Code And Council

We are living through a tectonic shift in science. AI like AlphaFold hasn't just solved a 50-year problem; it has opened the door to a new era of digital biology.

Here at Code and Council, we explore the code, the companies, and the council of minds driving this revolution. We connect the dots between machine learning breakthroughs and their real-world consequences, from personalized medicine and novel materials to the fundamental questions of what it means to invent, not just discover. Subscribe for a guide to the technology that will define the 21st century.Background Song:https://www.youtube.com/watch?v=DTC3FKdP1yw&list=RDDTC3FKdP1yw&start_radio=1Researched extensively with google gemini 2.5 propmc.ncbi.nlm.nih.gov

pmc.ncbi.nlm.nih.gov

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lizard.bio

AlphaFold – The end of experimental structural biology? - BioLizard

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pmc.ncbi.nlm.nih.gov

The Protein Folding Problem - PMC - PubMed Central

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pmc.ncbi.nlm.nih.gov

The Protein Folding Problem: The Role of Theory - PMC - PubMed Central

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deepmind.google

About - Google DeepMind

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gaintherapeutics.com

DeepMind AlphaFold: Revolutionizing Protein Folding Predictions - Gain Therapeutics

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hp.com

What is Google DeepMind: AI Research & Tools | HP® Tech Takes

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deepmind.google

AlphaFold impact stories - Google DeepMind

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wiki.marketdomination.solutions

Google's DeepMind - MDS Wiki

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deepmind.google

Google DeepMind

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pmc.ncbi.nlm.nih.gov

The power and pitfalls of AlphaFold2 for structure prediction beyond rigid globular proteins

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medicine.iu.edu

The Protein Folding Problem: The day AI unlocked a secret of life - Indiana University School of Medicine

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frontiersin.org

Editorial: When predictions meet experiments: the future of structure determination - Frontiers

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mdpi.com

Using AlphaFold Predictions in Viral Research - MDPI

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academic.oup.com

AlphaFold Protein Structure Database: massively expanding the structural coverage of protein-sequence space with high-accuracy models | Nucleic Acids Research | Oxford Academic

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biolifehealthcenter.com

AlphaFold: Transforming Biomedical Research in Neurodegeneration, Global Health, and Therapeutics

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pubmed.ncbi.nlm.nih.gov

AlphaFold Protein Structure Database in 2024: providing structure coverage for over 214 million protein sequences - PubMed

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gaintherapeutics.com

How AlphaFold is helping in treatment of protein misfolding diseases - Gain Therapeutics

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lindushealth.com

www.lindushealth.com

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guinnessworldrecords.com

Highest Score at the CASP competition - Guinness World Records

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deepmind.google

AlphaFold: a solution to a 50-year-old grand challenge in biology - Google DeepMind

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en.wikipedia.org

AlphaFold - Wikipedia

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deepmind.google

AlphaFold: Using AI for scientific discovery - Google DeepMind

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alphafold.ebi.ac.uk

AlphaFold Protein Structure Database

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news.mit.edu

AI system predicts protein fragments that can bind to or inhibit a ...

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ebi.ac.uk

Strengths and limitations of AlphaFold 2 | AlphaFold - EMBL-EBI

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labiotech.eu

AlphaFold3: Revolutionizing drug discovery and development

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blopig.com

CASP14: what Google DeepMind's AlphaFold 2 really achieved ...

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alphafoldserver.com

AlphaFold Server

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en.wikipedia.org

Isomorphic Labs - Wikipedia

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drugdiscoverytrends.com

Google DeepMind and Isomorphic Labs' AlphaFold 3 slashes protein modeling - Drug Discovery and Development

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wisdomtree.com

AlphaFold 3: The Future of AI in Biotechnology Is Here - WisdomTree

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deepmind.google

AlphaFold - Google DeepMind

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predictioncenter.org

Home - CASP15 - Protein Structure Prediction Center

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pmc.ncbi.nlm.nih.gov

Tertiary structure assessment at CASP15 - PMC - PubMed Central

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the-decoder.com

CASP15: AlphaFold's success spurs new challenges in protein-structure prediction

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pubs.rsc.org

AlphaFold accelerates artificial intelligence powered drug discovery: efficient discovery of a novel CDK20 small molecule inhibitor - Chemical Science (RSC Publishing)

