Why Designating a Supply-Chain Risk Matters

(0:00) The Besties welcome Under Secretary of War Emil Michael

(2:30) US war with Iran: Bigger picture and why now?

(13:16) Trump's new approach to warfare, AI, drones, rules of engagement

(28:39) Israel's role in the conflict, relationship with the US, Iron Beam

(37:24) Oil prices, Trump's maritime insurance play

(41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk

(1:02:03) How to value Anthropic after its supply chain risk designation

(1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/chamath/status/2029584905831891069

https://polymarket.com/event/us-forces-enter-iran-by

https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026

https://x.com/chamath/status/2029416079781736844

https://x.com/USWREMichael/status/2029539950962626734

https://x.com/addyosmani/status/2029372736267805081

https://github.com/googleworkspace/cli

https://x.com/chamath/status/2029634071966666964

https://www.lloyds.com/about-lloyds/history/lloyds-buildings

https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk

https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud