Episode Details
| Title | Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy |
|---|---|
| Date | 8/1/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $WOKEAI - The administration is implementing a policy to ensure AI models procured by the government are free from ideological bias, potentially impacting the development and adoption of certain AI technologies.
- “Number two is that the AI models that the government procures and buys must be free of ideological bias, so no woke AI.” - David Sacks (11:10)
- 🟢 $TARIFFS - 🔒
- 🟢 $AIINFRA - 🔒
- 🟢 $ENERGYINFRA - 🔒
- 🟢 $NUCLEAR - 🔒
- 🟢 $USEXPORTS - 🔒
- 🟢 $RELIGIOUSAI - 🔒
Bearish:
- 🔻 $IMPORTEDGOODS - 🔒