Best Podcast Episodes About DST Global
Everything podcasters are saying about DST Global — curated from top podcasts
Updated: Apr 27, 2026 – 32 episodes
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Ridealong has curated the best and most interesting podcasts and clips about DST Global.
Top Podcast Clips About DST Global
“… from the Strait of Hormuz is affecting not just the United States, it's slightly affecting the United States. It's affecting the whole world and all global markets right now. It's like a United States steezes and the whole world becomes sick. Our prices at the pump up 30%, which I think is causing unhappiness, but it's not causing a pause on the economy. Yeah, Noah Smith had a take on this, that this is not good for a global perception of America, right? It's kind of, well, what's America doing? They're a force for chaos. They didn't really have a plan here. They're just a bully who smashes things …”
“… saying that they're considering grounding flights In Australia they are considering rationing fuel throughout the country So there was news that over 500 gas stations in Australia have now run out of fuel So this oil shortage challenge coming from the Strait of Hormuz is affecting not just the United States, it's slightly affecting the United States. It's affecting the whole world and all global markets right now. It's like a United States steezes and the whole world becomes sick. Our prices at the pump up 30%, which I think is causing unhappiness, but it's not causing a pause on the economy. Yeah, Noah Smith had a take on this, that this is not good for a global perception of America, right? It's kind of, well, what's America doing? They're a force for chaos. They didn't really have a plan here. They're just a bully who smashes things and the rest of the world has to deal with the consequences. So there's that too. So I guess oil and energy is a limiting factor for Trump. But I want to zoom in on what you were talking about with respect to bonds and make sure we understand that. So you said 10-year yields are up. And indeed they are. The 10-year yield note has passed 45 basis …”
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Ridealong summary
The US's attempt to control the Strait of Hormuz is likely to cause economic turmoil and damage America's global reputation as a stabilizing force.
The US's attempt to control the Strait of Hormuz could lead to a market bloodbath and unsustainable bond yields, highlighting America's chaotic global influence.
“… about your episode, trying to make sure that I have every I dotted, every T crossed and perfect for this episode. We met about a month ago at your Global AI Frontier Lab at NYU. You were launching, it was the launch of your advisory committee that day, I think. Yes, it was. So I'm co-directing this new lab called the Global AI Frontier Lab that was created by the funding from Korean government together with the New York University. And then this lab is there to provide a platform for the international collaboration, in particular between the Korean researchers and researchers in NYU as well as …”
“… Cho, welcome to the Super Data Science Podcast. It's an honor to have you on the show. How are you doing today? Well, doing well. Thanks for the invitation. I'm very excited to be here. Of course. Yeah, you're a big deal. I've been unusually excited about your episode, trying to make sure that I have every I dotted, every T crossed and perfect for this episode. We met about a month ago at your Global AI Frontier Lab at NYU. You were launching, it was the launch of your advisory committee that day, I think. Yes, it was. So I'm co-directing this new lab called the Global AI Frontier Lab that was created by the funding from Korean government together with the New York University. And then this lab is there to provide a platform for the international collaboration, in particular between the Korean researchers and researchers in NYU as well as in New York City. And I'm co-directing it together with Yan Le Kun now. And then, of course, we need to get a lot of, let's say, advices as well as feedback from the worldwide experts. And we decided to create this advisory council that consists of about six to seven people, including the William Falcon, who was a previous guest here at this Data …”
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William Falcon transitioned from being a PhD student to co-founding Lightning AI, now boasting over $500 million in annual recurring revenue. Professor Kyung Young Cho encouraged him to focus on his entrepreneurial dreams, allowing him to leave academia temporarily. This decision has proven to be a remarkable success story in the AI industry.
