Supply Constraints: Memory, Power, and HBM Scarcity

(0:00) Bestie intros: Welcome back Brad Gerstner!

(2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done

(13:27) National Guard sent to Chicago to protect ICE Agents

(44:02) OpenAI's deal with AMD, state of the "AI Bubble"

(1:05:45) Circular AI deals: cause for concern or no big deal?

(1:15:00) What's behind the Gold rally?

(1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets

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Intro Music Credit:

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https://x.com/yung_spielburg

Intro Video Credit:

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Referenced in the show:

https://truthsocial.com/@realDonaldTrump/posts/115340993884364431

https://x.com/RapidResponse47/status/1972726021196562494

https://x.com/JasonJournoDC/status/1976080696209760487

https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22

https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize

https://x.com/BillAckman/status/1976307397099471229

https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013

https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228

https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html

https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens

https://x.com/libsoftiktok/status/1965294885373947928

https://x.com/CollinRugg/status/1972716966831120601

https://x.com/unlimited_ls/status/1975302286969631204

https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101

https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/

https://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts

https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461

https://x.com/wallstreetapes/status/1976030014614421936

https://x.com/ericldaugh/status/1976020869752508907

https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42

https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html

https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html

https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545