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Ukraine just got a license to manufacture PAC-3 Patriot missiles on its own soil, and Lockheed Martin found out the same time the rest of the world did. This is not just a Ukraine story. It is a stress test of how the US defense industry, NATO's supply chain, and Trump's foreign policy posture all crack under the pressure of a war that is moving faster than the factories supplying it.This episode breaks down what the Patriot production license actually means, why the US munitions supply chain was already on life support, how Europe's industrial collapse is handing China a strategic gift, and what the NATO summit numbers reveal about who is really paying for Western security.CHAPTERS00:00 Trump's "Make It Yourself" Moment00:27 Ukraine's PAC-3 License Explained01:22 Ukraine's Drone War Success02:18 Patriot Missile Rationing Crisis03:19 Why the License Matters04:34 US Munitions Supply Chain Breakdown05:46 Missile Costs vs. Drone Costs07:30 US Defense Industry Consolidation08:25 Germany Wants PAC-3 Production09:16 Europe's Industrial Collapse10:10 China Hollowing Out Europe11:49 EU vs. China Trade Fight13:03 Chinese Economist Dies Suspiciously13:56 NATO's Bigger Strategic Picture14:40 The Good: $50B in Orders15:24 The Bad: Iran War Fallout15:59 Turkey and the F-35 Surprise17:00 The Ugly: Greenland Threats ReturnIF YOU LIKED THIS, WATCH:→ "Iran War Costs $300 Billion MORE Plus Energy & Weapons Stockpiles": https://goodrevenue.io/us-iran-mou-energy-prices-munitions-crisis→ "Iran's Oil Lifeline Just Got Cut Off As War Picks Up Again": https://goodrevenue.io/iran-oil-squeeze-china-peak-demand-hormuz→ "US China Secret Cold War Escalates Over AI, Tariffs & More": https://goodrevenue.io/us-china-summit-four-blocking-issues→ "Greenland Crisis Nobody Needed, US vs China vs NATO": https://goodrevenue.io/greenland-nato-rare-earths-geopolitical-stakesSOURCES & FURTHER READINGPAC-3 Missiles, Ukraine Production License & Patriot Supply Chain• US Explores Europe Missile Co-Production as Supply Chain Strains Bite: https://www.reuters.com/business/aerospace-defense/us-talks-europe-missile-co-production-source-says-2026-07-07/• Ukraine's Six-Part Strategy to Survive the Global Patriot Missile Shortage: https://www.wsj.com/world/ukraines-six-part-strategy-to-survive-the-global-run-on-patriot-missiles-463cb8c2?mod=hp_listb_pos2• Army Seeks Sub-$1M Patriot Interceptor to Counter Cheap Drone Swarms: https://www.yahoo.com/news/articles/cheap-patriot-interceptor-costing-under-182019864.htmlNATO Defense Spending, Germany Rearmament & the F-35 Turkey Question• Trump Ends NATO Summit on High Note After Tempering Fury at Allies: https://www.euronews.com/my-europe/2026/07/08/trump-tempers-fury-with-allies-and-ends-tremendously-successful-nato-summit-on-high-note• Germany Agrees Deal to Buy Long-Range Tomahawk Missiles from the US: https://apnews.com/article/germany-merz-trump-us-tomahawk-nato-russia-ukraine-36a701c79c5d305d30d279d72e48ec1e• Germany Passes Record Debt Budget to Fund Military Overhaul and Ukraine Support: https://www.dw.com/en/german-government-agrees-on-record-debt-for-2026/a-74752542• Trump Renews Greenland Threats and Warns of US Troop Withdrawal from Europe: https://www.cnbc.com/2026/07/07/trump-nato-summit-greenland-us-troops-europe.htmlEurope's Industrial Base, Volkswagen & the China Competition Threat• Volkswagen Faces Crunch Talks Over 100,000 Job Cuts and Factory Closures: https://www.euronews.com/business/2026/07/09/volkswagen-faces-crunch-talks-over-100000-job-cuts-and-factory-closures• EU Car Industry Divided Over How to Fight Back Against Chinese Competitors: https://www.euronews.com/my-europe/2026/07/02/eu-car-industry-clashes-over-strategy-to-fight-chinese-competitors• EU Heads for Trade Conflict With China Unless Autumn Deal Is Reached: https://www.euronews.com/my-europe/2026/07/01/exclusive-eu-heads-for-trade-conflict-with-china-unless-deal-reached-by-autumn-epp-chief-wFull list: https://youtu.be/mgfENaYlKwg

