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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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