Episode Details

Four energy supply shocks landing on three continents at once, and somehow the oil traders got bored before the generals did. The crew works through strikes on Iran, Russia's diesel export ban, and how drones you could build in a garage are quietly rewriting global markets. Then a turn into Palantir CEO Alex Karp warning that the big AI models are out to eat their own customers, why the knowledge stuck in your employees' heads may be your best data, and what Collide is doing to capture it.

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00:00 Iran strikes and a ceasefire coming apart
03:39 Should the US be the world's enforcer
06:59 Seizing an oil island and shale's quiet flex
08:21 A Saving Private Ryan soccer detour
10:09 SPR draws and where oil sits
12:00 Russia's diesel ban and refineries under drones
15:25 Diesel, inflation, and the midterm math
18:43 Four supply shocks, three continents
19:51 Cheap drones rewriting warfare
21:20 Alex Karp on AI models eating their customers
28:28 Who's really king of IP theft
30:15 Tribal knowledge as the real data goldmine

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