Show Notes
(0:00) The Besties welcome Brad Gerstner!
(3:48) 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
Follow Brad:
Take the survey:
Apply for Liquidity:
Apply for Summit:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
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://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5
https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de
https://polymarket.com/event/us-forces-enter-iran-by
https://x.com/altcap/status/2029223717356879931
https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c
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
https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic
https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology
https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b
https://x.com/WallStreetMav/status/2032115119879045512
https://x.com/TheChiefNerd/status/2032012809433723158
https://www.nbcnews.com/politics/politics-news/poll-majority-voters-say-risks-ai-outweigh-benefits-rcna262196
https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025
https://x.com/DrTechlash/status/2030734402339365220
https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms
https://www.cbsnews.com/news/howard-schultz-starbucks-ceo-leaving-seattle-washington-millionaire-tax/
https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363
https://x.com/chamath/status/2032135944284094910
https://www.hoover.org/research/net-present-value-billionaire-tax-act-assessment-fiscal-effects-californias-proposed
https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025
https://www.sanders.senate.gov/press-releases/news-sanders-and-khanna-introduce-legislation-to-tax-billionaire-wealth-and-invest-in-working-families