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All In Podcast Episode 182 Recap and Notes June 7 2024

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 gains - this is an agenda that doesn’t play well in SV at all
    • Jason predicts Gavin Newsom will replace Joe Biden
    • Biden is the decel candidate
    • Trump has shown a learning growth - has come out as pro-crypto now
    • Trump campaign person told Sacks they haven’t seen so many new donors before
    • People will vote for the candidate who is good for their family, etc
    • Republicans are pro M&A, pro less-taxes, pro crypto, pro law&order - this is what most people want
    • Jason predicts Trump will be pro-EV soon
  • Roaring Kitty and Gamestop
    • etrade considering de-platforming him
    • Discussed on CNBC
      • Seems Jim Cramer is trying to stir up an investigation for some reason
      • Similar tone from WSJ
    • There doesn’t seem to be any evidence so far that he has caused some bad manipulation or something - but even that remains to be seen
    • The stock itself seems to have very high valuation
    • All the profits, margins, etc are public
    • The next cycle of the story will be that regular people need help from the state
    • Can’t design securities laws around 1-2 meme stocks
  • Online Blackjack fun
  • Citadel and Blackrock backing TXSE
    • New stock exchange in Texas vs NYSE and NASDAQ
    • Might be in response to DEI regulations in these older exchanges
    • Cost of going public on NASDAQ and NYSE is very high apparently
    • More competition is better
    • This has been tried before
  • Apple, OpenAI deal
    • Lot of discussion within Apple whether this should happen or not
  • Atlantic Ocean temperatures alarmingly high
    • Hot ocean temperatures drive hurricane and storm activity
  • Friedberg Birthday

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