https://minutesof.com/on/geopolitics/ Everyone on the record about geopolitics: 22 verbatim quotes from 6 people, October 2020 to May 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:32:59 +0000 https://minutesof.com/q/6fc178d5-6093-405d-a0c6-72e9c9174b67/ https://minutesof.com/q/6fc178d5-6093-405d-a0c6-72e9c9174b67/ “Central banks today are confronting an increasingly complex environment shaped by repeated supply shocks, geopolitical uncertainty, and rapid advances in artificial intelligence and payments technologies.” — John Williams, NY Fed speeches geopolitics https://minutesof.com/q/11ae3627-3c03-488e-83aa-76308403a2ae/ https://minutesof.com/q/11ae3627-3c03-488e-83aa-76308403a2ae/ “China has a vertical supply chain. Yes. In many cases, it's fifteen years behind, ten years behind, in some cases, only three years behind.” — Dylan Patel, Swole as a Service Wed, 13 May 2026 20:00:36 +0000 geopolitics https://minutesof.com/q/3d3aa12b-148b-4e36-8a9c-ef47962c54bc/ https://minutesof.com/q/3d3aa12b-148b-4e36-8a9c-ef47962c54bc/ “And then subsequently, that that sends the world into a depression. Right? The world has not experienced a 20 free fall since maybe, like, a one of the great wars.” — Dylan Patel, Swole as a Service Wed, 13 May 2026 20:00:36 +0000 geopolitics https://minutesof.com/q/c877114b-169f-4fcc-a18d-357bee75fea8/ https://minutesof.com/q/c877114b-169f-4fcc-a18d-357bee75fea8/ “A $120 oil will take its toll on the market if we don't solve that over the course of the next three to four months.” — Brad Gerstner, CNBC Television Mon, 04 May 2026 19:16:21 +0000 geopolitics https://minutesof.com/q/83ecd26c-a88f-4bdb-8672-337576a8c048/ https://minutesof.com/q/83ecd26c-a88f-4bdb-8672-337576a8c048/ “I think what could happen with AI is we could build a fence around ourselves, and China could end up serving the rest of the world.” — Bill Gurley, Tom Bilyeu Thu, 23 Apr 2026 13:01:05 +0000 geopolitics https://minutesof.com/q/e0ba339e-c084-46f7-a518-41cd4d21c712/ https://minutesof.com/q/e0ba339e-c084-46f7-a518-41cd4d21c712/ “But now as we've been saying, it's only 70% of what you need to worry about. The other 30% is geopolitics. It's government borrowing. It's excesses in capital markets and it's technological change.” — Marc Rowan, Bloomberg Live Tue, 03 Mar 2026 17:46:05 +0000 geopolitics https://minutesof.com/q/72324058-3d62-4be1-b8e1-eea403bbd812/ https://minutesof.com/q/72324058-3d62-4be1-b8e1-eea403bbd812/ “I think the 30% overhang of geopolitics, inflation, technological change is now here. It was foreseeable, not maybe exactly how it occurred, but it was foreseeable. It was predictable.” — Marc Rowan, Bloomberg Television Tue, 03 Mar 2026 17:37:35 +0000 geopolitics https://minutesof.com/q/5fc1b223-fec8-446a-96de-4bdce8555c8b/ https://minutesof.com/q/5fc1b223-fec8-446a-96de-4bdce8555c8b/ “But now, as we've been saying, it's only 70% of what you need to worry about. The other 30% is geopolitics, it's government borrowing, it's excesses in capital markets, and it's technological change.” — Marc Rowan, Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 geopolitics https://minutesof.com/q/0c8bc270-d6cb-4864-b503-8419ab63acb2/ https://minutesof.com/q/0c8bc270-d6cb-4864-b503-8419ab63acb2/ “I think this could even happen with AI models where there's a fence around America and China's serving the rest of the world.” — Bill Gurley, On with Kara Swisher Thu, 26 Feb 2026 15:18:55 +0000 geopolitics https://minutesof.com/q/7cf16c90-29fb-4730-8e61-827c1b244cb7/ https://minutesof.com/q/7cf16c90-29fb-4730-8e61-827c1b244cb7/ “And China is, I just spent some time there in August is hitting on many, many cylinders.” — Bill Gurley, On with Kara Swisher Thu, 26 Feb 2026 15:18:55 +0000 geopolitics https://minutesof.com/q/955af3a7-4baa-4e57-b7f9-5b9cf593e8d5/ https://minutesof.com/q/955af3a7-4baa-4e57-b7f9-5b9cf593e8d5/ “if we are undiplomatic with our partners around the globe, that they will, it'll be more easier for them to rationalize agreements with China.” — Bill Gurley, On with Kara Swisher Thu, 26 Feb 2026 15:18:55 +0000 geopolitics https://minutesof.com/q/47555341-8389-4572-aed2-4d4365abcdbb/ https://minutesof.com/q/47555341-8389-4572-aed2-4d4365abcdbb/ “They have this like advantage over China, then China will not rise to be the global hegemony. But without AI, China definitely will rise to be the global hegemony.