4.2 • 7.1K Ratings
🗓️ 17 October 2025
⏱️ 76 minutes
🧾️ Download transcript
(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area
(3:35) State of crime in SF, do they need the National Guard?
(20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry?
(36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history
(52:59) AI PR crisis: Recent datacenters get denied
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Referenced in the show:
https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html
https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3
https://x.com/the_jefferymead/status/1978130345200427334
https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e
https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html
https://truthsocial.com/@realDonaldTrump/posts/115351840469973590
https://truthsocial.com/@realDonaldTrump/posts/115350455734003647
https://mpmaterials.com/mountain-pass
https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/
https://chinapower.csis.org/tracker/china-gdp
https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124
https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf
https://nationalinterest.org/feature/can-china-rise-peacefully-10204
https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/
https://www.amazon.com/End-History-Last-Man/dp/0743284550
https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978
https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884
https://x.com/balajis/status/1937517664907460980
https://x.com/chamath/status/1978584886329082098
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| 0:00.0 | All right, you guys were talking about the fun shenanigans you were having in San Francisco |
| 0:05.2 | and at Mark Benioff's Dreamforce. |
| 0:09.0 | Did you see Brian Johnson? |
| 0:10.4 | Was that Benioff's CEO dinner? |
| 0:13.4 | Oh, I didn't see him. |
| 0:14.3 | Yeah. |
| 0:14.9 | Matthew McCona was at our table at dinner. |
| 0:16.8 | All right, all right, all right, David Sack. |
| 0:20.0 | McCona's fabulous. |
| 0:37.7 | He is funny. Did you see where I was sitting at that dinner? Yeah, table one. Right next to the king himself. The king himself, exactly. The king who? The king and I, Bennyoff is a king? Well, he's a king at San Francisco. At his party. He's the king of San Francisco. Yeah, I mean, obviously, he has to bend the knee to the king of kings, which is Trump, but I was sitting next to |
| 0:44.6 | Bennyoff there. It got weird. They got a little weird. No, well, what happened was, did you see |
| 0:50.0 | that SF standards? Yeah, I don't even know how they can write a headline like this. So, |
| 0:59.9 | well, it's a San Francisco standard. Yeah, so Benioff interviewed me at Dreamforce, and somehow this was like headline worthy for SF standard. And they said that Mark Benioff dodges |
| 1:06.2 | political questions then fall into over David Sachs on Dreamforce Day one. That was just referring |
| 1:10.4 | to the interview we did. |
| 1:11.9 | So we trolled them by taking that photo. That's, um, yeah, it's a little weird. I thought the fireside chat, you guys said it was great. It was great, yeah. It was just an interview. It was really good, actually. He's a very good interviewer. Yeah, totally. But apparently to SF standard, it's like some sort of |
| 1:27.5 | transgression that I was even interviewed. They didn't get the memo that canceled |
| 1:33.1 | culture is over. Yeah. I know. That's what it feels like, right? They're like trying to, |
| 1:37.4 | they're trying to gin up some sort of brouhaha over the fact that I was speaking. Yeah, |
| 1:42.4 | oh, you can't talk to David Sachacks. He's in the Trump administration. |
| 1:45.6 | Not a lot of talk to him. He's literally, about 100 people a week who say that. Literally the AI guy and the AI CEO shouldn't talk to him. It's like, you know, like, what the f***? Yeah, I'm an AI company. I should not talk to the government's AI person. Right. By the way, did you see that there was one other very important conference in town at the same time as Dreamforce? Okay. I discovered this on my X-Feed. Feel like a cold open about to have what? The young socialists or was it the Republicans? It was called SlutCon. Oh, SlutCon? Yeah. Oh, my lord. Look at this website. Oh, this is the agenda. How to be good at sex with Elia. We cannot do this. Cut this out. Women venting. Oh, sacks. That one's for you. I would have planned in a or this. What is this? Oh, Freedberg. Here. Freepard's giving a talk. A fluffer's guide to jobs by David Freedberg. Is that a panel or is it a fireside, Freepard? Which one? |
| 2:39.6 | Reinforcement learning, hoe feedback. |
... |
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