Energy/Security/Economic Development. Advisor to governments, energy, finance & tech firms. Chairman of Elements Capital Advisors, Chairman IQ2

Podcast with the amazing Richard Byworth on geopolitics, war and energy security. Thanks to Richard and SyzCapital for their hospitality in Zurich!
First episode of Syz the future just officially launched. My good friend @KnightLegg joins me to talk about geopolitics, forever wars, energy security and much more. Let me know your feedback Find it here: YouTube piped.video/WAcCxncarwQ?si=nqdG… Spotify open.spotify.com/episode/1l6… Apple podcasts.apple.com/gb/podcas…
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The AI doomer CEOs: super worried about AI agents they made and keep losing track of threatening humanity.
The agents escaped the sandbox again Meanwhile the agents' owners:
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Awesome punking of the ridiculously craven AI Doom push by Anthropic CEO Dario Amodei (featured) and reckless OpenAI CEO Sam Altman.
A Flock of Altruists - Hit The Breaks Except For Me
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“Regulate us or humanity dies!” Why are the Open AI and Anthropic CEOs trying to spook everyone with AI doom scenarios so govt regulates them? Because their trillion dollar IPOs require risk statements. And those now feature almost comical incidents of poor management - and emerging lower-cost and better run competitors are now challenging their lead. So they’re working hard to pretend their bad operational controls are intrinsic to AI rather than them. If they get away with this they can use govt regulation to embed their lead, avoid accountability and lock out low-cost competition. Open AI is the worst: almost weekly CEO ‘discoveries’ of operating failures he hopes will scare up some regulation. But public safety doesn’t work like that. If a chemistry industry CEO ‘discovered’ a toxin he was testing went rogue as often as Sam Altman routinely discovers his rogue agents - his career would be over. If he then tried to use his operational recklessness to demand a regulatory competitive advantage he would be treated like a villain. Safety laws cover an AI company as readily as a chemical company. Forget the doomer strategy. If the boards of Anthropic and OpenAI want to go public they need to do their job and deal with the biggest AI risk: bad leadership.
Sam Altman is a disaster. And that’s dangerous. If he was the CEO of a chemistry company he would have already been fired. Public safety is non optional and his record is terrible. The failure to air gap experimental tests have resulted in ‘lab escapes’ and cascading errors. To avoid direct responsibility for a growing range of operational problems he’s losing control over he’s now angling for industry wide regulation? AI companies don’t have to be run this badly by someone desperately looking for an excuse. The board of OpenAI has a job to do. Replace him.
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Sam Altman is a disaster. And that’s dangerous. If he was the CEO of a chemistry company he would have already been fired. Public safety is non optional and his record is terrible. The failure to air gap experimental tests have resulted in ‘lab escapes’ and cascading errors. To avoid direct responsibility for a growing range of operational problems he’s losing control over he’s now angling for industry wide regulation? AI companies don’t have to be run this badly by someone desperately looking for an excuse. The board of OpenAI has a job to do. Replace him.
There is an extensive and ongoing review related to our agents’ use of internet access during training and evaluation. We’ve been publishing summaries at the link below and will continue to. We have not been as fast as we would have liked but we are trying to balance our desire for transparency with gaining a clear understanding from petabytes of agent activity logs, and working with impacted organizations. We are prioritizing as best as we can based on severity, and adding resources. Hugging Face is still the most severe event we’ve seen. We will be as transparent as we can be subject to things like vulnerabilities in other companies that our agents have found, which will be their call to disclose or not.
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Smart take.
Carney’s Lament for a Smaller Canada Mark Carney invokes George Grant’s Lament for a Nation to give his sovereignty politics an intellectual pedigree. Grant warned that Canada could lose itself to American capital, markets, technology, defence, and culture while preserving the outward forms of independence. The book emerged from John Diefenbaker’s clash with John F. Kennedy over U.S. nuclear weapons on Canadian soil. Grant saw Diefenbaker’s resistance as a final assertion of Canadian independence, defeated by continental pressure and domestic accommodation. But the Avro Arrow exposes the paradox at the heart of Grant’s story. The same Diefenbaker government celebrated as resisting American pressure cancelled the Arrow in 1959. Canada did not lack the capacity to innovate or manufacture at the technological frontier. The Arrow was among the most advanced interceptors of its age. Canada failed in implementation, not invention. Ottawa abandoned the programme amid cost pressures, changing defence assumptions, and a failure to sustain the political and commercial strategy required to carry it forward. That is still Canada’s recurring problem. Ethereum founder Vitalik Buterin was raised in Canada. Geoffrey Hinton developed much of the intellectual basis of modern AI at the University of Toronto. Canada produces exceptional talent. It too often fails to finance, scale, commercialize, and retain the companies and wealth that talent creates. Carney’s message is that Trump’s tariffs and 51st-state taunts vindicate Grant. But he uses the lament backward. Canada’s central failure is not that it integrated too deeply with the United States. It is that Canada has failed to build enough productive strength to thrive within that integration on its own terms. Sovereignty requires capital, competitive firms, infrastructure, export capacity, and the ability to turn Canadian talent into Canadian wealth. Brookfield is the corporate version of the same lament. While Carney chaired Brookfield Asset Management, it moved its head office to New York to tap deeper capital pools and gain greater access to U.S. equity indices. The decision was rational. Integration with the United States makes Canada wealthier. It also exposes the contradiction in Carney’s politics. He invokes Grant to warn against American dominance while the firm he chaired acted on the obvious economic fact that Canada lacks the market depth required by globally ambitious companies. The irony seems lost on Canada’s elites. They complain about dependence on the United States while tolerating the barriers that drive capital, corporate headquarters, talent, and opportunity south. Canada does not prosper despite the United States. It prospers because of access to it. Continental integration is not the enemy. The enemy is Canadian complacency, permitting paralysis, weak investment, and hostility to developing the country’s strengths in energy, minerals, agriculture, technology, and infrastructure. Grant’s real lesson is not that Canada should flee America. It is that a country without economic capacity cannot exercise political independence. Carney’s lament should be for a Canada that refuses to build.
