J.P. Morgan Goes Patriot Mode, Dutch Seize Nexperia, 𝕏 Timeline Reactions | Alexis Ohanian, Ryan Petersen, Serena Ge

Overview

This episode dives into major developments in global trade, AI innovation, and entrepreneurial ventures. Key topics include J.P. Morgan's $1.5 trillion initiative for critical industries, the Netherlands seizing control of a Chinese-owned chipmaker, and insights from guests Ryan Petersen, Alexis Ohanian, and Serena Ge on logistics, sports, and AI data.

Notable Quotes

- When the bullets start flying, are these guys ready to take one or are they gonna run away? - Ryan Petersen, on the importance of building teams of missionaries over mercenaries.

- Social media is about to get fun again and get good again. Proof of life, live viewers, and live content are really valuable to hold attention. - Alexis Ohanian, on the future of social media.

- I skipped high school, recorded everything, and played it back at 4x speed. - Serena Ge, on her unconventional path to founding Data Curve.

🛡️ J.P. Morgan's $1.5 Trillion Initiative

- J.P. Morgan announced a decade-long plan to invest $1.5 trillion in industries critical to U.S. economic security, including minerals, pharmaceuticals, defense, and AI.

- CEO Jamie Dimon emphasized reducing reliance on unreliable sources and removing bureaucratic obstacles to speed up innovation.

- The initiative includes $10 billion in direct equity investments, signaling a major shift in corporate involvement in national resilience.

🇳🇱 Netherlands Seizes Nexperia

- The Dutch government took control of Nexperia, a Chinese-owned semiconductor company, citing risks to European economic security.

- This move escalates tensions between Western nations and China over access to high-end technology.

- The decision highlights Europe's increasing focus on safeguarding critical industries amid geopolitical frictions.

🚀 Alexis Ohanian on Sports, Space, and AI

- Alexis discussed his ventures, including Athlos, a women's track and field league, and Angel City FC, a women's soccer team.

- He highlighted Stoke Space's progress in reusable rockets, with a launch planned for next summer.

- On AI, Alexis sees opportunities in consumer applications and social media, predicting a shift toward verifiably human and live content.

💻 Serena Ge's Journey and Data Curve's Growth

- Serena Ge shared her story of dropping out of school to join Y Combinator, pivoting from Uncle GPT to founding Data Curve.

- Data Curve specializes in coding data for foundation model labs, focusing on high-skill tasks like long-horizon coding challenges.

- The company raised $50 million in Series A funding, emphasizing gamification and developer experience to engage top-tier talent.

🎖️ Anduril's EagleEye Warfighter Glasses

- Anduril unveiled EagleEye, augmented reality glasses designed for military operators, integrating AI and mission command directly into helmets.

- The technology aims to enhance battlefield awareness and decision-making, with Palmer Luckey predicting faster adoption in defense than consumer markets.

- The project reflects Anduril's growing influence in national defense innovation.