Episodes

  • Hardware Wars | Samo Burja
    Jul 19 2025
    Today on Moment of Zen, Erik Torenberg and Samo Burja explore AI hardware dominance, US-China semiconductor competition, automation's economic impacts, and strategic industrial policy for maintaining technological leadership. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: ⁠https://brief.bismarckanalysis.com/⁠ Live Players: ⁠https://link.chtbl.com/liveplayers⁠ -- 📰 Be notified early when Turpentine's drops new publication: ⁠https://www.turpentine.co/exclusiveaccess⁠ 🙏 Help shape our show by taking our quick listener survey at ⁠https://bit.ly/TurpentinePulse⁠ -- SPONSORS: NETSUITE | SHOPIFY | SQUAD Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at ⁠https://netsuite.com/zen⁠. Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at ⁠https://shopify.com/momentofzen⁠. Head to Squad to access global engineering without the headache and at a fraction of the cost: head to ⁠https://choosesquad.com/⁠ and mention “Turpentine” to skip the waitlist. -- X / TWITTER: @SamoBurja @eriktorenberg @turpentinemedia -- Key Highlights Hardware as AI's Foundation Data collection (cameras, self-driving cars) and computation infrastructure are the two critical hardware pillars driving AI advancement Physical proximity between chip designers, manufacturers, and users creates significant competitive advantages US-China Semiconductor Competition Export controls came too late and actually accelerated China's domestic chip development Taiwan's TSMC holds crucial position due to personal relationships (Jensen Huang-TSMC founder connection) China has skilled engineers who can optimize hardware locally, creating efficiency gains Proposed US Strategy Create special industrial zones (Bay Area or Texas) co-locating chip fabs, data centers, and AI labs Massive government investment ($500B-$1T) to build "America's TSMC" Talent acquisition focused on patriotic Americans rather than relying solely on foreign talent Start with defense contracts (NSA/CIA) to justify fully US-manufactured chips Automation's Political Risks Automating 50% of white-collar work = economic growth Automating 95% of white-collar work without physical automation = political disaster Displaced laptop class more dangerous than displaced blue-collar workers due to organizational capabilities Risk of expanded bureaucracy and protectionist policies Physical vs. Knowledge Work Knowledge work easier to automate (already digitized) Physical automation requires specialized companies for each domain (5+ years per application) Preference for specialized robotics over general humanoid robots to maintain employment transitions
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    57 mins
  • Singapore: The City-State Strategy That Worked | Samo Burja
    Jul 12 2025
    Today on Moment of Zen, Erik Torenberg and Samo Burja examine Singapore's transformation from poor post-colonial state to wealthy financial hub through Lee Kuan Yew's strategic governance, geopolitical balancing, and prioritizing economic efficiency over individual freedoms. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: ⁠https://brief.bismarckanalysis.com/⁠ Live Players: ⁠https://link.chtbl.com/liveplayers⁠ -- 📰 Be notified early when Turpentine's drops new publication: ⁠https://www.turpentine.co/exclusiveaccess⁠ 🙏 Help shape our show by taking our quick listener survey at ⁠https://bit.ly/TurpentinePulse⁠ -- SPONSORS: NETSUITE | SHOPIFY | SQUAD Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at ⁠https://netsuite.com/zen⁠. Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at ⁠https://shopify.com/momentofzen⁠. Head to Squad to access global engineering without the headache and at a fraction of the cost: head to ⁠https://choosesquad.com/⁠ and mention “Turpentine” to skip the waitlist. -- X / TWITTER: @SamoBurja @eriktorenberg @turpentinemedia -- Key Highlights Foundation & Strategy Lee Kuan Yew transformed Singapore from poor colony to wealthy financial hub through meritocratic governance Strategic location on Straits of Malacca controls vital trade routes to China Governance Model High government salaries prevent corruption and attract talent Prioritized economic growth over social benefits through "delayed gratification" City-state scale enables efficient planning and direct accountability Economic Evolution 1960s-90s: Industrial development Post-1990s: Tax haven and Asian financial center Current: Attracting foreign headquarters and wealthy immigrants Geopolitical Navigation Successfully balanced US-Soviet competition during Cold War Defeated internal communist movement in 1960s Now faces choice between US alliance vs Chinese economic integration Unique Features Harsh law enforcement (death penalty, caning) maintains order in dense city Land reclamation for expansion Investing in insect protein/vertical farming for food security Challenges Vulnerable to deglobalization as trade blocs form Lee family succession continues (hereditary leadership) Failed to solve demographic decline despite early efforts Lessons Scalable: Low corporate taxes, strong city governance, automation investment Non-scalable: Extreme efficiency pressure, geographic advantages, population density
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    1 hr and 1 min
  • The Real Reason Civilizations Collapse | Samo Burja
    Jul 5 2025
