The Ledger, every show

“And like, at some point people are going to start killing themselves and each other because of AIs.”

“I just feel like this is over, right? Which I know is not what you're supposed to say, and, like, that helps purpose with town out and the whole nine yards, but, like, you know, Trump just had, like, one of the all-time ten-day periods ever, right?”

“It's like, in the history of Blackstone, they've raised, what is it, like, call it half a trillion dollars. That's again, that's not the number, but it's an enormous number of capital. They've had, like, one fund in, like, 40 years that has done more than thre…”

“Anthropik's now a three hundred fifty billion dollar company.”

“You forgot the most important line, which is you're not going to have regulatory approval.”

“Like, you know, the, you know, everyone's excited that he gets a hundred million dollar Amazon contract, but then he spends more than that on the show, right?”

“At the same time, DJI, like today, announced the drone company that they're no longer limiting drones, like, from flying in restricted airspace in the United States, which I'm sure is actually unrelated, but it's a hilarious story.”

“There's this hack where some Goldman Sachs guys got cabinet positions and they're like, well, the reason they did that, or like at some level of seniority of the government is because you are forced to sell, but you don't have to pay taxes on the sale. And so …”

“There's this hack where some Goldman Sachs guys got cabinet positions and they're like, well, the reason they did that or like at some level of seniority of the government is because you are forced to sell, but you don't have to pay taxes on the sale. And so i…”

“Telegram tells this whole story about encryption and pro free speech, but it's actually not end to end encrypted.”

“There's just no chance that in that environment they're gonna, like, risk any youth vote, even if they're terrible, woke people, for the sake of banning TikTok right now. And I think that sucks, because I think it is a huge national security risk, But I think …”

“Apple's not gonna kick them out. Apple's China exposure is enormous, right? Like, you know, even if they should, they won't, right?”

“They're funds, they're cutting fund sizes left and right, and they're combining funds to bulk them up.”

“I don't think the cities are going to let the scooter companies be profitable or be meaningfully profitable.”

“Gavin Newsom just out of the blue, just like called for the resignation of the president of Harvard for doing like any deal with Donald Trump.”

“There are other people who do things that are very similar that do more than a billion.”

“Nonetheless, OnlyFans, the story is up for sale and there's some really interesting stuff about it.”

“Bill Ackman had some people running. I got more votes than him. I got with incredibly close to getting it done, but didn't get it done.”

“Private to private transactions are going to happen way more. Right. Like you're going to look just as it happened in private equity, like funds will sell the funds.”

“We launched Jelly Jelly, right? Which as pod listeners remember, went in six hours from zero to like over a two hundred million dollar market cap on half a billion in volume, which was all these crazy people playing this game.”

“Oh, I was short that. There's a zero percent chance.”

“Look, Sadika, I promise you, is not making the hardware. Like, they make, they print lenses and, like, slap plastic on the brand and make a bunch of money on margin. Like, they're not a manufacturing company.”

“Yes. Unless he does some hissy fit about his compensation package and like.”

“Well, I don't know what's public or not, but they, I don't know if this is public. They're going to have that money.”

“No, TikTok won't be banned, but it should be.”

“We will get a Bitcoin ETF, finally.”

“It literally doesn't matter what they report, the stock will go up.”

“The reality is, my understanding is, like, the government's basically losing, the SEC's losing the XRP case, right, the Ripple case and, you know.”

“The long tail of apps has mostly failed, right? The real estate and time and attention has been taken up by a few head application publishers.”

“But they're no longer TSMC's biggest client.”

“Anthropic tokens cost like a hundred times as much as like the open source tokens, right?”

“Cursor split the store from VS code because they want to, like, create their own ecosystem that's independent, etc. And the way it all plays out Is VS code is like, no, like the package you need to install to do Garmin watch faces. We're going to control that.…”

“There's like 10 airports they've shut down private traffic to that are like really big airports in the country.”

“I remember the era right, right before going public when Facebook was selling a logged out page to try to make money, so I don't want to be too high and mighty about that, but yes.”

“It has a heads-up display that works, so you can, like, use apps inside the glasses, you know, you can you can text and, like, write messages using the screen and, like, the wristband in the headset.”

“I mean, the stock is up, what, 10% on this news, which is on a 2.7 trillion dollar, it's like two hundred seventy billion dollars. So what's amazing is that basically it's added half an open AI because of open AI.”

“The biggest one I launched, right, was this Jelly Jelly thing, which went just ballistic... It's like billions and billions of dollars have been traded of this.”

“And here's the reality is that the S and P 500 halal addition slightly outperforms the actual S and P. Cause it ends up overweight, like medicine and media and tech, right? Which actually outperforms.”

“It was almost a 2000 X if you held it a lot more. Right. Cause we did distribute it.”

“What they did is they took the vision app, they renamed it, they threw a gatekeeper up and flipped it into the chat app. And then it also has the connected glasses in it as in the background.”

“To be clear, it's, I think what I saw somewhere pass through some feed is like, it's something like down seven percent, but that seven percent is an enormous amount in terms of the marginal impact.”

“I'd say Solana ETF, which will be great.”

“Well, but we do know, we know of some schools in San Francisco that now have Waymo drop-off roles for the kids.”

“It was shorted so much that there was a danger of it going through the roof because there were out of shares.”

“YouTube will definitely have more subscribers than Dish by the next time we check in on this.”

“You know, I heard a statistic recently that right now in Ukraine, I could be off by a little bit, but they're going through something like 60,000 drones a month.”

“We've looked at our portfolios recently and it's comical how low the mortality rates are. That's obviously shifting in real time, right? And will go up.”

“By far, the most successful company come out of that is a company called Muckrack, right? Unbelievable success, right? And it was a team in the corner that actually took zero dollars of VC, Right? Until very, very late in the game when they did a private equit…”