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Byrne Hobart - FTX, Drugs, Twitter, Taiwan, & Monasticism
Dwarkesh Podcast
Is There a Taiwan Invasion Bet?
Burn: How can somebody be long AI but hedge for the possibility that Taiwan will be invaded? Burn: The next best thing would be looking at the Korean fabs because they're close but I guess they don't produce the same chips. He says sometimes geopolitical changes can just lead to these permanent inflections in underlying technology. burn: There's not really a good meteor hedge like you know maybe treasuries do outperform equities but you don't really care okay yeah all right I'll definitely have us on again in a few weeks and it was really interesting this is like probably the most fun episode I've done so far so awesome!
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