Compute Costs Define the AI Payback

(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

(1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami

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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