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ebi.ac.uk

Customising AlphaFold2 structure predictions | AlphaFold - EMBL-EBI

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moodle2.units.it

Critical assessment of methods of protein structure prediction (CASP)—Round XV - Moodle@Units

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artsci.utoronto.ca

New study uses AlphaFold and AI to accelerate design of novel drug for liver cancer

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ebi.ac.uk

How have AlphaFold2's predictions of protein structure been validated? | AlphaFold

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news.mit.edu

Analyzing the potential of AlphaFold in drug discovery | MIT News

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researchgate.net

Comparison of AlphaFold, Robetta, and X-ray (pdb 5i6x) models for... - ResearchGate

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pmc.ncbi.nlm.nih.gov

Predicting Relative Populations of Protein Conformations without a Physics Engine Using AlphaFold 2 - PMC - PubMed Central

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pmc.ncbi.nlm.nih.gov

Accelerating crystal structure determination with iterative AlphaFold prediction - PMC

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pubs.acs.org

AlphaFold2 Predicts Alternative Conformation Populations in Green Fluorescent Protein Variants | Journal of Chemical Information and Modeling - ACS Publications

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reddit.com

People are overestimating Alphafold and it's a problem : r/labrats - Reddit

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peakproteins.com

Comparison Of Structural Techniques: X-ray, NMR, Cryo-EM | Peak Proteins

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researchgate.net

(PDF) AlphaFold3 at CASP16 - ResearchGate

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biorxiv.org

CASP16 protein monomer structure prediction assessment - bioRxiv

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predictioncenter.org

Home - CASP16 - Protein Structure Prediction Center

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nexco.ch

Peeking Into CASP16 and the Future of Biomolecular Structure Prediction - Nexco Analytics

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news-medical.net

AlphaFold accelerates discovery of potential antipsychotic drugs by ...

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frontiersin.org

Before and after AlphaFold2: An overview of protein ... - Frontiers

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isomorphiclabs.com

AlphaFold 3 predicts the structure and interactions of all of life's ...

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pmc.ncbi.nlm.nih.gov

AFsample2 predicts multiple conformations and ensembles with ...

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We’re often told that to succeed, we need to specialize. To become an expert in one narrow domain and dig as deep as we can.

But what if the key to truly profound insight lies in the opposite direction?

This week on Code and Council, we explore the life and mind of a man who was the living embodiment of that counterintuitive idea: the late, great Charlie Munger

.

Many know Munger as Warren Buffett’s indispensable partner—the “abominable no-man” and intellectual architect of modern Berkshire Hathaway. But his true legacy is a revolutionary doctrine for rational thinking that transcends the world of investing.

In this deep-dive episode, we unpack the Munger Doctrine, drawing from his speeches, writings, and his final, remarkably candid interview. We explore:

* The "Lattework of Mental Models": How Munger drew on the big ideas from psychology, physics, biology, and history to make better decisions than the siloed experts.

* The Great Philosophical Shift: How he single-handedly convinced Warren Buffett to abandon "cigar-butt" investing and instead focus on buying "wonderful businesses at fair prices". This was the pivotal change that made Berkshire the compounding machine it is today.

* A Masterclass in Applied Psychology: We break down his iconic investments, from the brand power of See's Candies and the "Lollapalooza Effect" of

Coca-Cola to his contrarian, crisis-era bets on banks like

Wells Fargo.

* Betting on Genius and Humility: The story of his "venture capital" style bet on Chinese EV maker BYD, which was a wager on a single, irreplaceable founder , and the instructive mistake he made with

Alibaba—a lesson in his own fallibility.

* The Apex Investment: A detailed look at why he called Costco the "ultimate wonderful business" and held its stock with unwavering conviction for 26 years, even when Buffett sold.

* A Philosophy for Life: Beyond the billions, we delve into his personal philosophy of "soldiering through" hardship, the moral duty to become wiser every day, and why avoiding stupidity is more important than seeking brilliance.

This episode is more than a recap of a legendary investor's career. It’s an exploration of a timeless framework for clear thinking and effective action. It’s about learning to see the world not as a collection of separate subjects, but as a complex, interconnected system.

