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 news
- Only in this place because of judicial activism
- Obviously shareholders didn’t need your protection - so it was a waste of time
- The trial lawyers could get billions in all this - Delaware’s days are corporate law place could be numbered
- This might be a good way for companies to rewards CEOs actually
- Might be interesting to make a list of folks who back-stabbed him
- Reneging is not looked on favorably in business
- Calpers CEO - roasted on CNBC by ARS - reneged
- Will there be movement to Nevada?
- Apple ChatGPT demo
- Opportunity for hardware companies to realize value from AI
- Maybe first time Apple has opened up to 3rd party?
- OpenAI hits $3.4B run rate
- Unofficial
- ChatGPT really good for research
- Sanity check outputs across LLMs
- State of US economy
- Hiring and stocks are surging
- Inflation 3.3% - lower than expected
- GDP growth is only 1.3%
- Elizabeth Warren sent letter to Fed to cut interest rates
- Will probably see more than 1 rate cut according to Chamath
- Vinny Lingham doesn’t think we will get a rate cut this year
- Powell’s motivation might be historical legacy - so wants to be seen as Volcker instead of Arthur Burns
- A lot of the jobs are government jobs
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