SpaceX

Needs to be celebrated an honored. President Trump in attendance.
Starship 6 launch!
- 120 meters tall.
- Each Raptor rocket engine produces twice as much thrust as all 4 engines on a 747. 33 Raptors = 66 747’s
Pointy Rockets

Ron Baron on Cost Plus contracts.

Politics

How is Kamala in debt? Beyonce 10m? Oprah $1m for an interview?
https://x.com/BillAckman/status/1855432554666664043
Trump spent $345.42 Million
$10.4 Million was spent on Staff
Kamala Spent $1.37 Billion
Kamala Spent $582.53 Million on Staff

Marc and Ben on Policy Recap at 2:00 min It was the worst four years in our career in terms of White House policy as it related to technology and and business more broadly.

DOGE

Vivek and Elon to to lead DOGE (Dept of Govt efficiency)

Milton Friedman on getting rid of federal agencies.

Elon explains why important. “There are around 428 federal agencies. There's so many that people have never even heard of.

From Vivek: Here’s a key point about our mission at DOGE.

From Elon: All actions of the Department of Government Efficiency will be posted online for maximum transparency.We will also have a leaderboard for most insanely dumb

Javier Milei: Afuera 🤣

Bitcoin

New highs over $92k.

Innovators Dilemna

Netflix and Tesla

Netflix

$878…. All-time highs
Jake Paul/ Tyson fight
The event was #1 in 78 countries.
Streaming issues and outage.
Squid Game. Dec 26 Most viewed non-english show ever.
2 Christmas day NFL games. Sold out all advertising.

Tesla

$346 yesterday. $1.1T market Cap.
Trump's transition team have told advisers they plan to make a federal framework for fully self-driving vehicles one of the Transportation Department's priorities.
Ron Baron on Tesla: Play at 3:23. Tesla $3-5 trillion in 10 years.
Robots in China!! Xpeng.

Nvidia Earnings

College

Chamath PalihapitiyaParents: Help pick your kids’ college wisely.

Recommendations

Penguin
Joe and Theo!
Lex and Javier Milei - Argentinian President

SpaceX, DOGE, Netflix, Tesla