{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Company of Mavericks ","title":"Small Ships, Big Oceans, World on Fire: Ami Daniel on the Middle East energy shock, zero cost intelligence, and why the SaaS apocalypse is your opportunity","html":"","width":"100%","height":180,"duration":1963,"description":"Small Ships, Big Oceans, World on Fire\nAmi Daniel on the Middle East energy shock, the death of cheap intelligence, and why the SaaS apocalypse is your opportunity\nAmi Daniel, founder of maritime AI company Windward, returns to the pod with a front-row view of the Middle East energy shock — and a confession about the one big thing he got completely wrong about AI.\nWith US naval pressure tightening around Iranian ports and ships going dark in the Strait of Hormuz, Ami explains why this energy crisis has no quick fix: 20% of the world's oil and gas cannot simply be rerouted. He maps the geopolitical reshaping of the Middle East, why Israeli and UAE capital markets are telling a different story to the headlines, and why the Abraham Accord alliance may become the defining axis of the region for the next two decades.\nThen the conversation shifts to AI and investing. Ami's big admission: he thought data would be commoditised and insight would be scarce. He had it exactly backwards. Insight is now effectively free — you can get PhD-level analysis on an API. Data is the scarce resource. That one inversion is eating the entire SaaS industry alive.\nBut Ami argues the SaaS collapse is a buying opportunity for patient investors — if you know what to look for. Proprietary data moats. High average order values. Strong net revenue retention. And it's also a good idea to look for wartime CEOs who have navigated real adversity before the good times arrived.\nWe also get into Windward's own journey — why leaving the London Stock Exchange wasn't a vote against the UK market, why he's now backing a company to list there, and what it means to steer a business through years of people thinking you're wrong.\nFive takeaways:The Middle East energy shock is structural — there is no easy fixThe region is being geopolitically reshaped, and capital markets are repricing itDefensible data moats are the new scarce resource in an AI worldThe SaaS collapse is a patient investor's opportunityBack...","thumbnail_url":"https://img.transistorcdn.com/9KtnHRxXk3NfZD5AuEQJNibHUq-wWk5XYkUv5CvBNrg/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81MWMw/ODIxNTVlMzkwMzBk/ODIyN2IwOTExMzYy/N2VhNy5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}