December 12 2025 Tucker Carlson returns to the show White House Holiday Party recap - Sacks, Chamath got shoutouts, Pod got shoutout Paramount vs Netflix bidding war for Warner Bros Netflix offer accepted Paramount back with bigger counter offer Business deal vs Cultural deal Question over whether Trump should involve himself in anyway Question about media consolidation Concerns about censorship Rise of Nick Fuentes Might have got on the radar as backlash to Ben Shapiro’s efforts to censure him He is another iteration of identity politics Seems like a talented broadcaster America First vs MAGA vs America Only Should a democratically elected government lookout first for its citizens or an alternative? Is there a coordinated campaign to amplify polarizing content? Seems the bots/accounts that are amplifying this are originating from many foreign countries One could conclude that there is a deep inorganic effort to put him on the front page of the news ...
December 5 2025 OpenAI Code Red More competitors doing well Anthropic beating them in enterprise revenue Google coming for them OpenAI leading consumer, but Anthropic leading enterprise and API Sign of vibrant and dynamic competitive market Google did this a couple of years ago and now Gemini is good Google did this with Project Canada way back when Microsoft launched Bing This worked for the US with the Manhattan Project Tried and tested tactic - responding to an impending threat Sam deserves credit for doing this - need to treat situations seriously Clearly the ecosystem is very competitive 5 different companies ChatGPT - leading in consumer Anthropic - best coding assistant xAI - best at current events Meta has deep pockets Google doing really well with Gemini Goldilocks scenario - lots of competition and lots of growth Competition is what brings out the best in the American system ChatGPT decline in market share is increasing ...