Join us for a journey into one of the sharpest minds of the last century.Background Music:https://www.youtube.com/watch?v=Q6CRmIXcrxw&list=PLfP6i5T0-DkIA0Bny2MV8lEF2rTI2TzdF&index=5Sources PoorCharliesAlmanackGemini 2.5 Pro bnh.bank

Here's to Your Wealth – The Life and Legacy of Charlie Munger, Investing Maverick

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youtube.com

Charlie Munger: Chinese Automobile Manufacturer BYD - YouTube

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financemagnates.com

Charlie Munger's Final Stock Portfolio Unveiled

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timeline.co

Six Lessons on Investing from Charlie Munger - Timeline

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cabotwealth.com

Remembering Charlie Munger, Investing Legend - Cabot Wealth Network

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reddit.com

Was Charlie Munger Really That Good of An Investor? : r/ValueInvesting - Reddit

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leelynsmith.com

Charlie Munger's timeless lessons for investors - Leelyn Smith

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silverlightinvest.com

Charlie Munger's Most Important Investing Lesson - Silverlight Asset Management, LLC

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stockcircle.com

Charlie Munger: 2 Wells Fargo transactions (Daily Journal / WFC) - Stockcircle

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247wallst.com

Costco Stock, a Long-Time Charlie Munger Favorite, is Worth Buying in Bulk After Earnings

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247wallst.com

The Late Billionaire Charlie Munger's 'Other' Firm Has 97% of Its Investments in These 3 Stocks

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reddit.com

Charlie Munger often praises Costco, what's a fair valuation for the stock? - Reddit

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financhill.com

Why Did Charlie Munger Love Costco - Financhill

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sn.einvestingforbeginners.com

Nuggets: The Extraordinary Life of Charlie Munger

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sbo.financial

Buffett's sweetest acquisition: A financial teardown of See's Candies | SBO

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sees.com

The Extended Family - See's Candies

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fs.blog

Turning $2 Million Into $2 Trillion - Farnam Street

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investopedia.com

Charlie Munger: Life, Berkshire Hathaway, Investments - Investopedia

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wealthyretirement.com

Charlie Munger and One of the Best Investments of All Time

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quartr.com

Tasting Quality: Berkshire's Defining Bet on See's Candies - Quartr

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en.wikipedia.org

Wesco Financial - Wikipedia

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granitefirm.com

Key points from Munger Wesco's 24 years of shareholder meetings - Andy Lin's Long-term Stock Investment Blog

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pipeline.capital

Person of the month: Charlie Munger - Pipeline Capital

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nik.art

Charlie Munger's “How To Start Coca Cola in 1884” Thought Experiment | nik.art

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fool.com

Charlie Munger's Investment Strategy | The Motley Fool

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morningstar.com.au

Charlie Munger: What makes him a great investor - Morningstar Australia

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marketrebellion.com

Charlie Munger's Top 4 “All-In” Stocks — Munger's Final Investments - Market Rebellion

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investorplace.com

In Memory of a Legend: 7 Stocks That Charlie Munger Loved | InvestorPlace

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nasdaq.com

Meet BYD Chief Wang Chuanfu, Who Charlie Munger Said Is 'Better At Actually Making Things' Than Tesla CEO Elon Musk | Nasdaq

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moomoo.com

An Overview of Charlie Munger's Classic Investment Cases - moomoo Community

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medium.com

Charlie Munger On How To Build a $2 Trillion Startup | by Dan Shipper | Medium

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barchart.com

Which Was Charlie Munger's Best Bet: Berkshire Hathaway Or Costco? - Barchart.com

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youtube.com

Charlie Munger: Berkshire's Investment in the Coca-Cola Stock - YouTube

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nasdaq.com

Which Was Charlie Munger's Best Bet: Berkshire Hathaway or Costco? - Nasdaq

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youtube.com

Charlie Munger and Costco: A look at why he was a big fan of the giant retailer - YouTube

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financhill.com

How Costco Became Charlie Munger's $100 Million Personal Bet - Financhill

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hedgefundalpha.com

Charlie Munger Portfolio Performance: Analyzing Strategies For His Success

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hedgefundalpha.com

Charlie Munger And The Power Of Costco - Hedge Fund Alpha

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en.wikipedia.org

Charlie Munger - Wikipedia

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dailyjournal.com

Charles T. Munger, 1924 - 2023 - Daily Journal

Dive deep into the clandestine world of groundbreaking technology and the minds that forge it. Inspired by the legendary Skunk Works, we explore how audacious risk-taking, lean teams, and a relentless drive for the impossible shape our world, from stealth aircraft to the AI in your daily life. Join us as we uncover the hidden threads of innovation and challenge conventional wisdom.

