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EP #249 Iran's AI Supply Chain Threat, Claude vs. SaaS, and Elon's $60B Cursor Bet

 

Contents

In this episode, the mates center on the Iran oil shock as a broader system shock, Anthropic’s Claude Design and the “unhobbled” frontier-lab threat to vertical software, the AI job transition, UAP disclosure, the power and geopolitics of data centers, China’s solar and robotics push, and the future of entrepreneurship and agency.

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Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360

Salim Ismail is the founder of OpenExO

Dave Blundin is the founder & GP of Link Ventures

Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified

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