Ryan Petersen

I mean, it's an open bar, that's for sure. Where do you guys meet up in, like, Redwood City?

Let me give you my overall grade. And then I'll tell you how I get to that. I think the first 100 days have been a B plus. And here's how I get to that score. There have been two things where I think Trump has, frankly, hit a home run. The first is all of the direct investment and specifically the foreign direct investment into the United States.

Let me give you my overall grade. And then I'll tell you how I get to that. I think the first 100 days have been a B plus. And here's how I get to that score. There have been two things where I think Trump has, frankly, hit a home run. The first is all of the direct investment and specifically the foreign direct investment into the United States.

I think it's approaching, if not, it has already exceeded a trillion dollars from corporations and organizations and individuals from around the world who have committed to bringing money into the United States. And I think strategically, that's a legacy that will live past him. So I think that's been an A+. The second is we had a very unsafe border situation and he ran on shutting it down.

I think it's approaching, if not, it has already exceeded a trillion dollars from corporations and organizations and individuals from around the world who have committed to bringing money into the United States. And I think strategically, that's a legacy that will live past him. So I think that's been an A+. The second is we had a very unsafe border situation and he ran on shutting it down.

I'm not talking about the execution of the deportations. I'm just saying getting the illegal crossings to zero and he's done that. So that's been an A plus. I think what's going to be more controversial are these next three things though. In my interpretation, I think the tariffs have been an A

I'm not talking about the execution of the deportations. I'm just saying getting the illegal crossings to zero and he's done that. So that's been an A plus. I think what's going to be more controversial are these next three things though. In my interpretation, I think the tariffs have been an A

And I think that the market reaction, the stock market is only down 4% and the interest rate markets are 4.25%. I think those have been an A. Now, the reason I think tariffs have been an A is because it is uncovered, in my opinion, how beholden we are. to a brittle supply chain and specifically to China who is a friend, but who's also an enemy.

And I think that the market reaction, the stock market is only down 4% and the interest rate markets are 4.25%. I think those have been an A. Now, the reason I think tariffs have been an A is because it is uncovered, in my opinion, how beholden we are. to a brittle supply chain and specifically to China who is a friend, but who's also an enemy.

And I think that that's gonna really severely complicate our flexibility and optionality in the future as they do what is in their best interests. Okay, so where have they then not done so well? I think the documents have been frankly a D We were supposed to get the Epstein files. We haven't yet. We were supposed to get the Martin Luther King files. We haven't. We did get the redacted JFK files.

And I think that that's gonna really severely complicate our flexibility and optionality in the future as they do what is in their best interests. Okay, so where have they then not done so well? I think the documents have been frankly a D We were supposed to get the Epstein files. We haven't yet. We were supposed to get the Martin Luther King files. We haven't. We did get the redacted JFK files.

I don't think that there's been very good communication about why it's taking so long. So I think it's a very small, narrow thing, but I think it had a lot of attention on the way in. I think the communications of the tariffs and the back and forth had been a C. I think the markets were not led in enough of a way where they could absorb the volatility.

I don't think that there's been very good communication about why it's taking so long. So I think it's a very small, narrow thing, but I think it had a lot of attention on the way in. I think the communications of the tariffs and the back and forth had been a C. I think the markets were not led in enough of a way where they could absorb the volatility.

But if you take it all in its totality, I would give it a B plus. I think it's been a very productive 100 days. And when you look back, I think in three years, four years, five years. Okay. We've made some important progress.

But if you take it all in its totality, I would give it a B plus. I think it's been a very productive 100 days. And when you look back, I think in three years, four years, five years. Okay. We've made some important progress.

I totally missed that. You're absolutely right. That's another one where I would give Trump an A plus. Nat and I had dinner with POTUS two weeks ago.

I totally missed that. You're absolutely right. That's another one where I would give Trump an A plus. Nat and I had dinner with POTUS two weeks ago.

Let me tell you what Trump said. So there we go. There was a handful of us at dinner. And then he got up to say a few words at the end. And he reminded me why I was so inclined to vote for him, which is he talked about his uncle. And he talked about how his uncle taught him about the severity of nuclear war.

Let me tell you what Trump said. So there we go. There was a handful of us at dinner. And then he got up to say a few words at the end. And he reminded me why I was so inclined to vote for him, which is he talked about his uncle. And he talked about how his uncle taught him about the severity of nuclear war.

and how people don't understand how intense and how destructive it is and the power of these weapons. And he left that speech at the end saying, and this is why I'm so fundamentally against this thing. And it reminded me, to your point, Jason, it is so easy to forget that there's only one existential risk save like aliens coming from the heavens, right?