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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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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.