Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael

<p>(0:00) The Besties welcome Under Secretary of War Emil Michael</p> <p>(2:30) US war with Iran: Bigger picture and why now?</p> <p>(13:16) Trump's new approach to warfare, AI, drones, rules of engagement</p> <p>(28:39) Israel's role in the conflict, relationship with the US, Iron Beam</p> <p>(37:24) Oil prices, Trump's maritime insurance play</p> <p>(41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk</p> <p>(1:02:03) How to value Anthropic after its supply chain risk designation</p> <p>(1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military</p> <p>Follow Emil Michael:</p> <p><a href= "https://x.com/USWREMichael">https://x.com/USWREMichael</a></p> <p><a href= "https://x.com/emilmichael">https://x.com/emilmichael</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://x.com/chamath/status/2029584905831891069">https://x.com/chamath/status/2029584905831891069</a></p> <p><a href= "https://polymarket.com/event/us-forces-enter-iran-by">https://polymarket.com/event/us-forces-enter-iran-by</a></p> <p><a href= "https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026"> https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026</a></p> <p><a href= "https://x.com/chamath/status/2029416079781736844">https://x.com/chamath/status/2029416079781736844</a></p> <p><a href= "https://x.com/USWREMichael/status/2029539950962626734">https://x.com/USWREMichael/status/2029539950962626734</a></p> <p><a href= "https://x.com/addyosmani/status/2029372736267805081">https://x.com/addyosmani/status/2029372736267805081</a></p> <p><a href= "https://github.com/googleworkspace/cli">https://github.com/googleworkspace/cli</a></p> <p><a href= "https://x.com/chamath/status/2029634071966666964">https://x.com/chamath/status/2029634071966666964</a></p> <p><a href= "https://www.lloyds.com/about-lloyds/history/lloyds-buildings">https://www.lloyds.com/about-lloyds/history/lloyds-buildings</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk"> https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud"> https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud</a></p>