“… enormous amounts of munitions on Iran. Iran has its own military but it a much weaker power But again it doesn take that much to throw the entire global energy market into chaos And that what they doing So they not just hitting neighbors although the neighbors are being harmed Iraq some other countries if you run out of places to store the daily production of oil that you have and you can't get it into market and put it on a ship to sell it somewhere, you have to shut in production. You just have to stop producing. And we've seen about seven, eight, nine million barrels a day of oil globally …”
“The point about the asymmetric nature of this is really quite striking. Of course, you have very powerful militaries like the United States and even Israel dropping enormous amounts of munitions on Iran. Iran has its own military but it a much weaker power But again it doesn take that much to throw the entire global energy market into chaos And that what they doing So they not just hitting neighbors although the neighbors are being harmed Iraq some other countries if you run out of places to store the daily production of oil that you have and you can't get it into market and put it on a ship to sell it somewhere, you have to shut in production. You just have to stop producing. And we've seen about seven, eight, nine million barrels a day of oil globally just shut in where people say we're going to stop producing. So that hurts those countries. But we are in a global oil market. If there's a disruption halfway around the world, you take one, two, 10 million barrels off, the global price of oil goes up. And as we are seeing in the United States, for everyone listening who goes to fill up at the pump, …”
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Ridealong summary
The conflict with Iran is causing a global oil crisis due to the disruption of energy markets, and the US appears unprepared for the long-term implications.
The conflict with Iran is causing global energy chaos, and the U.S. was unprepared for the severe impact on oil markets.
The global energy market is highly vulnerable to Iran's actions, and the US military response may not have been adequately planned, risking severe economic repercussions.
The US-Iran conflict is causing global energy chaos, with Iran's actions severely impacting oil markets and exposing the US's lack of preparedness.
“Now, one thing that the world of private maritime security shows us is that neoliberal globalism is willing to look the other way a great deal and allow a great deal of violence on behalf of corporations, not on behalf of the state. When people are getting engaged by these vessels, it is to protect property. Granted, sometimes it is also to protect life. These pirates have killed people and kidnapped people and such But the state has been willing to cede its monopoly on violence at the high seas because it couldn find a good solution to …”
“Now, one thing that the world of private maritime security shows us is that neoliberal globalism is willing to look the other way a great deal and allow a great deal of violence on behalf of corporations, not on behalf of the state. When people are getting engaged by these vessels, it is to protect property. Granted, sometimes it is also to protect life. These pirates have killed people and kidnapped people and such But the state has been willing to cede its monopoly on violence at the high seas because it couldn find a good solution to this and it been willing to overlook a lot of loss of life and i just don see a way that this doesn't lead to more loss of life and that is probably what we have to look forward to it may have already begun happening in the strait of homoose between when we record this and when you hear it but it is deeply concerning and pretty shit given that …”
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The world of private maritime security reveals a troubling truth: neoliberal globalism allows violence on behalf of corporations while states cede their monopoly on violence at sea. As tensions rise in the Strait of Hormuz, the implications for global trade become dire, threatening lives and the environment. This segment highlights the historical context of piracy and the current challenges faced by maritime contractors amidst escalating conflicts.
“… also just to show you where's the priorities. The secretary of the treasury is out here defending, quote, U.S. dollar swap lines as Iran War Harms Global Finances. Basically, this is a fancy way of saying that the U.S. will participate in a bailout of the Persian Gulf during the Iran War. He said, current countries about U.S. dollar swap lines are part of an ongoing routine conversation that Treasury has been having with our partners over a number of years. Had previously said many allies in the Gulf seek the same backstop as it wreaks havoc on oil-rich nations' economies. It's, again, a very, …”
“… powerful force of the 2024 election which turned so much on inflation and the comparison between the Biden years and the initial Trump years. I mean, you cannot underestimate that as a political force going forward. Let's put C5 up there on the screen also just to show you where's the priorities. The secretary of the treasury is out here defending, quote, U.S. dollar swap lines as Iran War Harms Global Finances. Basically, this is a fancy way of saying that the U.S. will participate in a bailout of the Persian Gulf during the Iran War. He said, current countries about U.S. dollar swap lines are part of an ongoing routine conversation that Treasury has been having with our partners over a number of years. Had previously said many allies in the Gulf seek the same backstop as it wreaks havoc on oil-rich nations' economies. It's, again, a very, very fancy, fancy way of saying that we're going to bail out the UAE as a result of the war. And look, I mean, I'm not a fan of the UAE. I just talked about it and all that. I do kind of get it. They're like, you ruined our economy. You have to help us. Same with many of these other Gulf countries. But just think about the headlines. They're bailing …”
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Ridealong summary
The U.S. is poised to bail out Gulf nations like the UAE due to economic turmoil caused by the ongoing Iran War. This strategy highlights a complex relationship where the U.S. seeks to stabilize international finances while grappling with domestic inflation and economic disparity. The implications of this financial maneuvering extend far beyond oil prices, affecting the average American's experience in the economy.