    Today on Moment of Zen, Erik Torenberg talks with Samo Burja on "long history" - the thesis that human civilization is far older than believed, with complex societies predating agriculture by millennia. It examines why civilizations rise and fall, and implications for preventing our own collapse. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: https://brief.bismarckanalysis.com/ Live Players: https://link.chtbl.com/liveplayers -- 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse -- SPONSORS: NETSUITE | SHOPIFY | SQUAD Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at https://netsuite.com/zen. Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at https://shopify.com/momentofzen. Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist. -- X / TWITTER: @SamoBurja @eriktorenberg @turpentinemedia -- Long History Thesis Human civilization is much older than believed - complex societies existed before agriculture Göbekli Tepe (11,500 years old) features monumental construction 1,000 years before earliest agriculture Academic consensus moves slowly; archaeologists find what they expect to find Why Civilizations Fall Pattern 1: Military overextension and fiscal collapse (like Soviet Union) Pattern 2: Complex trade network breakdown (Bronze Age collapse example) History isn't linear progress - it's cycles of rise, stagnation, and fall Modern Implications We may not reach the singularity - could face our own stagnation period Military overextension is a current US risk China and US are 80-90% similar despite perceived differences Preventing Collapse Diversify beyond university monoculture - generate more "live players" Invest in novel energy sources and government experimentation Address fertility crisis (affects all societies regardless of politics) Avoid rationalizing decline as environmental success Historical Lessons Ancient societies had sophisticated "social technologies" we've lost Study history for positive examples, not just cautionary tales Human nature and organizational capacity remain largely unexplored
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    58 mins
  • Is Nuclear Proliferation Inevitable? | Samo Burja
    Jun 28 2025
    Today on Moment of Zen, Erik Torenberg talk with Samo Burja on nuclear weapons proliferation, energy geopolitics, and his "nuclear accelerationist" argument that widespread nuclear capability is inevitable, so countries should pursue abundant nuclear energy despite proliferation risks. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: https://brief.bismarckanalysis.com/ Live Players: https://link.chtbl.com/liveplayers -- 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse -- SPONSORS: NETSUITE | SHOPIFY | ADQUICK | SQUAD Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at https://netsuite.com/zen. Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at https://shopify.com/momentofzen. The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist. -- X / TWITTER: @SamoBurja @eriktorenberg @turpentinemedia -- HIGHLIGHTS OF THE DISCUSSION: Core Argument: "Nuclear Accelerationism" Nuclear weapons proliferation is inevitable - the 80-year-old technology is only getting easier We're paying security costs without reaping energy benefits Should accelerate civilian nuclear development to achieve energy abundance North Korea precedent: Even poor, isolated countries can build nukes Japan example: Already has tons of plutonium, could build weapons in <1 year Proliferation ratchet: Countries rarely denuclearize once they acquire weapons National security incentives overwhelm nonproliferation efforts Nuclear club expansion: Countries with existing weapons should build thousands of reactors Energy exports: Non-nuclear countries buy electricity from nuclear neighbors Scale economics: Need massive reactor deployment for true cost advantages Incentive structure: Subsidize alternatives for countries that forgo nuclear tech Small arsenals (dozens of nukes) create different dynamics than superpower stockpiles (thousands) Current "doomsday machine" logic only applies to US/Russia/China Widespread small arsenals might actually reduce conventional war risk
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    1 hr and 3 mins
  • The Future of Media with Noah Smith and Chris Best, CEO of Substack
    Jun 21 2025
    Today on Moment of Zen, we're airing a conversation with economist Noah Smith and Substack CEO Chris Best discussing the evolving media landscape. They dive into whether Twitter's dominance is waning, what features a successor platform would need, and how artificial intelligence is set to transform media as we know it. This conversation originally took place live on Noah's Substack: https://www.noahpinion.blog/ -- 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse -- SPONSORS: NETSUITE | SHOPIFY | ADQUICK | SQUAD Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at https://netsuite.com/zen. Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at https://shopify.com/momentofzen. The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist. -- RELATED LINKS: Eugene Wei's Status as a Service: https://www.eugenewei.com/blog/2019/2/19/status-as-a-service Twitter, Threads, and Remote Work with Eugene Wei: Spotify: https://open.spotify.com/episode/1zSxuEAgUUlptJHNEr2Q7O Apple: https://podcasts.apple.com/us/podcast/twitter-threads-and-remote-work-with-eugene-wei/id1661672738?i=1000621483289 -- X / TWITTER: @noahpinion @eriktorenberg @turpentinemedia -- HIGHLIGHTS OF THE DISCUSSION: Breaking News Platform Concept Noah proposed Substack could replace Twitter's former role as a breaking news hub by recruiting OSINT specialists and citizen journalists to create live blogs These would function as both real-time updates and daily digest newsletters, solving the chicken-and-egg problem of audience vs. content AI's Impact on Media AI will serve as a "force multiplier" for writers rather than replacing them entirely Key applications: summarization, curation, and search enhancement Writers may use AI teams to amplify their unique perspectives and research capabilities Platform Evolution Twitter's decline attributed to the shift from chronological to algorithmic feeds (pull to push media) The "age of Twitter" for breaking news lasted roughly 2011-2023 Substack currently excels at day-after analysis but lacks real-time news capabilities Geopolitical Concerns Noah expressed pessimism about US competitiveness against China due to population size (4x difference) Concerns about weakened alliance systems under recent US foreign policy Worries about falling behind in electric/battery technology due to policy and cultural resistance Content Abundance Problem Both noted the challenge of infinite content creation vs. scarce attention Emphasized importance of choosing content that shapes who you become, not just what you want right now
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    49 mins
  • Are Dynasties Better Than Meritocracies?
