All the crap you never needed

July 26 2024 Nostracanis was right Jason moved to Austin Have a horse ranch now Wiz rejects Google’s offer Why? Think they can grow it bigger OR they think it won’t close in the current regulatory environment AT&T SnowFlake incident potentially affected this outcome? Google Cloud revenue growing quite a lot Tracking almost same as AWS Google has lot of cash and free cash flow is growing well - so they’re probably thinking they can grow Cloud business by buying Wiz Peter Thiel - in a fast growing business acquisition - “either the buyer pays too much, or the seller sells way too early” Wiz doing so well - they could realize a Palo Alto Networks style outcome in a few years Crowdstrike outage Software update caused machines to get bricked Lots of flights grounded coz their companies were using this Elon said he’s removing it from all his companies Magnificent 7 sell off? UBI experiment results No real benefits on physical or mental health This shows peop...

July 19 2024 Sacks is Emperor Palpatine Trump assassination attempt 8 rounds fired at Trump - Thomas Matthew Crooks apparently Corey Comperatore in the audience was killed Shooter shot dead by Secret Service Shooter posted some messages on social media beforehand about July 13 being eventful How is it even possible? Not clear where incompetence ends and negligence begins Trump should have a lot of momentum now Crowd was shocked he was shot Kids in Africa are also re-enacting the iconic moment MSM has gone out of their way to associate violent rhetoric as an appropriate reaction to Trump Left wingers are sad Trump didn’t get killed - these people are deranged Reid Hoffman wished he had made Trump an actual martyr Jack Black band member was disappointed Trump wasn’t shot Joe Biden said its time to put Trump in the bullseye They say over and over that Trump is hitler, a threat to democracy, he will be the end of democracy If he is Hitler - then why would you offer thoug...

July 11 2024 Sacks modeling Hawk Tuah Jason is now appearing on Fox Sacks appearing at RNC - was leaked to NYT Economy Inflation ~3% Chances of rate cut might be higher Big stocks in market going up SP500 PE ratio has gone up a lot Fed is changing the goal posts to normalize 3% inflation So we will see permanently high interest rates Partisan gap on perception See the times both sides agree things are going down - during recession or election? Spread between SP500 equal weight vs regular version is highest since March 2000 right before the dotcom crash AI build out might be over done? Chamath called this out in May So did Friedberg Lots of reports coming out that benefits are not being seen from AI investments yet However models are getting better and better Lots of hardware spending and investment (big tech and startups) because folks want to diversify from NVidia - so payoff will take time We probably just need to be patient A16Z building 2...

July 4 2024 Besties chilling All In Summit Will discuss politics, media, AI meets enterprise software, robotics, etc 400 tickets will be released on scholarships Birds of a feather dinner first night Next 2 nights parties Presidential race Kamala Harris chances of becoming nominee have sky-rocketed Polymarket shows chances of Biden dropping out are at 77% Biden seems to have 1 more chance now - the ABC interview with George Stephanopoulos Jason thinks Dems will do a speed run primary Harris is best positioned because all contributions have been made to Biden-Harris campaign (to tune of ~ billion dollars?) Democrat party won’t hand over the reins to billionaires - Mike Bloomberg already lost because of this Trump shattered the structure of the Republican party - took over the party through democracy and voting (attacking forever wars, being hard on China, etc) Democratic party is ultimate insiders party - insiders picking insiders Its Kamala or bust for them There ...

June 28 2024 Presidential Debate Disaster for Biden CNN and MSNBC acknowledged he did bad Jason called it 4 episodes ago Chamath was rebuffed by Dems - no response Would have been exposed if he had debated RFK Clearly there is an unelected elite trying to control democracy You need honesty Recently Joe Scarborough and Reid Hoffman claimed that Biden is amazing in private They boxed out Dean Phillips and RFK Jr - you made your bed, so now sleep in it - have some loyalty and don’t stab your candidate in the back like this Big loser was American people Big winners were Russia, China, Iran, etc Debate format was good and unique Friedberg was approached in October by senior democratic leadership to donate - he didn’t and said Biden wasn’t going to work out Clearly small elite is controlling everything - media and Democratic leadership lied to the american people Subversion of democracy is the real threat to democracy No one signed up to elect a shadow set of handlers Ther...