Hormuz, SpaceX, and AI Pressure

The shortest path through this week is simple: war risk is hitting oil, a historic IPO is reshaping tech capital, and AI enthusiasm is running into cost, power, and security limits.US–Iran escalationIran diplomacy and what to watchStrait of Hormuz and inflation riskIsrael, Lebanon, and spillover riskSpaceX IPO shockwaveWhy SpaceX matters beyond hypeAI market volatilityOpenAI, Anthropic, and the cost problemAI infrastructure and security limitsPolicy watch: Social Security and prediction marketsHealth and automationThis podcast was created with Podkey. Make your own at https://podkey.fm