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January 23 2026 (from NotebookLM) Part 1: Brian Armstrong (CEO, Coinbase) – Crypto Trends & Regulation Political Climate & Regulation ◦ Davos Atmosphere: Shifted from "ESG/DEI" focus to "brass tacks" business and deal-making, largely attributed to the "Trump effect". ◦ US Administration Shift: The Biden administration was viewed as unlawfully hostile to crypto. The Trump administration is seen as pro-business/crypto, creating a legal path for the industry and aiming to make the US the "crypto capital". ◦ Global Competition: China is paying interest on CBDCs (Central Bank Digital Currencies), creating pressure for the US to repatriate capital. Banking & Stablecoins ◦ Adoption: 5 of the top 20 global banks use Coinbase for crypto infrastructure. Some banks view crypto as an "existential" threat (similar to Amazon vs. Barnes & Noble), while others see opportunity. ◦ "The Genius Act" (Legislation):...

January 22 2026 The State of the AI Race & US Leadership Current Standing: The U.S. is currently leading the global AI race. David Sacks notes that American companies continue to innovate with better models, chips, and data centers. Strategic Pillars: Michael Kratsios outlines three pillars of the U.S. strategy: Innovation: Maintaining a lead over competitors. Infrastructure: Building the necessary physical support (data centers/energy). Export: Sharing American technology with the world. Policy Shift: The speakers highlight a shift from the previous administration. President Trump’s approach promotes "permissionless innovation," contrasting with the Biden administration's executive order and "diffusion rule," which added hundreds of pages of regulations that treated AI as a highly regulated industry,,. Infrastructure, Energy, and Economics Demand vs. Bubble: Sacks dismisses fears that AI infrastructure is a bubble comparable to ...

January 22 2026 (notes from NotebookLM) Guest Context: Sarah B. Rogers Role: Rogers serves as the Under Secretary for Public Diplomacy. While traditional diplomacy involves government-to-government relationships, her role focuses on the relationship between the U.S. government and foreign publics. Modern Focus: Her portfolio has evolved with the internet to address the "information ecosystem," dealing with "disinformation," and managing the tension between American free speech values and foreign regulations. The Conflict: U.S. Free Speech vs. European Regulation Rogers and the hosts discuss a widening divide between the U.S. (focused on the First Amendment and individual conscience) and Europe (focused on "technocratic regulation" and safety). 1. The United Kingdom: The Online Safety Act (OSA) Scope: The OSA imposes age-gating and requires platforms to assess risks for "upsetting" content, even if it is legal in the U.S.. Enforceme...

 January 21 2026 Satya gave up his green card to get his wife to come to the US with him AI and knowledge workers Delegation Evals are important for AI products Bullish on AI - the pie will grow You are not a platform until the revenue on top of your platform is a multiple of your revenues - h/t Bill Gates Diffusion of AI is important - its not just good for the US - it means more value is created worldwide Azure is Microsoft’s biggest business Its all about serving tokens Thinks models will be like Databases from decades ago Databases didn’t remain just SQL, you got document dbs, NoSQL dbs, open source, etc Same will happen with models Predicts each firm will have its own model Important to keep hiring people

January 16 2026 All In invited to Davos Sacks and Jason will be there Iran Inflation is out of control recently Fluid situation - too early to comment Microsoft Hyperscaler Datacenter plans Locals will not foot the bill for higher electricity prices Maybe soon companies will provide more amenities to local communities - easing the pressure more One idea is to have industrial and commercial power usage in the US increase cost so residential could be free (residential is right now half of industrial + commercial) - so residents get free, but commercial costs go up so they can reduce their costs by investing in their own infrastructure - so a market force is created and its decentralized Jason and Chamath pitching their off the grid solution (talking their book?) with having residential have storage + panels OpenAI compute deal with Cerebras Andrew Feldman has done a great job BTA - Billionaire Tax Act 10 states ban asset taxes Only Texas explicitly bans wea...

January 15 2026 FDA Commissioner In San Francisco for JPM Health Conference Hospital Price Transparency Sociology of Medical Dogma FDA wastage 2000 HR people before he got there 1500 IT people before he got there 20000 employees total before he got there Previous commissioner’s first priority was to fight misinformation - new priority is to deliver better care and healthier food Accelerating drug approvals Eliminating/reducing animal trials Animal testing might not help - in fact can hurt Computational models can fix it Might want to introduce continuous trials Planning to allow use of Bayesian statistics Safety-ism has hurt people by delaying access to medication Surprises Each of the centers had their own silos - a guy would move documents from 1 center to another because of lawyer requirements 1 guy was the ink guy on the fax machine All cleaned up Food pyramid Everyone knows it was backwards - was wrong - childhood obesity was off the charts Too much...