Episode Details

Hormuz reopening could be on the horizon – and the news alone sent the Brent benchmark oil price to a three-month low – while the US just banned Anthropic from letting non-Americans use its Fable 5 and Mythos 5 models, raising questions about AI expansion, investor appetite, and the supply chain behind the boom.

Today’s stories:

• A US-Iran Deal Seems Set To Move Oil Through The Water Again
• Anthropic’s US-Mandated Freeze Could Chill The Whole AI Trade

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