88: Jordan Schneider on China protests & Twit...

The NIA boys and special guest host Zaid Admani discuss Nvidia's $500B Chip Fund, Google Buys Spirit Airlines Data, Rise of American Travel & Gen Z Sports BettingTimestamps(00:00:00) - Intro(00:04:21) - Nvidia's $500B Chip Fund(00:16:18) - Google Buys Spirit Airlines Data(00:31:1 ...  Show more

The NIA boys discuss fomo app, Geeks, MOPs & sociopaths, AI barrel of intelligence, country of geniuses & zuck’s manifestoTimestamps(00:00:00) - Intro(00:04:43) - fomo app(00:13:25) - Geeks, MOPs & sociopaths(00:30:51) - Claude's invisible watermark(00:36:56) - AI barrel of intel ...  Show more

0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook 1:09:21 Automation and the impact of the information economy 1:16:31 BlackRock loses $1. ...  Show more

Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 China declares crypto transactions illegal, comparing and contrasting the US and Ch ...  Show more

(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea (50:00) Alphabet ...  Show more

0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit  Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac ...  Show more