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Sam Winter-Levy

Sam Winter-Levy

Sep 16, 2026

33:19
Maybe we should just have a quick review of the sorts of things that have been going on that we need to be mindful of.
33:25
Sure.
33:25
Yeah.
33:25
So I can maybe give three examples of this, and I think one takeaway from these three examples will be that this isn't just a Trump administration phenomenon.
33:32
I think any US administration is going to increasingly reach for some of these tools.
33:36
So just to give you three examples of how I've seen these supply chains be weaponized.
33:40
The first I think will be, will probably be familiar to, to all your readers, US export controls on advanced chips to China.

17 MINS LATER

51:12
And, and yet they are all interconnected, uh, and we've got to figure out how best to understand those connections and, and find a way of making the transformation alluring and not terrifying.
31:36
How do you protect a data center in this, in this case?
31:40
Sure, so it's hard.
31:41
So fundamentally, these data centers are filled with GPUs.
31:45
They're very fragile.
31:45
It's quite easy to take out, uh, a chiller, which are these things that keep the data centers cool, keep the servers cool, um, or to take out a generator or the transformers that provide electricity to the, the data center.
31:56
There are things you can do.
31:57
You can use more reinforced concrete.
32:57
So what do they do?

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