    Jun 14 2025
    Samo Burja and Erik Torenberg examine how dynastic succession can outperform meritocratic systems. The discussion analyzes successful family-controlled enterprises like the New York Times, Samsung, and Sweden's Wallenberg companies, arguing that hereditary structures can often solve succession problems more effectively than rational selection mechanisms. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: https://brief.bismarckanalysis.com/ Live Players: https://link.chtbl.com/liveplayers -- 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess -- SPONSORS: NETSUITE | SHOPIFY | ADQUICK | SQUAD Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at https://netsuite.com/zen. Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at https://shopify.com/momentofzen. The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist. -- X / TWITTER: @SamoBurja @eriktorenberg @turpentinemedia -- HIGHLIGHTS OF THE DISCUSSION:
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    53 mins
  • The Middle Class Myth and China’s Future with Noah Smith
    Jun 7 2025
    Today on Moment of Zen, Erik Torenberg and Noah Smith debunk the myth that globalization destroyed America's middle class, showing wages actually grew during hyperglobalization. It examines the limited "China shock" impact and critiques how both political tribes' technology fears may handicap America's competitiveness against China. -- 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse -- SPONSORS: NETSUITE | SHOPIFY | ADQUICK | SQUAD Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at https://netsuite.com/zen. Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at https://shopify.com/momentofzen. The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist. -- X / TWITTER: @noahpinion @eriktorenberg @turpentinemedia -- HIGHLIGHTS OF THE DISCUSSION: Main Argument Myth: Globalization hollowed out America's middle class Reality: Middle class moved UP income brackets; wages grew 40% during peak globalization Real Causes 1973 oil shock caused wage stagnation (70s-80s), not globalization China shock (2000s): Only 2M manufacturing jobs lost, limited scope America vs. China US: Less globalized than most countries; only 4% manufacturing trade deficit China: Cities will look shabby in 30 years; exports falling as % of GDP Political Technology Paralysis Republicans: Fear hardware (solar, batteries, EVs) Progressives: Fear software (AI, social media) Both sides handicapping American tech leadership while China advances
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    55 mins
  • What If Rome Had Industrialized? | Samo Burja
    May 31 2025
    Today on Moment of Zen, Erik Torenberg and Samo Burja examine "failed" industrial revolutions throughout history, particularly Rome's sophisticated water-powered manufacturing, standardized production, and steam engine prototypes. The discussion explores how civilizations like Rome and Song Dynasty China achieved industrial-scale commerce and technology before ultimately plateauing or collapsing due to demographic, military, or economic constraints. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: https://brief.bismarckanalysis.com/ Live Players: https://link.chtbl.com/liveplayers -- 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse -- SPONSORS: NETSUITE | SHOPIFY | ADQUICK | SQUAD Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at https://netsuite.com/zen. Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at https://shopify.com/momentofzen. The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit https://adquick.com/ today to start reaching your customers in the real world. Head to Squad to access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com/ and mention “Turpentine” to skip the waitlist. -- X / TWITTER: @SamoBurja @eriktorenberg @turpentinemedia -- HIGHLIGHTS OF THE DISCUSSION: Roman Industrial Capabilities: Extensive use of water power for mills, ironworks, marble cutting, and mining Mass production of pottery (53 million amphora estimated from one Roman hill) Standardized parts for statues, military equipment, and containers Advanced metallurgy producing air pollution detectable in Greenland ice cores Technological Sophistication: Hero of Alexandria created functional steam engines as early experiments Romans used coal for heating and had portable fire pumps Nanotechnology in glassware (Lycurgus Cup with gold/silver particles) Complex mechanical devices and automated systems Economic Scale: Billion+ amphora production across the empire Sophisticated consumer economy with middle class purchasing power Standardized commerce and shipping networks across Mediterranean Industrial-scale mining that reshaped entire landscapes Why They "Failed": Population decline removed growth incentive Military pressures from external forces Reached saturation point where demand was met Industrial revolutions follow S-curves that plateau without continued expansion Broader Pattern: Song Dynasty China faced similar trajectory before nomadic conquests Large-scale commerce and state demand were prerequisites Water transportation networks enabled industrial development All required demographic/geographic growth to sustain technological advancement
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    49 mins