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
- He has been tweeting anti-Trump pretty heavily recently - got ratioed by Shaun Maguire
- 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
- Vinod Khosla on CNBC with Andrew Ross Sorkin basically equating AlP with maga extremists?
- 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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