E8: Samo Burja on America's Future, China, AI, and the New Global Order

Erik sits down with political scientist Samo Burja ( @SamoBurja  ) who founded Bismarck Analysis, a consulting firm that analyzes institutions (ranging from governments to companies). Samo is one of the most interesting and wide-ranging thinkers today. In this episode, they discuss the current state and future state of America, China, Russia, Ukraine, energy, the US dollar, AI, and more. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/UPSTREAM -- RECOMMENDED PODCAST:  Every week investor and writer of the popular newsletter The Diff, Byrne Hobart, and co-host Erik Torenberg discuss today’s major inflection points in technology, business, and markets – and help listeners build a diversified portfolio of trends and ideas for the future. Subscribe to “The Riff” with Byrne Hobart and Erik Torenberg: https://link.chtbl.com/theriff TIMESTAMPS: (00:00) Episode preview (03:05) Who’s right: Balaji, Zeihan, or Olson? (07:18) Why China’s prospects aren’t as bad as Zeihan thinks (09:46) What have we learned one year out after Ukraine? (13:12) Future of The U.S. dollar (15:19) Sponsors: Secureframe (17:03) Balaji’s Bet (17:42) Future of America (22:06) Why Brazil hasn’t panned out (26:34) Is AI communist and crypto libertarian (29:37) Evolution of elites (33:40) Comparing Elon and SBF (36:12) Economics of automation and AI (41:28) How intellectual culture has changed (43:39) America exporting Western values (47:42) America and China converging (50:00) Startup cities vs incumbents (52:54) Samo’s consultancy (55:35) Samo’s upcoming research interests TWITTER: Erik’s Twitter: @eriktorenberg Samo's Twitter: @samoburja Please support our sponsors: Beehiiv | Shopify | Secureframe Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝to https://Beehiiv.com and use code "UPSTREAM" for 20% off your first three months  -Shopify: https://shopify.com/torenberg for a $1/month trial period Shopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all ecommerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one ecommerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. Sign up for $1/month trial period: https://shopify.com/torenberg. - Secureframe: https://secureframe.com/ Secureframe is the leading all-in-one platform for security and privacy compliance. Get SOC-2 audit ready in weeks, not months. I believe in Secureframe so much that I invested in it, and I recommend it to all my portfolio companies. Sign up for a free demo and mention UPSTREAM during your demo to get 20% off your first year. Secureframe has just released Secureframe Trust, a new product that lets you showcase your organization's security posture to build customer trust. -- This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected].