E189: Mag 7 sell-off, Wiz rejects Google, UBI, Kamala, China's nuclear build, Sacks responds to PG

Jul 26, 2024

(0:00) Bestie intros: Nostracanis appears!
(3:50) Wiz turns down Google's $23B offer, intends to IPO
(13:30) CrowdStrike's rough week
(17:51) Market update: Mag 7 sell-off?
(22:47) Sam Altman's UBI study was a mixed bag
(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire
(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted
(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate
(1:08:37) Sacks responds to smear campaign
(1:26:46) Science Corner: China's nuclear buildout

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Referenced in the show:
https://www.cnbc.com/2024/07/23/googl...
https://cloudedjudgement.substack.com...
https://www.cnbc.com/2024/07/12/snowf...
https://arstechnica.com/information-t...
https://www.crowdstrike.com/blog/falc...
https://www.cnn.com/2024/07/23/busine...
https://www.google.com/finance/quote/...
https://www.google.com/finance/quote/...
https://www.google.com/finance/quote/...
https://www.cnbc.com/2024/07/23/alpha...
https://www.google.com/finance/quote/...
https://public.websites.umich.edu/~mi...
https://www.nytimes.com/2024/07/24/bu...
https://apnews.com/article/fox-news-d...
https://www.nytimes.com/interactive/2...
https://www.predictit.org/markets/det...
https://thehill.com/homenews/campaign...
https://www.nytimes.com/2024/07/05/us...
https://www.politico.com/news/2024/07...
https://www.axios.com/2024/07/23/insi...
https://www.politico.com/news/2024/07...
https://apnews.com/article/biden-elec...
https://x.com/JoeBiden/status/1815080...
https://x.com/paulg/status/1816334112...
https://x.com/paulg/status/1771640321...
https://www.sec.gov/files/litigation/...
https://x.com/mwseibel/status/1816542...

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