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Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
Description
(0:00) Bestie intros: Nostracanis appears!
(3:50) Wiz turns down Google's $23B offer, intends to IPO
(13:30) CrowdStrike's rough week
(17:51) Market update: Mag 7 sell-off?
(22:47) Sam Altman's UBI study was a mixed bag
(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire
(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted
(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate
(1:08:37) Sacks responds to smear campaign
(1:26:46) Science Corner: China's nuclear buildout
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
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Referenced in the show:
https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html
https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech
https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html
https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details
https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html
https://www.google.com/finance/quote/CRWD:NASDAQ
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/TSLA:NASDAQ
https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html
https://www.google.com/finance/quote/VIX:INDEXCBOE
https://public.websites.umich.edu/~mille/ORUS_Health.pdf
https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.htm