Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
June 26, 2026 · 1 h 42 min
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Show notes
() Gavin Baker and Travis Kalanick join the show!
() Mamdani-endorsed socialists sweep congressional primaries in NYC
() Future of the Democratic Party, the Israel issue, social media bans
() China's open-source AI catch up, distillation, OpenAI's new chip
() Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware
() The math behind distributed compute and datacenters in space
() IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price
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Referenced in the show:
https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710
https://x.com/thestustustudio/status/2067356255916536120
https://x.com/EndWokeness/status/2069645066252034288
https://x.com/america/status/2069622732279402804
https://x.com/realmaalouf/status/2069433391162798337
https://x.com/JoshBlockDC/status/2070108811851882691
https://x.com/EndWokeness/status/2069776474429624684
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