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Industry veterans Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg cover economics, technology, politics, society, and poker.
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Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
Wood says five converging platforms—robotics, energy storage, AI, blockchain and multiomic sequencing—could lift real GDP growth toward “7% plus,” aided by Trump’s tax package.Robotaxis may monetize first, but sequencing, AI and CRISPR make healthcare AI her “most inefficiently priced” opportunity.ARK’s official Bitcoin bull case is $1.5 million, versus $3.8 million from portfolio optimization; Tesla’s $2,600 target and disruption’s rerating depend on execution.
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
Chamath PalihapitiyaJason CalacanisDavid SacksDavid Friedberg
Chamath sees tariffs, slower immigration, and DOGE lowering second-half growth from 2.5% to 1.5%, while the 10-year yield’s fall to 4.26% credits austerity.Stripe’s $1.4 trillion volume, 38% growth, and $500 million Billing ARR strengthen its ecosystem case, while humanoid robots’ dexterity, Gold Card compliance, and private-market access remain unresolved catalysts and risks.