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Khamenei Killed, AI Drives War episode cover art
Mar 31, 2026 • 7 min
Covers news from Mar 24, 2026 to Mar 31, 2026

Khamenei Killed, AI Drives War

USA-Iran Conflict Update podcast cover art
USA-Iran Conflict Update

Show Notes

The USA–Iran war has detonated a new era of conflict, driven by AI-led targeting and cheap, mass-produced drones. With the U.S. and Israel launching over 11,000 strikes and Iran firing 500 ballistic missiles plus 2,000 drones, the pace is relentless. But here's the real test: can the U.S. maintain this tempo without burning through cash or tipping global energy markets into chaos? Oil prices are surging, shipping is gridlocked, and the S&P 500 has tumbled more than 7% since fighting erupted in late February, while energy stocks have soared. The world’s key oil chokepoint, the Strait of Hormuz, is nearly at a standstill, driving up fuel and food costs from the Gulf to Japan.

But here’s the catch: the backbone of this new targeting system is AI, with accuracy reportedly around 60%—far below that of human analysts. As civilian risk rises, a fight is brewing over safety safeguards and who calls the shots on what gets targeted. Meanwhile, Iran’s $20,000 drones are bleeding U.S. defenses that must fire million-dollar interceptors just to keep up. Russia is now providing satellite imagery to Iran, Ukraine is pitching $1,000 interceptor drones to Gulf states, and industrial supply chains are emerging as the new battleground—who can manufacture faster and cheaper may win the war.

Featuring reporting from Forbes, Council on Foreign Relations, Fox Business, Rice University’s Baker Institute, and Goldman Sachs.

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