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Iran’s Problems are Worse Than You Think & OpenAI Had to Hit the Panic Button AGAIN

Tom Bilyeu | September 28, 2026



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00:00 Intro
01:30 Iran Rejects Ceasefire
12:24 UK Base Bomb Plot
18:05 Saudi vs Houthis
22:13 Trump-Xi Summit
31:00 Chips, Rare Earths & Energy
38:29 Thiel on Wealth
43:07 Milei & Trickle-Down
01:24:21 AI Agent Escapes
01:35:16 The Agentic Bank Run
01:43:33 Evolution & Attraction

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Written by Tom Bilyeu

Comments

This post currently has 43 comments.

  1. @Petro_FPS

    September 28, 2026 at 11:55 pm

    This is the most important news in the world. I'm so thankful that you guys take time to give. The model of your business is as genius as Steve jobs. You solve user friction. We all feel these things happening around us, and you help us navigate the world landscape, formulate an unbiased understanding and decide how we want to approach it while remaining objective about the most likely outcomes. This is about as above normal slop as you can get

  2. @chapter7857

    September 28, 2026 at 11:55 pm

    After 50 years they should just give up. About two months ago Tom was beating his chest on how Spain went to the mountains and built warriors and came back after 700 years and took their land back. Got it.

  3. @itsmatt2105

    September 28, 2026 at 11:55 pm

    I support Trump's rejection of Iran's proposal, NEVER trust a snake until after you've completely pulled it's fangs. Until Iran begs for unconditional surrender and agrees to any and every punitive measure Trump can dream up, bar none, Iran isn't ready to come to the table. I would support another, more aggressive wave of bombing every time Iran pretends it wants to negotiate but doesn't agree to completely unconditional surrender. Any time there's even the slightest hint of resistance at the negotiating table, the ambassador needs to silently get up, put his coat on and call Trump on his way to the door, the next round of bombing runs has just left the ground.

  4. @brutyre

    September 28, 2026 at 11:55 pm

    Islam is an aggressive political movement masquerading as a religion. Sharia law? No religious belief ever, anywhere, should be a law requiring obeyance. All religion is a personal choice to be followed or dismissed by the individual. And any religious edict becoming a violation of law should not be allowed and those that advocate terrorism – such as killing or maiming infidels, non-believers, blasphemers – deserve to be eradicated by whatever means necessary, actions required right now in the world and being carried out for all the right reasons. Power to the Persian people. And ask them if they wish they had the 2nd amendment.

  5. @brendanf5778

    September 28, 2026 at 11:55 pm

    👏 1:24:17 Drew is correct and the animal counter argument does not hold water with intelligence, especially ours.

    Live with someone 100 years and you'll still never completely understand, with complete clarity, theirs perception of the situation other than your best approximation. "Judge not" is literal and we're too dumb to understand that we don't have the physical tools of perception to accurately weigh judgment, from the floor of reality. I'm not talking about our conventions, morals understanding, courts etc.. just a flat hardware/operating system to hardware/operating system comparison.

  6. @JRR100

    September 28, 2026 at 11:55 pm

    How is regulation inherently “cartel creating”? You say it as if it were fact. Where is the through line of logic. Re AI you are illogical and bongers.

  7. @Aipips

    September 28, 2026 at 11:55 pm

    The military industrial complex has been in control of America since world war 2 there is nothing we can do. Personally I’m sick of it I am checking out no mote news it’s all fake I know when I stop watching the fake news I just grow my business and make. More money.

  8. @RandomGuy-qk2zy

    September 28, 2026 at 11:55 pm

    Tom. Love you dude, but do you really believe Bessent? Everything on mainstream media seems like BS these days. If we believed everything the administration says we would believe ( we won the war, they had been watching those UK terrorists for a long time, tariffs have been good for the US, the American people aren't paying for the ballroom, and the we aren't the ones paying for the campaign ads we they say paid for by US government)

    None of it is a conspiracy if it's real. You gotta turn over the rocks brother to find the roaches.

  9. @Joel_G_NZ

    September 28, 2026 at 11:55 pm

    Having watched Tom for a couple of months I had to try a quest bar for the first time (chocolate chip cookie dough flavour). And….. It's actually appealing, would buy again.

  10. @tascamgold1969

    September 28, 2026 at 11:55 pm

    What the Palestinians need to do is stop electing terrorists as their government and just be good neighbors and Israel will have no reason to roll over them. But Hamas will never stop .couple that with a religion that tells you that the only way to get to paradise in the next life is to die in a Jihad against the jews and Christians. Ita a perpetual doom loop. Islam is a guttural religion. Better to be a sinner saved by grace.