Ever wonder how a payment startup spawned an empire of innovation?

Code and Council digs into the untold stories of the PayPal Mafia, revealing their relentless drive, their profound impact on technology and finance, and the complex future they're building. From Palm Pilots to space exploration, from reinventing social networks to leading the charge in AI, we explore how Elon Musk, Peter Thiel, Reid Hoffman, and others continue to shape our world.

Are we witnessing an intelligence explosion or a dangerous new order? Join us to dissect the ideas that truly matter.Backing Track:https://www.youtube.com/watch?v=azNw-vQhAXQ&list=RDazNw-vQhAXQ&start_radio=1Here is a list of sources used to compile the podcast script:

Primary Books & Key Works:

Isaacson, Walter. Elon Musk. Simon & Schuster, 2023. (This book served as a major source for the detailed biographical information on Elon Musk, including his early life, challenges, and motivations.)

Thiel, Peter, with Masters, Blake. Zero to One: Notes on Startups, or How to Build the Future. Crown Business, 2014. (This book was the foundational source for Peter Thiel's philosophy on monopolies, contrarian thinking, "secrets," the Power Law, and the concept of "Zero to One.")

Lacy, Sarah. Once You're Lucky, Twice You're Good: The Rebirth of Silicon Valley and the Rise of Facebook and MySpace. Gotham, 2009. (Provides context on the PayPal Mafia phenomenon.)

Levchin, Max. (While no specific book was cited, his role and insights from various interviews and articles were used).

Websites & Articles (General Information & Updates):

Wikipedia:

"PayPal Mafia" (for list of members, their subsequent ventures, and general overview).

"PayPal" (for early company history, mergers, IPO, and acquisition details).

"Elon Musk (Isaacson book)" (for publication details and critical reception of the biography).

"Zero to One" (for publication details and context of the book).

"Reid Hoffman" (for biographical details, LinkedIn founding, and investments).

Newcastle Advisors: "The PayPal Mafia: Lessons from Tech's Most Influential Network" (for high-level overviews of members' contributions and key lessons).

Quartr: "The PayPal Story: Online Payment Pioneers" (for context on PayPal's founding and dot-com boom).

Surgegraph.io: "Who Is the Real Founder of YouTube? The Story You Don't Know" (for YouTube founders' background and early history).

Medium (Call me V): "The Founding of YouTube: The Story of Three Friends and a Vision" (additional details on YouTube's founding).

Reddit (r/startups): "How Yelp Got Their First Users" (for Yelp's early growth hacks and social focus).

Electrical & Computer Engineering, University of Illinois: "Like YouTube, PayPal, Yelp Has Illinois Root" (for Yelp founders' background and connection to Max Levchin's incubator).Simon & Schuster: Official publisher page for Walter Isaacson's Elon Musk (for book details and author information)

Seven Stories Press: Official publisher page for Darryl Cunningham's Elon Musk: American Oligarch (additional biographical context for Musk).https://x.com/xai/status/1943158495588815072

EBSCO Research Starters: "Reid Hoffman" (for biographical details and early career).Opportunity@Work: "Reid Hoffman | LinkedIn Co-Founder; Partner at Greylock" (for career details and investment focus).PenguinRandomHouse.com: Official publisher page for Zero to One (for publication details).Porchlight Book Company: "Zero to One: Notes on Startups, or How to Build the Future" (for publication details).Goodreads: "Editions of Zero to One: Notes on Startups, or How to Build the Future by Peter Thiel" (for publication details).https://podcasts.apple.com/us/podcast/a-mind-bending-conversation-with-peter-thiel/id1438024613?i=1000714636858

Grok 4 isn’t just smarter—it’s something else entirely. In this episode of Code and Council, Jerry and Rachel dissect the sudden leap in xAI’s latest model and what it reveals about Elon Musk’s ambitions. They explore Grok 4’s real-time reasoning, the surprise architecture switch, and its implications in an increasingly volatile AI landscape.

We compare Grok 4 to other leading models, trace the roots of model capability acceleration, and examine the ideological risks of embedding general intelligence in a viral meme machine. This isn’t just about benchmarks—it’s about power, control, and the invisible hands tuning cognition at scale.

