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The Team House ·Sep 14, 2026 ·1h 5m

The Houthis Are Winning & AI Is Making Them More Dangerous | EYES ON GEOPOLITICS

Evaluation and Summary

5.4/10

The Team House covers five major geopolitical flashpoints in this 65-minute episode. The primary focus is the Houthis' military advances toward the Bab al-Mandab strait, their growing capability (expanding from 30,000 to 300,000+ fighters), and the strategic implications for global oil exports and Saudi Arabia. The hosts discuss why the U.S. isn't backing Saudi Arabia as heavily as before, how the anti-Houthi coalition fractured, and whether airstrikes alone can solve the problem. A significant portion examines reporting that Houthi forces used Claude AI to develop and test ballistic missiles, raising questions about AI-enabled weapons proliferation and the difficulty of enforcing export controls in an AI era. The episode also covers China's role in arming the Houthis and whether this represents a coordinated Iranian campaign. Secondary topics include a Haaretz report alleging Netanyahu received advance warning before October 7, Israeli intelligence failures, and the political timing of this story before Israel's election. The hosts discuss Trump's proposed tower development in Tbilisi and its Russia connections, questioning the economic rationale and political explosiveness of the deal. Finally, they touch on Ukraine regaining initiative around Lyman. The episode features multiple expert guests including Mick Mulroy (former deputy assistant secretary of defense), Jon Hackett, Marc P, and Andy Milburn, suggesting substantive analysis from credentialed voices. The show notes indicate detailed segment breakdowns with specific timestamps, suggesting structured, topic-focused discussion rather than rambling. The hosts maintain a Patreon and multiple side projects (substacks, books, other podcasts), indicating established media presence. However, the show notes alone don't reveal the depth of research, quality of sourcing, or how thoroughly each topic is explored versus skimmed.

Verdict: A timely geopolitical roundup with credible experts covering the promised Houthi-AI angle plus related crises, but the breadth of topics and reliance on show notes alone prevent higher confidence in depth and execution.

History rubric

  • Research depth 3/5 20%

    Multiple credentialed guests (former Pentagon official, military authors) suggest decent sourcing, but show notes don't reveal primary sources, original reporting, or depth of analysis for each claim.

  • Storytelling 3/5 20%

    Structured segment breakdown with clear topic transitions suggests engaging pacing, but without hearing the episode, narrative craft and vivid detail cannot be assessed from notes alone.

  • Context and nuance 3/5 15%

    Topics like 'Is this coordinated Iranian campaign?' and 'Why the U.S. isn't backing Saudi Arabia the same way' suggest nuanced framing, but show notes don't reveal whether complexity is actually explored or oversimplified.

  • Substance 3/5 15%

    Five major geopolitical topics with expert guests in 65 minutes suggests solid content, but covering Houthis, AI weapons, Netanyahu, Trump Tower, and Ukraine risks spreading thin across topics.

  • Delivers on its title 4/5 15%

    Title promises 'Houthis Are Winning & AI Is Making Them More Dangerous'; episode clearly covers both, with Houthis as primary focus and AI missile development as substantial segment.

  • Value for time 3/5 15%

    Structured segments with clear timestamps suggest reasonable pacing, but five major topics in 65 minutes may create rushed coverage or padding depending on execution.

How we score History

Worth it if you follow Middle East geopolitics, want expert perspective on Houthi capabilities and AI weapons risks, or need a current briefing on interconnected crises from credentialed analysts.

Based on the episode description. AI-generated; it can be wrong.

Show notes

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. Support the show on Patreon:⬇️ https://www.patreon.com/TheTeamHouse Jack's news outlet:⬇️ https://thehighside.substack.com/ Find Jon Hackett here:⬇️ Jon's Twitter: https://x.com/jonathanhackett Jon's LinkedIn: https://www.linkedin.com/in/thejonathanhackett Jon's books: https://www.amazon.com/stores/author/B0C5L659N5?ccs_id=e11a2062-f8d3-498e-bfd7-7d2f3869caf6 Linkedin: https://www.linkedin.com/in/thejonathanhackett Twitter: https://x.com/jonathanhackett Check out Mick's new podcast here:⬇️ Apple Podcasts: https://podcasts.apple.com/at/podcast/pub-and-porch-applied-stoicism/id1836955475 Spotify: https://open.spotify.com/show/1k3QPmkAMwnGJxMLDwUSSd?si=n6piIu8XRcag1Z0K43A3bQ Youtube: https://www.youtube.com/@UCd0Hq6QFk8CoTu5j-VU0Ong  Find Mick Mulroy here:  Fogbow ⬇️ https://fogbow.com/ Lobo Institute ⬇️ https://www.loboinstitute.org/ Twitter ⬇️ https://x.com/mickmulroy?s=21&t=-Ze3F_Ix2vlJ18KFvORTCA LinkedIn ⬇️ https://www.linkedin.com/in/michael-patrick-mulroy-31198b52/ Whitefish security summit ⬇️ https://whitefishsecuritysummit.com Find Marc P here: https://x.com/Mpolymer Find Andy Milburn here:  Twitter ⬇️ https://twitter.com/i/flow/login?redirect_after_login=%2Fandymilburn8 LinkedIn ⬇️ https://www.linkedin.com/in/andrewmilburn2023 Substack ⬇️ https://amilburn.substack.com/ Andy’s book ⬇️ https://www.amazon.com/When-Tempest-Gathers-Mogadishu-Operations 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? Become a supporter of this podcast: https://www.spreaker.com/podcast/the-team-house--5960890/support .

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