Riskgaming

Latest Episodes:

The energy economics of our civilization’s digital cathedrals Nov 08, 2024

Show notes

The sudden widespread usage of advanced artificial intelligence models has massively increased global demand for data centers that can handle inference and training. That’s been a boon for Nvidia’s stock, but it has also added massive new demands to our energy grid. Microsoft recently announced that it intends to re-open the ill-fated Three Mile Island nuclear power plant, while Google has announced investments and partnerships with nuclear startups like Kairos Power.

Yet, much of the obvious analysis of this market is far less obvious than meets the eye, or at least the eyes of Mark Mills. Across decades of studying the energy markets, Mark is currently a distinguished senior fellow at the Texas Public Policy Foundation, the executive director of the National Center for Energy Analytics, and a contributing editor of the Manhattan Institute’s City Journal.

We talk about the contradictions in much of today’s energy analysis, including the misdirection of attention toward AI instead of traditional compute which vastly dwarfs it; the misapplication of economic development incentives by cities and state to data center construction; and the misunderstanding of energy transitions — a mirage according to Mark since we are always seeking to expand all forms of energy to power our civilization.

The Orthogonal Bet: How deep science ventures redefines deep tech innovation Nov 07, 2024

Show notes

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Samuel Arbesman⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

In this episode, Sam speaks with Dominic Falcao, a founding director of Deep Science Ventures (DSV), which he created in 2016 after leading Imperial College London’s science startup program. Deep Science Ventures takes a principled and problem-based approach to founding new deep tech startups. They have even created a PhD program for scientists specifically geared towards helping them create new companies.

Sam wanted to speak with Dom to discuss the origins of Deep Science Ventures, as well as how to think about scientific and technological progress more broadly, and even how to conceive new research organizations.

Dom and Sam had a chance to discuss tech trees and the combinatorial nature of scientific and technological innovation, non-traditional research organizations, Europe’s tech innovation ecosystem, what scientific amphibians are, and the use of AI in the realm of deep tech.

Produced by⁠ ⁠Christopher Gates⁠⁠

Music by⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

Introducing our new scenario, DeepFaked and DeepSixed Nov 02, 2024

Show notes

We’re really excited to talk about the launch of our second public Riskgaming scenario, “DeepFaked and DeepSixed: AI Election Security and the Future of Democracy.”

DeepFaked and DeepSixed is a bit different from our previous political and economic simulations, which tend toward groups of 4-8 people negotiating, haggling and cajoling over the course of several hours. Instead, this game centers on an intelligence fusion center at the White House where 54 people come together to offer information and to seek out patterns of threats against American democracy. Player roles come from across government, international organizations, the private sector and non-profits, and are designed to offer both a crisp backstory as well as essential clues relevant to that character’s background. Everyone cooperates against the clock to identify critical threats before it is too late.

Lux’s director of programming Laurence Pevsner (who is making his Riskgaming podcast debut) and host Danny Crichton talk about the design of the game, what triggered its creation and the lessons we learned from two runthroughs in New York and Washington this week (including which city did better to protect American elections).

The Orthogonal Bet: Exploring the history of intelligence Oct 30, 2024

Show notes

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Samuel Arbesman⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

In this episode, Sam speaks with writer, researcher, and entrepreneur Max Bennett. Max is the cofounder of multiple AI companies and the author of the fascinating book A Brief History of Intelligence: Evolution, AI, and the Five Breakthroughs That Made Our Brains. This book offers a deeply researched look at the nature of intelligence and how biological history has led to this phenomenon. It explores aspects of evolution, the similarities and differences between AI and human intelligence, many features of neuroscience, and more.

Produced by ⁠Christopher Gates⁠

Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

Previewing our upcoming Riskgaming scenario, “Powering Up: China’s Global Quest for Electric Vehicle Dominance” Oct 25, 2024

Show notes

The automobile industry is one of the most pivotal in the world, both due to its scale and its nexus at the heart of the manufacturing systems in countries such as the United States, Germany, Japan, Korea and China. There’s a massive transformation of the industry underway as consumers transition from internal combustion engines to electric vehicles, and China is increasingly leading the way with innovative and affordable cars from the likes of BYD and others. How will the future of the industry change, and how do the political dynamics of China’s leadership affect which countries will win — and which will falter?

Our upcoming Riskgaming scenario, “Powering Up: China’s Global Quest for Electric Vehicle Dominance,” simulates this complex business environment by fusing the transition from ICEs to EVs with the opaque vagaries of China’s national security and industrial policies. It’s designed by Ian Curtiss, who lived and worked in China for many years before decamping to Arizona and continuing to build a series of tabletop games covering everything from the geopolitics of the modern world to the politics of medieval Europe on the Iberian Peninsula.

Ian and host Danny Crichton talk about “Powering Up” and its design, how the tradeoffs in the game can inform decision-making in the real world, and why people are so engaged with the Riskgaming model of gameplay.

