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Holidays! . Cats and Dogs and Family. Happy Holidays. New Cat named Timmy. Pure trouble and pure JOY! 

Coinbase Fraud. Called with automated message asking if I attempted to change my “email contact”. If “no” they said press #1 or otherwise hangup. So I press 1. Some dude is on the line. Says he needs my first and last name to help. I ask him, “how do I even know if you’re real…How do I know you’re Coinbase?”. He hangs up!!! OMG! 

Startup Investing

Markets


Investments for our kids!
 Brad Gerstner and Michael Dell at White House. 

Fed Regulation of AI. To prevent a 50 state patchwork, onerous system. 

Bernie Sanders and other Dems calling for a “halt” on AI and Datacenters!!

Markets S&P 500

Apple

Apple head of AI retiring. 

Apple could partner with Gemini. Also, tech is getting so good that Apple will offer privacy! 

Netflix

Netflix back in pole-position. I think this is “Good”

Tesla


Tesla AI Chips

Tesla AI Chip and Advanced Engineering from Elon

Elon tweeing/xing tried and trying to help legacy automakers, but they want a pilot program that starts in like 5 years!

This video of Optimus jogging is insane. Should double the market cap! 

TSLZ

SpaceX

When Starship is launching several times a day in a few years, SpaceX will be ~99% of all Earth payload mass to orbit, even if the others triple their current launch rate. https://x.com/elonmusk/status/1994518037614268565?s=51&t=YUkdoBz4yNifBaQlQUp3-g

Drugs

Drug Trade

Politics


 https://open.spotify.com/episode/65oG0YARECbXnFCbv2PTZp

David Sacks is a highly successful business person that is serving our government well and we should all be thankful.

From Chamath on the Topic


Tim Waltz Fraud. 

California Budget Crisis - Wealth Tax

200 billionaires are on Zillow right now! 

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