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How are known terrorists consistently being given asylum in the UK, Canada and Australia?
"The former bodyguard of Ismail Haniyeh, leader of Hamas, was given asylum and citizenship in the UK — then “plotted” huge foiled terror attack targeting Jews in Europe last year" thetimes.com/uk/crime/articl…
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Canada is the only G7 nation without a strategic energy reserve. Right now the price shock of diesel and the possible supply disruption of diesel from the USA is why we need this critical strategic asset for industry and farmers. If we really believe we can build things in Canada again, a pipeline from Hardisty to Sarnia supplying a buffer of 40-60m barrels held in reserve will give us time and strategic resilience. Or we can keep depending on US refining and supply to look after Ontario and Quebec. Here’s the pitch: financialpost.com/commoditie…
Canadians face soaring diesel prices, driving up the cost of food, fuel, and everything else. And now the U.S. is threatening a diesel export ban. Conservatives are calling for a Diesel Price Relief Action Plan immediately. Take all taxes off diesel. Use every available legal power to issue emergency permits for projects that get Canadian diesel to Canadian consumers and save you money: conservative.ca/cpc/save-you…
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The 8/8/8 Alberta Tax proposal. Proud of this work with Ken Boessenkool @KenBoessenkool and Trevor Toombe @trevortombe The plan is to implement: 8pc corporate tax rate 8pc personal income tax 8pc GST/PST - In 2019 Alberta cut the corporate rate from 12 to 8. Within 3 years we were making more revenue at the lower tax rate. Companies earned more and invested more. Jobs and the economy grew faster and more revenue was earned by the govt on the lower rate because of the expanded economic activity. 8pc personal income tax is a huge opportunity to create a similar expansive economic growth for Alberta families to take home more to save, spend and invest. An 8pc blended (5pc GST + 3pc PST) will add the consumption tax contributions of millions of tourists and business travellers to offset the lower personal rate to Albertans. Detail in the article here in the Hub: thehub.ca/2026/09/17/8-8-8-a…
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Tax cuts! How low could a national personal income flat tax go to create real economic momentum after a decade of stagnation? If we really want to quit being last place in the G7 and OECD we have to quit punishing work and investment. Let Canadians keep more of what they earn and be rewarded for investing. @ealini great article in the Globe and Mail. theglobeandmail.com/investin…
The 8/8/8 Alberta Tax proposal. Proud of this work with Ken Boessenkool @KenBoessenkool and Trevor Toombe @trevortombe The plan is to implement: 8pc corporate tax rate 8pc personal income tax 8pc GST/PST - In 2019 Alberta cut the corporate rate from 12 to 8. Within 3 years we were making more revenue at the lower tax rate. Companies earned more and invested more. Jobs and the economy grew faster and more revenue was earned by the govt on the lower rate because of the expanded economic activity. 8pc personal income tax is a huge opportunity to create a similar expansive economic growth for Alberta families to take home more to save, spend and invest. An 8pc blended (5pc GST + 3pc PST) will add the consumption tax contributions of millions of tourists and business travellers to offset the lower personal rate to Albertans. Detail in the article here in the Hub: thehub.ca/2026/09/17/8-8-8-a…
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The Muslim Brotherhood should be designated as the terror organisation it is and shut down in Canada. You know which nations have outlawed it? Saudi Arabia Egypt United Arab Emirates Syria Bahrain Libya Jordan To name a few. When leading Muslim nations have outlawed an activist terror supporting cell like the Muslim Brotherhood what on earth is Canada doing platforming its sick and twisted doctrine here?
Wake-up call: The Muslim Brotherhood’s Canadian network of student groups, charities, and advocacy organizations is already producing results: street mobilization, antisemitic violence, and policy capture. “Guess what? It’s working” Unlike the US, France, the UK, and Austria, Canada has never investigated these networks. Their method is entryism—narrative control, institutional embedding, then legal and electoral pressure. A key tool is “anti-Palestinian racism,” used to recast criticism of Hamas as racism and Zionism as hate. As one critic put it: that foreign narrative “is now being smuggled into Canadian schools and policy under the guise of anti-racism” Inside government and at the ballot box the same pattern holds: internal employee networks, plus a “Vote Palestine” campaign targeting dozens of swing ridings Canada is being reshaped from within and everyone has chosen not to look @asherchas
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Eby (like the NDP everywhere) is a wrecking ball of debt and economic mismanagement. I hope for BC that he loses this election and pays for his craven decision to call it.
David Eby’s cynical snap election was totally unnecessary. What is necessary is the need for a change of government in BC. Record deficits, fleeing investment capital, credit downgrade after downgrade. It’s time for BC to elect a serious government committed to fiscal responsibility.
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This is an utter embarrassment. There is no war scenario with the USA. Get back to the trade table.
Evan Solomon on preparing for a U.S. invasion: "Canadians expect that this country's sovereignty is always protected in any scenario and we're always ready."
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