This is perhaps the best episode for a podcast in 2026 so far. Highly recommend everyone to watch. did a great job encapsulating the current world. https://youtu.be/zU2py056D9U?si=Nn0fPxHWjzgeIfLi

Yes definitely within that period we hit an inflection point.

Call me crazy, but I believe in Jan/Feb 2026 we reached escape velocity in AI which had led the owners of the old system to freak out. I think that's the main reason there's an ongoing war in Iran. A way to prevent the Deflationary Death Spiral 1- Rising oil/gas prices leads to inflation everywhere. I.e. melting the debt away. 2- Without Qatar's helium, no new chips will make it to market. I.e starve the machine. 3- Reshape the geopolitics of energy dominance. I.e US as the new big dog now. This, again, buys them time. But as says exponential gains from AI, automation, and robotics push prices down, but a fiat system built on credit must expand debt and inflation to avoid collapse.

“The old world is dying, and the new world struggles to be born: now is the time of monsters.”

If the USD is backed by US military power, and that power suddenly becomes weaker, what happens to the USD?

Living in the GCC right now. Seeing missiles flying over my head. Constant alarm sounds or missile interceptions with very little sleep. I'm reminded of the bless of life and really how small and fragile it is, believing that it is is nothing but a passing phase. Yes, sinister people do exist. Yes, they control our world. But at the end of the day if this short life is everything we have, everything that there is, then they win and our Creator is unjust, which I refuse to believe. To those in my shoes, stay strong and stay indoors. This too shall pass.