All the crap you never needed

Sep 22 2023 Jason in cold plunge Cold, warm, cold GOP primary Vivek hitting the right notes He might be clear #2 4-8 weeks from now Affluent voters seem to like Vivek Friedberg seems impressed Chamath also seems impressed Democrats seem to not be giving RFK Jr a fair chance Sacks has acceptable-unacceptable framework - he thinks folks pushing the war are unacceptable If something can’t go on forever, it won’t restraint will be imposed on us eventually AIS 2023 recap People are saying its the best content from a conference ever IPO and M&A Cisco acquires Splunk for $28B - all cash Instacart, Klaviyo and ARM all IPOed in the last week These IPOs weren’t great - because of the way the banks structure them All are kinda down We have been in a software recession for a year now or B2B recession B2C part of economy has been strong But this could come down because credit card debt and interest on it is at all time high Real estate tran...

September 8 2023 Video link: https://www.youtube.com/watch?v=odWe7qsrrGk Governor Chris Christie on the pod Friedberg and Governor sang karaoke on stage together at a bar in Idaho some time ago Debt Trump added $8T, Biden added $4T Has experience with dealing with deficits when he comes into office Removed almost 700 programs - didn’t raise taxes It was unpopular - approval rating went down < 40 in the first 6 months - had been elected with 48% of the vote Consider raising retirement age (for entitlements) Social Security and Medicare could be cut in 11 years Look at all the programs that were ramped up during Covid - bring them back to pre-covid levels and then examine more closely Would look at school spending Wouldn’t cut military spending Ukraine, Taiwan, etc Christie listens to the pod - his son Andrew listens all the time (RFK Jr’s son also got him on the pod) Voted for Iraq war because he was misled about WMDs Endorsed Trump because he thought he was...

Sep 1 2023 Friedberg has red eye Chamath poker stories Chamath Man in the Arena comments Chamath as Gladiator AI meme Biden administration targeting Elon’s businesses Tesla for building a glass house SpaceX for not hiring refugees and asylum seekers SpaceX is a rocket company so advanced weapons style regulations - already governed by export control laws - not allowed to hire those kinds of people - only US citizens and green card holders Even DOJ can’t hire these people Seeking unprecedented remedies - anyone who was screened out is owed backpay - assuming they could have got a job Apparently Biden himself was using a pseudonym as Robert Peters to email businesses Comer investigation Wouldn’t invite him to EV summit because they are not a union shop Biden praised GM CEO for starting EV revolution All because they can’t control Twitter When he bought Twitter, the biggest psy-ops operation run by the Democratic party was taken away Stretching every law they can...