Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
March 13, 2026 · 1 h 20 min
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Show notes
() The Besties welcome Brad Gerstner!
() Economic fallout of the Iran War, escalation scenarios, impact on midterms
() Off ramp strategies, Gulf state involvement, the China angle
() Anthropic and OpenAI scaling revenue faster than any company ever
() AI's PR disaster, open source's future
() 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
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