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I don't know what was in the water at the latest NATO summit, but something got Trump to be cooperative. Perhaps it had something to do with Mark Rutte greasing his wheels.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/finally-a-productive-nato-summit
Gone are the days of endless artillery barrages. The Russians have relied on this tactic for years, but drones and acoustic detection are changing that.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-ditching-artillery
This video was recorded back in April of this year, hence the snow. The Nimitz is making its final voyage (with a recent detour to the Middle East), before it's set to be decommissioned and replaced by the more advanced Ford-class carriers.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-uss-nimitz
Over the weekend, the US launched a major airstrike on Iran, targeting critical nuclear sites. We don't know the extent of the damage as of yet.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-us-strikes-irans-nuclear-facilities
Trying to predict the long-term future of naval warfare may be futile, but we can examine some of the weapon systems emerging in current conflicts.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-naval-advances
Last time we chatted about the misalignment between American weapons systems and European needs. So, what does the future of Europe's military strategy look like?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-europes-future
Israel and Iran are still in the thick of an air war, which is really their only option given the several countries between them. But are things going to ramp up here soon? Is nuclear war coming? Will the US get involved?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/israels-uncertain-endgame-in-iran
Our series on the revolution in military affairs continues with the geopolitics of weapons sales. Why does Europe buy US weapons? And will they continue to do so?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-weapons-sales
Israel and Iran are still going at it, but things have not significantly escalated. Here's a breakdown of the situation and what could come next.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/what-is-israels-victory-condition-in-iran
With everything going on between Israel and Iran right now, I know what you're thinking - it's time to run to Costco and fill up the gas tank. Hear me out though, we don't live in the same world we did a few decades ago.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/oil-markets-arent-worried-about-iran
Peter Zeihan is a geopolitical analyst, futurist, and best-selling author who researches and strategizes around demography, economics, energy, politics, technology, and security. In this episode, Peter and Robinson focus on revisiting content from his latest book—The End of the World is Just the Beginning—in the context of today's developments. More particularly, they discuss, Donald Trump, tariffs, ICE Raids, deportations, how demography and geography will affect the future balance of world powers, the impact of AI on global economics, what the end of the world order could look like, Trump's immigration policies, and more. You can keep up with Peter through his website or YouTube channel, links to which are below.Peter's Website: https://zeihan.comPeter's YouTube Channel: https://www.youtube.com/@ZeihanonGeopoliticsThe End of the World is Just the Beginning: https://a.co/d/bZJES4tOUTLINE00:00:00 Introduction00:01:09 Trump and the End of the American-Led World Order00:06:49 Does AI Change the Economics of the Future?00:14:39 The 2,000,000,000$ Failure of the F-35 Fighter Jet00:25:00 Why the United States Needs Immigrants00:33:03 Is There Any Strategy Behind Donald Trump?00:41:43 Why Food Will Become Weaponized in the Near Future00:50:39 Why China's Economy is Doomed to Recession00:53:55 How Do We Prepare For China's Collapse?01:00:37 Trump's Tariffs and the Fall of America01:01:54 Was Russia Doomed to Fall Even Before Ukraine?01:05:51 The Biggest Underestimated Global ConflictsRobinson's Website: http://robinsonerhardt.comRobinson Erhardt researches symbolic logic and the foundations of mathematics at Stanford University.
Everyone, get your calendars out and draw a big red circle around July. Why? Because a recession could be coming.Join the Patreon here: https://www.patreon.com/PeterZeihanLink to the tracker: https://fred.stlouisfed.org/series/ICNSAFull Newsletter: https://mailchi.mp/zeihan/watch-this-number-for-recession-indicators
Israel has launched a significant military campaign against Iran, primarily targeting nuclear facilities. Let's break down the targets, impacts, and what's coming.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/israel-launches-attack-on-iranian-nuclear-sites
Anyone remember that 2011 movie called Battle Los Angeles? It's beginning to look a lot like that again, just with a different kind of aliens this time.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-calls-in-the-marines-for-californias-protests
Today, we're launching into our new series on the future of military affairs. Before we get into what is coming, let's first discuss what past revolutions in warfare have looked like.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-series-intro
The leader of DOGE (aka Elon Musk) has fallen from grace with President Trump and the rest of the agency is crumbling behind him. So, where does this leave the Department of Governmental Efficiency?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/musk-pulls-the-carpet-out-from-under-doge
