Soybeans

topic on 3 shows · 3 statements across 3 episodes

Latent Space Capital Allocators All-In

3 statements about Soybeans, every show

Conrad: Compute Spot Markets Fail Without Direct Control and Cluster Auditing
“You really cannot make a smart market work if you don't run the clusters, if you don't have control over them, if you don't know how to audit them, because these are super computers, not soybeans.”
Evan Conrad Apr 11, 2025 ▶ 48:40 SF Compute: Commoditizing Compute
ALL-IN Assertion Partly supported
The US grows soybeans on 160 million acres, exporting two-thirds to China
“And soybeans are grown on a hundred and sixty million acres in the US and it rotates half and half each year with corn, but about two thirds of our soybeans historically get exported to China.”
David Friedberg Jul 11, 2020 ▶ 1:11:30 E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing American efficiency
Girotto: Northern Minnesota Shifts from Barley to Higher-Yielding Corn-Soybean Rotations
“We were there because of the long-term global warming trend that we see, and that's traditionally been a small grains world, like barley, sometimes soybeans, and it's with the different shorter duration hybrids for things like corn, You're able to actually get…”
Jay Girotto Oct 14, 2019 ▶ 20:48 Jay Girotto – Farmland Opportunity (First Meeting, EP.10)

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