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Back to AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?, with Ken Griffin & Nikesh Arora.

Why Is President Trump's Approval So Low?

Jason Calacanis says President Trump's approval is so low because the president no longer talks about the bottom half of the country. President Trump talks about data centers, crypto, and a golden age, while people are waiting to hear about the minimum wage, housing, and inflation.

On his tweet about how President Trump could save the second term, Jason Calacanis says the president has to talk about housing as much as he talks about data centers. Raising the federal minimum wage is only a nice gesture, because it impacts 10 to 15 million people. Jason Calacanis says the president signs executive orders for the tech industry and large businesses, and people in the bottom half do not see the same attention. Jason Calacanis leaves open what November 3rd will show in the election, and says a big part of the discontent is that President Trump does not talk about the minimum wage, housing, or inflation. Jason Calacanis says President Trump says everything is going to be fine and the country is living in the golden age, and that the president is willing to talk about data centers and crypto.

Jason Calacanis says the messaging is far off until someone in office talks about the bottom half on a 50-50 basis: big tech and lower taxes, and also a higher minimum wage plus a plan to build more affordable housing instead of only more data centers.

Transcript

AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? ·

All-In

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  1. Is Most AI Spending Circular?Chamath Palihapitiya says most AI spending is circular.
  2. Why Does Palo Alto Networks Prefer Open Weight AI?Nikesh Arora says Palo Alto Networks prefers open source, open weight models because the company can modify the weights, train them, and interrogate the chain…
  3. Where Is the AI Compute Profit Pool Moving?Nikesh Arora says the AI compute profit pool lives in NVIDIA and the memory industry and is shifting toward hyperscalers that already hold large amounts of…
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  5. Why Is AI With No Guardrails Dangerous?Nikesh Arora says AI with no guardrails is dangerous because safety depends on the weakest link, and a company that gives out the raw power of AI with no…
  6. Why Do Companies Avoid Upgrading Old Software?Nikesh Arora says companies avoid upgrading old software because technology leaders are rewarded for low cost and for keeping everything available, so an…
  7. How Bad Have the Riots in France Gotten?Jason Calacanis says France just saw its worst riots in decades.
  8. Who Can Break the French Government?Chamath Palihapitiya says the investors he calls bond vigilantes can break the French government.
  9. Does the United States Need a Debt Reset?David Friedberg says the United States is fundamentally going to need some degree of reset.
  10. What Is the SpaceX Gift for American Kids?David Friedberg says Elon is going to give every American child, which Friedberg thinks means anyone under 18, one share of SpaceX.

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