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5 retained episodes matching “source:"One Decision"”.

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One Decision

Will OpenAI Need a Government Bailout? (w/ Sebastian Mallaby)

#OpenAI #AI #ArtificialIntelligence Thank you to Incogni for sponsoring. Get 60% off the annual plan with code onedecision at OpenAI says it will burn $280 billion by 2030. Sebastian Mallaby gives it a 50/50 chance of running out of money by next summer. So what happens when the world's most prominent AI lab goes bust — and does the US government step in? Sebastian Mallaby — Senior Fellow at the Council on Foreign Relations and author of The Infinity Machine, a biography of DeepMind co-founder Demis Hassabis — joins Sir Richard Dearlove and John Raine. They discuss the financial fragility of the leading AI labs, why open-weight AI models are too dangerous to permit, how a US-China non-proliferation deal for AI might work, and what a war game about nuclear submarines revealed about where this is all heading. In this episode: (00:00) AI Race Between US and China (02:08) Sebastian Mallaby o

One Decision

Mohamed El-Erian: America Is Exporting Its Debt Crisis

War with Iran, record diesel prices, and a global bond sell-off: how much more can the world economy take? Mohamed El-Erian (Wharton, Allianz, former CEO of PIMCO) joins Sir Richard Dearlove (former head of MI6) and John Raine to explain what's driving the bond market sell-off, why the US is exporting instability to the UK, France, and Japan, and why AI is "80% asset, 20% liability." Plus: how PIMCO really navigated Lehman's collapse, and the one decision he's watching. In this episode: (00:00) Intro (03:07) Why this crisis is different (04:04) Permacrisis and "minilateralism" (05:46) What's driving the global bond sell-off (07:32) The hit to US households: mortgages, car loans, the K-shaped economy (10:10) "Our yields, your problem": UK, France and Japan (13:05) France, Mélenchon and Europe's leadership vacuum (17:59) AI: 80% asset, 20% liability (20:35) US-China AI Race (31:30) Did PIM

One Decision

Original-language Geopolitics report

Israel and the US may have extraordinary intelligence on Iran. But intelligence isn't the same as comprehension, according to nuclear physicist and 2015 Iran deal negotiator Ali Vaez. Vaez joins John Raine and Sir Richard Dearlove to break down what Iran's nuclear capabilities really look like after the 12-day war. Plus, how Iran's Supreme National Security Council stays united under duress, how the Iran Revolutionary Guard Corps maintains primacy over the regular army, and why sanctions now at "nine out of ten" still won't force collapse. Iran doesn't need to win this standoff. It just needs not to lose. In this episode: (00:00) Ali Vaez on wartime Iran (02:39) Is Iran's leadership a monolith or divided? (03:55) Power centers: the SNSC, the Basij, and the IRGC (10:09) The mystery of Mojtaba Khamenei (12:00) Economic and military pressure on Iran (15:00) A forever war? Gulf States, Saudi

One Decision

Russia-Ukraine War Ground Truth (ft. Analyst Michael Kofman) | Swedish Spies, Iran Pause, AI Fears

Is the Russian military actually losing ground, or adapting faster than Western allies realize? Fresh off a tour of the Ukrainian front lines, Senior Fellow in the Russia and Eurasia Program at the Carnegie Endowment for International Peace Michael Kofman delivers a realistic assessment of the latest developments in the Russia-Ukraine war. Kofman explains why Ukraine is in its strongest position since mid-2023, how Russian military commanders reporting false progress to Putin may lead to a mismatch between goals and means in the war, the strategic implications behind Ukraine’s recent command changes and political shifts in defense procurement, and why it’s critical that NATO learns what it can from Ukrainian force exercises to be prepared to face Russia’s next post-war threat. Sir Richard Dearlove and co-host Kate McCann unpack the latest and most significant news stories in geopolitics:

One Decision

Iran's War Plan (ft. Vali Nasr), Burnham In, Fedorov Out, Japan's New Spy Agency, China's AI Grab

Professor Vali Nasr argues that the single objective that's driven Tehran since 1979 has been defending its independence from the US. Author of Iran’s Grand Strategy, Nasr says that logic, more than ideology, explains the current war. He unpacks Iran's shift toward hard-nosed nationalism, what leverage it has left, and whether the country will take a more pragmatic approach to geopolitics. Sir Richard Dearlove and guest co-host John Raine talk through the headlines shaping today’s geopolitics: Japan's intelligence overhaul, the fallout from Zelensky's clash with his defense minister, China's new AI cooperation push, and the UK's untested new PM Andy Burnham. 03:16 Japan Builds Spy Agency07:35 Ukraine Defense Shakeup11:14 China Pushes AI Rules14:49 New UK Prime Minister18:24 Guest interview begins23:20 From Islam to Nationalism28:15 War Pragmatism and New Leaders32:27 Proxies and Forward

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