Iran’s Problems are Worse Than You Think & OpenAI Had to Hit the Panic Button AGAIN
Tom Bilyeu covers Iran's collapsing economy under US pressure, OpenAI's safety crises, and the race between the US and China to dominate AI through energy production.
The gist
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Iran has roughly 2 weeks of oil revenue left and Bilyeu says the regime could fold within 2 years if sanctions and a naval blockade hold.
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China has installed 1,000 gigawatts of solar capacity while Western resistance to nuclear and fossil fuels slows the data center growth needed to compete in AI.
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9 of 12 American billionaires under 65 are self-made versus 0 of 20 in Germany, which Bilyeu points to as the US's core competitive edge.
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Bilyeu says ordinary people can protect against inflation from deficit spending by holding stocks and real assets instead of cash.
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Nvidia
· "You've got Nvidia that's stepping into the breach here and saying, 'All right, we're basically not going to..."
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Apollo Global Management
· "Torsten Slok, who's the chief economist at Apollo Global Management, put out a note on September 27th that..."
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