All the crap you never needed

June 21 2024 Trump!!! Likes Sacks house Winklevoss Brothers donating $1M in BTC each to Trump Fundraiser went well Economy Too much regulation, No M&A, Real estate credit crunch, Hard to do business Wants to reduce taxes More focused on reducing/eliminating regulation Emphasizes impact of crime Mostly democrat-run cities - no cash bail, high regulation, high tax regimes Larry Summers comment on Trump tax cut proposal using tariffs - Trump said he believes in tariffs Worried about de-dollarization How will he deal with spending - added $8T to deficit in each of the last 2 administrations Thinks we can grow our way out Claims oil prices would go through the roof if Dems win again Claims he had to take care of Covid, but Biden spent on other items Impoundment authority Wants to have states spend on education Department of Interior Environmental Dept AI will need electricity at untold levels - need to enable that OK with Nuclear (China is going to build 150 plants at $2500/KW but in

June 14 2024 BlackJack Instagram guy starts the pod! BlackJacked!!! Tim Myers Might come to All in Summit Trump fundraiser Very involved process Sacks’ first fundraiser Streets blocked City was like a zoo - all kinds of protesters/supporters were in town There’s a big enthusiasm gap between Pro-trump and Anti-trump folks Eoghan McCabe tweet about how donors are past-democrats and not really republicans but are supporting Trump because of war, crypto, immigration stances, etc Trump was entertaining, some notes but no tele-prompter Started at 630 am eastern time mar-a-lago, then arizona, then their event, then LA - lot of energy apparently Big delta between how he is and how he is portrayed in the media Trump has apparently flipped his position on abortion, crypto, AI, etc 538 says 51% Biden, 48% Trump This might be Trump vs Kamala Harris coz Biden even if he wins might not last the 4 second years Elon’s comp approved by shareholders Tesla shares popped on the new

E182: June 7 2024   World’s #1 podcast basically Trump fundraiser Vinod Khosla on CNBC with Andrew Ross Sorkin basically equating AlP with maga extremists? He has been tweeting anti-Trump pretty heavily recently - got ratioed by Shaun Maguire Ivanka > Hunter Typical elitist mindset - labeling Trump supporters as lacking empathy and not being good parents He should look in the mirror - his beach case A lot of people are tilted that Trump was defeated and now he’s back Problem is that podcasts are changing the narrative - folks used to the old ways are unable to process this People are telling the Besties to break up Folks refuse to understand this is a bi-partisan show Tesla Mezcal DoJ/FTC are going to hit NVidia, OpenAI, Microsoft Nvidia might soon become biggest tech company (market wise) Not clear why the investigation is being done - the market is too immature Not sure what the regulatory capture interest is here Hostility to AI, to Crypto, to equity gai