This week's roundup covers the transition toward discretionary geopoliticalism and the rising tension between AI scaling ambitions and physical resource constraints. We synthesize the convergence of energy weaponization, global power grid limitations, and the inevitable shift from speculative AI growth to mandatory profitability.

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0:00 - Introduction
1:58 - The Transition from Rule-Based Governance to Discretionary Geopoliticalism
8:01 - Energy Supply Weaponization and the Reemergence of Commodity Scarcity
13:36 - The Convergence of AI Ambition and Physical Infrastructure Bottlenecks
18:31 - The Era of the 'ROI Requirement' and the End of AI Subsidies
23:48 - Conclusion