

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