Crisis at Hormuz, and your $160b tariff refund clock, with Flexport’s Ryan Petersen
Mar 24, 2026 · 30 min
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EP · Masters of Scale · Crisis at Hormuz, and your $160b tariff refund clock, with Flexport’s Ryan Petersen29:49
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Creative Planning
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asr · 5,856 words · docs
0:01AI subscriptions can start to add up.
0:03And Pegga knows that when AI has a meter, ambition has a limit.
0:07Instead of charging per token, Pega harnesses the most powerful AI models into predictable outcomes at a predictable cost.
0:14All so you can confidently scale your innovation, not your spend.
0:18No token fees, no surprises.
0:20Learn more at pega.com/slash no tokenfees.
0:26The U.S.
0:27post-World War II kind of established this order that said you can just send a ship wherever you want and the U.S.
0:32Navy will provide freedom of navigation.
0:35Maybe the U.S.
0:36Navy can't provide that guarantee anymore.
0:38Oil is not just about pumping your gas in your car.
0:41It's part of so many different products.
0:4430% of the world's helium comes from Qatar.
0:47You can't make semiconductors without it.
0:49You can't launch SpaceX rockets without helium.
0:53It is existential, I think, how all of the economy functions.
0:56Every company is interconnected with everybody else.
0:59And if you stop that, you end up in a much darker place.
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