AI is no longer just a technology story — it’s a geopolitical one.

In this episode, I’m joined by Hung Lee, creator of Recruiting Brainfood, to unpack how AI is reshaping global power.

We explore why Greenland has suddenly become strategically critical, why Taiwan and TSMC sit at the heart of the U.S.–China rivalry, how China’s AI strategy differs fundamentally from America’s, and why energy policy, EVs, and rare earths may matter more than algorithms themselves.

We also examine why Russia is falling behind, why Europe is struggling economically, and whether representative democracy creates long-term disadvantages in an era of technological competition.

This is a wide-ranging conversation about power, incentives, systems, and the future world order.

CHAPTERS

00:00 — Introduction
01:18 — Venezuela, Maduro & the ew global order
06:30 — Greenland, rare earths & strategic leverage
17:00 — Taiwan, TSMC & the semiconductor choke point
32:50 — Tariffs, trade & industrial policy failures
37:30 — China vs U.S.: two very different AI strategies
56:50 — Energy, EVs & AI infrastructure
01:06:30 — Russia, Europe & structural decline
01:24:30 — Final reflections

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