February 28 2025 Comedian guest drop out last minute due to sickness Jason turned off free replies coz of MAGA and crypto scammers Epstein files anti climax Can FBI really withhold information from higher ups? Friedberg on Celebrity Jeopardy 7-9M a night viewership for regular Jeopardy, Celebrity one is 2-3M Friedberg won handily Brett Adcock tweet CEO of Figure Autonomous robots timeline might be coming up Stepped away from deal with OpenAI recently Amazing video demo of 2 robots collaborating together to sort groceries Could be the year of robots Segway lawnmower Navimow Stripe report Stripe and Adyen both crushing it Stripe has strong network effects Stablecoin rise around the world is in full effect This could help them grow a lot Rise of AI is helping Stripe a lot Markets Stocks down BTC down Low unemployment Deportations not much seems like - 500-1000 people a day apparently CPI back around 3% DOGE + low immigration + tariffs mean growth will...
Feb 21 2025 JCal and Chamath on Megyn Kelly John and Patrick Collison join the show Chamath has known them for 17-18 years and never invested Stripe They process > $1T/year - so 1% of global GDP ($100T/year) [* finished vs unfinished sales/products needs to be considered also in this claim] They bought Bridge last year UPI in India, etc are really good internationally - not happening in US, EU, etc Stablecoins are the first really big payments use case - their moment is now Stablecoins help with international remuneration, etc Example: Scale AI type use case - if they have to pay contractors in the Philippines - stablecoins are useful How representative of real economy is the Stripe data? One value add of Stripe is a reputation network across the internet Jamie Dimon rant leaked Remote work - declining TFP in the US - women joining the work force, etc Example of post covid era trend of leaders leading from the front - focus on org success and less famil...