There was a lot of talk on the on the flip side on the GDP side. What if actually AI can increase productivity and regrow GDP faster than expectations. Even taking doctors as an example, this new company coming in and developing kind of a diagnosis engine.And already a third of US physicians are on the platform using it, you know, 10 times a day to kind of help diagnose. You multiply that by the legal profession, coding, I think we're already seeing. What if we just see an explosion of productivity gains ac ...

I've studied Apple basically my whole career. If you think about their defining competitive advantage was the integration of hardware and software that led to the beautiful MacBook that we're all using. It led to the iPhone and the fact that they were so coupled between hardware and software, the user interface, you know, etc. And I think it directly led to them winning let's call the mobile era.In AI, they're the opposite. They don't control the silicon. They don't control the underlying models.And so now ...

AI & Technology - Meta offered \$100 million deals to poach OpenAI's talent, but failed [1] - Meta invested \$14 billion in Scale AI, making its biggest bet on AI [1] - The report discusses the Mag 7 AI Showdown, ranking the most likely AI winners and biggest stock divergences [1] - Apple is fumbling AI and the report discusses how they can fix it [1] - China launched a new \$40 billion state fund to boost its chip industry [1] Market Trends & Economy - The report discusses the state of LA, Hollywood's decline, positivity around GDP growth, and AI productivity [1] - IPOs and M&A are heating up in 2025 [1] - The report analyzes the state of liquidity, including SPACs and Direct Listings [1] - Amazon's "kingmaker" position and potential job displacement are discussed [1] Policy & Legislation - Sacks discusses the GENIUS Act passing the Senate [1]

Our next guest needs no introduction. Tony Robbins. You have to figure it out.Like I always say, if you want to take the island, you burn the boats. I got a chance to work with the president of the United States. Uh Clinton, and he calls me one day, true story, and says, "Tony, they're going to impeach me in the morning." How many of you ever achieved a goal you worked your guts out for and then achieved it and went, "Is this all there is?" Horrific.Horrible. It's great to uh meet you. Thank you.You're bigg ...

Does generative AI change the nature of media, which is a shared experience, a community experience that we all talk about, or do we end up in a world where everyone's got their own media or their own content. I think it's an individual decision. It's binary.You either want passive entertainment because you're exhausted. You want your brain taken to another place. The other side of that coin on the binary side is active entertainment.Do you want to create your own ending. Do you want to change characters. D ...

Let's just scenario play. Yes, please. What happens if Powell rips in a 100 basis point cut.Right now, I'll tell you. So, one part which is mathematical is the interest on the debt goes down. We save 300 billion.But there's something else that happens which is the Fed does control the front end of the curve. Meaning, how do people borrow money for small amounts of time from one day to about two years. If you make that cheaper, it's a test that's true as time.What happens is people borrow more money. that fu ...

The Bush Republicans are now Harris Democrats and the Kennedy Democrats are now Trump Republicans. Clearly something big is happening in our politics here. Can you explain this realignment.How do you see it. One way of understanding is you have to ask yourself who has benefited and who is harmed from the last 30 years of the bipartisan consensus in this country. Right.So you want to talk about a manufacturing policy that I think promoted the offshoring of millions of good American manufacturing jobs. in the ...

Every time we're on the verge of victory, somebody in the military-industrial complex invents some escalation of something so that we can just go to war. The answer always seems to be let's go to war or let's support a war or let's enable a war. And the bull work to that has been the president.If we go to war, this totally screws everything up. You could see oil double double. What happens to the economy of the world of world GDP of everything of inflation if you have oil at 100 bucks a barrel 112 bucks a b ...

Immigration Law Enforcement & Federal Authority - The federal government has the right and responsibility to enforce immigration law and police the borders [1] - Contesting federal authority on immigration law is viewed as a threat to national unity [2] - Allowing states or municipalities to flout federal immigration law is compared to historical instances of defiance against federal authority [3] Potential Societal Impact - Continued defiance of federal law could lead to a breakdown of freedom of movement between states [4] - The current situation is portrayed as a potential threat to national cohesion, drawing a parallel to dangerous travel conditions in other countries [4] - Enforcing federal law by force is presented as a point of no return for the Trump administration [4]

Geopolitical Risks - Military action against Iran carries significant perils, as Iran is not isolated like Iraq or Libya [1] - Iran is a central player in BRICS, with 90% of its oil exports going to China [1] - Iran signed a defense agreement with Russia in January, indicating it has support from major global powers [1] - Potential for escalation into a larger, unmanageable conflict is real due to Iran's alliances [2] International Relations - Iran has significant allies representing the majority of the world's population, economy, and land mass [2] - Preventing Iran from obtaining nuclear weapons is a reasonable goal [2]