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

伊朗战争之内幕及五角大楼与人类学派的争斗——战备部副部长埃米尔·迈克尔之角

All-In with Chamath, Jason, Sacks & Friedberg

2026-03-06

1 小时 22 分钟

单集简介 ...

(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: https://x.com/USWREMichael https://x.com/emilmichael Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod 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
更多

单集文稿 ...

  • All right, everybody, emergency podcast time episode 263 of all in we have a meal Michael,

  • the Undersecretary of War for research and engineering, working directly for Pete hexa.

  • We had to get this out to you on Thursday night because it is an emergency pod.

  • One of my own besties meal Michael is here.

  • A meal and I were part of team Uber back in the day he was Travis's right hand man.

  • Some might say fixer.

  • And Emil Michael is now the Undersecretary for war.

  • Here in the United States serving his country, like our bestie,

  • David Sachs, welcome to the program for the first time.

  • No, Michael, how you doing, brother?

  • I'm doing good.

  • I hope it was more than the fixer.

  • But you know, raise the $20 billion fixer.

  • I know you got it done.

  • You got it done the hardest.

  • He would give you the hardest things.

  • Yeah, just fair enough.

  • If it was hard, and that's what a fixer is an operational acts.

  • That's what they call All right, sure.

  • In Brooklyn, we call them fixtures with us again, a rainmaker.