(0:00) Bestie intros
(2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed
(14:10) Clean energy subsidies phased out: What this means for energy production in the US
(25:12) Elon/Trump; US fiscal picture post-BBB
(43:26) US dollar down over 10% in 2025
(53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings
(1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI
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Intro Music Credit:
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Referenced in the show:
https://x.com/chamath/status/1939049133362319363
https://x.com/Jason/status/1940546432190369871
https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981
https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/
https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech
https://x.com/chamath/status/1927373268828266795
https://x.com/elonmusk/status/1939762942851027127
https://x.com/RayDalio/status/1940507002037240242
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