The Iran deal just collapsed — and the US Treasury revoking its oil waiver is only the surface of it. The deeper problem is that the memorandum never actually resolved anything: not the missile attacks on tankers in the Strait of Hormuz, not Israel's concerns, not the core issues driving the war. If a deal can't hold together this quickly, the question is whether any stable resolution is even possible.CHAPTERS00:00 Iran Deal Collapses00:16 Tanker Attacks Escalate00:52 Hormuz Three Routes01:35 Iran's Yuan Oil Workaround02:44 China Cuts Oil Imports03:37 Peak Oil Arrives Early04:02 OPEC Floods Supply04:37 Oil Prices Spike Today04:58 Deal Was Never Stable  IF YOU LIKED THIS, WATCH:→ Iran War Costs $300 Billion MORE Plus Energy & Weapons Stockpiles: https://youtu.be/ik2Uy9kFcz4→ UAE Exits OPEC Gas Prices Get Worse Before They Get Better: https://youtu.be/SAJUfTa30sA→ Massive Economic Damage From Iran War Already Locked In?: https://youtu.be/ubugH-A1XBY→ Iran Can't Win Militarily So It's Breaking the Economy Instead: https://youtu.be/nNnwhN9TleU SOURCES & FURTHER READING US Sanctions and the Iran Oil Waiver• US Treasury OFAC Revokes Iranian Oil Sales Waiver: https://ofac.treasury.gov/recent-actions/20260707• Full Text: OFAC Iran Oil Waiver Revocation Order: https://ofac.treasury.gov/media/936446/download?inline China's Oil Demand and the Iran War• Chinese Oil Imports May Never Fully Recover From the Iran War: https://www.bloomberg.com/news/articles/2026-06-22/chinese-oil-imports-may-never-fully-recover-from-the-iran-war• IEA June 2026 Oil Market Report: Global Demand Outlook: https://www.iea.org/reports/oil-market-report-june-2026• Only China Is Buying Iranian Oil as Other Nations Stay Away: https://www.bloomberg.com/news/articles/2026-06-30/bessent-says-only-china-is-buying-iranian-oil-others-are-wary China's Yuan System and Sanctions Evasion• How China Built a Yuan-Based Network to Bypass the Dollar: https://www.wsj.com/world/china/yuan-sanctions-dollar-alternative-73b23c2f• How China's Currency Strategy Is Reshaping Global Trade: https://www.foreignaffairs.com/china/real-problem-global-trade

Sam Altman reportedly offered the US government a 5% equity stake in OpenAI — AND in Anthropic, Meta, and other Big Tech AI companies — as part of a US sovereign wealth fund proposal. Without apparently asking those other companies first. We break down what that 5% is actually worth (the math hits $42B+ for OpenAI alone), what it reveals about Sam Altman's personal investment portfolio, and what this means for AI regulation and Big Tech competition.CHAPTERS00:00 Altman's $42B Government Offer01:30 Equity He Doesn't Own02:45 Intel's 10% Lesson04:00 Government Owning Private Companies05:20 Fable 5 Export Ban Lifted06:30 Anthropic's DoD Ban Continues07:00 Nadella Turns on Frontier Labs07:45 DeepSeek's Stolen Advantage09:15 Anthropic Targets CopilotIF YOU LIKED THIS, WATCH:→ China's Alibaba Launches Worst Ever Distillation Attacks on Anthropic: https://youtu.be/gG-i6PndhbA→ Pentagon's Anthropic Ban is Falling Apart, Here's Why Microsoft Stepped In: https://youtu.be/u-Wm1uXi5KE→ Pentagon Bans Anthropic, AI Agent Leaks, and China's Export Attacks: https://youtu.be/9lIMMjk_vHg→ SpaceX Just Pulled Off the Most Dangerous IPO Trick Ever: https://youtu.be/zQuGPAJKQiESOURCES & FURTHER READINGSam Altman's AI Sovereign Wealth Fund Proposal• Sam Altman's Plan to Give