Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
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Oh, no. Gosh, I'm having some technical difficulties, Freeburg. There's something happening. Oh, you got a bit?
Oh, there's a bit coming. Something's breaking in. What's happening?
Oh, no. My camera. It's not working. But I sense something is happening, guys. It's like a transformation I'm going through. You're not going to believe it. Yes, it is I, Nostradamus. I'm here. I'm here. Nostradamus has arrived. predicted the hot swap sacks can i get my flowers now from you sacks you need to bring i give you i absolutely give you credit for that you also predicted a speed run primary which is the opposite of what happened okay so one out of two is not bad though nostracanis did not account for the democratic party being run by the deep state huh but i'm having a vision producer nick There's a vision for you coming in to view. Yes, your uncle has been bought out of the all-in podcast that's going full MAGA. And he got the $25 million buyout deal. And he gave you 20%. We're leaving. We're going to start a new podcast. And Jared Kushner is the new moderator here. Oh, no, wait. It's J.D. Bauer. No, it's Alex Jones. Starting next week, Alex Jones, the new host. Oh, wait.
I'm going away. Don't say I can't be successful.
Rain Man, David Sack. And it said, we open sourced it to the fans and they've just gone crazy with it. Queen of Kinwa.
All right, let's get started here. We've got a full docket. We've got civil wars. Everything is going down in all inland. It is episode 189. You're not done with us yet, folks. The world's number one podcast is still publishing. The world is still spinning.
Hey, did you announce that you've moved to Texas?
I did. I did. I did a little tweet. We moved to Austin a little earlier this year. We have a horse ranch. And, you know, we've always wanted to move to Austin. We looked during the pandemic. Thanks for asking, Chamath. And we wanted to have a ranch and horses and live a more homesteading lifestyle. And obviously a lot of our friends are in Austin. So I'll still be spending a lot of time in the Valley in New York, like I always do in Miami. But the home base and the girls are going to school in Austin.
How is it going so far? It's super hot, isn't it?
The summers are hot, but most people decamp. So we'll decamp for Tahoe or Park City or something during the summer months and the winter months to go skiing and get a little lake time or whatever. And yeah, we're really, really excited. We found an incredible horse farm and we're going to raise animals and horses and just enjoy these last years with the girls. While, you know, some big announcements coming in terms of my accelerator and my investing in startups in Austin. So I'll save those announcements for maybe the fourth quarter, some big announcements. will happen and um yeah i'm just super excited obviously i'm gonna miss you know the weekly poker game but i will be back uh on the regular and we'll just do a double session play friday saturdays we'll do you got to get this for two days in a row we'll just do a full friday session everybody take my fridays i'm sad to see you go The one thing I'm sad about is like missing the Thursday game.
But I'll be back regular.
Don't forget Science Corner today. We got a great Science Corner lined up. Absolutely. Sax is looking forward to it. Sax has been texting me all week about it. He's like, I can't wait for Science Corner. I'm thrilled. He was shaking nervously. He's ready.
Zach does not look amused. All right, let's get started. Wiz has declined Google's $23 billion offer and it intends to IPO. Some big news there. Last week, we talked about Google offering to acquire this cloud security startup for $23 billion. CNBC reported Wiz declined Google's offer. Wow, that's big time because Wiz was valued at $12 billion in its most recent funding round. They've got about $500 million in ARR. So this $23 billion is a massive, massive 50 times current revenue, 23 or so times forward-looking revenue. They think they'll hit a billion in ARR. This is a company that was founded in 2020. And just so if you don't know what they do, they help people secure their data in clouds like AWS, Azure, Google Cloud, all that good stuff.
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