Geopolitics

🔬 The Limits of AI in Science - Why We Need Self-Driving Labs — Joseph Krause, Radical AI

🔬 The Limits of AI in Science - Why We Need Self-Driving Labs — Joseph Krause, Radical AI

Joseph Krause, CEO of Radical AI, details how his company uses Self-Driving Labs (SDLs) and AI scientists to overcome the experimental bottleneck in materials science. By automating the full loop of hypothesis generation, synthesis, characterization, and testing, Radical AI is accelerating the discovery of novel alloys for aerospace, defense, and semiconductor applications, achieving 10x the pace of traditional methods. Krause explains why materials science is uniquely challenging for AI, how human intuition trains the AI, and why experimental data, not models, forms the core competitive advantage in this rapidly evolving, geopolitically significant field.

Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg

Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg

US Under Secretary of State Jacob Helberg details Pax Silica, a 14-country economic security coalition designed to secure the entire AI supply chain for the US and its allies. He discusses the creation of a forward-deployed industrial base in the Philippines, contrasts the initiative with China’s Belt and Road, and explains how the US plans to reindustrialize through private sector partnerships, automation, and robotics.

Inside China's AI Labs with Interconnects & SAIL Media

Inside China's AI Labs with Interconnects & SAIL Media

Firsthand reflections from a visit to China’s most prominent AI labs, exploring the human side of the Chinese AI ecosystem, the technical constraints they face from chip supply, and how their research culture compares to the Bay Area.

Alex Karp on Palantir, AI Weapons, & American Domination | The a16z Show

Alex Karp on Palantir, AI Weapons, & American Domination | The a16z Show

Alex Karp, CEO of Palantir, discusses the critical role of technology in national defense, warns Silicon Valley of a political backlash if it fails to support the military, and argues that America's key advantage in the AI race is its ability to cultivate and protect neurodiverse, unconventional talent.

Dylan Patel Explains the AI War While Cooking | In-Context Cooking

Dylan Patel Explains the AI War While Cooking | In-Context Cooking

Dylan Patel of SemiAnalysis discusses the AI arms race, highlighting the massive $200B+ hyperscaler capex, the true semiconductor bottlenecks shifting from data centers back to fabs, the geopolitical chess game surrounding Taiwan and TSMC, and Nvidia's strategic battle against vertical integration.

NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative

NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative

NVIDIA CEO Jensen Huang discusses the state of AI as we begin 2026, covering rapid improvements in reasoning, the profitability of inference, why AI will increase productivity without taking jobs, the future of robotics, the importance of open source, and which sectors are poised for their 'ChatGPT moment'.