the US Government a Stake in OpenAI: https://www.ft.com/content/7c803eab-8e80-4431-9a87-e943bf00e00b• How Sam Altman's 400 Personal Investments Circle Back to OpenAI: https://www.wsj.com/tech/ai/see-how-sam-altmans-personal-investments-benefit-from-ties-to-openai-9fcb24c9?mod=hp_lead_pos2• JD Vance's Case for the White House Owning a Piece of Every AI Company: https://www.threads.com/@surmountinvest/post/DZz25PFk5DO/media?xmt=AQG0aY4WPLFbfrJeoK6hLL9ObZ0yBJp0F-nQgFxx6-DLf4b0cb_dK00F1TQnO2qVxefjLEgqIntel Shareholder Governance and Government Equity Stakes• Intel Shareholder Lawsuit Challenges the Government's 10% Equity Deal: https://finance.yahoo.com/news/intel-lawsuit-puts-government-stake-010936589.htmlAnthropic's Export Control Battle and Fable 5 Clearance• How Anthropic Won Back the Trump Administration With a New Security Guardrail: https://www.wired.com/story/anthropic-added-a-new-security-measure-to-get-back-into-the-trump-administrations-good-graces/• Why Restricting Fable 5 Hurts US Cyber Defense More Than It Helps: https://www.lutasecurity.com/post/the-fable-5-export-controls-harm-us-cyber-defenseDeepSeek, Microsoft, and the AI Competitive Landscape• Why Satya Nadella Doesn't Want AI Giants to Swallow the Economy: https://www.wsj.com/tech/ai/microsofts-satya-nadella-we-cant-let-ai-giants-eat-the-economy-b9d33b9f?mod=hp_lead_pos1• OpenAI's Formal Accusation That DeepSeek Distilled US AI Models: https://www.bloomberg.com/news/articles/2026-02-12/openai-accuses-deepseek-of-distilling-us-models-to-gain-an-edge• How Anthropic Is Detecting and Shutting Down Distillation Attacks: https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks• Anthropic's Plan to Challenge Microsoft Copilot Inside Teams: https://thein.fo/4415kK5

The US just declined to renew USMCA (aka new NAFTA), and that's bad news bears for thousands of US firms. Autos make up 18% of trade between the US, Canada, and Mexico, and the supply chain is deeply intertwined across all 3 countries. Tariffs already drove a 625% cost increase on autos and parts since Liberation Day 2025. With average MSRP above $51,000, how much higher prices can go before people stop buying?CHAPTERS00:00 USMCA Not Renewed00:52 Why It Matters01:39 Autos Supply Chains02:10 Tariffs And Fallout03:31 Leaders And Talks04:16 US Demands And China05:16 Connected Car Security06:02 Costs And Car Prices07:16 Automakers Adapt08:04 What Comes NextIF YOU LIKED THIS, WATCH:→ Autos Can't Choose Between Military and China: https://youtu.be/uvOGcIjL1_I→ US Locks Out China While Canada Doubles Down: The Future of Your Car: https://youtu.be/Q__ke5iP51YSOURCES & FURTHER READINGUSMCA Trade Agreement and the Review Decision• Official USMCA Agreement Terms and Highlights: https://ustr.gov/trade-agreements/free-trade-agreements/united-states-mexico-canada-agreement• What USMCA's Uncertain Future Means for North American Trade: https://www.atlanticcouncil.org/blogs/econographics/the-five-stages-of-a-usmca-shakeup/• Why Letting USMCA Erode Quietly Is the Real Risk: https://www.csis.org/analysis/dont-let-usmca-drift-awayAuto Industry Exposure to USMCA Uncertainty• How the USMCA Review Is Deepening Auto Industry Uncertainty: https://www.cnbc.com/2026/07/01/automakers-usmca-trade.htmlConnected Cars and the China Software Ban• Why Polestar Is Being Forced Out of the US EV Market: https://www.caranddriver.com/news/a71728510/polestar-exiting-america-connected-car-rule/Public Opinion on USMCA• Financial Times: Polling on USMCA Support: https://www.ft.com/content/2c7b4dc8-1b1c-49f4-b51a-0dee0c1d216a?syn-25a6b1a6=1

