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

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

Apr 23, 20262 hr 35 min
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Episode description

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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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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*Recorded on April 21st, 2026

*The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice.

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