@jason

@jason

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World's Greatest Moderator (TM), Angel investor: http://thesyndicate.com @twistartups @theallinpod @launch @inside

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Balls and strikes: 1. The supplier and buyer can eat tariffs under 10%. That's what we've seen to date and why inflation has spiked (but has ticked up modestly). 2. Tariffs over 10% are passed on to the consumer and are inflationary. @RealPNavarro needs to be put on the bench on this issue. 70%+ of merchants are saying tariffs negatively impact them, and Navarro's gaslighting of them is not helpful. Please let @howardlutnick and @SecScottBessent communicate this stuff @POTUS. THANK YOU FOR YOUR ATTENTION TO THIS MATTER! -- JMC

@unusual_whales

Peter Navarro: “Tariffs are tax cuts”

It’s awesome that these critics exist They are the stealth quality assurance team for Waymo, Uber, Tesla, Zoox and Nuro! They obsesses and document edge cases that will be fixed in the next 12-36 months Autonomous cars are here and they have safety drivers for 1-3 years for

Watch @Tesla #FSD v13.2.9 swerve into the oncoming lane in a construction zone, forcing the driver to disengage: “Thankfully no oncoming cars!” @ElonMusk’s defective software should be banned now.

Jobs data, is not looking good. 25 bip rate cut is locked for September and another one before end of year However, it will probably have little impact on jobs or mortgages. Business owners are obsessed with austerity and efficiency right now, and they’ve soured to hiring. twitter.com/Jason/status/19639...

I’ll be on @JesseBWatters tonight at 8pm ET talking AI

Uber is doing a $20 billion stock buyback since it's printing money. That's amazing, they'll buy back 12% of their stock (!!!) I do wonder if a better idea would be to partner with Tesla on an unprecedented, global rollout of robotaxis deployment. $20B would cover the cost of

All this talk about people being scared President Trump becoming a dictator is hogwash… The President, like all past presidents, has been getting roasted mercilessly every single day — and he takes it in stride! South Park has never been as savage to anyone since maybe Kanye 😂😂😂 or Tom Cruise 1st amendment is just fine 🧁 He has a sense of humor! x.com/MarcoFoster_/status/1963...…

Optimus from @tesla will be the most successful product in the history of humanity.

HOGWASH! Trump made Powell the Chairman of the Fed and the Fed has been staffed 50% by republicans. The Fed has had decent as recently as last month. The reason they haven't cut rates has nothing to do with politics. It's because President Trump decided to pursue an unprecedented tariffs strategy from April to June, that could have been massively inflationary If they had not backed down we might be sitting here with a 3.x+ inflation rate -- which we are right below at 2.7 at the moment. It was COMPLETELY reasonable for the Fed to say "let's see the impact of tariffs" and pause for 2-3 months. In fact, that seems to have been the optimal decision. This administration should just take ownership of their own creative/shocking strategies. Not everything is partisan, sometimes you just don't execute well or you take too many chances and get pushback. #iswis

The All-In Podcast

David Sacks: Jerome Powell has been “intensely political” as Fed Chair Sacks: “Powell has been intensely political. I think Trump is right to be frustrated.” “Let's just go back through the history. In the summer of 2021, we got that 5% shock inflation print.” “And it was

Exactly what I predicted (& what crypto OGs told me); the appearance of impropriety is scuttling crypto regulation. CNBC: Lawmakers this week rejected the GENIUS Act — a bill meant to establish federal rules for stablecoins — due in part to concerns that President Trump's

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