Did AI Become More Important Than War? | Simon Dixon Hard Talk LIVE (Part One)

Show: Simon Dixon Hard Talk LIVE
Date: 12 June 2026
Segment: Part One
Segment Title: 
Duration: 2h8m
Did AI Become More Important Than War?

Hey hey sovereign wealth builders,

Over the last few weeks, I've been sharing my view that we are living through a period where capital allocation, artificial intelligence, geopolitics and monetary policy are becoming increasingly interconnected.

The way I see it, many of the biggest headlines are often treated as separate stories when they may actually be connected by one thing:

Money flows.

That is why tonight's episode of Simon Dixon Hard Talk LIVE is titled:

Did AI End The Iran War? | Follow The Money

As always, I encourage you to think critically, do your own research, and challenge any conclusions I reach.

Part One: Did AI Become More Important Than War?

Let me be clear.

I am not suggesting AI literally ended a war.

The question I want to explore is whether the AI capital cycle may have become more important to financial markets than continued escalation in the Middle East.

Over the last week we have seen markets react to inflation data, bond yields, AI-related developments, and growing discussion around major upcoming AI listings and capital raises.

At the same time, negotiations surrounding Iran appear to have continued despite multiple rounds of military escalation.

In my opinion, the most important question investors should be asking is:

Where is capital flowing?

Tonight I'll be breaking down:

• The latest developments in AI, capital markets and liquidity.
• Why I believe the bond market remains one of the most important signals to watch.
• The relationship between AI infrastructure spending, productivity and economic growth.
• Why ownership may matter more than ever in an AI-driven economy.
• The difference between benefiting from AI and simply consuming AI.
• Why I believe Bitcoin remains an important part of the ownership conversation.

We'll also revisit many of the predictions I have made regarding Iran, negotiations, and the broader geopolitical landscape, and compare them against what has actually unfolded over recent months.

Whether you agree with my analysis or not, I think it is useful to examine these events through the lens of incentives, capital flows and financial interests rather than headlines alone.

Watch Full live episode on YouTube
Watch Part One on YouTube
Watch Part Two on YouTube