Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

Microsoft's cloud computing service, mentioned as securing data in clouds like AWS and Google Cloud. It is a hyperscaler whose business depends on reliable services.

A web browser mentioned, along with Microsoft Teams, as an example of Microsoft bundling a product and offering it for free, which could be a risk for a company like Wiz if Google were to do something similar.

Microsoft's operating system, affected by CrowdStrike's faulty update, which bricked 8.5 million machines.

A cloud security startup that declined Google's $23 billion acquisition offer, despite being valued at $12 billion in its most recent funding round. The company was founded in 2020 and helps secure data in cloud environments.

Amazon Web Services, a major cloud computing platform mentioned as a competitor against Google Cloud. Its revenue growth trajectory is compared to Google's.

Google's mobile operating system, described as having paid off by driving more search traffic through default search buttons/boxes.

A Microsoft product mentioned, along with Internet Explorer, as an example of Google potentially making a product free and bundling it, thereby posing a risk to a company like Wiz.

A government body that launched an investigation into the Delta flight cancellations caused by the CrowdStrike outage.

The committee whose convention, starting August 19th, will make Kamala Harris's nomination official.

A venture capital firm mentioned, like Blackstone, as having incredible returns in its early days that are now 'okay today' due to the challenges of scaling.

Financial news channel that reported Wiz's decision to decline Google's acquisition offer.

A US government department referenced as the source of an image detailing generations of nuclear reactors.

A non-profit group founded in 2015 out of Y Combinator that conducted a UBI experiment with 3,000 low-income adults in Texas and Illinois.

The company that still holds the film rights to some Marvel characters, implying a desire for them to 'give up' those rights to further Marvel's IP consolidation.

A stock market index that is most tech-heavy and fell 3.6% during the discussed market downturn, but was still up around 15% for the first half of the year.

A tabloid newspaper that is part of the Murdoch media empire, mentioned in the context of the family's succession battle.

A cable news network that is part of the Murdoch media empire. It has carved out a profitable niche by appealing to conservatives but faces challenges due to a perceived misalignment with its audience and a large defamation settlement.

A news network that raised the controversial question of whether the country is ready for a Jewish vice president, specifically in relation to Josh Shapiro's potential candidacy.

The regulatory body that investigated Zenefits and sanctioned Parker Conrad for 'assurance fraud', fining him more than the company itself.

A group of large tech stocks whose recent sell-off suggests a rotation out of these high-multiple stocks due to market rebalancing and the deflating of a mini AI bubble.

A tech company, formerly Facebook, whose stock was down 6% during the market sell-off. Mentioned as a company whose stock ran up significantly, leading to investors potentially trimming positions.

Mentioned as a company that, like Uber, 'bent or broke rules' as part of its entrepreneurial path, highlighting a common theme in startup culture.

Tech giant that offered to acquire cloud security startup Wiz for $23 billion. Its Google Cloud (GCP) division is experiencing tremendous revenue growth and is becoming a significant profit generator for the company.

A Google-owned platform described as one of the two 'money printing machines' within Alphabet, alongside Google Cloud Platform (GCP).

The company involved in a defamation case against Fox News, which resulted in a $787 million settlement, the largest in a defamation case ever.

A successful 'revenge startup' founded by Parker Conrad after his departure from Zenefits. It is doing 'quite well'.

Mentioned as a company that 'bent or broke rules' on its way to success, serving as an example of entrepreneurial tactics that can sometimes go too far.

A tech company whose stock was down 7% during the market sell-off. Its previous run-up in stock price indicates potential trimming of positions by investors.

A startup accelerator mentioned as the origin of Open Research. It is also criticized for fostering a 'YC click' that protects its own and for promoting 'rule benders' while operating a 'bully stack' in the venture capital world.

A data warehousing company whose services, when provided through hyperscalers, must be reliable for the hyperscaler's business not to be brittle.

Mentioned as a hyperscaler, with its AWS cloud service growing tremendously. Amazon (AWS) would likely also want a cloud security solution like Wiz.

A cybersecurity company mentioned as a benchmark for Wiz, with a potential market cap of $100 billion in a couple of years if Wiz continues its current growth rate.

An airline that was significantly impacted by the CrowdStrike outage, leading to the cancellation of over 6,000 flights.

A private equity firm mentioned as an example of an organization whose returns were incredible when they started but are 'okay today' as they scaled, illustrating a common pattern in the business of building and scaling organizations.

A software company mentioned as selling into the 'deep state' but not being considered part of the 'deep state' by one of the hosts, who holds shares in the company.

A company where David Sacks served as COO and then CEO, which faced a regulatory crisis due to compliance issues and 'assurance fraud' under a previous founder, Parker Conrad. Sacks took over to clean up the company.

The company that acquired most of the 20th Century Fox assets, an example of Rupert Murdoch selling assets and distributing the cash to his children, which is contrasted with his current succession plan.

The holding company for Rupert Murdoch's media assets, including Fox News, the Wall Street Journal, and the New York Post.

A company whose stock dropped 12% after missing on earnings, despite a massive run-up earlier in the year.

A news agency whose survey suggested that Kamala Harris already had enough delegate endorsements to secure the Democratic nomination.

A Marvel Comics property, whose film rights, along with Fantastic Four and Wolverine, returned to Marvel after the Disney acquisition of 20th Century Fox, allowing them to be reunited with the Avengers.

A retirement savings account mentioned as an existing mechanism for individuals to save and get tax breaks, offering an alternative to UBI for financial independence.

A stock market index that was down 2.3% during the market downturn, but still showed a 15% increase for the first half of the year, alongside the NASDAQ.