With rising violence in Mexico, is it time that the US military steps in? To quote Michael Scott, "No God please no!"Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/should-the-us-military-invade-mexico
America's “favorite” couple is breaking up...and doing so very publicly. I guess there just wasn't enough room for two egotistical divas in the relationship.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trouble-in-maga-paradise
The Russian demographic crisis is worsening. So, let's look at the long-term structural, social, and economic problems, as well as some of the more recent changes hurting the Russian population.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-demographic-crisis-in-russia
On today's episode, Andy sits down with geopolitical strategist and author Peter Zeihan, founder of Zeihan on Geopolitics. They discuss Taiwan's role in the global semiconductor supply chain and its relationship with China. The conversation covers the challenges the U.S. faces in reshoring manufacturing, China's demographic trends, and the potential consequences of a military conflict over Taiwan. They also address issues related to AI development, global food security, and the need for investment in U.S. industrial and energy infrastructure. Sponsors: Firecracker Farm Use code IRONCLAD to get 15% off your first order at https://firecracker.farm/ AmmoSquared Visit AmmoSquared.com today for a special offer and keep yourself fully stocked. With over 100,000 members and thousands of 5-star ratings, Your readiness is their mission. Learn more about your ad choices. Visit megaphone.fm/adchoices
It's a bird, it's a plane, it's...some long-awaited clarity on US-China relations. Here are the two major developments that we're tracking and what they mean moving forward.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/finally-some-clarity-on-us-china-relations
Oil has been the secret sauce for the Middle East for ages, but that's beginning to change.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/whats-up-with-the-middle-east-saudi-oil-slips
Ukraine just did more to enhance American national security than any country since 1945. Here's what went down...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/ukraine-strikes-russian-strategic-bombers
I won't ramble on about Trump's chaotic trade policy because you're all aware of that. However, there are some interesting updates to share.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/coping-mechanisms-101-the-taco-trade
Next up in the Middle East series is Syria. They're enjoying a calm period right now, but the new President, Ahmed al-Sharaa, is walking on eggshells to avoid the deep-rooted problems that have plagued Syria for ages.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/whats-up-with-the-middle-east-syrian-dysfunction
Peter Zeihan, a geopolitical strategist and founder of Zeihan on Geopolitics, joins Scott to discuss why he's bearish on China, bullish on U.S. demographics, and skeptical of AI. Follow Peter @ZeihanonGeopolitics. Algebra of Happiness: good friends, hard truths. Help us plan for the future of The Prof G Pod by filling out a brief survey: voxmedia.com/survey. Learn more about your ad choices. Visit podcastchoices.com/adchoices
We're moving onto the region's most dominant country - Turkey. Sitting at the crossroads of Europe, the Middle East, and the Caucasus, Turkey's military, economy, and political identity have all been shaped by this unique identity.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/whats-up-with-the-middle-east-turkish-dominance
We're kicking off a short new series on the Middle East. Of course, we must begin with the country on everyone's mind - Israel.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/whats-up-in-the-middle-east-israels-future
We're continuing our discussion on the future of tourism with a few new regions. Today we'll be looking at some at-risk European countries, an unstable Middle East, and an uneven Southeast Asia.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-future-of-tourism-part-2
If you've followed me for a while, you'll know that I take my travel very seriously. Unfortunately, it seems that my work keeps crawling its way into my personal life, because deglobalization is changing tourism as we know it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-future-of-tourism-part-1
One of the biggest challenges to US reindustrialization isn't the raw materials, it's the lack of processing infrastructure to convert those raw materials into intermediate products. Let's break it down.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/americas-processing-crisis-racing-chinas-decline
As the US withdraws from its position as global protector of the seas, will the age of pirates return once more? Okay, maybe Blackbeard won't be making a comeback, but piracy will have a role in the future of trade.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-future-of-piracy-arrrgh
With tensions rising in India and Pakistan, it was only a matter of time before Trump had to step in and put his foot in his mouth. Basically, what happened is the Trump administration announced a ceasefire and peace talks between India and Pakistan...seemingly without consulting either side.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/did-trump-just-wreck-us-india-relations
Yemen, despite all the odds being stacked against it, has recently become strategically significant.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/iran-snuggles-up-with-the-houthis-in-yemen
