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

Geopolitics
Global
Started March 14, 2026

(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 Follow Brad: https://x.com/altcap Take the survey: https://allin.com/survey Apply for Liquidity: https://...

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CLAIM Posted by will • Mar 14, 2026
A 'Millionaire Tax' could provide essential funding for social programs, but may deter investment and economic growth in the long run.
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CLAIM Posted by will • Mar 14, 2026
Escalating the Iran War could destabilize the entire Middle East, worsening global oil prices and economic conditions for all nations.
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CLAIM Posted by will • Mar 14, 2026
AI companies like Anthropic and OpenAI are driving unprecedented revenue growth, signaling a transformative shift in the tech landscape.
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CLAIM Posted by will • Mar 14, 2026
The involvement of Gulf states in the Iran conflict highlights the complex geopolitical dynamics that require careful management for stability.
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CLAIM Posted by will • Mar 14, 2026
Open source AI development can mitigate PR disasters by promoting transparency and public trust in technology advancements.
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