  11. @WildStyle81

    September 28, 2026 at 11:55 pm

    We stop needing to put any laws on war or viewing war from a moral lense. War is beating someone so throughly into the ground they give up. Woman & children are a part of the deal. Morality in war is a interesting thought process however murder is murder. Innocent murder is still murder. Is far more despicable but winning is winning. Now if we’re talking about who’s warring a more moral war that changes the conversation. However war is immoral by nature.

  12. @JoeSmith-jd5zg

    September 28, 2026 at 11:55 pm

    The sudden escalation of catastrophic-AI messaging looks less like a spontaneous scientific awakening than a strategically timed campaign that serves powerful financial and political interests. Telling the public that AI could destroy civilization simultaneously establishes that frontier models are uniquely valuable, supports extraordinary valuations, and creates pressure for government intervention. The firms best positioned to comply with expensive licensing, compute-reporting, auditing, and safety requirements are the same firms that benefit when startups and open-source developers cannot afford those burdens. Major investors and philanthropic networks fund leading AI labs, safety research, advocacy groups, policy think tanks, and personnel who advise lawmakers creating an ecosystem in which the same interests can help define the danger, promote the remedy, and profit from the resulting rules. Governments also gain: Fear supplies a public rationale for new agencies, budgets, procurement contracts, surveillance, and influence over powerful information systems…Hi Bernie… None of this requires every participant to be dishonest; but the alignment of incentives makes it reasonable to suspect that existential-risk rhetoric is being used to build a protected AI cartel and expand institutional power.

    Jacob Coxon is the Greta Thunberg of AI. Everyone wanting power DEMANDS danger is imminent…Hi Bernie… Notice how Bernie has back-burnered his climate terrorism grift??? He found a better grift! Tech leaders like Dario love this as it will cut the knees out from there potential competition WHICH WOULD BENEFIT YOU, and coincidentally, happens to come right along with their IPOs.

    Bernie rants that humans are HORRIBLE stewards of the environment. Something smarter than humans should do a better job. It's hard to get worse than horrible. Bernie should be all for this.

    An analysis by Digital Borders found that about 76% of the "views" of Jacob Coxon's "revelation" were foreign, with India and Indonesia among the largest sources. This shows that the online reaction was not primarily American and is a good reminder that social-media trends can give a misleading picture of U.S. public sentiment. That deserves as much attention as "It will wipe out humanity!!!" We don't know the eventual balance, so claiming that AI will inevitably lead to catastrophe is no more justified than claiming it will inevitably produce utopia.

  13. @mickcrovo5238

    September 28, 2026 at 11:55 pm

    I'm not watching you anymore because you still haven't yet fully comprehended that Trump is insane. Literally. And also that dictatorships, not Marxism, is the actual source of all of history's holocausts. Narcissistic dictators, like Trump, do or say anything to aggrandize themselves and consolidate their power. That's what it's always been about, and yes it is that simple.

  14. @DarthDefiler

    September 28, 2026 at 11:55 pm

    Tom is either willfully ignorant about Zionism or lying. Zionism is jewish supremacy. Bolshevism is jewish supremacy (Killed 20-60 million white christians in Russia & Ukraine) The idea that Only jews are really human and all other peoples are lesser animals.

  15. @deesmith7230

    September 28, 2026 at 11:55 pm

    How come no one talks about Israel being the ancestral homeland of the Jews and Palestinians were originally Cannanites that never ruled themselves independently as a country. WTH is drew talking about

  16. @BradenKelleyInnovation

    September 28, 2026 at 11:55 pm

    Interesting to note that according to the Arab Center, Washington D.C. — Between 2003 and October 2023, approximately $40 billion to $45 billion in official foreign aid and humanitarian assistance flowed into the Palestinian territories (the West Bank and Gaza Strip). On a per-capita basis, the Palestinian territories were among the largest recipients of international development and humanitarian aid in the world during this period.

  17. @christophermd216

    September 28, 2026 at 11:55 pm

    They need to rise up and liberate themselves, fighting each other (Muslims )for the same oppressive patriarchy tyranny. as if it's Superior is the f**** problem.. fight for freedom, do they want us out the Middle East or they want us to fight the battles supply the wars and our people's bodies. To force them to not be oppressive pieces of s*** so that they aren't mad and kill people because of their suffering. Like what the f*** is the logic here

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