“… oil over $100 for any kind of sustained period of time is a real bad situation where it can have an impact on the treasury market and, you know, global recession becomes very, very likely. Is that the most important thing to watch right now? Well, oil is at $100 today. So is it? Yes. So oil opened up tonight at around 100. It was near 100 and Brent was, Brent and WTI have both been near 100. Now they're both above 100 as of tonight. So instead of thinking, well, if oil goes above 100, what will break? The price is telling you. So you look at oil today at 100 and you look at the treasury …”
“… oil will do and then volatility and then the rest of the markets from there. So what are you watching most closely now. I did a show with Luke Grohman recently, and he was talking about the price of oil being a very key signal and was basically saying oil over $100 for any kind of sustained period of time is a real bad situation where it can have an impact on the treasury market and, you know, global recession becomes very, very likely. Is that the most important thing to watch right now? Well, oil is at $100 today. So is it? Yes. So oil opened up tonight at around 100. It was near 100 and Brent was, Brent and WTI have both been near 100. Now they're both above 100 as of tonight. So instead of thinking, well, if oil goes above 100, what will break? The price is telling you. So you look at oil today at 100 and you look at the treasury market, four and a quarter at on tens more more or less stocks starting to break down so four and a quarter what give me some context where was it say two weeks ago before this war yeah uh 10-year yields have flirted with below four a little bit earlier this year and they've been basically in the four to four and a quarter range for several months and so …”
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Ridealong summary
Oil prices hitting $100 could signal a looming global recession. As volatility shakes the markets, experts stress that rising oil prices are influencing stock performance negatively, indicating a potential economic downturn. The current macro landscape demands a reassessment of prior economic assumptions.
“… dropped as software stocks took yet another dive. More on that later. Okay, what else is happening? The Strait of Hormuz, which carries a fifth of global energy exports, has now been effectively closed for 25 days, and the ripple effects are being felt across the globe. Fertilizer prices are up 25% since the war began, gas is up 30%, diesel is up 40%. Meanwhile, shipping disruptions are raising global freight costs and extending delivery times. War risk insurance premiums for vessels have increased by about 50% and oil tanker shipping costs have exploded by as much as 200%. So here to break down …”
“on negotiations with Iran. Meanwhile, the Trump administration deployed more troops to the Middle East and oil resumed its climb. And finally, the Nasdaq dropped as software stocks took yet another dive. More on that later. Okay, what else is happening? The Strait of Hormuz, which carries a fifth of global energy exports, has now been effectively closed for 25 days, and the ripple effects are being felt across the globe. Fertilizer prices are up 25% since the war began, gas is up 30%, diesel is up 40%. Meanwhile, shipping disruptions are raising global freight costs and extending delivery times. War risk insurance premiums for vessels have increased by about 50% and oil tanker shipping costs have exploded by as much as 200%. So here to break down what all of this means for global supply chains, we're joined by Ryan Peterson, CEO of Flexport, one of the world's leading freight and logistics platforms. Ryan, I always love having you on whenever something is happening with supply chains because you're one of the few people who is actually in this business and you're seeing what is happening …”
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Ridealong summary
Oil prices are skyrocketing as the Strait of Hormuz remains closed, threatening to disrupt global supply chains like never before. With shipping costs surging and delivery times extending, experts warn that the ripple effects could lead to a significant economic crisis. This situation is exacerbated by ongoing conflicts in the region, making it critical for businesses to adapt quickly.
