(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:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/chamath/status/1939049133362319363

https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH

https://x.com/Jason/status/1940546432190369871

https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981

https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01

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://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02

https://x.com/RayDalio/status/1940507002037240242

https://x.com/balajis/status/1940094433699234181

https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html

https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale

https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8

https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders

https://x.com/cremieuxrecueil/status/1937644999790985324

https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f

https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman

https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01

https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm

https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million

https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025

https://polymarket.com/event/fed-decision-in-september?tid=1751571922163