This is a crossover episode with Alf Beckinsale, an Oxford University student who hosts the Seeking Truth From Facts podcast. The main topics are the US-Iran conflict, geopolitics, and US-China AI competition.
Chapter Markers:
(00:00) - Introduction
(02:33) - No Off Ramp in Gulf
(04:11) - Missile Stockpile Crisis
(06:46) - Oil Shock and Reserves
(14:07) - Israel Stays Out
(29:34) - China Frontier AI Surge
(43:25) - World War and Nukes
Audio-only version and transcript:
These are great. Hope you and Alf keep doing them!
I only wish I had something to say.