Note: This video was recorded during Peter's hiking trip in 2024Many countries are on the brink of crisis. No, I'm not talking about political issues or potential wars. Instead, I'm looking at the aging population crisis facing a number of countries around the globe. Let's start with Japan.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/aging-populations-and-which-countries-look-the-worst
Everyone gets mad at me for critiquing the leader that they like, but listen...I'm out here roasting everybody. Whether it's Obama, Trump, Xi Jinping, or Grandma, nobody is safe. Okay fine, we'll leave Gram Gram out of it for today.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-question-of-leadershipand-management
Romania just held its second attempt at the first round of presidential elections, after the initial round was invalidated due to Russian interference. Looks like the Romanians are having some major déjà vu.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-russians-continue-stirring-the-romanian-pot
On Monday, April 28, a widespread power outage hit Spain and Portugal. Other than our marketing guy who was on vacation in Madrid at the time claiming he "had no signal" and "couldn't work", this outage highlights a broader issue with renewable energy infrastructure.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-night-the-lights-went-out-in-geor-er-spain
In the past, we've chatted through the domestic issues facing New Zealand, so let's discuss the economic future of the ~5 million Kiwis in the context of the shifting global landscape.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/will-new-zealand-dive-or-thrive
Well, the Russian Reach series needed an update, and it's not a pretty one. The infiltration of the US government by Russian interests is growing and I don't see an end in sight.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/a-concerning-update-to-the-russian-reach-series
The Trump administration has introduced a level of chaos that can only result in one thing: corruption. I'm not talking about starting a cryptocurrency or manipulating the stock market, this is deeper.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-corruption
US efforts against fentanyl have been ramping up. Specifically, the Trump administration has turned its focus to one specific Mexican cartel - La Familia Michoacana.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/why-theres-no-fentanyl-in-easter-eggs-this-year
In this special episode, Jack Carr revisits key insights from past guests to explore the shifting landscape of global power, warfare, and America's place in what's to come.Featured segments include geopolitical strategist Peter Zeihan on China's looming internal collapse—from declining birth rates to famine threats—and its potential push for war to maintain control at home. Zeihan also outlines how Taiwan and semiconductors fit into the broader picture and why the U.S. may be uniquely positioned to weather global conflict.A segment from Ed Calderon, former Mexican law enforcement officer and cartel expert, brings a raw, ground-level perspective to the fentanyl pipeline, giving added depth to the border's role in this crisis.Investigative journalist Peter Schweizer breaks down how China is already waging a silent war against the U.S. through fentanyl, with Mexican cartels acting as second-tier partners. Referenced Episodes:Peter Zeihan: China, Ukraine, and What Comes NextPeter Zeihan: Hezbollah, Hamas, and China's CrisisPeter Zeihan: The End of the World is Just the BeginningEd Calderon: Combating Mexican Drug CartelsPeter Schweizer: The China ThreatFOLLOW JACKInstagram: @JackCarrUSA X: @JackCarrUSAFacebook: @JackCarr YouTube: @JackCarrUSASPONSORSCRY HAVOC – A Tom Reece Thriller https://www.officialjackcarr.com/books/cry-havoc/Bravo Company Manufacturing - BCM Stock MOD3:https://bravocompanyusa.com/bcm-stock-mod-3-black/ and on Instagram @BravoCompanyUSATHE SIGs of Jack Carr P365 Collection: P365XL with Red Dot Optic, P365, P365X-Macro, P365 Custom with True Precision, and P365 Legion.Visit https://www.sigsauer.com/ and on Instagram @sigsauerinc Jack Carr Gear: Explore the gear here https://jackcarr.co/gear
Here's a video I recorded while I was in New Zealand at the end of 2024. In this video, we cover a question that the US is still trying to answer - should the US maintain its presence in the Middle East?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/should-the-us-stay-in-the-middle-east
Trump's endless tariff policies will likely hit just about every corner of the American economy, but the US housing industry is poised to take a devastating blow.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/i-hope-you-didnt-want-to-buy-a-home
If you're like me, you've probably sat at your computer for hours on end, reading tons of articles, watching countless interviews, and you still have one question...Does Trump have any strategy at all?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/is-trump-playing-4d-chess
The tariffs on China are now effectively 145% and penalties tied to Venezuelan oil could raise that to 170%. Trump's tariff policies are nearing the triple digits, so the level of uncertainty filling every board room is chilling.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/of-tariffs-manufacturing-and-psas
It's hard to equate Trump's tariff policies to much of anything, but the movie "Unstoppable" where Denzel Washington needs to stop a runaway train might be the best I can come up with.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/a-new-trade-act
