Tim Miller
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Appearances Over Time
Podcast Appearances
Oh, 10 for Nuggets.
Yeah.
Oof.
And yeah, rough playoffs for us.
But I'll bet on the Spurs tonight, modest wager on DraftKings.
And we'll see.
The listeners will know who's right.
Before we get to Trump, you know, because who knows how that'll go.
I want to kind of get into your main area of expertise first.
We'll talk kind of what's happened in Silicon Valley world, AI.
I don't know if you'll take this as a compliment or an insult, but I feel like you're a fair arbiter of conventional wisdom on where the Valley investor class is on things, like how things are going.
And so rather than putting on your Jason hat, I just want to start there.
Where is the Valley right now on the economy broadly and also the AI stuff in particular?
Not cars for kids, notably, given some of their baggage.
And both.
And some are both.
Some are both.
Yeah.
Some fit both.
Okay.