Opening

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

• Rule #1: Be comfortable losing all the money. Might sting, but should not cause you to lose sleep!

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”

• Turnkey studio and ICONIC space. 
• IP. Harry Potter, DC Comics, Game of Thrones, Matrix, Sopranos, Succession, Lord of the Rings. Barbie
• HBO! 

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. 

• String on X and 
• And another one

California Budget Crisis - Wealth Tax

200 billionaires are on Zillow right now! 

Recommendations

• Molly’s Game (interview on All-In). 
• Movie: The Spy Who Dumped Me. 
• Bill Gurley on ferris
• Sean RYan Show with Tobi Ludke and Jocko
• Ethan Hawk