Could We Lose the Persian Gulf This Week? Scott Galloway and Peter Zeihan

The gist

1. Iran can make Shahed drones for $40,000 to $50,000 each, while the U.S. spends $4 million per PAC-3 interceptor to shoot them down.
2. Zeihan says U.S. interceptor stockpiles could run dry fast because production is only around 700 PAC-3 missiles a year, the same rate Iran builds drones weekly.
3. Once the U.S. struck Iran directly, Zeihan argues the regime felt forced to pursue nuclear weapons as the only reliable deterrent going forward.
4. U.S. oil sanctions on Iran have quietly cut funding to proxy groups across the region, bringing sectarian violence to four-decade lows, a gain at risk if the conflict escalates.