August 1 2025
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Jason pitching nicotine pouch product
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All In AI Summit in DC recap
- Lot of tech company CEOs wanted in on the event and had to rejected because there wasn’t enough room
- Trump shoutouts to Besties
- Cabinet of CEOs
- Trump speech
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Regulation and cutting red tape
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Infrastructure - data centers, power, energy
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AI exports
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No woke AI (EO)
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AI race declaration (like Space race speech by JFK)
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Speech + EOs + BBB reinforce motivation to go execute on AI priorities for US
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Energy will be a huge thing to focus on - its crucial for AI
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Jensen Huang is visionary
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Private companies are still free to train and infuse their models with whatever ideology they want (DEI, etc) - but the EO clarifies that the federal government will not procure anything like this
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JD made a strong point about male employment (even college education isn’t helping you get a leg up right now)
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AI and copyright
- Why hamstring AI progress in the US to subsidize journalists?
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AI Summit 2025 has stacked line up
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AI Chatbot privacy issues
- Sam Altman on Theo Von explained how little protection you have when talking to ChatGPT etc about your private stuff
- Can the AI models be “bar certified” or “medically certified”? Then same privilege can be extended to AI for privacy
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Economic signs are positive
- GDP increases high - 3% lately
- Fed doesn’t cut rates
- Q1 and Q2 are different, before and after tariffs
- EU trade deal should help
- $600B investments in US
- $750B US energy purchase
- 15% tariff
- Follow up to their commitment to raise their NATO contribution to 5% of GDP up from 2%
- This is effectively $2T stimulus to US economy without money printing
- There is some economic data (how much is being spent on furnishings, cars, etc) that indicates maybe rates should be steady
- Are rates not being cut because of politics? If they are cut, markets will rip and that will help Rs in the mid terms
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