Ridealong summary
The debate on whether America should intervene in global conflicts intensifies as voices question why the U.S. supports some nations over others. With Christians facing persecution in Iran and Nigeria, the discussion highlights the complexities of intervention and the role of the U.S. as a global 'policeman.' Ultimately, the conversation challenges listeners to consider who else could take on this responsibility if not America.
“… illegal war that we started, not the illegal war that we started on space, but the way Iran is responding to it. That's problematic. Yeah, this is a global catastrophe now, so much so. Like I said, Trump is now demanding ground troops that he doesn't have. OK, we don't have the men for this because we don't have a desire for this. The desire has to be with the men, like the desire first, the men will follow. and we told him this. We were honest. The reason we elected you was because he wanted peace. We wanted an end to never-ending Middle Eastern conflict. He decided not to listen. There is no …”
“… if, you know, look, if our actions didn't have any consequences, like everything will be fine. Like everything would be fine if we didn't start all this, all of this drama. So that's what you need to realize is the issue is Iran responding to the illegal war that we started, not the illegal war that we started on space, but the way Iran is responding to it. That's problematic. Yeah, this is a global catastrophe now, so much so. Like I said, Trump is now demanding ground troops that he doesn't have. OK, we don't have the men for this because we don't have a desire for this. The desire has to be with the men, like the desire first, the men will follow. and we told him this. We were honest. The reason we elected you was because he wanted peace. We wanted an end to never-ending Middle Eastern conflict. He decided not to listen. There is no appetite for this war anywhere. So Trump is now reduced to going around and asking or demanding other countries to get involved. And here is how the world is responding. And the reason they're responding is because of that choke point. Okay, that choke point in the Middle East. They're like, we're going to need that actually. Germany, here, we'll just …”
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Trump's push for ground troops in the Middle East faces widespread global backlash, as countries refuse to engage in a conflict they deem illegal. This situation stems from Trump's failure to heed the desires of his base, who wanted peace, not perpetual war. As nations like Germany, Australia, and Italy voice their opposition, the future of U.S. foreign policy hangs in the balance.
“… And that could also cause all sorts of problems unless we're willing to do that. The fact that, you know, this very important choke point in the global economy is being squeezed is also bad for the United States. It was part of this broader mentality where I think the the American right and the Trumpians got too high on their own supply. Yes, the U.S. is blessed in many, many ways. We have we became the world's largest energy exporter in the world. We have these two oceans, you know, protecting us from any kind of immediately enemy or anything like that. So there's there's these natural …”
“… of the world, prices rise everywhere else. And just in general, that you gum up the whole economy when you do that. So unless you're willing to impose domestic for the US, export controls, right, where we don't we don't we keep our oil for ourselves. And that could also cause all sorts of problems unless we're willing to do that. The fact that, you know, this very important choke point in the global economy is being squeezed is also bad for the United States. It was part of this broader mentality where I think the the American right and the Trumpians got too high on their own supply. Yes, the U.S. is blessed in many, many ways. We have we became the world's largest energy exporter in the world. We have these two oceans, you know, protecting us from any kind of immediately enemy or anything like that. So there's there's these natural advantages, this natural bounty that the United States has, And all Americans should be grateful for it. But there are limits, right? We might want to de-globalize. And I've never been a fan of the kind of globalization that revealed its limits during COVID, where I suddenly realized that supply chains were way too far flung. And at the imposition of the …”
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The ongoing oil crisis reveals the interconnectedness of the global economy, challenging the belief that the U.S. can remain insulated from international supply issues. As President Trump's comments suggest a misunderstanding of oil's fungibility, the reality is that disruptions in the Persian Gulf will impact prices everywhere, including the U.S. This situation highlights the dangers of a 'beggar thy neighbor' mentality in a globalized world.
