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.