Anthropic got US government approval to expand Mythos access just weeks after reporting it suffered the largest-ever distillation attack, orchestrated by China’s Alibaba. Meanwhile Sam Altman is desperate for a trillion-dollar valuation for OpenAI's IPO, but his own advisors are telling him it's not happening in 2026. Unless Anthropic gets blocked? The AI arms race between companies and countries is moving faster than anyone can keep up with. CHAPTERS00:00 Mythos Gets Unlocked00:58 Fable 5 Still Restricted01:32 Alibaba's Distillation Attack02:55 Anthropic's Three Asks04:55 Nvidia's China Problem06:18 Alibaba Sues Pentagon07:10 OpenAI's IPO Crisis08:30 OpenAI's $38.5B Losses10:00 SpaceX's $111B Week11:45 Index Funds Change Rules13:30 Russell Rebalance Explained15:00 Altman Watches Anthropic15:49 ClosingIF YOU LIKED THIS, WATCH:→ Did China Just Steal ASML's Banned AI Chip Making Tool?: https://youtu.be/IVvBSub5Vw0→ Anthropic Gets Banned Again While OpenAI Lost $38 Billion: https://youtu.be/z2BYUFRBZmQ→ Anthropic IPO Might Crush OpenAI (And SpaceX?): https://youtu.be/bz5fsLTSUiU→ China Says It Doesn't Want Our AI Chips, So Why Are They Smuggling Them?: https://youtu.be/uKjWfRgDfRMSOURCES & FURTHER READINGAlibaba's Distillation Attack on Anthropic• Anthropic Accuses Alibaba of Illicitly Accessing Its AI Models: https://www.bloomberg.com/news/articles/2026-06-24/anthropic-accuses-alibaba-of-illicitly-accessing-its-ai-models• Alibaba Used 25,000 Accounts to Clone Claude in Largest Known Attack: https://www.cnbc.com/2026/06/24/anthropic-alibaba-distillation-campaign.html• Anthropic Says Alibaba Must Be Punished for Largest Claude Cloning Attack: https://arstechnica.com/tech-policy/2026/06/anthropic-claims-alibaba-defied-trump-to-attack-claude-and-steal-capabilities/• Anthropic's Full Letter to Congress on the Alibaba Attack: https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/Anthropic%20letter%20Alibaba%E3%83%BBJun%2010%202026%20-ba307cab-ccb4-43f1-88c0-515f29694678.pdfAI Distillation Attacks and Adversarial AI Use• How Anthropic Detects and Prevents Model Distillation Attacks: https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks• Google's Threat Intelligence Report on AI Distillation and Adversarial Misuse: https://cloud.google.com/blog/topics/threat-intelligence/distillation-experimentation-integration-ai-adversarial-use• How OpenAI Is Disrupting Malicious Uses of Its Models: https://openai.com/global-affairs/disrupting-malicious-uses-of-ai-october-2025/Mythos, Anthropic's Restricted AI Model• Trump Administration Allows Anthropic to Expand Mythos Access to Select US Organizations: https://www.wired.com/story/anthropic-restores-access-to-mythos/OpenAI's IPO Struggles and SpaceX's Market Surge• Why OpenAI's Trillion-Dollar IPO Is Slipping Out of Sam Altman's Reach: https://www.nytimes.com/2026/06/25/technology/openai-ipo-artificial-intelligence.html• SpaceX Closes $25 Billion Bond Offering Across Five Tranches: https://finance.yahoo.com/markets/stocks/articles/spacex-closes-25-billion-bond-214309300.html• Allianz Investment Chief on the AI Bubble Risk After SpaceX's IPO: https://ft.trib.al/mPUSZWU• Russell US Indexes 2026 Reconstitution Summary: https://www.lseg.com/content/dam/ftse-russell/en_us/documents/other/2026-russell-us-indexes-reconstitution-summary.pdf