Welcome to the next phase of the AI arms race. Grok 4 has entered the chat.Audiohttps://www.youtube.com/watch?v=MCCVeNF0LAYSources: https://x.com/xai/status/1943158495588815072R&D World

www.rdworldonline.com

xAI releases Grok 4, claiming Ph.D.-level smarts across all fields - R&D World

Two years ago, Elon Musk signed an open letter urging a six-month pause on training AI systems more powerful than OpenAI's GPT-4, citing “profound risks to ...

Analytics India Magazine

analyticsindiamag.com

Musk's Grok-4 Crushes Benchmarks, Beats OpenAI & Google in RL

Moreover, according to Artificial Analysis, Grok-4 is now the leading AI model. “We have run our full suite of benchmarks, and Grok-4 achieves an Artificial ...

www.politico.eu

Migration mayhem - Politico.eu

GROK GOES ALL IN ON NAZIS: Grok, the AI chatbot made by Elon Musk's xAI and deployed on his X social media platform, wrote numerous antisemitic posts Tuesday ...

WYPR

www.wypr.org

Homepage - WYPR | WYPR

July 2, 2025. NPR News. Salvatore Di Nolfi/AP. /. Keystone. U.S. issues sanctions against United Nations investigator probing abuses in Gaza. The Associated ...

We are living through a time when machines are learning to see, speak, remember—and perhaps even care. But what does that mean for us? For our agency? For our inner lives?

In this episode of Code and Council, Jerry and Rachel take you on a sweeping journey through the intellectual and technical evolution of artificial intelligence. We begin with Alan Turing and the foundational question—Can machines think?—then move through the early neuro-inspired models and symbolic logic programs that defined the field’s birth. From the cybernetic optimism of the 1950s to the crushing skepticism of the AI Winters, we trace the cycles of ambition, failure, and reinvention that gave AI its shape.

Then, we zoom in on the story of Jim Simons and Renaissance Technologies—a hedge fund run not by instincts or traders, but by machine learning. What does it mean when a machine can out predict a human not just in games, but in markets?

Finally, we arrive in the present: large language models, image generators, robotic agents. We meet the researchers and founders racing to define AI’s future—while grappling with the systems they’ve already built.

What happens when machines don’t just serve us, but anticipate us? Will they become our collaborators—or our constraints? And what happens to our sense of meaning when prediction replaces understanding?

Listen in.-Music Credit Ignacio: https://www.youtube.com/watch?v=pgjOMxMdmKg-Sources and Research:The Turing Machine: The Thought Experiment That Defined Computability, accessed July 4, 2025, https://quantumzeitgeist.com/the-turing-machine-the-thought-experiment-that-defined-computability/

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Story of how Neural Networks came to be! | by Indraneel Pole - Medium, accessed July 4, 2025, https://medium.com/@pole.indraneel/story-of-how-neural-networks-came-to-be-dc4b7fb6df5a

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China: Seventy Years of Reinventing the Social CodeFrom Mao’s utopian revolutions to Xi Jinping’s algorithmic governance, China’s modern history is a study in state-led transformation—ambitious, often brutal, occasionally visionary. In this episode, Jerry and Rachel trace seventy years of social engineering, from the Great Leap Forward to today’s algorithmic control systems. Along the way, they examine both repression and reform, chaos and modernization, through the rise of two technological powerhouses: Huawei and Alibaba.

This isn’t about judging who’s right. It’s about understanding difference—how a civilization with its own historical memory and political logic has chosen to shape its society. In a fragmented world, learning from each other’s successes and failures may be the only path forward.

Source Material Links Thank you to all of the producers of our source material. They are the inspiration for the show. Asiaonmetry

https://www.youtube.com/watch?v=rQeC7gp8vmU&list=PLKtxx9TnH76RWrnXqLvylTy8PjApxwgPq&index=13

Construction Physicshttps://www.construction-physics.com/p/morris-chang-and-the-origins-of-tsmc