The Orthogonal Bet: The role of complexity in world-building Oct 23, 2024

Show notes

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Samuel Arbesman⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

In this episode, the Sam speaks with novelist Lev Grossman. A longtime fan of Lev’s novels, the host delves into his works, including The Magicians trilogy—a splendid set of books about a university for magic, fantastical worlds, and much more. These books are amazing. Lev’s newest book is the novel The Bright Sword, a retelling of the legends of King Arthur, particularly focusing on what happens after Arthur dies.

The Sam devoured The Bright Sword and found it fascinating. It’s a book that weaves together ideas about gods and magic, the layering of myths across history, and much more—all topics explored in the conversation with Lev.

Lev and Sam discuss the story of King Arthur, its gaps and its history, the layering of gods and stories over time, the nature of magic and religion, the importance of secondary worlds, and the magic in The Magicians versus the magic of The Bright Sword. They even have a chance to discuss Lev’s next project, which is a space opera. This episode was a lot of fun.

Produced by ⁠⁠⁠⁠CRG Consulting⁠⁠⁠⁠

Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

The dangers of our rapidly narrowing understanding of China Oct 18, 2024

Show notes

China’s pivot from open to closed over the past decade has been striking. It wasn’t so long ago that tens of thousands of students and thousands of journalists and researchers were living and studying in the country, with multitudes of ambitious business executives spread across the nation’s financial capitals. Now, the number of Americans traveling and living in China has hit another low. With less grounded information, what are Americans missing about its most important trade partner and its growing adversary?

Randal Phillips knows the crisis better than anyone. The former chief CIA representative in China and a 28-year veteran of the agency’s Directorate of Operations, he retired for the world of business consulting, focusing on answering key geopolitical and business landscape questions for global clients. He was also vice chairman of the American Chamber of Commerce in China. Now, he’s increasingly concerned about the closing of the country’s borders and information systems, making it increasingly challenging for executives and political leaders to understand what they don’t know.

Randal and host Danny Crichton talk about the recent Department of Justice indictment against the Sinaloa drug cartel and underground Chinese money launderers, and then we cover the fentanyl crisis, the shrinking space for information and due diligence firms on China’s economy, the challenges of operating on the mainland and the CIA’s operations, and finally, what the prognosis is for China’s economy in the years ahead.

The Orthogonal Bet: The Wonders of Graph Paper and Algorithmic Art Oct 17, 2024

Show notes

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Samuel Arbesman⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

In this episode, Sam speaks with Alex Miller, a software developer and artist known for his work on a project called Spacefiller. This project exemplifies generative art, where computer code is used to create art and imagery. Spacefiller itself is a pixelated form of artwork that feels organic and biological, but is entirely crafted through algorithms.

Sam invited Alex to discuss not only Spacefiller, but also the broader world of generative art, and the concept of coding as a fun and playful activity. Together, they explore topics such as the distinction between computation as art and computation as software engineering, the nature of algorithmic botany, and even the wonders of graph paper.

Produced by ⁠⁠⁠CRG Consulting⁠⁠⁠

Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

Even with China’s rise, America’s best days are ahead Oct 11, 2024

Show notes

China’s vertiginous rise over the past three decades has finally dawned on the Washington DC foreign policy blob. The hopes and dreams of China’s reform-and-opening period have transitioned to the fear and loathing of the Xi era, triggering broad concerns about America’s standing in the world today and in the future. Are we falling behind China in economic performance, research, dynamism and talent? Are America’s best days behind it?

For Dmitri Alperovitch, the answer is an emphatic “no.” The co-founder and former CTO of cybersecurity firm Crowdstrike and the co-author of this year’s “World on the Brink: How America Can Beat China in the Race for the Twenty-First Century,” Alperovitch believes that the United States already has all the qualities to extend Pax Americana for another century. In his view, there is far too much cynicism in DC these days, and not enough of the optimism for the future that he bears with him from years as an entrepreneur and as an immigrant from the former Soviet Union.

Alperovitch and host Danny Crichton discuss the qualities that America still has going for it, and how the media overemphasizes negative trends at the expense of a more holistic picture of America’s performance. We then talk about upgrading the Defense Department, the need for better procurement around emerging technologies, the advent of software complementing hardware on the battlefield, and the lessons we can learn from Ukraine’s experience fighting Russia.

The Orthogonal Bet: Complex economics is applying complex systems methods Oct 09, 2024

Show notes

Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Samuel Arbesman⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

In this episode, Sam speaks with J. Doyne Farmer, a physicist, complexity scientist, and economist. Doyne is currently the Director of the Complexity Economics program at the Institute for New Economic Thinking at the Oxford Martin School and the Baillie Gifford Professor of Complex Systems Science at the Smith School of Enterprise and the Environment at the University of Oxford.

Doyne is also the author of the fascinating new book “Making Sense of Chaos: A Better Economics for a Better World.”

Sam wanted to explore Doyne’s intriguing history in complexity science, his new book, and the broader field of complexity economics. Together, they discuss the nature of simulation, complex systems, the world of finance and prediction, and even the differences between biological complexity and economic complexity. They also touch on Doyne’s experience building a small wearable computer in the 1970s that fit inside a shoe and was designed to beat the game of roulette.

Produced by ⁠⁠CRG Consulting⁠⁠

Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected