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Monday, Sep 14, 2026 · 1 hr 5 min

The Houthis Are Winning & AI Is Making Them More Dangerous | EYES ON GEOPOLITICS

Show Notes

We break down the Houthis’ advances toward the Bab al-Mandab, the growing pressure on Saudi oil exports, and new reporting that Houthi forces used Claude to help develop and test ballistic missiles. We also discuss the Haaretz report alleging Netanyahu was warned before October 7, the proposed Trump development in Tbilisi and its Russia ties, and signs that Ukraine may be regaining the initiative around Lyman.
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– Start
– Houthis Advance Toward the Bab al-Mandab
– Why the U.S. Isn’t Backing Saudi Arabia the Same Way
– Hormuz, Oil Exports & Saudi Arabia’s Growing Problems
– How the Anti-Houthi Coalition Fell Apart
– Why the Houthis See an Opening Right Now
– The Houthis Are More Capable Than People Think
– From 30,000 Fighters to 300,000+
– What Control of the Bab al-Mandab Gives the Houthis
– Who Could Actually Reopen the Strait?
– Saudi Arabia’s Oil Bypasses Are Being Squeezed
– Is This a Coordinated Iranian Campaign?
– Why Airstrikes Alone Won’t Solve the Houthi Problem
– Are Gulf States Turning Toward Iran Instead of Washington?
– MBS Asks Trump for U.S. Strikes on the Houthis
– Is Yemen Heading Toward Permanent Partition?
– Houthis Used Claude to Develop Ballistic Missiles
– China’s Role in Arming the Houthis
– AI Inside the Houthi Missile Development Loop
– Can AI Make Weapons Proliferation Impossible to Stop?
– Using AI to Evade Export Controls & Sanctions
– Haaretz Bombshell: Was Netanyahu Warned Before Oct. 7?
– Israeli Intelligence Failures Before the Hamas Attack
– Why This Story Is Exploding Before Israel’s Election
– Trump Tower Tbilisi & Georgia’s Russia Problem
– Is There Any Economic Case for the Project?
– Why Trump’s Georgia Deal Is Politically Explosive
– Ukraine Regains the Initiative Around Lyman
– Closing Thoughts
– Andy’s New Book & Hannibal Directive Chapter
– Best War Movies Next?

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