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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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