Update 3-15 (Iran, AI)

Some notable news about the War on Iran. Condi Rice discussion at GoodFellows is very good. 

1. *Dire Straits: Condoleezza Rice on The War with Iran (GoodFellows 3-13)  

2. Condoleezza Rice Shares Her Thoughts on the War in Iran (clip)  

3. *Mark Halperin on Opening Strait of Hormuz Is Critical to Trump’s Strategy (clip 3-13)  

4. * Is Regime Change Possible? Niall Ferguson vs. Richard Haass (3-11) 

I saw an interview of Trump’s special envoy Steve Witkoff. (You should be able to find the interview on the web.) He said that in a meeting the Iran side told him that Iran had 60% uranium sufficient to make 11 bombs. This is likely the main reason that Trump decided to start the war. Last June when the US bombed Iran nuclear sites, Iran probably had already stored the above mentioned uranium elsewhere. This is bad. It will be hard to get rid of them. Condi Rice’s interview was very good. She probably gave Trump valuable advice.  

All-in below 

• Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare (3-14) all-in  

Interesting points on the off ramp on the war. 

(27:05) Anthropic and OpenAI scaling revenue faster than any company ever. Live debate on AI applications

The history section has several closely related to Iran and the Middle East. 

World 

1. This is 'CHAOS' in Tehran: National security expert (3-15) 

2. Trump announces warships heading towards Strait of Hormuz (3-15) 

3. Admiral Explains How America Can Secure The Strait Of Hormuz  (3-15) 

4. Watters: This is absolute destruction (3-14)  

5. Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare (3-14)all-in  

6. Dan Senor joined Hugh to discuss Iran and fight against anti-Semitism (3-13)  

7. *Gen. Keane: The goal is to CRIPPLE Iran (3-14) 

8. *Hoffman: This is CRITICAL for Pentagon's continued war effort (3-14)

9. Why Iran Isn’t Breaking: Vali Nasr: That Isn’t Coming | Mishal Husain Show (3-13)  

10. General Petraeus on strategies needed to keep Strait of Hormuz flowing (3-13) 

11. Iran has now proven how just US attacks are: Leland Vittert | On Balance (3-13) 

12. Inside Trump’s China Policy with Miles Yu (3-13) 

13. Bessent: U.S. Navy will escort vessels through Strait of Hormuz militarily possible (3-13)  

14. 'LEVERAGE POINT': Former CIA operative reveals 'ONLY WAY' Iran can fight US (3-13)  

15. *Dire Straits: Condoleezza Rice on The War with Iran (GoodFellows 3-13)  

16. Condoleezza Rice Shares Her Thoughts on the War in Iran (clip)  

17. *Mark Halperin on Opening Strait of Hormuz Is Critical to Trump’s Strategy (clip 3-13)  

18. US military weighs MAJOR move in Strait of Hormuz (3-12)  

19. 【译丛】发动战争需要迅捷和决心，而停止战争则需要更大的智慧和远见 - 议报 

20. America can't end the war in Iran unilaterally, says CFR's Richard Haass  (3-12)

21. ‘UNCERTAIN WARFARE': Israeli Special Ops veteran says Iran is feeling 'cornered' (3-12)  

22. Gen Keane: This is SIGNIFICANT (3-12) 

23. Rear Adm. Montgomery review battle with Iran and war Ukraine (3-12) 

24. THIS is why Iran negotiations crumbled: US special envoy (3-12)  

25. ‘Clear threat’: Steve Witkoff breaks silence on Iran falling out, leading to strikes (3-12)  

26. Watters: They have NO friends left… (3-11) 

27. Iran still possesses ability significant problems: David Petraeus | On Balance (3-11)

28. Gen Jack Keane: There is a PROBLEM here  (3-11) 

29. Iranians are losing their capacity for ballistic missiles: Victoria Coates (3-11) 

30. * Is Regime Change Possible? Niall Ferguson vs. Richard Haass (3-11) 

31. Regime change in Iran much harder than it was in Iraq, Harvard's Megan O'Sullivan (3-11) 

32. 'TAKE IRAN OFF THE MAP': Gen. Keane makes the stakes CRYSTAL clear (3-11) 