One of the countries who got caught up in the 'Liberation Day' crossfire was Vietnam. Through an arbitrary and poorly informed process, Vietnam was slapped with a 46% tariff.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/tariff-spotlight-vietnam
Kevin Weil is the chief product officer at OpenAI, where he oversees the development of ChatGPT, enterprise products, and the OpenAI API. Prior to OpenAI, Kevin was head of product at Twitter, Instagram, and Planet, and was instrumental in the development of the Libra (later Novi) cryptocurrency project at Facebook.In this episode, you'll learn:1. How OpenAI structures its product teams and maintains agility while developing cutting-edge AI2. The power of model ensembles—using multiple specialized models together like a company of humans with different skills3. Why writing effective evals (AI evaluation tests) is becoming a critical skill for product managers4. The surprisingly enduring value of chat as an interface for AI, despite predictions of its obsolescence5. How “vibe coding” is changing how companies operate6. What OpenAI looks for when hiring product managers (hint: high agency and comfort with ambiguity)7. “Model maximalism” and why today's AI is the worst you'll ever use again8. Practical prompting techniques that improve AI interactions, including example-based prompting—Brought to you by:• Eppo—Run reliable, impactful experiments• Persona—A global leader in digital identity verification• OneSchema—Import CSV data 10x faster—Where to find Kevin Weil:• X: https://x.com/kevinweil• LinkedIn: https://www.linkedin.com/in/kevinweil/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Kevin's background(04:06) OpenAI's new image model(06:52) The role of chief product officer at OpenAI(10:18) His recruitment story and joining OpenAI(17:20) The importance of evals in AI(24:59) Shipping quickly and consistently(28:34) Product reviews and iterative deployment(39:35) Chat as an interface for AI(43:59) Collaboration between researchers and product teams(46:41) Hiring product managers at OpenAI(48:45) Embracing ambiguity in product management(51:41) The role of AI in product teams(53:21) Vibe coding and AI prototyping(55:55) The future of product teams and fine-tuned models(01:04:36) AI in education(01:06:42) Optimism and concerns about AI's future(01:16:37) Reflections on the Libra project(01:20:37) Lightning round and final thoughts—Referenced:• OpenAI: https://openai.com/• The AI-Generated Studio Ghibli Trend, Explained: https://www.forbes.com/sites/danidiplacido/2025/03/27/the-ai-generated-studio-ghibli-trend-explained/• Introducing 4o Image Generation: https://openai.com/index/introducing-4o-image-generation/• Waymo: https://waymo.com/• X: https://x.com• Facebook: https://www.facebook.com/• Instagram: https://www.instagram.com/• Planet: https://www.planet.com/• Sam Altman on X: https://x.com/sama• A conversation with OpenAI's CPO Kevin Weil, Anthropic's CPO Mike Krieger, and Sarah Guo: https://www.youtube.com/watch?v=IxkvVZua28k• OpenAI evals: https://github.com/openai/evals• Deep Research: https://openai.com/index/introducing-deep-research/• Ev Williams on X: https://x.com/ev• OpenAI API: https://platform.openai.com/docs/overview• Dwight Eisenhower quote: https://www.brainyquote.com/quotes/dwight_d_eisenhower_164720• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder & CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons• StackBlitz: https://stackblitz.com/• Claude 3.5 Sonnet: https://www.anthropic.com/news/claude-3-5-sonnet• Anthropic: https://www.anthropic.com/• Four-minute mile: https://en.wikipedia.org/wiki/Four-minute_mile• Chad: https://chatgpt.com/g/g-3F100ZiIe-chad-open-a-i• Dario Amodei on LinkedIn: https://www.linkedin.com/in/dario-amodei-3934934/• Figma: https://www.figma.com/• Julia Villagra on LinkedIn: https://www.linkedin.com/in/juliavillagra/• Andrej Karpathy on X: https://x.com/karpathy• Silicon Valley CEO says ‘vibe coding' lets 10 engineers do the work of 100—here's how to use it: https://fortune.com/2025/03/26/silicon-valley-ceo-says-vibe-coding-lets-10-engineers-do-the-work-of-100-heres-how-to-use-it/• Cursor: https://www.cursor.com/• Windsurf: https://codeium.com/windsurf• GitHub Copilot: https://github.com/features/copilot• Patrick Srail on X: https://x.com/patricksrail• Khan Academy: https://www.khanacademy.org/• CK-12 Education: https://www.ck12.org/• Sora: https://openai.com/sora/• Sam Altman's post on X about creative writing: https://x.com/sama/status/1899535387435086115• Diem (formerly known as Libra): https://en.wikipedia.org/wiki/Diem_(digital_currency)• Novi: https://about.fb.com/news/2020/05/welcome-to-novi/• David Marcus on LinkedIn: https://www.linkedin.com/in/dmarcus/• Peter Zeihan on X: https://x.com/PeterZeihan• The Wheel of Time on Prime Video: https://www.amazon.com/Wheel-Time-Season-1/dp/B09F59CZ7R• Top Gun: Maverick on Prime Video: https://www.amazon.com/Top-Gun-Maverick-Joseph-Kosinski/dp/B0DM2LYL8G• Thinking like a gardener not a builder, organizing teams like slime mold, the adjacent possible, and other unconventional product advice | Alex Komoroske (Stripe, Google): https://www.lennysnewsletter.com/p/unconventional-product-advice-alex-komoroske• MySQL: https://www.mysql.com/—Recommended books:• Co-Intelligence: Living and Working with AI: https://www.amazon.com/Co-Intelligence-Living-Working-Ethan-Mollick/dp/059371671X• The Accidental Superpower: Ten Years On: https://www.amazon.com/Accidental-Superpower-Ten-Years/dp/1538767341• Cable Cowboy: https://www.amazon.com/Cable-Cowboy-Malone-Modern-Business/dp/047170637X—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe