David Sacks

#5 podcast across All Categories

What is the most realistic way for the U.S. to lower debt/GDP?
Growth

What is the biggest driver of growth?
Productivity

What is expected to drive productivity most?
AI

Yet over 1,000 bills have been introduced in state legislatures to hobble AI.

We need preemption in OBBB.

Who did this?

What are people madder about (irrationally)?

What to make of the NY mayoral race? Socialism beats neoliberalism in the new Democratic Party, just as nationalism beats neoconservatism in the new Republican Party. Those are your choices for the future. Globalism is on its way out.

President Trump has done the impossible:
— eliminated Iran’s nuclear threat;
— negotiated Israel-Iran ceasefire;
— rejected regime change as a policy objective;
— demanded that Israel comply with the ceasefire.

No one could do more. Now it’s time to focus on domestic priorities.

The Ukraine War could have been over in 12 days too. Not even speculation; it was called the Istanbul Accords. Unfortunately Biden not Trump was President.

سمعت أن بوليتيكو غاضبة جدًا من هذا الأمر. مقالٌ مُثيرٌ للجدل قادم.

Regime change was always a fantasy. You can’t collapse a regime with air power alone; it takes boots on the ground and occupation, which was never going to happen. Neocons have been exposed as delusional warmongers yet again.

By large majorities, the American people don’t want Iran to obtain a nuclear bomb. They also don’t want another Forever War in the Middle East. President Trump threaded this needle perfectly.

The Numbers:

3.8% Q2 GDP Growth (Atlanta Fed estimate)

139,000 jobs added in May (above 126,000 expected)

Inflation at 0.1% MoM (vs 0.2 expected) and 2.4% YoY

Trade deficit cut in half

Polymarket odds of recession down from 66% in April to 23% today

Trump approval +6 in Morning Consult, +7 in Rasmussen

Democrat Party approval -49 in Quinnipiac

To win the AI race, let the private sector cook.

The main way to stop drones is to jam the signal from the operator. This creates a strong incentive for drone warfare to become autonomous as quickly as possible. (This is just an observation, not a policy recommendation.)

The future of AI has become a Rorschach test where everyone sees what they want. The Left envisions a post-economic order in which people stop working and instead receive government benefits. In other words, everyone on welfare. This is their fantasy; it’s not going to happen.

MOUNTAINHEAD costume designer Susan Lyall on the All-In Pod: “It was a very good source of research for me. One of the hosts, Chamath Palihapitiya, went to the inauguration of President Donald Trump and he showed pictures of all the things he wore. I couldn't believe it. He had a Loro Piana jacket here and a Brunello Cucinelli there — he obviously really knew his stuff.”

🤣🤣🤣