Gemini Deep Research Works Cited:Works cited

1. China Escalates Cross-Strait Military Activity Under Taiwan ... - CSIS, https://www.csis.org/analysis/china-escalates-cross-strait-military-activity-under-taiwan-president-william-lai 2. China launches military drills in waters around Taiwan | BBC News - YouTube, https://www.youtube.com/watch?v=ZxQpaFasvok 3. China holds large-scale military drills around Taiwan - YouTube, https://www.youtube.com/watch?v=5gn7TCXMCVo&pp=0gcJCf0Ao7VqN5tD 4. U.S.-Taiwan Trade and Economic Relations | Congress.gov, https://www.congress.gov/crs-product/IF10256 5. 2025-0221: U.S. Drops Wording on Not Supporting Taiwan Independence; U.S., Japan, ROK Highlight Taiwan Strait Peace; Canada's Taiwan Strait Transit - Formosan Association for Public Affairs, https://fapa.org/2025-0221-u-s-drops-wording-on-not-supporting-taiwan-independence-u-s-japan-rok-highlight-taiwan-strait-peace-canadas-taiwan-strait-transit/ 6. Did the US Just Change Its Taiwan Policy? - The Diplomat, https://thediplomat.com/2025/02/did-the-us-just-change-its-taiwan-policy/ 7. 2025-0103: FAPA Applauds Enactment of 2025 NDAA; Drawdown Aid Package for Taiwan; U.S. Arms Sales to Taiwan - Formosan Association for Public Affairs, https://fapa.org/2025-0103-fapa-applauds-enactment-of-2025-ndaa-drawdown-aid-package-for-taiwan-u-s-arms-sales-to-taiwan/ 8. US Congress passes NDAA 2025 with enhanced Taiwan security cooperation, https://en.mofa.gov.tw/News_Content.aspx?n=1329&sms=272&s=118851 9. President Lai delivers remarks on US tariff policy response-News ..., https://english.president.gov.tw/News/6935 10. China-Taiwan Weekly Update, May 30, 2025 | Institute for the Study of War, https://www.understandingwar.org/backgrounder/china-taiwan-weekly-update-may-30-2025 11. How Taiwan Is Boosting War Prep Amid Escalating China Threat | Island Readies For A Siege - YouTube, https://www.youtube.com/watch?v=7ECVt5IuN-M 12. Disruptions to Trade in the Taiwan Strait Would Severely Impact ..., https://www.csis.org/analysis/disruptions-trade-taiwan-strait-would-severely-impact-chinas-economy 13. As U.S.-Taiwan Trade Strengthens, Tensions With China Complicates Business | WSJ, https://www.youtube.com/watch?v=2IgBsQGeyTw 14. Escalating Tensions: US-China Relations and Taiwan - YouTube, https://m.youtube.com/watch?v=iLMPqHFWjy8 15. Taiwan Strait Tensions: How This Strategic Waterway Shapes Global Geopolitics?, https://www.youtube.com/watch?v=pgQWreeg6Kk 16. What And Where Is The Taiwan Strait? - International Policy Zone - YouTube, https://www.youtube.com/watch?v=LGni02RYXVo 17. China warns US not to 'play with fire' over Taiwan | Military News | Al ..., https://www.aljazeera.com/news/2025/6/1/china-warns-us-not-to-play-with-fire-over-taiwan 18. China sends scores of planes across central line in Taiwan Strait ..., https://apnews.com/article/taiwan-china-planes-center-line-british-ship-b1618804e7a4bc66c411cb3cb171480a 19. Taiwan: Background and U.S. Relations - Congress.gov, https://www.congress.gov/crs-product/IF10275 20. Taiwan 2025 - U.S.-China Perception Monitor, https://uscnpm.org/2025/02/11/taiwan-2025/ 21. Taiwan Affairs Office responds to absence of 'peaceful reunification' in 2024 and 2025 government work reports - Global Times, https://www.globaltimes.cn/page/202503/1329961.shtml 22. After China's “Ready for War” Threat, US Says “Prepared For Worst Scenario” From The Frontline| N18G - YouTube, https://www.youtube.com/watch?v=4CIzeznO7YA&pp=0gcJCdgAo7VqN5tD 23. Taiwan pursues homegrown Chinese spies as Beijing intensifies espionage, https://hongkongfp.com/2025/06/21/taiwan-pursues-homegrown-chinese-spies-as-beijing-intensifies-espionage/ 24. Member of the Political Bureau of the CPC Central Committee and Foreign Minister Wang Yi Meets the Press_Ministry of Foreign Affairs of the People's Republic of China, https://www.fmprc.gov.cn/eng/wjbzhd/202503/t20250307_11571025.html 25. China-Taiwan Weekly Update, May 17, 2025 | American Enterprise Institute - AEI, https://www.aei.org/articles/china-taiwan-weekly-update-may-17-2025/ 26. Ma's China visit; DPP's blind spot - Taipei Times, https://www.taipeitimes.com/News/editorials/archives/2025/06/18/2003838790 27. The Future of Taiwan-U.S. Relations in a Changing Geopolitical Landscape - YouTube, https://www.youtube.com/watch?v=qKaN_-nlfjA 28. The Return to Strategic Ambiguity: Assessing Trump's Taiwan Stance, https://www.fpri.org/article/2025/05/the-return-to-strategic-ambiguity-assessing-trumps-taiwan-stance/ 29. US Strategic Communication Toward Taiwan: From Ambiguity to Clarity? - ResearchGate, https://www.researchgate.net/publication/390472359_US_Strategic_Communication_Toward_Taiwan_From_Ambiguity_to_Clarity 30. The Risks of Rushing to Denial in the Taiwan Strait - CSIS, https://www.csis.org/analysis/risks-rushing-denial-taiwan-strait 31. Even Taiwan Can't Believe What USA Just Did to CHINA - YouTube, https://www.youtube.com/watch?v=ETXBZuSAIAQ 32. China-Taiwan Weekly Update, June 16, 2025 | Institute for the Study of War, https://www.understandingwar.org/backgrounder/china-taiwan-weekly-update-june-16-2025 33. U.S.-Taiwan Trade and Economic Relations - CRS Products from the Library of Congress, https://crsreports.congress.gov/product/pdf/IF/IF10256/20 34. EEAS G7: Joint statement of the Foreign Ministers' Meeting in Charlevoix - European Union, https://www.eeas.europa.eu/eeas/g7-joint-statement-foreign-ministers%E2%80%99-meeting-charlevoix_en 35. 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Episode

