Iran

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 1, 2023 by Brian Schimpf · said 17 times in 8 episodes since 2023 · across every show →

Mentions by year

brought up most by Jared Kushner (10), Matthew Prince (1), Jacob Helberg (1), Emil Michael (1), Elad Gil (1), Dan Hendrycks (1), Brian Schimpf (1), Andrej Karpathy (1)

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2026 2 mentions in 2 episodes 1 per episode
2025 13 mentions in 4 episodes 3 per episode
2024 1 mention in 1 episode
2023 1 mention in 1 episode

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Everything said about Iran, oldest first

Jun 1, 2023
Assertion Supported
Schimpf: Low-cost drones give adversaries cruise missile equivalents under $100K
“Historically the US has been one of the few countries that has been able to make like cruise missiles, but with the low cost of drones, now effectively Iran and nearly every country has the equivalent of low cost cruise missiles. For, you know, like a 100,000 …”
Brian Schimpf Jun 1, 2023 ▶ 16:19 No Priors Ep. 19 | With Anduril CEO Brian Schimpf
Jan 15, 2026 negative
Opinion
Michael: US defense industrial base was unready for recent conflicts
“Defense industrial base sort of wasn't ready to provide what's necessary for the threat environment. And if you think about threat environment, what we've done in Iran, what we've done in Venezuela what we've done with the Houthis, like all just in one year, r…”
Emil Michael Jan 15, 2026 ▶ 20:29 The Largest Untapped Market Inside U.S. Defense | Emil Michael
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