Stocks are sliding in a global sell-off led by tech, AI, and chips, with the Nasdaq hit hardest. Fresh off its June 12 IPO, SpaceX has already swung wildly—down about $400B in market cap at one point—with focus now on its upcoming index inclusion and the first window for retail investors to sell. AI geopolitics intensifies as US officials probe whether ASML EUV lithography tech reached China, plus Five Eyes issues dire warning about imminent AI cyber attacks, highlighting stratospherically high US–China and EU–China tensions. What could go wrong?CHAPTERS00:00 Tech Sell Off Begins00:39 SpaceX IPO Whiplash02:07 ASML Export Control Alarm04:16 Europe China Trade Bind05:43 UK Political Revolving Door07:29 Cold War Chip Escalation10:21 Rare Earths Flashpoint11:40 China Domestic Strains13:42 AI Cyberattack Threats17:36 Closing ThoughtsIF YOU LIKED THIS, WATCH:→ SpaceX Just Pulled Off the Most Dangerous IPO Trick Ever: https://youtu.be/zQuGPAJKQiE→ SpaceX Only Worth $750 Billion, Not $2 Trillion: https://youtu.be/N3YWf7hWk5A→ US China Secret Cold War Escalates: https://youtu.be/DD3BOZPOHdA→ China Says It Doesn't Want Our AI Chips, So Why Are They Smuggling Them?: https://youtu.be/uKjWfRgDfRM→ The Irreversible Cost of Selling Advanced AI Chips to China: https://youtu.be/UphXmFOYUU8SOURCES & FURTHER READINGASML, EUV Machines, and the US-China Chip War• US Officials Warn ASML That China May Have Obtained Its Most Advanced Chip Tool: https://www.morningstar.com/news/dow-jones/202506191945/asml-shares-slip-on-report-of-us-concern-that-china-has-its-tech• US Raises Alarm Over ASML's Top Lithography Machine Reaching China: https://www.reuters.com/world/china/us-tells-asml-it-is-concerned-china-may-have-top-chip-tool-bloomberg-news-2026-06-19/• Washington Tells ASML It Fears China Has the Crown Jewel of Chip Tech: https://www.bloomberg.com/news/articles/2026-06-19/us-tells-asml-it-s-concerned-china-may-have-top-chip-toolUS-China Export Controls and Trade Retaliation• Pentagon's Full List of Banned Chinese Military-Linked Companies: https://media.defense.gov/2026/Jun/08/2003945537/-1/-1/1/ENTITIES-IDENTIFIED-AS-CHINESE-MILITARY-COMPANIES-OPERATING-IN-THE-UNITED-STATES-IN-ACCORDANCE-WITH-SECTION-1260H.PDF• China Sanctions 10 US Defense Firms: https://apnews.com/article/china-us-sanctions-military-defense-tech-dualuse-1aebe98718e127365859b0fb0b63d07b• Critical Minerals Are Now Nearly Impossible to Source From China: https://www.reuters.com/world/china/us-business-group-says-some-critical-minerals-are-nearly-unobtainable-china-2026-06-10/• EU-China Trade Deficit Hits Highest Level in Years: https://ec.europa.eu/eurostat/statistics-explained/index.php?title=EU_trade_with_China_-_latest_developmentsAI Cybersecurity and State-Sponsored Attacks• Five Eyes Intelligence Agencies Issue Rare Public Warning on AI Cyberattacks: https://www.cyber.gov.au/about-us/view-all-content/news/five-eyes-cyber-security-agencies-statement• How Nation-State Hackers Tunneled Into America Through Home Routers: https://www.wsj.com/tech/cybersecurity/how-hackers-found-a-back-door-into-the-american-living-room-c117cb9f?mod=hp_lead_pos10• Hidden Audio Commands Can Hijack AI Voice Models With 96% Success Rate: https://spectrum.ieee.org/voice-ai-audio-attacks• Full Research Paper: Imperceptible Audio Prompt Injection Against Large Audio-Language Models: https://arxiv.org/abs/2604.14604v1China's Domestic Economy and Political Fragmentation• China's GDP Data Masks Growing Structural Weaknesses at Home: https://www.bofit.fi/en/monitoring/weekly/2026/vw202616_1/• Youth Unemployment and the 'Lying Flat' Generation Reshaping China's Social Fabric: https://www.businessinsider.com/china-economy-college-grads-lying-flat-zombie-photos-youth-unemployment-2023-7• The Structural Forces Shattering Britain's Two-Party Political System: https://www.wsj.com/world/uk/the-forces-that-broke-the-two-party-system-in-the-u-k-30137b8a?mod=hp_lead_pos1

