David Sacks

Who did this?

What are people madder about (irrationally)?

What to make of the NY mayoral race? Socialism beats neoliberalism in the new Democratic Party, just as nationalism beats neoconservatism in the new Republican Party. Those are your choices for the future. Globalism is on its way out.

President Trump has done the impossible:
— eliminated Iran’s nuclear threat;
— negotiated Israel-Iran ceasefire;
— rejected regime change as a policy objective;
— demanded that Israel comply with the ceasefire.

No one could do more. Now it’s time to focus on domestic priorities.

The Ukraine War could have been over in 12 days too. Not even speculation; it was called the Istanbul Accords. Unfortunately Biden not Trump was President.

Heard Politico is big mad about this. Hit piece coming.

Regime change was always a fantasy. You can’t collapse a regime with air power alone; it takes boots on the ground and occupation, which was never going to happen. Neocons have been exposed as delusional warmongers yet again.

By large majorities, the American people don’t want Iran to obtain a nuclear bomb. They also don’t want another Forever War in the Middle East. President Trump threaded this needle perfectly.

The Numbers:

3.8% Q2 GDP Growth (Atlanta Fed estimate)

139,000 jobs added in May (above 126,000 expected)

Inflation at 0.1% MoM (vs 0.2 expected) and 2.4% YoY

Trade deficit cut in half

Polymarket odds of recession down from 66% in April to 23% today

Trump approval +6 in Morning Consult, +7 in Rasmussen

Democrat Party approval -49 in Quinnipiac

To win the AI race, let the private sector cook.

The main way to stop drones is to jam the signal from the operator. This creates a strong incentive for drone warfare to become autonomous as quickly as possible. (This is just an observation, not a policy recommendation.)

The future of AI has become a Rorschach test where everyone sees what they want. The Left envisions a post-economic order in which people stop working and instead receive government benefits. In other words, everyone on welfare. This is their fantasy; it’s not going to happen.

MOUNTAINHEAD costume designer Susan Lyall on the All-In Pod: “It was a very good source of research for me. One of the hosts, Chamath Palihapitiya, went to the inauguration of President Donald Trump and he showed pictures of all the things he wore. I couldn't believe it. He had a Loro Piana jacket here and a Brunello Cucinelli there — he obviously really knew his stuff.”

🤣🤣🤣

Nobody was caught more off guard by the DeepSeek moment than the AI Doomers.

They had been claiming:
— that the U.S. was years ahead in AI;
— that PRC leadership didn’t care much about AI;
— that China would prioritize stability over disruption; and
— that if the U.S. slowed down AI development, China would slow down too.

All of this turned out to be profoundly wrong. Now, ironically, many of the Doomers — who prior to DeepSeek had tried to ban American models now currently in use — are trying to rebrand as “China Hawks.” If they had their way, the U.S. would have already lost the AI race!

Which is AI more likely to cause?

Imagine you had a humanoid robot. You could teach it to do anything. When it recharged, it could upload its learnings (on an anonymized basis) to all the other robots. It could be the most powerful data network effect in history.

The Black Monday Hoax was Monday April 7. The media had spent all weekend trying to engineer a panic. If you sold or went short, you lost a fortune.

The Biden administration’s policy on AI:
— Insert DEI requirements into AI, making it WokeAI.
— Hobble American AI companies with a hundred pages of unnecessary regulation (Biden E.O.).
— Burden American semiconductor, data center, and cloud companies with 200 pages of unnecessary regulation (Biden Diffusion Rule).
— Limit energy production and permitting, making massive data center build-out impossible.
— Exclude the countries with the largest sovereign wealth funds from partnering with Team America on AI.

What was their goal? To lose the AI race?

Politics is "mainly a brainwashing competition" and to deprogram yourself, "the first step is recognizing you're in a hallucination created by media." @ScottAdamsSays insights and humor are brilliant, unique, irreplaceable. Praying for him.

After the Sam Bankrun-Fraud fiasco, it was necessary for the Effective Altruists to rebrand. So they are trying to position themselves as “China Hawks.” But their tech deceleration agenda is the same, and it would cost America the AI race with China.