“… a decade to recover. And the truth is the world's energy picture is probably changed forever. This single facility produced roughly 20 percent of global LNG supply and as of 2011 had taken 70 billion dollars to build. What makes this even worse is that Iran's strike on this was retaliation after Israel attacked their South Park's gas field, which draws from the same natural gas reservoir, which is the world's largest reservoir by far. It's about the size of Qatar itself. Heck on the list of the 25 largest natural gas fields this single reservoir holds roughly 40 of their combined recoverable …”
“… news, but if infrastructure like this, and he's talking about the Qatari facility specifically, gets blown up, as of this moment, it will take at least a decade to recover from this war already. He's saying with what's already been done, it will take a decade to recover. And the truth is the world's energy picture is probably changed forever. This single facility produced roughly 20 percent of global LNG supply and as of 2011 had taken 70 billion dollars to build. What makes this even worse is that Iran's strike on this was retaliation after Israel attacked their South Park's gas field, which draws from the same natural gas reservoir, which is the world's largest reservoir by far. It's about the size of Qatar itself. Heck on the list of the 25 largest natural gas fields this single reservoir holds roughly 40 of their combined recoverable reserves It is nearly six times bigger than the second biggest field in the world Unlike many of the others on the list it only at 10 percent depletion meaning 90 percent of the gas is still there which means that”
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The global energy crisis triggered by the Iran conflict is severe, with long-term repercussions that could take a decade to recover from, fundamentally altering the world's energy landscape.
“… and there's also support from the government. So it's phenomenal. Yeah, exactly. Yeah. What countries are you not working in? You guys have extreme global reach. We're not working in China. China is the only country that I think we probably won't be in maybe ever, but certainly anytime soon. Sometimes people say that's because we do defense work. That's part of it. Sometimes they say, well, you know, IP restrictions, that's part of it. But yeah, all of that combined equals we don't have, you know, we don't have a presence in China. But everywhere else we do. And most of the areas of the world, we …”
“… And so they will produce this. This is being commercialized in the next year, which is super exciting. and Japan's an awesome market for self-driving trucks because a very aging population. Yeah. And there's a big need for this. So it's sort of the, and there's also support from the government. So it's phenomenal. Yeah, exactly. Yeah. What countries are you not working in? You guys have extreme global reach. We're not working in China. China is the only country that I think we probably won't be in maybe ever, but certainly anytime soon. Sometimes people say that's because we do defense work. That's part of it. Sometimes they say, well, you know, IP restrictions, that's part of it. But yeah, all of that combined equals we don't have, you know, we don't have a presence in China. But everywhere else we do. And most of the areas of the world, we already have some presence. Our most recent kind of expansion has been Australia. We opened also in India and UK offices last year, about 18 sites globally. I think as we kind of look at the future, you know, Australia could be one of those, you know, countries where we're doing driverless trucks and we're doing a bunch of different, you know, …”
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Japan is rapidly adopting driverless trucks due to its aging population and government support, making it a prime market for automation. Applied Intuition is at the forefront of this revolution, with plans to expand globally, including into Australia and Latin America. Their unique approach to hiring local talent has been key to their success in this challenging market.
“… governments will hold it. Like, I would not want to take the other side of the debate that Bitcoin will play an increasingly relevant role in the global economy. So that's like an that's a settled question to me. The only question is. Do we want to sort of dominate that process? Do we want to set up America to be the greatest beneficiary of that shift? like if America had just rejected the technology companies of the 90s, do you really think that we would have never had eBay or Amazon or Apple or Google? If we'd said, you know what, we think pets.com is a scam, the dot-com bubble, it's all …”
“… Like I think that is with some, you know, acknowledgement of, you know, sort of low probability risks, like things are generally safe bet to make that in 10 years, Bitcoin will be a lot more valuable. More and more people will use it. More and more governments will hold it. Like, I would not want to take the other side of the debate that Bitcoin will play an increasingly relevant role in the global economy. So that's like an that's a settled question to me. The only question is. Do we want to sort of dominate that process? Do we want to set up America to be the greatest beneficiary of that shift? like if America had just rejected the technology companies of the 90s, do you really think that we would have never had eBay or Amazon or Apple or Google? If we'd said, you know what, we think pets.com is a scam, the dot-com bubble, it's all fraud. Let's just get rid of this stuff. Let's not pass policies to promote the growth of these companies here, do we really think that the only people that could have invented these technologies are just Americans on the West Coast? No. Those companies would have been built. They just would have been built somewhere else.”