Pew Research has been mapping American political identity since 1987, and their 2026 typology finds nine distinct voter groups — not two. The loudest voices in US politics come from just 38% of the country, split between the far right and far left, while the majority sits somewhere messier and more complicated in the middle. Host Neeta Bidwai reflects ahead of America’s 250th anniversary and walks through the 9 political typologies, based on a survey of more than 10,000 Americans, including issues like same-sex marriage, open carry, climate change, regulation, and church-state separation. CHAPTERS00:00 Welcome and Context00:47 Pew's 40-Year Typology Project02:00 24 Questions That Divide America03:45 Nine Groups Explained04:45 No Apologies Right05:30 Faith First Conservatives06:20 The 53% Humiliation Stat07:10 Leftward Progressives vs Loyal Liberals08:30 Order and Opportunity Left09:20 Unconventional Right Breakdown10:15 Pragmatic and Polite Right11:30 Left Out Liberals12:10 Tuned Out Middle12:50 Presidential Approval by Group13:30 Immigration Policy Divides14:00 Party Diversity Breakdown14:55 Reflections at 250 Years16:58 Closing and Next EpisodeLOVE IT OR LEAVE IT?We’re trying out something new on Sundays! Questions or suggestions? Leave your feedback below in the comments. 👇SOURCES & FURTHER READINGPew 2026 Political Typology Research• Beyond Red vs. Blue: Pew's Full 9-Group Political Typology Report: https://www.pewresearch.org/politics/2026/06/10/beyond-red-vs-blue-the-political-typology/• Find Your Political Type: Take the Official 2026 Pew Typology Quiz: https://www.pewresearch.org/politics/quiz/political-typology/America's Founding Documents• Read the Original Declaration of Independence Transcript: https://www.archives.gov/founding-docs/declaration-transcript• Read the Full Text of the US Constitution: https://www.archives.gov/founding-docs/constitution-transcriptAmerican History Primary Sources• US History Primary Source Timeline from the Library of Congress: https://www.loc.gov/classroom-materials/united-states-history-primary-source-timeline/• American History Overview and Timeline at USHistory.org: https://www.ushistory.org/us/index.asp• Smithsonian National Museum of American History: https://americanhistory.si.edu/

Anthropic is in a full-blown standoff with the White House after the government banned foreign nationals from using Fable 5, the lab's most advanced model, with less than two hours notice. The ban followed a tip from Amazon's CEO, which is raising a lot of eyebrows given how intertwined these companies actually are. On top of that, OpenAI's audited financials just leaked, showing a $38 billion loss in 2025, and the AI price war is making a path to profitability look even harder.CHAPTERS00:00 Fable 5 Export Ban01:45 Andy Jassy's Role03:15 Anthropic vs White House History05:00 Anthropic's Defense Statement06:30 Cybersecurity Leaders Respond08:15 OpenAI's $38B Loss10:45 AI Price Wars Explained12:30 Token Cost Comparison13:45 Amazon's Data Center BreakthroughIF YOU LIKED THIS, WATCH:→ Pentagon Bans Anthropic, AI Agent Leaks, and China's Export Attacks: https://youtu.be/9lIMMjk_vHg→ Anthropic Mythos AI Too Dangerous That's the Whole Strategy: https://youtu.be/ai_oGfsNa2g→ Pentagon's Anthropic Ban is Falling Apart, Here's Why Microsoft Stepped In: https://youtu.be/u-Wm1uXi5KESOURCES & FURTHER READINGAnthropic Fable 5 Export Ban and White House Conflict• Anthropic's Official Statement on the Fable 5 and Mythos Access Suspension: https://www.anthropic.com/news/fable-mythos-access• Inside the White House-Anthropic Feud Over Fable and Mythos: https://www.theverge.com/column/951516/trump-anthropic-feud-mythos-fable-white-house• How Anthropic Was Forced to Halt Access to Its Top AI Models: https://www.wsj.com/tech/ai/anthropic-halts-access-to-top-ai-models-after-u-s-ban-on-foreign-use-a4bca2cc• What the Fable 5 Export Controls Mean for US Cyber Defense: https://www.lutasecurity.com/post/the-fable-5-export-controls-harm-us-cyber-defense• Anthropic