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Tatsu’s Newsletter Podcast

Obvious Truths Everyone Seems to Miss tatsuikeda.substack.com

Podcast · By Tatsu Ikeda · English · Official site

Indexed episodes, last 90 days
5
Latest publication
Sep 22, 2026
Audience
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Earliest in this view
Jul 7, 2026

Latest episodes

  1. Episode · Sep 22, 2026

    Day 207: Washington Is Feeding Its MQ-9 Reaper Fleet to the Strait of Hormuz (opens the original)

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    Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original geopolitical analysis by Tatsu with deep footnotes: $8/month, 14-day free trial. This post is public. Share it with anyone still calling the Strait of Hormuz "contested." The number that decides this war is an inventory, not a casualty count or a headline. As of mid-August the United States had lost roughly a quarter of its entire MQ-9 Reaper fleet to the Iran war, at least 45 aircraft at up to $50 million each

  2. Episode · Sep 22, 2026

    Legal AI in 2026: How the Sausage Gets Made, and Whether to Rent or Build (opens the original)

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    Welcome back. I took August off, the first real break since I started this, and the world was decent enough not to end while I was away. Did you miss me? If so, there is a concrete way to say it: the paid tier runs $8 a month, about the price of one coffee, and it is what keeps these pieces coming. One note before we start, half good news and half not. This newsletter just crossed 2,100 subscribers , a number I still do not quite believe when I look at it. The less cheerful half: revenue is actu

  3. Episode · Aug 2, 2026

    Geopolitical Risk Assessment: May 2026 (opens the original)

    Episode notes · Neutral tone

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    CLASSIFICATION : Professional Analysis, Founding Member Tier PREPARED : 2026-05-28 | COVERAGE : May 1 to May 28, 2026 | WORD COUNT : ~11,500 REPORT TYPE : Monthly Strategic Assessment Phase 1: Regional Stability Rankings Region | Stability | Trend vs. April | Key Driver --------------+-----------+-----------------+----------------------------- Middle East | 1/10 | no change | Ceasefire collapsed May | | | 27-28; US strikes Bandar | | | Abbas; Iran strikes Kuwait | | | airbase; PGSA | | | institu

  4. Episode · Jul 7, 2026

    A Federal Judge Just Read a Man's AI Chats Into Evidence (opens the original)

    Episode notes · Critical tone

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    In February 2026, a fraud defendant in the Southern District of New York did something that felt, at the time, entirely reasonable. He had received a grand jury subpoena. He knew he was a target. So he opened the consumer version of Claude and worked through his own legal exposure: what the government might have, what he could argue, where the facts cut against him. Judge Jed Rakoff ordered those documents produced to the prosecution.[1] The ruling was a question of first impression, and the rea

  5. Episode · Jul 7, 2026

    Trump's Special Envoy Told Italian Television He Knew Epstein Had Underage Girls (opens the original)

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    Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month, 14-day free trial. This preview is public. Share it with anyone who still thinks the Epstein story is about one dead man. On April 19, 2026, the Italian state broadcaster RAI aired a segment of its investigative program Report titled "La guerra di Epstein," Epstein's War. In it, a man named Paolo Zampolli sat for an interview about his decades inside the internatio

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