New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:07) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (40:52) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition (49:07) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next (1:07:56) UnitedHealth CEO murdered, reactions

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Referenced in the show: https://truthsocial.com/@realDonaldTrump/posts/113603133222686186 https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html https://x.com/davidmarcus/status/1862654506774810641 https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes