions of dollars a day in the Middle East than actually making life more affordable for the American people.

Acyn

65,671 views • 5 months ago

Iran has launched a new attack on Bahrain against American interests. Many are wondering why Iran is not trying to raze Israel to the ground right away, but is persistently targeting Bahrain.The answer is quite simple - logistics. Bahrain is home to the US Fifth Fleet. It is the key logistics center of the US Navy for the entire Persian Gulf. The base organizes the supply of ships with fuel, ammunition, food, as well as maintenance and repairs.

Iran has launched a new attack on Bahrain against American interests. Many are wondering why Iran is not trying to raze Israel to the ground right away, but is persistently targeting Bahrain.The answer is quite simple - logistics. Bahrain is home to the US Fifth Fleet. It is the key logistics center of the US Navy for the entire Persian Gulf. The base organizes the supply of ships with fuel, ammunition, food, as well as maintenance and repairs.

𝕊𝕡𝕣𝕚𝕟𝕥𝕖𝕣 𝕻𝕣𝕖𝕤𝕤

245,856 views • 5 months ago

Trump says he waited 4 days for a document that would take less than 10 minutes to prepare. That's right - Iran is running the clock because they know time is on their side. Depletion of global fuel supplies is rapidly accelerating, and the US cannot make up for all of that supply. Full report:

Trump says he waited 4 days for a document that would take less than 10 minutes to prepare. That's right - Iran is running the clock because they know time is on their side. Depletion of global fuel supplies is rapidly accelerating, and the US cannot make up for all of that supply. Full report:

Chris Martenson

16,140 views • 3 months ago

Tour of the Great American State Fair: Approx a thousand people there on a Monday. Not bumpin’, not empty. Huge event space, hence why the crowd is so spread out (took me 4 min to walk 1/2 the space on the mall). Ferris wheel is the highlight. It’s HOT and getting HOTTER.

Tour of the Great American State Fair: Approx a thousand people there on a Monday. Not bumpin’, not empty. Huge event space, hence why the crowd is so spread out (took me 4 min to walk 1/2 the space on the mall). Ferris wheel is the highlight. It’s HOT and getting HOTTER.

Richie🎥McG🍿

123,861 views • 2 months ago

This is why Iran is targeting cargo ships during the war. A huge portion of the global supply chain depends on maritime shipping, and disrupting it can severely damage the world economy. History shows this clearly—during World War II, many countries were pushed to the brink when their supply chains were cut off. The impact isn’t limited to the countries directly involved in the conflict; it affects economies and people across the entire world.

This is why Iran is targeting cargo ships during the war. A huge portion of the global supply chain depends on maritime shipping, and disrupting it can severely damage the world economy. History shows this clearly—during World War II, many countries were pushed to the brink when their supply chains were cut off. The impact isn’t limited to the countries directly involved in the conflict; it affects economies and people across the entire world.

Megh Updates 🚨™

29,776 views • 5 months ago

Read this carefully. In the Oval Office on Thursday, the President of the United States was asked how much longer the war with Iran would last. This is what he said. "During the war we have the highest stock market. During, you know, a war. It's not a big war for us, but it's a war." It is not a big war for us. For the families of the American sailors deployed to the Strait of Hormuz, including those injured, and those who lost their lives, it is a big war. For American truckers, retirees, and families paying $4 and 17 cents a gallon at the pump, it is a big war.

Read this carefully. In the Oval Office on Thursday, the President of the United States was asked how much longer the war with Iran would last. This is what he said. "During the war we have the highest stock market. During, you know, a war. It's not a big war for us, but it's a war." It is not a big war for us. For the families of the American sailors deployed to the Strait of Hormuz, including those injured, and those who lost their lives, it is a big war. For American truckers, retirees, and families paying $4 and 17 cents a gallon at the pump, it is a big war.

Brian Allen

94,992 views • 4 months ago

Trump's strikes in Iran represents the end of a 47 year war that cost the lives of more than 1,000 American troops and civilians. Democrats knows this, which is why their only talking point is the War Powers Act, which they ignored for decades. I went on Al Aribya to explain:

Trump's strikes in Iran represents the end of a 47 year war that cost the lives of more than 1,000 American troops and civilians. Democrats knows this, which is why their only talking point is the War Powers Act, which they ignored for decades. I went on Al Aribya to explain:

Shabbos Kestenbaum

11,426 views • 5 months ago

This is the video that changed my life. 4 years ago — while cleaning up trash on the streets of San Francisco — I questioned why democrats choose illegal aliens over American citizens. Thank you for making this go viral.

This is the video that changed my life. 4 years ago — while cleaning up trash on the streets of San Francisco — I questioned why democrats choose illegal aliens over American citizens. Thank you for making this go viral.

ThePersistence

2,515,695 views • 2 years ago

🚨NEW EPISODE OF GOING UNDERGROUND⚡️ WAR ON IRAN: Washington’s Systemic Breakdown and Strategic FAILURE- James (Jim) Webb How has the US severely damaged its own hegemony and power with the disastrous war on Iran? Have we passed the peak of the Israel lobby's power as the American people increasingly see the war on Iran as a war for Israel? Why is time almost up for the pro-war political establishment of both the Democratic and Republican parties? All this and more with Jim Webb, USMC Veteran and former Senior Foreign Policy Advisor to RFK Jr.

