Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Unprocessed episode, you can be the first!
Shownote
Shownote
(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...
Highlights
Highlights
Chapters
Chapters
Transcript
Transcript
