All the crap you never needed

July 3 2026 Palantir Nvidia partnership announced Karp appearance on CNBC went viral Made the case that companies don’t trust the big labs AI Sovereignty importance highlighted Jason has been making this case for months Sacks made an interesting case on X too Karp’s case in succinct terms (from Palantir X account): Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: "What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else." Apparently Figma got rug-pulled/blind-sided by Anthropic in this way (their stock has fallen 50% after Claude Design) Claude Design, Claude Code (apparently started after noticing Cursor’s success), etc all seem similar plays This is like the Microsoft play Google also did something similar in the pa...

June 29 2026 Nate Silver interviewed by Jason and Friedberg Knicks chat CA election - specifically LA No evidence of fraud Very partisan state Election system is bad - unacceptable that it takes so long Partisanship is the gravity that dictates every election in the US We can predict 43/50 states with 97% accuracy likely at this time itself for the 2028 election Democrat Party intra politics 3 kinds of Dems according to him Left wingers - Bernie Abundance libs - Ezra Klein Resistance lib faction - Gavin Newsom 2028 prognostications NY is more successful than CA because its more practical Gavin Newsom not doing well 2026 mid terms predictions Democrats are 80-85% chance to take the House and 40-45% chance to take the Senate Only thing Trump can do to help the Republicans is to get gas prices down

June 26 2026 Friedberg out, Travis Kalanick/Gavin Baker in Socialists Sweep NY Democratic primaries 10th district - Brad Lander 13th district - Darializa Avila Chavalier 7th district - Claire Valdez Clear response by voters to their message - its working DSA platform is quite “out there” - mainstream Democrats seem to have lost their party DSA co-chair is quoted as saying they are using the Democratic Party as a ballot access vehicle How related is this to importing mass migrants in the previous administration? Did South American right wing election winners win because USAID got defunded? Truth and Justice are an immune system for society When the immune system is compromised, social ills go on the rise Communism is in all of us have you ever been lazy and wanted something for free If this is the way you want to live your life - you get Communism Voting base of DSA is downwardly mobile wealthy educated white liberals They are losing votes ...

June 23 2026 Friedberg interviews Trying to acquire Ebay Started Chewy First started a jewelry website Then figured out gap in pet industry (neighborhood pet stores, PetCo/PetSmart, Amazon pet offerings weren’t working great till then) Lot of competition ( Pets.com in the background) Sold in 2017 for $3.35B You have to stay on top of everything 24/7 as a founder Will > Skill You have to attract fellow “psychopaths” who are passionate Went public for $20B a few years later Gamestop Started investing post Chewy Was asked to join the board by the CEO to help fend off other activist investor Then covid post crash made him buy more than 5% and had to file D (active) or G (passive) - chose D Then he and some associates joined the board, the stock went vertical, bunch of shorts got wiped out, got rid of all debt, raised $1.7B or so Hired a CEO and more ecommerce people thinking it would be run like Chewy Turned out to be wrong strategy Had to learn about physical ret...

June 19 2026 Great American Politburo This is being formed right now in the US New oligarchs are taking their seats and forming their rule The leaders who elect themselves to dictate the economy Elizabeth Warren, Bernie Sanders, Ro Khanna They want to seize the means of production, control education and the media They lose to their minds any time someone builds something new They are the rising evil empire This is against the spirit of economic mobility in the US - the government giving you things takes this away - you become an indentured slave of the government Human agency is limitless - any time you make a system where the government gives people stuff, you are taking away that agency We are getting to the point where there is no longer any private property in the US Illinois set to begin taxing Bitcoin, Crypto transactions SpaceX IPO Cursor deal $60B consummated Chamath called it $135/share Raised ~$85B Incredible ride over 2 decades Wealth comes from the m...

 Jun 12 2026 Anthropic releases Fable5 Mythos with guardrails very powerful even Nikesh Arora approves Huge backlash Retaining data for 30 days which is not ZDR (zero data retention) They can nerf the model without telling you They surveil you and they get to decide if you’re worthy Where is the auditability? They are writing blogs to argue for government regulation and setting up an FAA style agency We should be adjudicating the output of AI, not its use, limiting the tools themselves will deny us amazing opportunities Alternative is hard to build because data center costs have gone up 25x Pushing fear will cause China to pull ahead because regulators here will stop you Apocalyptic rhetoric is pushing folks to make their own models or use Chinese open source Meta clearly fumbled that bag here with failing their open source initiatives Liquidity vs Summit LA Mayor Race There is no election? Some reported vote count issues System is operating as designed ...