Iran's AI Supply Chain Threat, Claude vs. SaaS, and Elon's $60B Cursor Bet | EP #249
In this episode, the mates center on the Iran oil shock as a broader system shock, Anthropic’s Claude Design and the “unhobbled” frontier-lab threat to vertical software, the AI job transition, UAP disclosure, the power and geopolitics of data centers, China’s solar and robotics push, and the future of…
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