Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
Published: October 17, 2025
Duration: 1:16:15
(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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