This episode examines the geopolitical fallout of the US-Iran conflict, highlighting Iran’s use of Chinese spy satellites and the resulting economic strain on Saudi Arabia, which is reportedly pulling support from Live Golf. The hosts discuss the sustainability of the US naval blockade, potential ceasefire negotiations mediated by Pakistan, and the broader implications for global oil markets. Additionally, the show covers Allbirds’ pivot to AI, the public backlash against data centers, and Noam Scheiber’s analysis of college graduates becoming a radicalized proletariat.