33. Brit Hume: This is becoming EXCEEDINGLY politically sensitive (3-10) 

34. Former GS Lloyd Blankfein: Iran war won't last very long 'because it can't' (3-11) 

35. WSJ Gerard Baker 3-9 In a War of Words, Trump Always Defeats Himself

36. —- In a War of Words, Trump Always Defeats Himself 

37. 'TAKE IRAN OFF THE MAP': Gen. Keane makes the stakes CRYSTAL clear (3-11) 

38. Victor Davis Hanson: The Good, the Bad, and the Ugly Iran War Outcomes (3-10)

39. WSJ Walter Russell Mead 3-9 How the Iran War Ends

40. https://www.wsj.com/opinion/how-the-iran-war-ends-c5e09ad3?mod=panda_wsj_author_alert 

41. “This is Bibi’s War” - Graham Allison on Influences and Endgame of Iran War (3-10) 

42. US operation in Iran puts China, Russia on shakier footing: Batya | Batya! (3-8) 

43. Gordon Chang on How US Israel Strikes on Iran Impacts Communist China (3-7) 

44. Mark Halperin on Why Many Former Presidents Took the Same Stance on Iran as Trump (clip) 

45. Victor Davis Hanson: "This War in Iran is Much Larger Than Most People Imagine..." (clip) 

46. *Jack Keane: "America Just Escalated Strikes Like Never Seen Before..." (3-9) 

47. 
    

48. Economy & AI  

49. Software sector sees C-suite shake-ups amid AI disruption fears (3-14) 

50. Palantir CEO on Iran, AI Weapons and America's Advantage | a16z (3-13)  

51. Tom Lee: Equity markets will make their bottom this month (3-13)  

52. Software spending strategies under scrutiny amid AI disruption (3-12)

53. Jeremy Siegel: The Fed still has room to cut interest rates this year (3-12)

54. Nvidia planning to launch open-source AI agent platform, report says (3-11)

55. *Melius’ Ben Reitzes: Software is going through a ‘generational transition’ (3-11) 

56. *JOSH BROWN shares his Stock Picks from Miami FL followed by TOM LEE (3-11) 

57. —Tom Lee: Markets will move higher in March but bear market will hit later in the year (3-11)

58. OpenAI executives pivot on expanding Stargate to put capacity in other locations (3-10)

59. Hyperscalers increasingly get their power off-grid, Morgan Stanley's Stephen Byrd (3-10) 

60. RBC’s Lori Calvasina on the Iran war’s impact on different market sectors (3-10) 

61. *RBC's Helima Croft on what needs to be done to cool volatility in the oil market (3-10) 

62. global economy subject to more violent and frequent shocks, Mohamed El-Erian (3-10)

History 

1. All Roads Leads To . . .? Barry Strauss on Ancient Rome, Modern Warfare (3-14)  

2. *Israel and the Holy Land with Historian Barry Strauss (3-2026) 

3. *The True Story of the CIA Coup in Iran and the Islamic Revolution (3-12) 

4. HOW DID PERSIA “BECOME” IRAN? THE STORY NO ONE TOLD YOU (3-2026) 

Religions & Ideologies  

1. "Why the Middle East Has Bigger Consequences Than You Think" - Jordan Peterson (3-11) 

2. "The System Doesn't Want You to Know This!" The Muslim Brotherhood’s Radical History (3-8) 

3. WILL RADICAL ISLAM DESTROY THE WEST?! (3-2026) 

4. Why the Left is Triggered by Western Culture (2-2026)  

   
   

Others

1. "Canada Needs To Understand This To Recover Itself" - Jordan Peterson (3-4) 

2. 洛洛、林亚明：两位冬奥少女冠军和她们的两个祖国 

3. VOA专访：奥运冠军Alysa Liu父与女：金牌诚可贵，自由价更高！ 

4. RFA专访刘美贤之父刘俊：荣耀与代价 

5. Alysa Liu Is Out Of Control We've Never Seen Anything Like This (2-2026) 

6. Megyn Kelly on Why Alysa Liu is a Winner of the Olympic