Timestamps:0:00 - Introduction

0:48 - Barbados think tank

2:38 - The Integrated View: Why energy, compute, and AI are inseparable

7:11 - The Physical AI Frontier: Why data-capture flywheels win in the real world

11:00 - VLA Models vs. Dream Space: Pragmatism vs. the platonic ideal of simulation

14:03 - Oral Networks: Solving the GPU networking bottleneck with photonics

16:21 - Beyond Vector DBs: Reasoning-based retrieval with Page Index

18:30 - The skill of extrapolation: Turning bottlenecks into levers of value

20:02 - Agentic Workflows: How Albion uses AI to map the ecosystem

22:12 - Radical Authenticity: Why Sebastian refuses to win on someone else's terms

23:14 - The "Clock Speed" Heuristic: Identifying founders who exhaust you