Episode Details

(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area

(3:35) State of crime in SF, do they need the National Guard?

(20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry?

(36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history

(52:59) AI PR crisis: Recent datacenters get denied

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html

https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3

https://x.com/the_jefferymead/status/1978130345200427334

https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php

https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research

https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961

https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e

https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html

https://truthsocial.com/@realDonaldTrump/posts/115351840469973590

https://truthsocial.com/@realDonaldTrump/posts/115350455734003647

https://mpmaterials.com/mountain-pass

https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/

https://chinapower.csis.org/tracker/china-gdp

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