Huawei, Rare Earths, and Compute Leverage

• (05:04) - J.PMorgan Goes Patriot Mode
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• (18:34) - Netherlands Seizes Control of Nexperia
• (27:39) - Ryan Petersen, founder and CEO of Flexport, discusses the challenges of navigating the logistics industry amid fluctuating tariffs and the importance of building a team of dedicated "missionaries" rather than "mercenaries" to weather such uncertainties. He highlights the impact of recent tariff increases on trade volumes, noting a significant decline in shipments from China to the U.S. following the imposition of 100% duties, and emphasizes the need for companies to remain adaptable and committed to their mission in the face of unpredictable policy changes.
• (49:18) - 𝕏 Timeline Reactions
• (01:30:50) - Alexis Ohanian, co-founder of Reddit and husband to tennis star Serena Williams, is an entrepreneur and investor known for his involvement in various ventures. In the conversation, he discusses his recent projects, including Athlos, a women's track and field league, and his investment in Angel City FC, a women's soccer team. He also touches on his support for Stoke Space, a company developing reusable rockets, and shares insights on the evolving landscape of AI and social media.
• (02:01:56) - Anduril Unveils EagleEye Warfighter Glasses
• (02:05:04) - 𝕏 Timeline Reactions
• (02:28:39) - Serena Ge, an 18-year-old entrepreneur and founder of Data Curve, discusses her journey from dropping out of school at 18 to participate in Y Combinator with an initial project called Uncle GPT, which eventually evolved into Data Curve. She highlights the company's focus on providing coding data for foundation model labs to develop and enhance capabilities, emphasizing the importance of high-skilled tasks and a bounty-based system to engage top-tier coders. Serena also shares insights into the company's rapid growth, including raising a $15 million Series A funding round, and her experiences building a scrappy, ambitious team culture.
• (02:35:59) - 𝕏 Timeline Reactions

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