Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

<p>(0:00) The Besties welcome Brad Gerstner!</p> <p>(3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms</p> <p>(19:18) Off ramp strategies, Gulf state involvement, the China angle</p> <p>(27:05) Anthropic and OpenAI scaling revenue faster than any company ever</p> <p>(46:11) AI's PR disaster, open source's future</p> <p>(1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami</p> <p>Follow Brad:</p> <p><a href="https://x.com/altcap">https://x.com/altcap</a></p> <p>Take the survey:</p> <p><a href= "https://allin.com/survey">https://allin.com/survey</a></p> <p>Apply for Liquidity:</p> <p><a href= "https://allinliquidity.com">https://allinliquidity.com</a></p> <p>Apply for Summit:</p> <p><a href= "https://theallinsummit.com">https://theallinsummit.com</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.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://www.google.com/finance/quote/BZW00:NYMEX">https://www.google.com/finance/quote/BZW00:NYMEX</a></p> <p><a href= "https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html"> https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html</a></p> <p><a href= "https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5"> https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5</a></p> <p><a href= "https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de"> https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de</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://x.com/altcap/status/2029223717356879931">https://x.com/altcap/status/2029223717356879931</a></p> <p><a href= "https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c"> https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c</a></p> <p><a href= "https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c"> https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c</a></p> <p><a href= "https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26"> https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26</a></p> <p><a href= "https://x.com/sentdefender/status/2031827082934665293">https://x.com/sentdefender/status/2031827082934665293</a></p> <p><a href= "https://polymarket.com/event/balance-of-power-2026-midterms">https://polymarket.com/event/balance-of-power-2026-midterms</a></p> <p><a href= "https://polymarket.com/event/march-inflation-us-annual">https://polymarket.com/event/march-inflation-us-annual</a></p> <p><a href= "https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de">https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de</a></p> <p><a href= "https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic"> https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic</a></p> <p><a href= "https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology"> https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology</a></p> <p><a href= "https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b">https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b</a></p> <p><a href= "https://x.com/WallStreetMav/status/2032115119879045512">https://x.com/WallStreetMav/status/2032115119879045512</a></p> <p><a href= "https://x.com/TheChiefNerd/status/2032012809433723158">https://x.com/TheChiefNerd/status/2032012809433723158</a></p> <p><a href= "https://www.nbcnews.com/politics/politics-news/poll-majority-voters-say-risks-ai-outweigh-benefits-rcna262196"> https://www.nbcnews.com/politics/politics-news/poll-majority-voters-say-risks-ai-outweigh-benefits-rcna262196</a></p> <p><a href= "https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025"> https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025</a></p> <p><a href= "https://x.com/DrTechlash/status/2030734402339365220">https://x.com/DrTechlash/status/2030734402339365220</a></p> <p><a href= "https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms"> https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms</a></p> <p><a href= "https://www.cbsnews.com/news/howard-schultz-starbucks-ceo-leaving-seattle-washington-millionaire-tax/"> https://www.cbsnews.com/news/howard-schultz-starbucks-ceo-leaving-seattle-washington-millionaire-tax/</a></p> <p><a href= "https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363"> https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363</a></p> <p><a href= "https://x.com/chamath/status/2032135944284094910">https://x.com/chamath/status/2032135944284094910</a></p> <p><a href= "https://www.hoover.org/research/net-present-value-billionaire-tax-act-assessment-fiscal-effects-californias-proposed"> https://www.hoover.org/research/net-present-value-billionaire-tax-act-assessment-fiscal-effects-californias-proposed</a></p> <p><a href= "https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025"> https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025</a></p> <p><a href= "https://www.sanders.senate.gov/press-releases/news-sanders-and-khanna-introduce-legislation-to-tax-billionaire-wealth-and-invest-in-working-families"> https://www.sanders.senate.gov/press-releases/news-sanders-and-khanna-introduce-legislation-to-tax-billionaire-wealth-and-invest-in-working-families</a></p>