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

Page: https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378/inside-the-iran-war-and-the-pentagon-s-feud-with-anthropic-with-under-secretary-of-war-emil-michael
Text version: https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378/inside-the-iran-war-and-the-pentagon-s-feud-with-anthropic-with-under-secretary-of-war-emil-michael.md
Podcast: [All-In with Chamath, Jason, Sacks & Friedberg](https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378)
Published: 2026-03-06T09:23:00+00:00
Episode link: https://allinchamathjason.libsyn.com/inside-the-iran-war-and-the-pentagons-feud-with-anthropic-with-under-secretary-of-war-emil-michael
Audio file: https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E263_Ch.mp3?dest-id=1928300
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Duration seconds: 4979

## Resource

(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-r…

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