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 geopolitics https://minutesof.com/q/05c761d6-a934-4ece-905b-072e062b6646/ https://minutesof.com/q/05c761d6-a934-4ece-905b-072e062b6646/ “at the end of the day, this is an economic war. Right? If The US and the West win in AI and control, you know, more powerful AI systems that have this feedback loop that improve economic growth and weapon systems and whatever else, right, engineering of grids and cyber attacks and all these sorts of things.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 geopolitics https://minutesof.com/q/b39df35c-a461-4811-aca6-f8de41c8d66d/ https://minutesof.com/q/b39df35c-a461-4811-aca6-f8de41c8d66d/ “Huawei has gone from 0% market share in Saudi Arabia to 50% market share in Saudi Arabia.” — Brad Gerstner, CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 geopolitics https://minutesof.com/q/21eb5079-579c-412a-825c-43ce56695712/ https://minutesof.com/q/21eb5079-579c-412a-825c-43ce56695712/ “The one I worry about more is the second, which is damage to The US brand. What does our brand mean when it comes to long term agreements, long term security packs?” — Marc Rowan, CNBC Television Wed, 09 Apr 2025 13:34:06 +0000 geopolitics https://minutesof.com/q/259fa1a3-a282-47b8-acd4-74c5d3051d30/ https://minutesof.com/q/259fa1a3-a282-47b8-acd4-74c5d3051d30/ “So given that, I think it's almost inconceivable for me now to see how TikTok US has a path forward under kind of the status quo.” — Brad Gerstner, BG2 Pod Thu, 21 Mar 2024 21:32:49 +0000 geopolitics https://minutesof.com/q/e607a5e5-aecd-4f29-a82b-c210d419c7a9/ https://minutesof.com/q/e607a5e5-aecd-4f29-a82b-c210d419c7a9/ “The truth about the Palestinian issue, in my opinion, is that most Arab leaders, or the leadership of most Arab states, lost patience with the Palestinians” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 geopolitics https://minutesof.com/q/a0737d05-9d8a-40c4-a5e8-7d0ba45a994b/ https://minutesof.com/q/a0737d05-9d8a-40c4-a5e8-7d0ba45a994b/ “the basic fact is that the Palestinian issue is no longer being allowed to define much of the region's politics. And this is a huge change.” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 geopolitics https://minutesof.com/q/5bf37fc1-2e01-4f45-8a16-f5c713c48ba8/ https://minutesof.com/q/5bf37fc1-2e01-4f45-8a16-f5c713c48ba8/ “It has a very weak industrial base. It's commodity dependent. It's got dreadful demographics, and it's a declining power unquestionably.” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 geopolitics https://minutesof.com/q/c49084a1-a02b-47ff-920d-dfaacdfd12e4/ https://minutesof.com/q/c49084a1-a02b-47ff-920d-dfaacdfd12e4/ “Russia, in fact, now has more or less the GDP of Italy, somewhere around thirteenth or fourteenth in the world. And it has an aging population.” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 geopolitics https://minutesof.com/q/2537d0a0-5818-4d9e-8d56-91f51dc3039a/ https://minutesof.com/q/2537d0a0-5818-4d9e-8d56-91f51dc3039a/ “Russia, in fact, now has more or less the GDP of Italy, somewhere around thirteenth or fourteenth in the world. And it has an aging population. It has a very weak industrial base.” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 geopolitics https://minutesof.com/q/7937ac8a-f84d-4c0d-8540-d2df18939e2d/ https://minutesof.com/q/7937ac8a-f84d-4c0d-8540-d2df18939e2d/ “But bear in mind, and people are surprised when I say this, that Russia, in fact, now has more or less the GDP of Italy, somewhere around thirteenth or fourteenth in the world.” — Sir Richard Dearlove, Technion UK Thu, 29 Oct 2020 19:45:56 +0000 geopolitics