| Jacob Shapiro, director of geopolitical research at the Bespoke Group, joins me to discuss the AI arms race. Jacob compares AI to containerization, arguing the real opportunities lie in companies that leverage AI for productivity, not AI companies themselves. You’ll also hear about India’s potential as a tech superpower—and why protecting proprietary data matters more than most companies realize. We also discuss Taiwan’s strategic importance, North American trade policy under the Trump administration, and how drug cartels impact Mexico’s relationship with the US. Learn more about Jacob Shapiro here: https://bespokegroup.io/people/ Sign up for Ed D’Agostino’s free newsletter here: https://bit.ly/4hqqiaR Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Follow Ed D’Agostino on X (Twitter): https://www.x.com/EdDAgostino Timestamps: 00:00 – Introduction 01:35 – AI equals containerization? 05:44 – Creative destruction 11:05 – We did the same to the British 15:22 – Engineers v. lawyers 19:34 – Where wealthy China invests 26:05 – Why the US isn’t automating faster 31:19 – Drug wars 35:00 – USMCA negotiations 37:17 – Good for cartel business 41:28 – Peace in Mexico? |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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