
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Descripción del Episodio
(0:00) The Besties welcome Brad Gerstner!
(3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms
(19:18) Off ramp strategies, Gulf state involvement, the China angle
(27:05) Anthropic and OpenAI scaling revenue faster than any company ever
(46:11) AI's PR disaster, open source's future
(1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami
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Referenced in the show:
https://www.google.com/finance/quote/BZW00:NYMEX
https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html
https://polymarket.com/event/us-forces-enter-iran-by
https://x.com/altcap/status/2029223717356879931
https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c
https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26
https://x.com/sentdefender/status/2031827082934665293
https://polymarket.com/event/balance-of-power-2026-midterms
https://polymarket.com/event/march-inflation-us-annual
https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de
https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic
https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology
https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b
https://x.com/WallStreetMav/status/2032115119879045512
https://x.com/TheChiefNerd/status/2032012809433723158
https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025
https://x.com/DrTechlash/status/2030734402339365220
https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms
https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363
https://x.com/chamath/status/2032135944284094910
https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025
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