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Todays show: Jason & Alex discuss Palantir’s valuation, possible opt-in empire building for the United States and the incoming presidents appointments pulling from tech and VC.
(0:00) Jason and Alex kick off the show(0:22) Approaches to population growth: immigration and opt-in empire building(1:40) Live streaming and show schedule(2:09) Introduction of Alex Wilhelm and seasonal greetings(3:41) Jason's Twitter controversy regarding Palantir(7:06) Palantir's financial analysis and market comparison(10:27) Oracle.TWiST listeners can try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist(13:41) Deeper dive into Palantir's valuation and growth(18:18) Memestock caution and market dynamics(19:03) DevSquad. TWIST listeners can get 10% off at http://devsquad.com/twist(20:21) Jeff Bezos' fake wedding and Michael Saylor's Bitcoin strategy(22:17) Cultural takes on weddings and Michael Saylor's media attention(22:55) Defense tech: Palantir and Anduril's consortium(27:18) The rise of entrepreneurs in defense technology(28:45) Ken Howery's ambassadorship and US geopolitical strategies(29:49) Ramp. TWiST listeners, get $250 when you join Ramp today at https://www.ramp.com/twist(31:13) Funding ambassadorships and their significance(34:10) "Opt-in" empire building for US growth(42:40) Government's recent strategic hires(43:45) Evaluating new government hires and their impact(50:30) AI policy advisory and Surem Krishnan's role(56:09) Investment accreditation and securities law evolution(1:02:15) Modernizing securities laws for new assets(1:03:59) Emil Michael appointed under secretary for research and engineering(1:06:45) Michael Kratzios and emerging technology assistance
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