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Teaser ... The “Pacing the Frontier” letter signed by AI elites ... Why so many China-hawk AI-safety-hawks? ... Was the “Pacing” letter too small an ask? ... The striking AI vibe shift ... Are AI builders “just following orders”? ... Recursive self-improvement: The wrong red line? ... Heading to Overtime ...

Why did Ukraine hit an Iranian ship 500 miles from Ukraine? ... Ukraine's war on Russia's Amazon ... Why Zelensky fired his defense minister and commander-in-chief ... Bob: Ukraine may lose like people go bankrupt—gradually, then suddenly ... Nikita: Why both sides are ready to keep fighting ... Kazakh President to Putin: Nobody understands this war ... Bob: Everybody thinks they're fighting a defensive war ... Heading to Overtime: The globalist elite vs. the globalist precariat, and an AI path to WW3 ...

Teaser ... Connor’s place in the AI world ... Mythos: “digital nuke”? ... The milieu that birthed Dario and other AI titans ... Yudkowsky, Marx, and other AI harbingers ... Effective altruism’s effects on big tech ... The "cult" in Silicon Valley culture ... Is the AI race a market failure? ... What’s really driving the AI titans? ... Connor: ASI is a worse bet than Russian roulette ...

Teaser ... Zaid’s Substack and spicy-take history ... Zaid: Iran has outplayed Trump and Bibi ... 10/7 as turning point ... Did—and does—Israel want regime collapse in Iran? ... Israel’s security dilemma(s) ... How Trump blundered back into war ... Will the war end well for anyone? ... Heading to Overtime ...

Sneak peek: Danny finds flaw in Bob’s AI book ... Is the Iran war fully back on? ... What the war means for the future of US power ... The problem with blaming Bibi ... The push to intertwine the US and Israeli militaries ... What’s Israel’s endgame for the Palestinians? ... The Gulf States’ new reality ... Iran’s plans for the Strait of Hormuz ... Bob’s pitch to Derek—and his other pitch to listeners ...

Teaser ... Leonid’s journalistic work, past and present ... Are Russia and NATO headed for war? ... Decoding Putin’s recent signals ... Do European leaders really want the Ukraine war to end? ... Putin’s political psychology ... Why the war matters more to Russia than to the West ... Russia’s non-ethno nationalism ... Heading to Overtime ...

Preview: Skynet comes for Bob ... Trump‘s endearing AI obsession ... Are books dying? Is AI responsible? ... Skynet (aka Amazon) vs Bob’s book ... The problem with blurbs ... Why Gad Saad’s mad ... Heading to Overtime ...

Grandpa Bob and author Bob ... Why Bob stopped being an AI doom skeptic ... Can AI solve China’s demographic crisis? ... The irony of China’s open-source AI strategy ... Recursive self-improvement and the singularity ... The Burkean conservative case against AI ... Are we becoming AI meat puppets? ... Google Maps, AI, and the death of interhuman reliance ... Was Pete Hegseth’s military strategy written by a chatbot? ... Trump and Iran: Peace? Wider war? Other? ... The Rubio-Vance rivalry ... Is Rubio sabotaging Iran peace talks? ...

Bob’s pub-day pitch for his new book on AI, The God Test ... Is AI killing the nonfiction star? ... Geoffrey Hinton’s path from AI evangelist to doomer ... The future of books ... Trump vs Anthropic ... Are Ukrainian drone strikes rattling Putin? ... The multiple Putins theory ... Heading to Overtime ...

Was "losing" this war good for America? ... Israel’s post-war situation ... A more stable Middle East? Or less? ... The impact on Iran’s strength ... Has the war empowered Russia and China? ... How modern warfare devalues American military power ... Josh: The Gulf-state power struggle is just beginning ... Are the Palestinians back in the spotlight? ... Where do Israel-US relations go from here? ... Heading to Overtime ...