All the crap you never needed

February 27 2026 Chamath launched his own YouTube channel Claude’s hit list 3 for 3 in tanking different market sectors in February Feb 3 - Legal plugin for Claude Cowork Thomson Reuters, Legalzoom etc down Feb 20 - Claude Code Security CrowdStrike, etc down Feb 23 - Claude announces COBOL modernizing IBM down Some of this is smart finance players changing positions likely Markets are in “if” mindset vs “when” mindset - can AI models disrupt the market? So when you don’t know how to price it, you want a massive margin of safety PEs go down, Revenue multiples go down Viral Citrini AI report also might have had an effect Were there any shorters who had something to do with the article? Derek Thompson response about AI narratives being science fiction ideas is a good one Natural for market to react like this given uncertainty in future vs how reliable SaaS used to be Is there really enough consumptive capacity on the other side of AI doing eve...

February 13 2026 AI updates New study shows workers using AI work harder but burn out more Moving from task based jobs to purpose based jobs Matt Shumer article went viral - Something Big is Happening Early adopter employees will excel and replace existing tools/stacks bottom up Jason tweet to learn OpenClaw went viral Is On Prem the new Cloud? Seems this might be the best way for companies to protect themselves What about employees uploading information to the public LLMs? Even if they get caught isn’t it too late? We thought the models would improve recursively - but it seems the output is recursive Jason’s replicant infrastructure is quite sophisticated - using Opus 4.6 to orchestrate to all the Kimi agents hosted on Mac minis locally Creating central Ultron to do lot of the company’s work AWS Bedrock could be too expensive When do tokens outpace salary? Prediction Markets A billion bets on Kalshi, 700M on Polymarket, etc - hit a big high during SuperBowl ...

February 10 2026 (from NotebookLM) Early Life and Immigration CZ’s father was a professor in China who went to Canada as a visiting scholar in 1984; the family began applying for passports around 1985, a process that took several years. The family emigrated to Vancouver, Canada, in 1989, shortly after the Tiananmen Square protests; obtaining visas actually became easier post-protest. Upon arriving in Vancouver, the family lived on the UBC campus in faculty housing; CZ’s father received a small stipend, and his mother, formerly a math and history teacher, worked in a sewing factory. CZ began working at McDonald’s at age 14 to earn income, where he was paid $4.50 an hour. He describes himself as a decent coder but not a "wizard"; he had a happy adolescence with a mix of Asian and Caucasian friends. Education and Early Career CZ attended McGill University to study biology (on advice to become a doctor) but switched to Computer Science after one semester. He worked ev...

February 6 2026 Brad Gerstner joins the show Sacks enjoying Texas Easier to fix his internet in Texas than the state of California Ohalo named after seminal archaeological site Potatoes are 3rd biggest source of calories Craft Ventures is on the cap table If Jason gives personal check Friedberg will let him into the cap table But then his LPs will ask him why its not in the fund Epstein files Jason Is in the files Met Epstein at billionaires dinner Went to his house Never went to the island Exchanged some emails with him and made introductions Met Ghislaine Maxwell Jason was known as the Connector (see New Yorker profile) so he came on his radar Didn’t spend much time with him Interesting that Epstein was interested in meeting the BitCoin guys (as far back as in 2011) NY Times article on the files goes after tech Jason, Peter Thiel, Elon got more coverage in the article Reid Hoffman didn’t get as much coverage Bigger story is how he died - how come tha...

January 30 2026 Davos trip recap More business centric More American presence Trump effect Larry Fink is the new one running it so new influence Lutnick let the folks there have it on their decel agenda Climate agenda “bloom is off the rose” Great powers define the international system - not second/mid tier powers Before US intervention Europe has had a bloody war history - since 1945 there has been not as much conflict because of American influence Europe is desperate to keep US in NATO - so they are responding to Trump asking them to pay their fair share Greenland is the hot new issue - Trump took use-of-force off the table so hopefully a peaceful/reasonable solution can be negotiated Minneapolis and ICE Stephen Miller, Kristy Noem, Greg Bovino involved Trump pivots to Tom Homan Most states ICE isn’t having a problem so this issue is unique to Minnesota Minnesota has an organized resistance to ICE Media and leftists are ignoring the reality and creating...

January 25 2026 Jeremy Allaire - Circle Co Founder Chaos is a ladder Stablecoins need trust Banks are threatened Genius Act (passed in US after other countries had already passed regulations earlier) But Banks can also benefit from this Its just another payment network So a big bank is using USDC for moving their global money Tether Tax filing, reconciliation, etc could all be done more easily with USDC Money velocity increasing will help innovation accelerate because it removes friction Socialism is here Georgy Kurtz - Co Founder Crowdstrike LLMs are a scary attack vector Davos is a good place to do business They have found 100s of fake/fraud employees Its a lot easier to get someone employed than to break into the system 🙂 Claims its coming from North Korea The managers still valued the high quality of the work inspite of being informed about the potential spying 🙂 Russia is still #1 in cybersecurity risk China is right there too China is very powerfu...

January 23 2026 (from NotebookLM) Head of CMS Introduction Setting the Scene: The podcast is recording live from Davos with a picturesque background that looks like a "green screen" but is real. The hosts joke about the "virtue signaling ESG DEI executives" nearby and solar panels that aren't plugged in. Dr. Oz’s Role: Dr. Oz is introduced as the "Administrator for CMS" (Centers for Medicare & Medicaid Services), transitioning from being "America's Doctor" to a civil servant. Transition to Public Service & Working with Trump Motivation: Oz views himself as being in the "change business." He believes healthcare offers no luxury for delay and felt he could make a more significant impact in this role than as a TV host. He calls it the "best job" he's ever had. Trump’s Management Style: ◦ Contrary to the expectation that government requires slow consensus building, Oz describes President Trump...