We break down the Houthis’ advances toward the Bab al-Mandab, the growing pressure on Saudi oil exports, and new reporting that Houthi forces used Claude to help develop and test ballistic missiles. We also discuss the Haaretz report alleging Netanyahu was warned before October 7, the proposed Trump development in Tbilisi and its Russia ties, and signs that Ukraine may be regaining the initiative around Lyman.
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00:00 – Start
05:34 – Houthis Advance Toward the Bab al-Mandab
07:02 – Why the U.S. Isn’t Backing Saudi Arabia the Same Way
09:02 – Hormuz, Oil Exports & Saudi Arabia’s Growing Problems
10:15 – How the Anti-Houthi Coalition Fell Apart
12:30 – Why the Houthis See an Opening Right Now
14:29 – The Houthis Are More Capable Than People Think
17:09 – From 30,000 Fighters to 300,000+
18:23 – What Control of the Bab al-Mandab Gives the Houthis
19:41 – Who Could Actually Reopen the Strait?
22:35 – Saudi Arabia’s Oil Bypasses Are Being Squeezed
24:16 – Is This a Coordinated Iranian Campaign?
27:11 – Why Airstrikes Alone Won’t Solve the Houthi Problem
30:25 – Are Gulf States Turning Toward Iran Instead of Washington?
31:55 – MBS Asks Trump for U.S. Strikes on the Houthis
35:16 – Is Yemen Heading Toward Permanent Partition?
36:00 – Houthis Used Claude to Develop Ballistic Missiles
38:26 – China’s Role in Arming the Houthis
40:09 – AI Inside the Houthi Missile Development Loop
42:35 – Can AI Make Weapons Proliferation Impossible to Stop?
45:54 – Using AI to Evade Export Controls & Sanctions
46:50 – Haaretz Bombshell: Was Netanyahu Warned Before Oct. 7?
49:02 – Israeli Intelligence Failures Before the Hamas Attack
52:06 – Why This Story Is Exploding Before Israel’s Election
54:51 – Trump Tower Tbilisi & Georgia’s Russia Problem
56:46 – Is There Any Economic Case for the Project?
59:08 – Why Trump’s Georgia Deal Is Politically Explosive
1:00:13 – Ukraine Regains the Initiative Around Lyman
1:02:05 – Closing Thoughts
1:02:35 – Andy’s New Book & Hannibal Directive Chapter
1:03:56 – Best War Movies Next?
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