All the crap you never needed

August 21 2026 Dario defends himself Denies his rhetoric has been too negative about AI Rejects regulatory capture accusations Data center rhetoric is actually working because Texas and Pennsylvania are doing some kind of regulation to stop/slow them down Treasury yields are going up so why will folks invest in Data centers? Should industry use an SRO to self regulate? China was able to land a rocket with steel faster than SpaceX because Elon is still waiting for FAA approval China winning AI will change American economy Open source AI ban is coming They are laying the ground FINRA/FAA for AI Will create standards that open models won’t be able to meet China move to control tech companies back fired on them - US AI regulation will have similar results here - FDI will fall off a cliff in response to bad regulation Americans need to be convinced that AI is not coming after them AI has only led to net job creation - the job loss narrative is however still taking hold Da...

August 17 2026 (from Gemini) Garrett Langley – Founder and CEO of Flock Safety Scale, Community Footprint & Public Safety Impact : Founded nine years ago, Flock Safety has expanded into roughly 6,000 cities across the United States. Over the past year, the technology helped law enforcement solve over one million crimes and recover more than 10,000 missing persons (including Amber Alerts, abducted children, and elderly individuals with dementia). In a single representative month, the platform assisted in finding 1,125 missing people and recovering over 20,000 stolen vehicles. ALPR Technology Boundaries vs. Competitor Overreach : Flock’s automated license plate reading (ALPR) cameras take still images of vehicles and capture identifying external characteristics—such as license plates, makes, models, colors, roof racks, bumper stickers, dents, and missing hubcaps. Langley emphasizes clear product boundaries that differentiate Flock from competitors: the system does not perform fa...

August 14 2026 Gavin Baker joins the show for Chamath and Friedberg, Sacks back Rahm Emanuel interview debrief Anthropic targeting $2T IPO People guessing it will IPO in October They might buy Decart Elon agreed that Anthropic/Dario didn’t set off his evil detector Which is good coz he cut SBF short when they spoke (~5:40m) Their revenue is growing like crazy even if on the margins OpenAI, Open Source, Grok might be hoping they’re grabbing more share $2T might even be conservative Have been growing ARR 10x YoY for last 3 years Anthropic is very bullish internally - their vision is: there is Anthropic and there are governments Data Centers are a big business - atoms is harder than bits - watch Landman to get an idea of how hard it is Data Center FUD is very strong - because someone made a mistake by a 100000x water usage mistake in a book 3 years ago WSJ just had a story on how Data Center in a small town helped everyone out - better schools, more taxes, better revenues...

August 12 2026 (from Gemini) Rahm Emanuel – Former White House Chief of Staff, Mayor of Chicago, and U.S. Ambassador to Japan Governing Philosophy: Clinton, Obama, and Progressive Delivery : Progressive policies cannot succeed if the public believes the government is incapable of basic administrative execution. Bill Clinton transformed modern political communication by integrating policy, politics, and press into a coherent narrative that made change non-threatening, while Barack Obama steered the nation through a near-depression into massive job growth and shifted America's strategic posture globally. Emanuel argues that the harshest attacks against both administrations ironically come from the far left despite their record peacetime prosperity and job expansion. Superpower Dysfunction & The "Summit of Disruption" : Ahead of high-stakes diplomatic talks, Emanuel diagnoses that both global superpowers are exporting their domestic failures rather than high-value g...

August 7 2026 Brad Gerstner joins the show, swaps with Chamath Google AI Brain Drain Demis Hassabis is now Chair of DeepMind Jeff Dean, Sanjay Ghemawat and 2 others left to start their own company Stock dropped and market cap wipeout as a result This might be a signal from Google that ROIC in model development might not be the way to go but maybe model compute, etc Compute is High Alpha, Low Beta but Model Development is (could be) High Alpha but also High Beta Seems market for frontier intelligence has become a duopoly (they can charge a premium) which is 1 market - and there seems to be another market for secondary quality intelligence - so market is bifurcated The return on intelligence is very high so when you’re in a competitive situation you will pay for the premium model - the cheaper models are like Android, sure they work but everyone still prefers to buy iPhones SpaceX earnings report Stock down Impressive earnings Compute business is doing well Starlink seem...

 August 5 2026 Dino Mavrookas & Vibhav "Vib" Altekar – Co-Founders of Saronic First-Ever Autonomous Combat Rescue in the Strait of Hormuz : Saronic’s 24-foot autonomous surface vessel, the Corsair , achieved a historic military milestone by rescuing two downed American pilots in the contested waters of the Strait of Hormuz during a conflict with Iran. Mavrookas, an 11-year Navy SEAL veteran (including five years at SEAL Team Six), emphasized that this proved autonomous maritime craft can execute the highest-stakes recovery missions in hot zones without putting additional search-and-rescue personnel at risk. The 230-to-1 Shipbuilding Imbalance : The U.S. currently produces roughly 100,000 gross tons of shipping annually, while China produces 23 million gross tons—outbuilding the U.S. by a 230-to-1 margin. China controlled only 5% of global shipbuilding capacity 30 years ago but now commands 57%, heavily subsidized across labor, materials, and infrastructure. Consequen...