Shaun Maguire on Middle East, China, SpaceX | MTS Live

Shaun Maguire joins MTS to discuss the two positions he calls the most controversial of the past year, pro Israel and pro data centers, covering the strategic read on the Iran conflict, what it signals for China and Taiwan, and why compute for AGI may ultimately move to space.--https://x.com/shaunmmaguire--MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X |⁠ ⁠⁠⁠https://twitter.com/MTSlive⁠⁠YouTube |⁠ ⁠⁠⁠https://www.youtube.com/@mtsituation⁠⁠Spotify |⁠ ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠⁠ Apple |⁠ ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠⁠ Substack |⁠ ⁠⁠⁠https://mtslive.substack.com/⁠⁠Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠--Brought to you by:Granola - The AI notepad. Try it once and never go back. ⁠⁠https://granola.ai/mts⁠⁠Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. ⁠⁠https://konghq.com⁠⁠Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. ⁠⁠https://blitzy.com⁠⁠Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. ⁠⁠https://merge.dev/mts⁠⁠AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. ⁠⁠https://adquick.com⁠⁠Macroscope - AI codebase understanding for engineering leaders. ⁠⁠https://macroscope.com/mts⁠--Timestamps:(00:00) Introduction(00:38) The fundamental principle of debating controversial ideas in a democracy(05:06) Geopolitical characterization of the war and American interests(08:54) How the war in Iran reduces the chances of a Chinese invasion of Taiwan(14:50) Predicting the endgame for Iran and Donald Trump's negotiation style(21:37) Four strategic outcomes deterring a China-Taiwan operation(33:42) Blue Origin's NG3 launch and the future of SpaceX competition(38:44) The thesis for space-based AI inference capacity(47:55) Reflections on New York City politics and the Momodani administration--Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear