Shyam Sankar
👤 PersonAppearances Over Time
Podcast Appearances
Or are we going to resist every step? Is the burden of proof such that I will not take any action until I perfectly understand everything or not? And I think no great things are accomplished that way. It's too slow. The OODA loop's too long. It takes too long to bring everyone along. So I'm in a suspension of disbelief mode.
Or are we going to resist every step? Is the burden of proof such that I will not take any action until I perfectly understand everything or not? And I think no great things are accomplished that way. It's too slow. The OODA loop's too long. It takes too long to bring everyone along. So I'm in a suspension of disbelief mode.
Or are we going to resist every step? Is the burden of proof such that I will not take any action until I perfectly understand everything or not? And I think no great things are accomplished that way. It's too slow. The OODA loop's too long. It takes too long to bring everyone along. So I'm in a suspension of disbelief mode.
And I would say Scott Besant is a very smart person. Human, very smart macro trader, you know, part of an elite, there's probably like on the order of 10 people in the world like him or a current treasury secretary. And, you know, I basically, it comes down to confidence in the team. I have a lot of confidence in the team.
And I would say Scott Besant is a very smart person. Human, very smart macro trader, you know, part of an elite, there's probably like on the order of 10 people in the world like him or a current treasury secretary. And, you know, I basically, it comes down to confidence in the team. I have a lot of confidence in the team.
And I would say Scott Besant is a very smart person. Human, very smart macro trader, you know, part of an elite, there's probably like on the order of 10 people in the world like him or a current treasury secretary. And, you know, I basically, it comes down to confidence in the team. I have a lot of confidence in the team.
Well, the U.S. and our allies is really our focus. So, you know, we have most of Western European intelligence organizations use our software. You know, some of that is, look, they're subscale in many ways. So I don't want to call it philanthropy, but it's the right thing to do. After the Bataclan massacre, we volunteered to help the French out massively.
Well, the U.S. and our allies is really our focus. So, you know, we have most of Western European intelligence organizations use our software. You know, some of that is, look, they're subscale in many ways. So I don't want to call it philanthropy, but it's the right thing to do. After the Bataclan massacre, we volunteered to help the French out massively.
Well, the U.S. and our allies is really our focus. So, you know, we have most of Western European intelligence organizations use our software. You know, some of that is, look, they're subscale in many ways. So I don't want to call it philanthropy, but it's the right thing to do. After the Bataclan massacre, we volunteered to help the French out massively.
And they took I think that was actually kind of a mark to market moment of we need the help. A lot of these European countries have their own indigenous industrial base, which they're very proud of, but it's not at the level of the US industrial base.
And they took I think that was actually kind of a mark to market moment of we need the help. A lot of these European countries have their own indigenous industrial base, which they're very proud of, but it's not at the level of the US industrial base.
And they took I think that was actually kind of a mark to market moment of we need the help. A lot of these European countries have their own indigenous industrial base, which they're very proud of, but it's not at the level of the US industrial base.
And so there's always a conflation of what part of my industrial base is a jobs program and what part is supposed to provide deterrence and lethality to protect my nation. And so I think we're really happy with that level of work here. Australia, Japan, the US and our allies.
And so there's always a conflation of what part of my industrial base is a jobs program and what part is supposed to provide deterrence and lethality to protect my nation. And so I think we're really happy with that level of work here. Australia, Japan, the US and our allies.
And so there's always a conflation of what part of my industrial base is a jobs program and what part is supposed to provide deterrence and lethality to protect my nation. And so I think we're really happy with that level of work here. Australia, Japan, the US and our allies.
I think the way I think about it is that we want to make any sort of kinetic or even non-kinetic economic action against Taiwan too risky for our counterparts in China. We want to push out. If the Davidson window ends at 27, our goal is to make that 28, then make it 29 and 30 and just keep making it harder and harder and too risky for the CCP to do anything. That's the optimality.
I think the way I think about it is that we want to make any sort of kinetic or even non-kinetic economic action against Taiwan too risky for our counterparts in China. We want to push out. If the Davidson window ends at 27, our goal is to make that 28, then make it 29 and 30 and just keep making it harder and harder and too risky for the CCP to do anything. That's the optimality.
I think the way I think about it is that we want to make any sort of kinetic or even non-kinetic economic action against Taiwan too risky for our counterparts in China. We want to push out. If the Davidson window ends at 27, our goal is to make that 28, then make it 29 and 30 and just keep making it harder and harder and too risky for the CCP to do anything. That's the optimality.
That's the primacy of winning. It's a mindset that's like, we're not trying to solve the problem. We're trying to make sure they can't move on Taiwan. Could you be a little more descriptive on how would we do that? We have to make it not survivable or unpredictable of what the outcome is going to be.
That's the primacy of winning. It's a mindset that's like, we're not trying to solve the problem. We're trying to make sure they can't move on Taiwan. Could you be a little more descriptive on how would we do that? We have to make it not survivable or unpredictable of what the outcome is going to be.