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

Описание: (0:00) The Besties welcome Under Secretary of War Emil Michael
(2:30) US war with Iran: Bigger picture and why now?
(13:16) Trump's new approach to warfare, AI, drones, rules of engagement
(28:39) Israel's role in the conflict, relationship with the US, Iron Beam
(37:24) Oil prices, Trump's maritime insurance play
(41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk
(1:02:03) How to value Anthropic after its supply chain risk designation
(1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military

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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg

Intro Video Credit:
https://x.com/TheZachEffect

Referenced in the show:
https://x.com/chamath/status/20295849...
https://polymarket.com/event/us-force...
https://polymarket.com/event/will-the...
https://x.com/chamath/status/20294160...
https://x.com/USWREMichael/status/202...
https://x.com/addyosmani/status/20293...
https://github.com/googleworkspace/cli
https://x.com/chamath/status/20296340...
https://www.lloyds.com/about-lloyds/h...
https://www.bloomberg.com/news/articl...
https://www.bloomberg.com/news/articl...

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