Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- Jun 14, 2024
- 1:24:48
- Full Episode
(0:00) Bestie intros: Bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: State of the US economy? (1:23:30) Rare sarcoma search
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Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg
Intro Video Credit: https://twitter.com/TheZachEffect
Referenced in the show: https://www.instagram.com/tim.naki https://x.com/eoghan/status/1799161733766062545 https://x.com/bennyjohnson/status/1800979079472288145 https://x.com/bennyjohnson/status/1797086962626494840 https://x.com/elonmusk/status/1801084780035154058 https://x.com/jhall/status/1795794521604718814 https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion https://companiesmarketcap.com https://www.youtube.com/watch?v=RXeOiIDNNek https://x.com/chiefaioffice/status/1801022115426009309 https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm https://fred.stlouisfed.org/series/FEDFUNDS https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024 https://fred.stlouisfed.org/series/CES0500000003 https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html https://fred.stlouisfed.org/series/JTSJOL https://x.com/VinnyLingham/status/1801129023168454907 https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1 https://x.com/jameslavish/status/1801248976911634648 https://x.com/peterfenton/status/1801300735520608529
Brief Summary
Tim shares his journey from New Zealand to Calgary while winning $15,000 in blackjack; Trump’s fundraiser highlights political dynamics and economic updates follow.
Key points
- A Surprising Win. They turn $10K into $25K in an unbelievable blackjack hand.
- Trump's Charisma. A firsthand account of Trump's charm and engaging personality at a fundraiser.
- Trump vs. KLA Harris. The discussion centers around the potential matchup between Trump and Kamala Harris.
- Judicial Activism Concerns. The discussion highlights fears of judicial activism affecting shareholder decisions.
- Trial Lawyers' Contingency Fees. The potential for trial lawyers to gain billions raises concerns for future business in Delaware.
- Apple Enters the AI Game. Apple announced a significant AI integration, catching up with competitors like Microsoft.
Episode highlights
- A Surprising WinThey turn $10K into $25K in an unbelievable blackjack hand.“You've just turned 10 into 25!”4:28Jun 14, 2024
- Trump's CharismaA firsthand account of Trump's charm and engaging personality at a fundraiser.“He connects with people in like 5 seconds!”11:44Jun 14, 2024
- Trump vs. KLA HarrisThe discussion centers around the potential matchup between Trump and Kamala Harris.“It's really Trump versus KLA Harris.”20:06Jun 14, 2024
- Judicial Activism ConcernsThe discussion highlights fears of judicial activism affecting shareholder decisions.“This is a dangerous form of judicial activism.”25:04Jun 14, 2024
- Trial Lawyers' Contingency FeesThe potential for trial lawyers to gain billions raises concerns for future business in Delaware.“No one's going to want to do business in Delaware anymore.”38:53Jun 14, 2024
- Apple Enters the AI GameApple announced a significant AI integration, catching up with competitors like Microsoft.“It was a banger of a demo!”40:27Jun 14, 2024
- Privacy Concerns with AI IntegrationApple's partnership with OpenAI raises significant privacy implications for user data.“This is strange bedfellows to be sure.”49:48Jun 14, 2024
- OpenAI's Revenue SurgeOpenAI has reportedly hit a stunning $3.4 billion run rate, doubling their monthly revenue.“This is kind of stunning!”50:21Jun 14, 2024



