Donald Trump

“He set up this meeting this big meeting with all the tech CEOs, gets Alex Karp, CEO of Palantir, in a room with Donald Trump, which I think was very important for Palantir, and has helped, one of, is one of the reasons Palantir has been so successful over the …”

“Teal attempted to get Balaji Srinivasan made FDA commissioner.”

“Yes to run, win. If he doesn't get indicted, I think he'll probably win.”

“The thing that's weird for me, Trump is going to run. Trump easily wins the primary.”

“Trump gets in, if he gets in, It is very negative for the AI trade. Initially, semis, tariffs, retaliatory for Apple, Tesla.”

“I think the initial knee-jerk reaction will be sell Apple, sell semiconductors and in spades, because they've all done so well over the last several years even with the President Biden's tariffs, because we know that he kept a lot of tariffs on, but, you know,…”

“Tesla and Elon, ah, having a relationship with President Trump is actually helpful to electrification. It's certainly going to provide the perspective of, ah, the importance of EVs.”

“This is my hottest of all takes, which is That the app stores are forced to ban TikTok on January, and then Trump day one says, put it back. So there, it's gone for like a half hour.”

“Like, we can all understand that outside of Elon, the rest of them are doing this purely for Business purposes.”

“The narrative that will come up if this goes longer is that Trump is old, and Elon is basically controlling him, and he's really the president.”

“I think that in the long term, we may view the Trump years at the second administration as the AI presidency in terms of the way that our economy and our life and all of that were transformed.”

“I think Musk has been changed by it more than Trump has. I think, well, no, I just think he's been this way from an early time. For a long time. Whereas Musk, there's an interesting, over the trajectory of his career, it was very hard to, like, get Musk to tal…”

“Trump's core insight is that attention's the most valuable resource, and getting it at all costs is the best way to dominate politics, and he's set himself to doing that in a bunch of novel ways.”

“What it did was it created a kind of political power That then created financial rewards on the backside, because once you get Donald Trump elected, all of a sudden everyone wants to be your buddy, and your stock price goes up.”

“So, if you have big, beautiful spending, And you have an American Brexit at the same time where you're trying to isolate us from the rest of the world. You're going to cause capital movement on the margin to move away from the United States.”

“Let me give it, you know, Mark Zuckerberg a memo, you can do whatever you want to do, and you lay in front of them if you want, and the Washington Post can give up their editorial content. It's not going to matter. If he's going to come for you, he's coming fo…”

“But the difference between Long Island and guys like Trump is we're comfortable outsiders. I don't mind. I can't get into certain country clubs. They probably would want me to landscape their greens as opposed to put on them. Totally fine by me. Don't care. Gu…”

“But I did predict that Trump would never go after him. There wouldn't be a Pyrrhic demise to Elon like there was to Steve Bannon, or me, or Mark Esper, or General Kelly, because Elon's a loaded guy. And Trump got several hundred million dollars out of him to h…”

“You're not friends with Donald Trump. Let me give a news flash. If you've got a tech CEO listening, kiss his ass all you want, wait for him at the service entrance at Mar-a-Lago, write him checks, do whatever the hell you want. You're not friends with the guy.…”

“I think many will land with Trump over Musk if you really press them. He is the president after all”

“I think overall, like, people move back towards Musk and definitely not choose Trump over Musk”

“Bromances are dead, Alex. Musk and Trump, the bromance is dead.”

“I'm not so sure how much success even someone as wealthy with the resources of Elon Musk will have when he, when he's not pouring those resources behind Donald Trump. I think like, I just think he's I don't know that he's necessarily underestimating him, but I…”

“There's no delaying that through his politics and his fallout with Trump, he's become a bit of a liability to the company.”

“I believe that J.D. Vance will separate from Sachs and Trump on AI by, you know, first or second quarter of twenty-twenty-seven. Not all the way, but he's gonna have to.”

“And by the way, that doesn't mean that question, why is Donald Trump the best president ever? That doesn't mean you have to give the other side of that. That prompt, it's not asking you.”