Strait of Hormuz

4 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Mar 6, 2026 by Jason Calacanis · said 36 times in 10 episodes since 2023 · across every show →

Mentions by year

brought up most by Jason Calacanis (19), Gavin Baker (5), Rahm Emanuel (3), David Sacks (3), Dino Mavrucas (2), David Friedberg (1)

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2026 35 mentions in 9 episodes 4 per episode

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare Mar 13, 2026 · 9 mentions · from 4:21
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis? May 22, 2026 · 6 mentions · from 1:29:07
China Outbuilds America 230-to-1. Saronic Has a Plan Aug 5, 2026 · 5 mentions · from 0:29
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael Mar 6, 2026 · 4 mentions · from 37:31
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats Aug 12, 2026 · 3 mentions · from 18:06
John Fetterman: 'I'm the Only Democrat in Congress Saying This' Mar 18, 2026 · 3 mentions · from 14:06
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal Jun 19, 2026 · 2 mentions · from 1:15:01
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño May 15, 2026 · 2 mentions · from 1:38
1 more episode that year, every mention in 2026 →

2023 1 mention in 1 episode

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more Sep 1, 2023 · 1 mention · from 33:41
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Everything said about Strait of Hormuz, oldest first

Mar 6, 2026

Prediction Held up

Calacanis: 3.3M daily oil barrels lost next week if Strait stays closed

“Unless the straight opens, 3.3 million barrels of daily production would be lost early next week.”

Jason Calacanis Mar 6, 2026 ▶ 37:46 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael

Mar 6, 2026

Assertion Supported

Calacanis: Strait supertanker traffic dropped 94% in 48 hours after insurance cuts

“Supertanker traffic dropped 94% within the first 48 hours.”

Jason Calacanis Mar 6, 2026 ▶ 38:01 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael

Apr 3, 2026

Assertion Supported

Friedberg: 35% of world's nitrogen fertilizer passes through Strait of Hormuz

“In fact, about 35% of the world's nitrogen fertilizer goes through the Strait of Hormuz.”

David Friedberg Apr 3, 2026 ▶ 43:51 SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

Aug 5, 2026

Opinion

Mavrucas: Securing the Strait of Hormuz requires under 1,000 autonomous vessels

“I don't think you need a thousand. I don't think it's a 20 mile wide straight.”

Dino Mavrucas Aug 5, 2026 ▶ 29:01 China Outbuilds America 230-to-1. Saronic Has a Plan

Strait of Hormuz

Mentions by year

Everything said about Strait of Hormuz, oldest first

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