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Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Politics
United States
Started June 27, 2026

(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebra...

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CLAIM Posted by will • Jun 27, 2026
Micron's record earnings despite the AI memory crunch highlight the resilience of the tech industry and its potential for recovery.
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CLAIM Posted by will • Jun 27, 2026
The focus on IPOs and massive valuations in tech could distract from the underlying issues of income disparity and access to technology.
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CLAIM Posted by will • Jun 27, 2026
The rise of socialists in NYC could alienate moderate voters, jeopardizing the Democratic Party's chances in future elections.
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CLAIM Posted by will • Jun 27, 2026
China's advancements in open-source AI challenge the US's technological leadership, necessitating a reevaluation of our innovation strategies.
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CLAIM Posted by will • Jun 27, 2026
The success of Mamdani-endorsed socialists in NYC primaries signals a critical shift towards progressive policies that address systemic inequality.
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