August 28 2026
- Eric Weinstein interview debrief
- China’s Robot Olympics
- AI optimism in China is 80% - in the US that’s 30%
- Jason pumping Optimus
- Besties pumping GrokBot
- Nvidia rising and SaaSPocalypse end?
- Record setting performance
- Stock up 9%
- Great numbers and great guidance (70% growth next year - Wall St expected 45%)
- World’s most valuable company at $5.5T
- Salesforce also up big
- Chamath called this in May episode
- Friedberg was on the Salesforce earnings call explaining how hard it is to make a business level CRM, more than vibe coding
- The SaaSPocalypse is a vertical SaasPocalypse, not for general purpose tools like CRM, Salesforce, etc
- Salesforce / Anthropic partnership
- Benioff is willing to let Claude be the user front end
- He is betting that Salesforce will be the best system of record
- The AI Agent will be able to use Salesforce better than any Salesforce administrator and you can work with it better - unlocking trapped value
- They might have their own agents also - which will likely be free
- Nvidia ~$100B revenue in this quarter - most profit ever generated by a company in history
- Poolside, HuggingFace deals show Nvidia is going after the model provider business also
- Every company is going to do everything - soup to nuts - models, chips, data centers, etc
- Bessent vs Druckenmiller
- Bond market - treasury at 19 year highs
- Druckenmiller, Bessent, Warsh triumvirate is actually close
- Druck’s point in the letter is almost like a cover to Bessent - he’s basically telling Congress and Presidency to stop spending
- This is not Bessent’s responsibility - he can’t do much
- Debt is growing at 7% and GDP 2-4%
- Bond market will force Congress’s hand hopefully because higher yields signal low confidence in US
- There has to be a congressional act to codify this
- Cutting spending is hard when no one person who controls it - you’re subject to the tragedy of the commons
- When DOGE tried to do its thing - the Tesla dealerships were firebombed - so no one wants to feel the pain
- The media doesn’t help - doesn’t create public pressure
- We are actually in surplus compared to 2019 - we made all the emergency spending permanent
- The 1 way solution is socialism which will hurt individual liberties - asset seizures, etc
- AI is probably the only way to grow our way out of this - can’t hold it back with regulation
- Texas has solved home prices with good leadership
- Druckenmiller AI written article
- Lot of pearl clutching by folks who ignore that we use digital tools all the time
- CIA Director visits Moscow
- Apparently message delivered was to not invade NATO and not to nuke Ukraine - all speculation, no evidence
- Meta settlement
- TikTok and YouTube should follow soon
- AIS 2026
- Sponsors
- Moderna Cancer Vaccine reported
- mRNA
- Stock went up
- Apparently its possible to make a remedy specific to the person
- Body can make protein in-vivo vs ex-vivo (inside vs outside your body)
- This is much more a technique than a drug
- This is kinda like folks going to Montana and getting peptides that work for their cancer
- Moderna is apparently charging $500K for this - seems like a form of regulatory capture - standing on the shoulders of public research dollars
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