"Live Players" with Samo Burja and Erik Torenberg

Using the Iran Conflict to Reindustrialize the US

45 snips
Apr 3, 2026
They analyze how the Iran conflict shakes global energy and exposes Gulf vulnerabilities. They discuss rapid moves to boost US energy supply and replace oil use. They explore using startups and military adaptation to secure shipping lanes. They propose reindustrializing America through EVs, nuclear builds, synfuels, and domestic manufacturing.
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INSIGHT

Energy Independence Means Deglobalizing Oil

  • Achieving true American energy independence means deglobalizing oil demand and using U.S. exports strategically to subsidize allies.
  • Samo frames this as a 10–20 year doctrine to push the world off oil via any practical means.
ADVICE

Convert Defense Spending Into A Startup Military

  • Pivot Pentagon spending quickly into cheap drones, anti-drone systems, and deployable countermeasures.
  • Samo urges buying proven systems, leveraging Ukrainian drone expertise, and fielding tech fast with low-level feedback loops.
INSIGHT

China Used EVs To Shield Citizens From Oil Shocks

  • China subsidized EVs to intentionally destroy domestic oil demand, giving citizens resilience to oil price spikes.
  • Samo contrasts how EVs lower commuting vulnerability versus gasoline price exposure.
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