Iran War Economics, Grid Constraints & the U.S.-China AI Race | EP 143

Edgardo and Shiv break down the economic fallout from the Iran war — spiking oil prices, fertilizer shortages, flight route cuts, and a surprising helium shortage that's threatening AI data center operations. They pivot to the U.S. vs. China energy gap, where China's grid surplus and faster project completion rates are giving them a major AI infrastructure advantage while the U.S. heads toward a demand deficit. They wrap with real AI use cases — Shiv's custom workout agent, Eddy's Claude-powered podcast research system — and land on a shared take: AI won't end the world or steal your job, but how fast you learn to use it will define who pulls ahead in the next decade.