If this guy's talking, I'm listening.
(Lecture proper starts about 3:30.)
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I remember liking the last of his talks you linked. I'll add it to the To Listen list and report back.
Please do. His initial explanation about the economics is mostly a re-hash of prior talks, but there's some great stuff later on in terms of what can be done. He also has a couple brief bits on China during the Q&A.