In this episode of Being Exponential, Luke Lango breaks down the latest Iran ceasefire and what it means for markets, alongside major developments across AI, space, and next-gen tech.

We start with the ceasefire in the Iran conflict and how markets are reacting. With oil prices falling and equities rallying, Luke explains how to interpret this shift — and whether this is a temporary relief bounce or the start of a broader risk-on environment. From energy and defense to tech and AI stocks, we connect the geopolitical dots to actionable market insights.

Next, we dive into the surge in space stocks. From satellite networks to orbital compute and national security infrastructure, the space economy is heating up fast. Luke breaks down why space is becoming a critical layer of the AI infrastructure stack — and why investors are starting to pay attention.

We also explore the growing role of AI in politics — from policy decisions and national strategy to how governments are shaping AI spending, regulation, and global competition. As AI becomes a geopolitical asset, politics is becoming one of the most important drivers of the AI trade.

Then we spotlight Anthropic and the rise of Claude, one of the most powerful AI models in the market today. With increasing adoption and strong performance, Luke explains why Anthropic is emerging as a major player in the AI race — and what that could mean for a future IPO and broader AI competition.

Finally, we cover Uber and the future of mobility, including how AI, autonomy, and logistics innovation are reshaping transportation, delivery, and real-world AI deployment.

If you want to understand how geopolitics, AI, space tech, and real-world applications are converging to shape the next phase of markets — this episode connects the dots.

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