Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael

(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
Follow Emil Michael:
x.com/USWREMichael
x.com/emilmichael
Follow the besties:
x.com/chamath
x.com/Jason
x.com/DavidSacks
x.com/friedberg
Follow on X:
x.com/theallinpod
Follow on Instagram:
instagram.com/theallinpod
Follow on TikTok:
tiktok.com/@theallinpod
Follow on LinkedIn:
linkedin.com/company/allinpod
Intro Music Credit:
rb.gy/tppkzl
x.com/yung_spielburg
Intro Video Credit:
x.com/TheZachEffect
Referenced in the show:
x.com/chamath/status/2029584905831891069
polymarket.com/event/us-forces-enter-iran-by
polymarket.com/event/will-the-iranian-regime-f…
x.com/chamath/status/2029416079781736844
x.com/USWREMichael/status/2029539950962626734
x.com/addyosmani/status/2029372736267805081
github.com/googleworkspace/cli
x.com/chamath/status/2029634071966666964
lloyds.com/about-lloyds/history/lloyds-buildings
bloomberg.com/news/articles/2026-03-05/pentago…
bloomberg.com/news/articles/2026-03-03/anthrop…