Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

Ken Griffin is sour grapes because he lost money the last month.....there is nothing altruistic about Griffin.

Its the mentality of the Chinese/Fareast cultures to admire the West or feel proudest to be seen that they own or wear something made from the West, no matter how good a product is but if made by China will Not have the same effects. This is the fact unfortunately.

Sorkin acting like he’s controlling the pod in the first 10…. GTFO….

Your guest from CNBC said one acurate thing that the US has the leverage over China longer term. That's the reason why I have called him Captain Obvious in the past 😂

Just to keep a record here, by watching this episode, I'm more sure that China will be much better after 4 years. And to the point that Friedberg mentioned about regulatory on foreign companies in China, that will also be improved a lot in 4 years.

Summary:
We didn't trust Trump

We should have trusted Trump.

Sacks loving the Stiller digs

Sorkin out the gate… talking money, but hated seeing him like that. Be humble… be human.

india has elections, a legislature and independent media.

Can't believe Friedburg goes along with the insanity of Sacks and Chamath

its good to see sacks on board for sure

So the investment alternative To US is ECUADOR??? And because the US is the number 1 market for unvestment tou can abuse it because it will always be so??? Nuts logic

It’s so over for JCal …

To even out the trade deficit, it will balance out with lower capital inflows… meaning lower stocks.

VC bro Sacks saying don't listen to Ken Griffin because he made money in the greatest decades of financial growth in America. LIKE THEM!!!

Not often I have seen such bright people telling so much crap. All-in has fallen.

Home run Sacks! 🎯

They already got their reciprocity, sans tariffs. The dollar dropped 10% in the past 6 weeks against the Euro, and almost as much against the Yen....

Science corner is undervalued!

Please have Sam Harris on soon!

@grok
The claim that "US companies can't participate in the Chinese market, while Chinese companies can participate in the US market" is misleading. Both can operate in each other's markets, but with significant restrictions.
US companies in China: Firms like Apple and Tesla operate extensively, but face joint venture requirements, sector bans (e.g., media), forced technology transfers, and tariffs (up to 125% on US goods). China’s market is critical for US firms due to its consumer base and manufacturing, though corruption and IP theft pose challenges.
Chinese companies in the US: Over 286 Chinese firms, like Alibaba, are listed on US exchanges ($1.1 trillion market cap), but face audit compliance rules, CFIUS scrutiny, and potential delistings. Tariffs (145% on Chinese goods) and political risks add volatility. VIE structures enable listings but carry legal risks.
Key differences: China’s market is more state-controlled, limiting foreign access in sensitive sectors, while the US is more open but increasingly restricts Chinese investments. US firms rely on China for supply chains and sales; Chinese firms seek US capital markets. Both face trade barriers, but the claim of one-sided access oversimplifies the issue. Neither market is fully open nor entirely closed.

You guys come and get J Cal out of my state.

boo on calling a country, any country, evil as long as it's not America, it IS moralizing and is unintelligent. come down from your high horse, sir. so glad that chamath, sacks and friedberg called that out quickly.

Sacks, when number go up? I thought the cyrpto president was gonna pump my bags. He was supposed to send the market to the moon, not McDonald's.

We all know Trump is bluffing. 😏 China is talking to every other country Other Than America and making New Beneficial alliances and trade deals.
Trump has shot USA in the foot as the World now sees America/Trump as the 'Emperor that has No Clothes'.

as a European listenin to Sachs talkin is disgusting.

Based on this conversation, it looks like manufacturing isn’t coming back to America—instead, it’s shifting to India. With cheaper labor and even higher profits than in China. Manufacturers seem more addicted to the idea of massive profits than to the notion of 'Made in America' profits.

12 mins in and the amount of bootlicking Chamath and Sachs had done has already become unbearable.

Most Americans don’t understand that communism is not capitalism friend.

It’s a fight, only one can be a winner. It’s competition not cooperation.

How can you do business with your opponent?

Find out his weakness so you can kick his ash and win!

Finally I see a chink in your armour, you guys - you’re just a tad unsure. Admit it - your guy is completely nuts. He doesn’t understand basic economics. Read his history - it tells you all you need to know.

ARS is such an idiot. Trying to make the moral argument that Russia is worse than China lol. He can barely debate Joe Kernen in the morning… way out of his depth here

A little late gentlemen,for the weekly ride home.

Does an arsonist who stops pouring oil on a fire he started get credit for that????

Chamath is executing his bet, ultimate poker man, playing finite game tactic in a infinite game

Errr.. this minimising of the disruption caused by this fiasco looks like cope

Andrew sounds so naive 😅

let's stack a bunch of books behind me for this interview...

thejournalist reveals hisbias when he says he does not who to truast the Chinese GOvt or Trump admin about the trade talks. IS it bcause his boss are more beholden to the Chinese??

Chamath is so intellectually dishonest at this stage it’s embarrassing

Crimea does NOT want to be part of Russia. Lol 😂 do keeo telling yourself that tho. He will keep grabbing and grabbing and grabbing until the point the whole world really will have to stop him

The development status of China is what needs to be said extremely loud. So everyone knows the why.

When nerds take over and imagine themselves masters of the universe the result is quite appalling

So America will be dependent on India in 10 years instead of China. That’s not solving the problem anyway 😁😅

Pay my comments no mind. I’m on every drug you can name. I have no idea what I’m talking about ever. Your girlfriend is so pretty. You wonderful couple… my idols & relationship goals 😍

The elite already looking for their next low wage country take advantage of India lol...

This show is turning into shit, get back to tech and science

great episode. please talk about the facebook whistleblower and Mark Zukerberg working for China. hes not alone OpenAi is completely captured by China being used to offload ip to China not just AI

I’m so glad Sacks is back. I know everyone glazes Friedberg (I like him too), but Sacks has always been the best bestie imo 🤷‍♂️