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What Odd Lots Says About Military & Strategy
38 episodes about military & strategy
<p>Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. J...
Key Insights on Military & Strategy
G7 summit agenda restructured to focus primarily on Middle East war consequences, compressing other topics into hours
- Anthropic lost Pentagon contract to OpenAI after refusing military applications, highlighting AI companies' limited value capture
- Congress appropriated $28.8 billion less than Pentagon's munitions request for FY26, creating severe funding shortfall before Iran war began
- Augustine's just war theory permits defensive violence to protect the weak and enact justice, distinguishing righteous warfare from aggression
- The 'learning budget' strategy involves dedicating 1-10% of monthly income to skill acquisition and business experiments
- "Come for the tool, stay for the network" - YouTube subsidized hosting costs to build network effects, a strategy blockchains can replicate through tokens
- The draft reveals a year with 7-10 elite titles but weaker middle-tier options, making category strategy crucial
- Rocket's acquisition strategy creates counterbalanced business: servicing profits rise when rates rise, origination profits when rates fall
Episodes
Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis
How Taiwan Became the World's Most Perilous Geopolitical Chokepoint
What's Actually Going On With Private Credit
Google's Liz Reid on Who Will Own Search in a World of AI
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis
Brad Jacobs on His Big Bet on Building Insulation
Jack McClendon on Why It's So Hard to Create a New American Oil Boom
Ziad Daoud Explains How War with Iran Will Reshape the Gulf
How Shipping Insurance Really Works During a War
Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets
Gina Raimondo on How European Industry Is Getting Crushed
Anthropic, the Pentagon, and the Future of Autonomous Weapons
Now There's a Helium Shortage and It Affects More Than Balloons
The Petrochemicals Shock That's Already Rippling Through Plastics
Introducing: Leaders with Francine Lacqua
Here's Why The Iran War Is Prompting A Safe Haven Rethink
Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran
War in Iran is Chewing Through American Missile Stockpiles
What War in Iran Means for China's Teapot Oil Refineries
Legendary Hacker Matt Suiche on Cyberwar in the Age of AI
War in Iran Is Creating a Fertilizer Crisis Like Never Before
Rory Johnston on How Oil Could Surge to Over $200 a Barrel
Lots More on the Seaborne Chaos Around the Strait of Hormuz
Introducing: Bloomberg This Weekend
Alison Roman's Plan to Conquer the Tomato Sauce Market
Jamee Moudud on the Intellectual Roots of Zohranomics
The Sixth Bureau, Episode 1: Your Friend From Nanjing
Books on military & strategy
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