2 chapters in Aug – Oct 2026 · See all time
Adam Curry discusses the "ARC" theory (America, Russia, China) while Jason Calacanis argues that Russia is fading in importance compared to the rising economic power of Saudi Arabia and the UAE. These Middle Eastern nations are aggressively diversifying their economies away from oil by 2050, investing heavily in Western tech, sports, and real estate to ensure future stability.
UAE Pipeline Expansion, Bypassing the Strait of Hormuz
The UAE is fast-tracking the expansion of the Habshan-Fujairah pipeline to bypass the Strait of Hormuz entirely by 2027. This strategic shift by Gulf monarchies aims to secure oil exports to the Gulf of Oman, away from Iranian interference. The hosts suggest this "chess move" will stabilize global energy prices and create a lasting legacy for the current U.S. administration's foreign policy.
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