A Marvel Comics property, whose film rights, along with X-Men and Wolverine, returned to Marvel after the Disney acquisition of 20th Century Fox.

A Marvel Comics character, whose film rights, along with X-Men and Fantastic Four, returned to Marvel after the Disney acquisition of 20th Century Fox.

A financial newspaper that is part of the Murdoch media empire, mentioned as one of the assets at the center of the family's succession battle.

A Marvel Comics property, whose universe was reunited with X-Men, Fantastic Four, and Wolverine after the Disney acquisition of 20th Century Fox, making it 'most important'.

Former US President who formally exited the presidential race after donors and party leadership's polite request for him to retire. He was unhappy about the decision and felt betrayed, but his vice president, Kamala Harris, quickly wrapped up the nomination.

Senator from Arizona and former astronaut, considered a potential VP candidate for Kamala Harris. He is perceived as a moderate and tough on border issues, which could help Harris with her weakness on the border.

Former CEO and founder of Zenefits, who was ousted after an SEC investigation for 'assurance fraud' related to insurance certifications. He founded Rippling as a 'revenge startup' and has been publicly bitter towards David Sacks.

His work or studies were referenced in the context of research showing that 'change in income is a better predictor of happiness than absolute income'.

Former Speaker of the House, who reportedly told Joe Biden, 'Joe, we can do this the easy way or the hard way' regarding his exit from the presidential race.

Founder of Y Combinator, who made public accusations against David Sacks on X (formerly Twitter) regarding the Zenefits controversy and was accused of attempting to get Jewish VCs fired because of the Gaza conflict.

Rupert Murdoch's more conservative son, chosen by his father to take over the media assets. He is seen as the right choice to maintain Fox News's market position, though he faces the challenge of realigning with a populist conservative audience.

Former Fox News host and their highest-rated, most profitable host ever, who was fired over the populism versus neoconservatism debate, indicative of internal conflicts at the network.

Former US President whose Catholic faith was a major issue during his 1960 presidential campaign, with questions raised about his loyalty to the United States versus the Vatican.

Tweeted a 'pretty dark' accusation that Paul Graham allegedly reached out to SV firms to get Jewish VCs fired post-October 7th.

Noted investor and entrepreneur who made the comment that 'either the buyer pays way too much or the seller sells way too early' when discussing fast-growing businesses.

One of Rupert Murdoch's more moderate children, involved in the court case over the family trust's control.

Former US President, whose populist conservatism marks a shift in the Republican Party. His running mate, JD Vance, is expected to carry this torch. He was also asked about nuclear deregulation during his appearance on the show.

Prime Minister of Israel, who was 'snubbed' by Kamala Harris when he came to Washington, a move interpreted as an attempt by Harris to reposition her stance on the Gaza War and appeal to Arab and Muslim voters in Michigan.

Announced that he was removing CrowdStrike from any of his company's servers in the wake of the major outage.

Conducted a UBI experiment a couple of years ago, investing $14 million into it. He also commented on Y Combinator's optimization for 'rule benders, breakers, and naughty' in their interview process.

Pennsylvania's Governor, who has endorsed Kamala Harris and is considered a potential VP candidate. He is also considered the 'scariest' VP pick for Republicans due to his ability to deliver Pennsylvania.

Her 'bleach server' controversy was referenced in a playful but critical remark about CrowdStrike's alleged connections to the 'Deep State'.

One of Rupert Murdoch's more moderate children, who, along with his siblings Elizabeth and Prudence, is engaged in a court case over the trust's control. Critics argue that if he took over, he would change content to serve his political views and lose viewership.

Fox News host who privately trashed those who lied about the Dominion case, as revealed in text messages, despite publicly supporting those claims.

Michigan's Governor, who endorsed Kamala Harris following Joe Biden's withdrawal from the presidential race.

A professional poker player mentioned for doing 'really great' at the World Series of Poker.

Friend of the podcast who proposed the idea of giving every child a retirement account at birth, which matures into an index fund by age 65-70 to provide a soft landing in retirement without removing motivation to work younger.

Donald Trump's running mate, who represents the populist conservatism now dominant in the Republican Party. Fox News strongly campaigned against him, but he still got on the ticket.

Illinois's Governor, who endorsed Kamala Harris following Joe Biden's withdrawal from the presidential race.

The current US Vice President who appears to have wrapped up the Democratic nomination after Joe Biden's exit. She is the 90% favorite but needs to clarify her agenda and beliefs over the next two months.

California's Governor, who has endorsed Kamala Harris after Joe Biden's exit from the presidential race.

The 93-year-old patriarch of a media empire, whose trust changes have sparked a battle for control of his assets among his children. He argued that the changes benefit his children by separating them from Fox News's political point of view.

A Y Combinator alumnus described as a 'really cool guy' and supportive of founders, who tweeted a claim that David Sacks 'put up' founders to speak positively about him in the Zenefits controversy.

One of Rupert Murdoch's more moderate children, involved in the court case over the family trust's control.

Fox News host who, like Hannity and Carlson, privately criticized those who lied about the Dominion case, which was revealed through text messages.

An interviewer with whom Joe Biden stated he would not leave the race, even if 'God Almighty' wanted him to, shortly before his withdrawal.

A cybersecurity company that primarily secures laptops, desktops, and servers. It experienced a major outage that affected 8.5 million Windows machines and resulted in a 25% drop in stock, leading to skepticism about the company and its alleged 'deep state' connections.

A site in China's Shandong Province where a new high-temperature gas-cooled pebble-bed reactor (Gen 4) was constructed and demonstrated its safety by not melting down when cooling was turned off. It began commercial operations in December 2023.