and the White House Fable Standoff Explained: https://www.axios.com/2026/06/15/anthropic-white-house-fable-mythos• Security Leaders' Open Letter Calling on the US Government to Lift the Fable Export Ban: https://freefable.org/OpenAI Financial Losses and IPO Pressure• Exclusive: OpenAI Lost Nearly 8x More in 2025 Than the Year Before: https://www.wheresyoured.at/exclusive-openai-financials/• OpenAI's Audited Financials Reveal Scale of Losses Ahead of IPO: https://www.ft.com/content/e15b0d7e-ff6b-4f16-ba7a-4068feddb828?syn-25a6b1a6=1• OpenAI Faces State Attorneys General Probe as Regulatory Pressure Mounts: https://apnews.com/article/openai-chatgpt-subpoena-attorneys-general-probe-a95894407773307fae8ae3ce9742b586AI Cost Wars and Data Center Efficiency• Why Enterprises Are Rationing AI and What That Means for OpenAI and Anthropic: https://www.wsj.com/tech/ai/the-ai-price-war-is-here-piling-pressure-on-openai-and-anthropic-86e1d21b?mod=hp_lead_pos2• Amazon's Resilient Network Graphs Cut Data Center Power Use by 40%: https://www.bgr.com/2191712/amazon-data-center-breakthrough-explained/

Oil traders celebrated a peace deal and pushed prices below $80 a barrel, but that's not the whole story. Shipping companies won't move until the peace holds, minesweepers still have to clear the strait, and oil executives just told the White House prices aren't coming down anytime soon. The pump is still painful, and the timeline to relief is longer than anyone wants to admit.CHAPTERS00:00 Energy Prices Outlook00:21 Oil Markets React00:52 Oil Shipments Delay Explained01:32 Charts and EIA Forecasts02:34 Hormuz Risks and Mines03:05 Why Prices Stay High03:48 Reserves and Exports04:59 Pump Prices and Inflation05:37 China Demand Shift06:28 Shadow Fleet Dangers07:36 Covert Oil Movements08:34 Wrap Up and ResourcesIF YOU LIKED THIS, WATCH:→ Consumer Confidence Hits All Time Low as Gas Hits Record High: https://youtu.be/L7JKxr_lvP4→ UAE Exits OPEC Gas Prices Get Worse Before They Get Better: https://youtu.be/SAJUfTa30sASOURCES & FURTHER READINGStrait of Hormuz Supply Disruption and Live Tracking• Live Ship Transit and Oil Price Tracker for the Strait of Hormuz: https://hormuzstraitmonitor.com/• How the Iran War Sent Brent Crude Above $110 and What Comes Next: https://www.ft.com/content/45340e55-aa6a-4302-a606-a869f5cb6189?syn-25a6b1a6=1• Trump Claims 100 Million Barrels Moved Through Hormuz on 200 Ships: https://abcnews.com/Politics/trump-claims-100-million-barrels-oil-200-ships/story?id=133759533• What the Trump Iran Deal Means for Oil Sales and Global Supply: https://www.wsj.com/world/middle-east/the-trump-iran-deal-allows-tehran-to-immediately-sell-oil-37a1ebe5?mod=hp_lead_pos1US Oil Reserves, Inventories, and Export Data• EIA Short-Term Energy Outlook: Global Oil Supply and Price Projections: https://www.eia.gov/outlooks/steo/• EIA Weekly Petroleum Status Report: US Crude Supply and Inventory Data: https://www.eia.gov/petroleum/supply/weekly/• US Strategic Petroleum Reserve Current Inventory Levels: https://www.spr.doe.gov/dir/dir.html• Oil Executives Warn the White House That Fuel Prices Will Keep Rising: https://www.washingtonpost.com/politics/2026/06/11/oil-executives-warn-white-house-that-gas-prices-will-get-worse/China's Oil Strategy and Global Market Impact• How China Cutting Oil Imports Is Accidentally Stabilizing the Global Economy: https://www.wsj.com/business/energy-oil/china-is-propping-up-the-world-economy-by-importing-a-lot-less-oil-f12d7813• The Alarming Technology Found Aboard Dark Fleet Tankers Seized by the US: https://www.wsj.com/articles/the-dangerous-tech-found-aboard-dark-fleet-tankers-captured-by-the-u-s-34762a3a