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Alex Karp on Palantir, AI Weapons, & American Domination | The a16z Show
a16z· 2026-03-12 14:30
We were the freak show and we spent 20 years for this moment. >> We're doing it. We're doing it. And I'm sure you're enjoying this as much as I am. >> I just got three things to say. God bless our troops. God bless America and gentlemen start your >> We are the power that actually has the decisive vote and that is with military superiority. If Silicon Valley believes we are going to take away everyone's white collar job, you're the most important thing Palanteer is doing is to make sure that American war fi ...
Fordham: Markets are failing to appreciate the gravity of the moment
CNBC Television· 2025-06-16 11:39
Geopolitical Risks & Market Reaction - The market is failing to fully appreciate the potential gravity of the current geopolitical moment, particularly concerning Middle East conflicts [2] - The perceived importance of Middle East conflict and its relationship to oil prices has declined over time, potentially leading to underestimation of current risks [2] - US shale gas supply has reduced the sensitivity of oil prices to Middle Eastern geopolitical risks, but the current situation is different [4] Potential Escalation Scenarios - The US potentially getting involved in a major geopolitical risk event, such as a conflict with China over Taiwan or an attack on Iran's nuclear facilities, represents a significant escalation [5] - The possibility of a "controlled explosion" potentially happening in Iran indicates a failure of markets to understand the risk trajectory [6] - Recent exchanges of force between Israel and Iran, including Israel's claimed aerial superiority, represent a strong statement and escalation [7] Israel-Iran Conflict Dynamics - Israel's Operation Rising Lion, involving targeted assassinations and undermining Iran's nuclear capacity, is an advanced operation [8] - The success of Operation Rising Lion on Israeli terms would require undermining Iran's nuclear capacity [8] - Achieving the desired outcome in the conflict between Israel and Iran may require US military assistance, making Trump's decisions a key variable [9]