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Bitcoin is poised to become a cornerstone of the global economy, with its value expected to rise significantly in the next decade. As geopolitical risks grow, Bitcoin offers a unique safe haven compared to traditional assets like real estate. The real question is whether the U.S. will lead this transformation or fall behind as other nations embrace the technology.
“… to me reminds us that what's happening here, this war that is very much becoming a war with a capital W, is not Trump's childhood wars. We are in a globalized world where he is not going to be able to remove himself from the blowback if American companies are indeed attacked. This is very different than military. This is an impact that I think would be very hard to escape from beyond the fact that it's horrible. It's sad. These are people's lives. Yeah. I mean, we reached out to every company on the list. It turns out that they don't largely want to comment on their feelings about this or what …”
“… of this where, you know, calling on employees of these tech firms in the region to distance themselves from workplaces, for residents living near offices of these companies to move away to a safe place, this is a very serious warning. And so much to me reminds us that what's happening here, this war that is very much becoming a war with a capital W, is not Trump's childhood wars. We are in a globalized world where he is not going to be able to remove himself from the blowback if American companies are indeed attacked. This is very different than military. This is an impact that I think would be very hard to escape from beyond the fact that it's horrible. It's sad. These are people's lives. Yeah. I mean, we reached out to every company on the list. It turns out that they don't largely want to comment on their feelings about this or what they're doing. I actually was kind of surprised. I was like, I don't know, you're on a target list and you don't want to say anything. No, they don't want to share what their plans are. They don't want to say if they've moved out employees. No, but they don't even want to say if they're taking it seriously, because if they're taking it seriously, …”
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Iran has issued a chilling warning to major U.S. tech companies, including Apple and Google, declaring they will begin targeting them by April 1st. This escalation raises critical questions about the safety of employees and the implications for investments in the region, as tech giants remain largely silent on their response to this threat.
“… the energy crisis being a part of that. But what are the things that you're looking at there that concern you? One is, I mean, 15 to 20 percent of global energy production is just offline or at least can't get to where it has to go and then starts going offline. Some of it's damaged. It's not clear when it's going to reopen. Peace talks could break out a week from now. And then after some further weeks, we start getting things coming back online. So either way, it's going to take bare minimum weeks to get flows. But I mean, that could take months or longer. And there's no kind of viable …”
“… frightening in that sense. That makes sense. I think when we're on stage yesterday, we were talking about the things that do frighten you. And you said when it gets to the issues, it's like straight up humus is number one, two and three. So obviously the energy crisis being a part of that. But what are the things that you're looking at there that concern you? One is, I mean, 15 to 20 percent of global energy production is just offline or at least can't get to where it has to go and then starts going offline. Some of it's damaged. It's not clear when it's going to reopen. Peace talks could break out a week from now. And then after some further weeks, we start getting things coming back online. So either way, it's going to take bare minimum weeks to get flows. But I mean, that could take months or longer. And there's no kind of viable alternatives to get that energy out. And really, energy shortages or food shortages are about the worst case scenario for any economy. And they often even go together because it's not just oil and gas going through the strait. It's also fertilizer inputs. So I mean, natural gas is a major fertilizer input. There's also other urea, sulfur, helium. There are …”
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Ridealong summary
The energy crisis is reaching catastrophic levels, with 15-20% of global energy production offline and no viable alternatives in sight. This disruption threatens not just oil supply but also food production and essential goods, leading to severe economic implications, especially for poorer countries facing energy shortages. As Egypt and other nations prepare for rolling blackouts, the situation could escalate into a global crisis.
“… beyond borders, beyond governments, beyond regulation, that's what makes this so compelling to me. It kind of cuts across humanity and just makes a global competition for capitalism. And if the people who lose are people in the West who are coddled, overpaid, lazy, whatever, and the people who win are the ones who are the biggest hustlers who will do it for the right price. But if you don't offer a decent price, people don't participate. So you have that backstop, right? So before anybody gets their hands wringing too hard here and they rip the skin off their knuckles, the guys in Vietnam doing …”
“… 50 years. We're in no rush here. If it takes a week or a month or a day, it doesn't matter versus an hour, a minute or two hours. So here we are, folks. This is capitalism at its finest. And if you ever dreamed of one human race working on projects beyond borders, beyond governments, beyond regulation, that's what makes this so compelling to me. It kind of cuts across humanity and just makes a global competition for capitalism. And if the people who lose are people in the West who are coddled, overpaid, lazy, whatever, and the people who win are the ones who are the biggest hustlers who will do it for the right price. But if you don't offer a decent price, people don't participate. So you have that backstop, right? So before anybody gets their hands wringing too hard here and they rip the skin off their knuckles, the guys in Vietnam doing this four-person team,”
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In the world of crypto, the winners are those who offer the best price and service, while the losers are often those who can't compete. Validators check the quality of services, driving a global competition that transcends borders and regulations. This dynamic highlights a stark contrast between overpaid workers in the West and hustlers from developing countries who thrive in this new landscape.
“… fertilizer, which everybody will suffer from. If we lost 20% of the world's fertilizer, we'd lose roughly 20% of the world's food. And it caused a global famine. We've never had this experience before. We've had localized famines. Countries like India have had famines in parts of Africa and so on. But if this is not available, the globe has a famine. And what's the last tanker you've got down there? There's one more on the floor. Oh, my God. Okay.”
“… sulfuric acid as well as part of these production processes 20 of the world fertilizer helium sulfuric acid all pass through that straight And if you take them away, then you can't make microchips, which is what Korea is suffering from. You can't make fertilizer, which everybody will suffer from. If we lost 20% of the world's fertilizer, we'd lose roughly 20% of the world's food. And it caused a global famine. We've never had this experience before. We've had localized famines. Countries like India have had famines in parts of Africa and so on. But if this is not available, the globe has a famine. And what's the last tanker you've got down there? There's one more on the floor. Oh, my God. Okay.”
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If we lose just 20% of the world's fertilizer, we could face a global famine, affecting billions. Fertilizer, crucial for growing crops, relies heavily on petroleum and nitrogen from specific regions. This vulnerability means that geopolitical tensions could directly impact food availability worldwide.
“… of the K the potassium the potash But the N in fertilizer is nitrogen. And that is about 60% of what goes into the ground. That's 60% to 65% of global fertilizer is the nitrogen. That's what really drives agricultural productivity. And we need nitrogen fertilizer to grow crops everywhere on Earth that we're growing crops to feed people at scale. That nitrogen is primarily made where natural gas is produced and processed. And the reason is that they use the natural gas as an input to the production process. They get the carbon, the hydrogen, the oxygen, and then they compress. Remember, 70% of …”
“… now, do you have concerns this time around that we could see something similar Fertilizer is made up of three elements There different fertilizers The one element is N for nitrogen P for phosphorus and K for potassium Ukraine is the largest producer of the K the potassium the potash But the N in fertilizer is nitrogen. And that is about 60% of what goes into the ground. That's 60% to 65% of global fertilizer is the nitrogen. That's what really drives agricultural productivity. And we need nitrogen fertilizer to grow crops everywhere on Earth that we're growing crops to feed people at scale. That nitrogen is primarily made where natural gas is produced and processed. And the reason is that they use the natural gas as an input to the production process. They get the carbon, the hydrogen, the oxygen, and then they compress. Remember, 70% of our atmosphere is made up of nitrogen gas. So they compress the nitrogen in the air to 200 times atmospheric pressure, run it over an electrical current with a metal catalyst, and you break apart the N2s. You have just single nitrogen atoms, and then you combine it back, and you end up getting ammonia out of the other end. That's why nitrogen …”
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Ridealong summary
The ongoing fertilizer supply crisis could lead to severe food shortages, reminiscent of early concerns during the Ukraine war. With Ukraine being a major potassium producer and nitrogen fertilizer reliant on natural gas, disruptions in these supplies are causing prices to spike and threatening agricultural productivity worldwide.
“… it was actually a telecom crash. It was a bandwidth crash. The thing that actually crashed that wiped out all the money was the telecom companies. Global crossing. I'm from Singapore and they laid so much cable over our oceans. Actually, it was a scaling law in the dot-com era. And it was literally the U.S. Commerce Department put out a report in 1996. And they said internet traffic was doubling every quarter. And actually, in 1995 and 1996, internet traffic actually did double every quarter. And so that became the scaling law. And so what all these telecom entrepreneurs did was they went out …”
“… by saying, so I lived through the dot-com crash and I can tell you stories for hours about the dot-com crash and it was horrible. No, it was awful. It was, it was, it was apocalyptic. By the way, a lot of the dot-com crash was actually, at the time it was actually a telecom crash. It was a bandwidth crash. The thing that actually crashed that wiped out all the money was the telecom companies. Global crossing. I'm from Singapore and they laid so much cable over our oceans. Actually, it was a scaling law in the dot-com era. And it was literally the U.S. Commerce Department put out a report in 1996. And they said internet traffic was doubling every quarter. And actually, in 1995 and 1996, internet traffic actually did double every quarter. And so that became the scaling law. And so what all these telecom entrepreneurs did was they went out and they raised money to build fiber, anticipating that the demand for bandwidth is going to keep doubling every quarter. Doubling every quarter, though, is like grains of chess on the chessboard. At some point, the numbers become extremely large. Right. And, and, and it really, and really what happened was the internet, the internet, by the way, …”
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Ridealong summary
The dot-com crash was triggered by over-optimistic bandwidth expectations, leading to a $2 trillion loss. Telecom companies overbuilt fiber infrastructure based on the assumption that internet traffic would double every quarter, but reality fell short. This cautionary tale warns that similar overbuild scenarios could happen again in today's tech landscape.
“… to be able to do that. both, you buy the ability to, in a safe way, accelerate getting this technology to do more good in the world. How do you globalize that idea? Because on a subject like, say, climate change, there's an enormous difference between an individual household deciding that they're going to eat less meat and therefore have a smaller carbon footprint. And then on the other side of the spectrum, the Montreal Protocol, where dozens, more than 100 countries get together and say, CFCs are dangerous, and we're going to collectively regulate them out of use in order to let the ozone …”
“… to release things that make it easier for AI systems to themselves be made safe. And we want to release things that help increase the robustness of the world to the changes that we expect to be caused by AI systems. And I think by doing that, we're going to be able to do that. both, you buy the ability to, in a safe way, accelerate getting this technology to do more good in the world. How do you globalize that idea? Because on a subject like, say, climate change, there's an enormous difference between an individual household deciding that they're going to eat less meat and therefore have a smaller carbon footprint. And then on the other side of the spectrum, the Montreal Protocol, where dozens, more than 100 countries get together and say, CFCs are dangerous, and we're going to collectively regulate them out of use in order to let the ozone layer grow back. It does almost nothing for one AI company to take safety seriously. If this is a technology that is not only, feral is the wrong word, that's so competitive, that's in the process of being built as if in an arms race, even if it isn't exactly like nuclear weapons. The only way to really make a difference to safety is to globalize, …”
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Ridealong summary
Creating global AI safety standards is essential to mitigate risks, and it begins with individual companies like Anthropic leading the charge. By developing safety protocols and encouraging competition, they aim to influence broader regulatory frameworks that can be adopted globally. This collaborative approach could significantly enhance the overall safety of AI technologies.
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