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No, We Do Not Have An Iran Deal, Sonic AI
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No, We Do Not Have An Iran Deal
Prof G Markets
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Jun 22, 2026
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1:16:06
No, We Do Not Have An Iran Deal
From
Prof G Markets
Scott Galloway
(host)
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Executive Summary
A new US-Iran memorandum of understanding is heavily criticized as a one-sided deal, where the US makes major concessions (lifting sanctions, unfreezing assets, funding reconstruction) for a temporary reopening of the Strait of Hormuz with no new constraints on Iran's nuclear program.
Leaked financials reveal OpenAI's massive cash burn, with a $21 billion operating loss on $13 billion in revenue in 2025, raising fundamental questions about the long-term viability of its business model.
The market dynamics of the successful SpaceX IPO, driven by narrative and manufactured scarcity rather than profitability, are analyzed as a potential playbook for upcoming AI IPOs from companies like OpenAI and Anthropic.
Anthropic is emerging as a strong competitor to OpenAI, reportedly showing greater fiscal discipline and poised for profitability, benefiting from a trend of companies switching providers when they fail to see ROI from AI.
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Keep pulling the thread on United States.
Geopolitical Capitulation: The US-Iran Deal
The AI Profitability Crisis
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Processed Jun 22, 2026
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