Can China really outpace OpenAI? From shaking up the energy world—think Chevron, Exxon, and even Bitcoin mining—to sparking debates on power demands and national security, this one’s got layers. Plus, we’re unpacking how these AI advancements could flip the script for data centers, LNG exports, and even the future of American shale. Oh, and let’s not forget the FTC drama over those big oil mergers—it’s all connected. Is this a real game-changer or just more noise? Let’s untangle it. 

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00:00 - Intro
01:09 - What is Deep6
04:59 - Reality of Deep6
09:10 - Trump's Executive Orders
14:44 - DeepSequestration and Energy Projects
16:35 - History Rhymes: Lessons Learned
20:40 - Growth of AI Investment
22:00 - Trump's Influence on Bitcoin Cycle
23:50 - Bitcoin Overview
26:35 - Energy Sector Insights
29:35 - Expectations from the Administration
31:30 - Regulation Final Thoughts
34:30 - Scott Sheffield Discussion
40:15 - Lina Khan and the FTC Insights
46:03 - FTC Ruling on Scott Sheffield
49:20 - Wrap-Up with Ryan
49:39 - Thanks for Joining
49:44 - Like the Show?

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