🚨NEW EPISODE OF GOING UNDERGROUND⚡️ WAR ON IRAN: Washington’s Systemic Breakdown and Strategic FAILURE- James (Jim) Webb How has the US severely damaged its own hegemony and power with the disastrous war on Iran? Have we passed the peak of the Israel lobby's power as the American people increasingly see the war on Iran as a war for Israel? Why is time almost up for the pro-war political establishment of both the Democratic and Republican parties? All this and more with Jim Webb, USMC Veteran and former Senior Foreign Policy Advisor to RFK Jr.

Going Underground

120,755 views • 4 months ago

Most sodium reactors are "fast spectrum", meaning they have no moderator. Aalo reactors are "thermal spectrum", and we use graphite as the moderator. Why? Because using a moderator allows us to leverage the existing fuel supply chain, of low enrichment (5-10%) UO2. Our target market is data centers, so the only fuel choice that could scale fast enough to meet that level of demand was the off-the-shelf fuel used by all the water based reactors around the world today. Here's a quick video showing the graphite being loaded into our nuclear reactor, on pace for criticality by July 4th as per the executive orders!

Most sodium reactors are "fast spectrum", meaning they have no moderator. Aalo reactors are "thermal spectrum", and we use graphite as the moderator. Why? Because using a moderator allows us to leverage the existing fuel supply chain, of low enrichment (5-10%) UO2. Our target market is data centers, so the only fuel choice that could scale fast enough to meet that level of demand was the off-the-shelf fuel used by all the water based reactors around the world today. Here's a quick video showing the graphite being loaded into our nuclear reactor, on pace for criticality by July 4th as per the executive orders!

Matt Loszak | Aalo Atomics

10,646 views • 3 months ago

Former Pentagon official Dan Caldwell explains what would happen if Ted Cruz gets his way in Iran. (0:00) Introduction (0:47) What Would Happen if the US Strikes Iran? (9:23) American Troops in Iraq and Syria (19:12) Did US Policy Makers Intentionally Put American Troops at Risk? (21:49) How the War Could Escalate (25:16) What Are the Casualties in Israel? (29:39) How American Intervention Would Change Everything (34:27) Will Russia or China Get Involved? (42:43) Why Does Ted Cruz Think Iran Is Going to Nuke Los Angeles? (50:41) Are We Seeing the Fall of the Neocons? (54:54) Is It Possible to Shut Down a Nuclear Program With an Air Campaign? (59:54) Why a War With Iran Would Make It Impossible to Continue Supporting Ukraine (1:02:23) Does the American Military Have a Supply Problem? (1:09:10) The Current Public Opinion of Israel (1:16:01) Why Do Western Leaders Want the Ukraine War to Continue? (1:27:27) Is the US Capable of Ending the War in Iran? (1:30:21) The War Machine’s Attacks on Anti-War Voices Includes Paid Partnerships.

Former Pentagon official Dan Caldwell explains what would happen if Ted Cruz gets his way in Iran. (0:00) Introduction (0:47) What Would Happen if the US Strikes Iran? (9:23) American Troops in Iraq and Syria (19:12) Did US Policy Makers Intentionally Put American Troops at Risk? (21:49) How the War Could Escalate (25:16) What Are the Casualties in Israel? (29:39) How American Intervention Would Change Everything (34:27) Will Russia or China Get Involved? (42:43) Why Does Ted Cruz Think Iran Is Going to Nuke Los Angeles? (50:41) Are We Seeing the Fall of the Neocons? (54:54) Is It Possible to Shut Down a Nuclear Program With an Air Campaign? (59:54) Why a War With Iran Would Make It Impossible to Continue Supporting Ukraine (1:02:23) Does the American Military Have a Supply Problem? (1:09:10) The Current Public Opinion of Israel (1:16:01) Why Do Western Leaders Want the Ukraine War to Continue? (1:27:27) Is the US Capable of Ending the War in Iran? (1:30:21) The War Machine’s Attacks on Anti-War Voices Includes Paid Partnerships.

Tucker Carlson

5,559,664 views • 1 year ago

🇮🇷 Iran didn't mean to become the world's greatest advocate for nuclear energy. But here we are. Iran is mining the Strait of Hormuz, choking off 20% of the world's daily oil supply. And it's not just fuel. Oil is plastics, fertilizer, aviation. The entire global supply chain runs on it. Nuclear emits 12 grams of CO2 per kilowatt hour. It doesn't need shipping lanes and can't be blockaded overnight. Germany scrapped its reactors anyway. France kept its and is building more. The 21st century will be won by countries that aren't grinding to a halt every time a regime decides to hold their energy supply hostage. Source: Al Jazeera

🇮🇷 Iran didn't mean to become the world's greatest advocate for nuclear energy. But here we are. Iran is mining the Strait of Hormuz, choking off 20% of the world's daily oil supply. And it's not just fuel. Oil is plastics, fertilizer, aviation. The entire global supply chain runs on it. Nuclear emits 12 grams of CO2 per kilowatt hour. It doesn't need shipping lanes and can't be blockaded overnight. Germany scrapped its reactors anyway. France kept its and is building more. The 21st century will be won by countries that aren't grinding to a halt every time a regime decides to hold their energy supply hostage. Source: Al Jazeera

Mario Nawfal

126,029 views • 5 months ago