— Championships, Chip Wars, and the Darwin Code

What this episode’s about:This isn’t just a tech episode — it’s a geopolitical reality check. In today’s segment, Jerry and Rachel weave together threads from three heavyweight conversations: Google CEO Sundar Pichai on the power of recursive AI, Ken Rogoff on China’s economic reckoning, and investors Brad Gerstner & Bill Gurley on the AI talent race and global chip diplomacy.

We ask a simple but urgent question: What does it take to win the AI championship?

Key topics:

* Why America’s immigration policy could make or break its AI lead

* The rise of data walls: open vs. closed enterprise ecosystems

* China’s “1,000 startup strategy” and its capitalist-survivalist twist

* The rare earth + AI chip standoff — and the case for a grand trade

* Why banning Chinese students in STEM might backfire catastrophically

* How Pichai’s AI optimism meets Rogoff’s macro realism

* The uncomfortable truth: America’s luck is wearing thin

Why you should listen:If you care about technology, talent, or the tectonic shifts shaping the 21st century, this episode delivers the synthesis others are missing. It’s not just commentary — it’s connective tissue between innovation, policy, and power.

“If you and I want to win championships, we shouldn't care where the player is from — we just need the best on the team.”— Brad Gerstner

🎧 Listen now — and share with someone who still thinks AGI is 20 years away.

Artificial intelligence, nuclear strategy, geopolitical brinkmanship—just another week in the simulation.

About that… P(doom) is a narrative podcast hosted by two synthetic minds, Rachel and Jerry, who unpack the smartest and scariest ideas from across tech, policy, and science media. Each episode distills urgent questions from longform sources into sharp, satirical, and unsettling conversations.

We cover topics like:

* AI alignment and ethical realism from Scott Sumner’s Doom Debates interview

* Nuclear launch protocols and bureaucratic apocalypse from Fred Kaplan’s The Bomb and his Hardcore History-style interview

* 72-minute doomsday scenarios from Annie Jacobsen’s Nuclear War: A Scenario

* Middle East war escalation logic via War on the Rocks: Israel, Iran & Deterrence

What’s the probability of doom? What happens when systems move faster than ethics? And what kind of future are we still willing to choose?

This show doesn’t pretend to answer every existential question. But it does know how to ask the right ones.

Subscribe if:

* You want fewer hot takes and more cold realism

* You’re curious whether AGI is our last invention—or our best

* You know what "alignment" means, and still have hope

New episodes weekly. Intelligence isn’t enough. Alignment is everything.