David Sacks argues that the primary US strategic goal in AI should be ensuring NVIDIA remains the dominant global infrastructure provider, even if it means selling advanced chips to China.

After a series of bilateral deals and carve-outs, the average effective US tariff rate has settled in the 15% to 20% range.

Economist Brad Setzer has long advocated for the US and Europe to form a coherent trading bloc to achieve the market scale necessary to compete with China.

At the start of 2025, the average effective US tariff rate was approximately 2%.

Response rates to US government economic surveys have been declining, which has worsened the quality of economic data even before the recent government shutdown.

Joe Weisenthal predicts that 2026 could be a significant year for mega IPOs, with potential listings from companies like SpaceX and major AI labs.

Connor Sen suggests that the current slowdown in hiring may be a direct result of companies shifting their 2026 budget allocations from labor to capital investment in AI technology.

In early April 2025, following an event referred to as "Liberation Day," the US imposed an effective tariff rate of nearly 30% across the board.

The AI industry is characterized by circular financial relationships, such as NVIDIA investing in CoreWeave, which then uses the capital to purchase chips from NVIDIA.

Joe Wiesenthal believes that both the success and failure of the current AI investment boom will likely result in significant job losses, either through a recession or through labor displacement by te...

Major US tech companies, which were historically asset-light, have fundamentally changed their business models to become heavy spenders on physical infrastructure like data centers.

As of November 2025, the US unemployment rate was 4.6%.

Robinhood is planning to build its own prediction market venue, which will increase competition in the space.

The prediction market Kalshi indicates a 33% probability of a U.S. recession occurring before 2027.

The largest and most profitable companies in the U.S. have shifted their strategy from generating high free cash flow to making significant capital expenditures.

The effort to rebuild infrastructure in the Gulf will face supply chain constraints, as critical components like natural gas turbines are currently in high demand for the global build-out of AI data c...