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
- There is a clear coordinated effort to obfuscate his decline
- Biden isn’t fit to finish his term - this is elder abuse
- Not a single staff member has resigned
- Great point by Trump - “Joe you never fired anyone” - they are not fired because they are in charge - they will not fire themselves
- How did Klain who helped Biden prepare not realise he wasn’t up to it - and raise the issue
- Media was exposed - not just Biden - their North Korea level propaganda didn’t work
- Clearly they are ALL IN on this giant con
- The democratic party is a collection of interests that want to stay in power
- A bunch of interests who want to loot the public
- They invent hoaxes and lies to maintain power
- They should have let RFK Jr and Dean Phillips run
- Phillips was ostracized for telling the truth
- There is no mechanism to force a candidate who won all the primary votes who doesn’t want to sit it out to step aside
- Leverage to be used is donors won’t give money
- Problem is Harris has even worse poll numbers than Biden
- Federal programs are not held to account and defunded ever
- Tech job postings down a lot since Covid
- Down 80% - below pre covid numbers
- Post ZIRP fundamentals are different
- AI is helping a little
- Great to be a startup now - can hire better
- OpenAI considering for-profit conversion
- This is the early innings
- Important for people who are in the lead today to monetize their success as much as possible before it goes away - secure the bag
- Was never a good idea for startup to innovate on structure - just focus on innovation
- Should have fixed it years ago
- They should fix the structure - regular C corp - make it right with Elon for his contribution and Sam for his CEO package - and help public participate
- ~70% of Nvidia employees are millionaires now!!!
- Ilya Sutskever starts Safe Superintelligence Inc
- Seems like Sam kicked these guys out because they wanted to move slow
- Not clear how they win - they need a LOT of cost and compute - how will $100B+ outlay be available to these startups?
- Biggest players will win
- China building autonomous robots (look like Boston Dynamics machines) - that can fire weapons, etc
- EU charges MSFT with anti-trust for Teams and bundling and Office, etc
- EU sided with Salesforce
- Microsoft has been doing this forever
- Didn’t do it only during later part of Ballmer’s tenure when there was a consent decree
- Instead of stopping bundling which is anti-competitive, they are stopping M&A - makes no sense
- Bundling itself might not be as bad - its probably bad if they raise prices
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