Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
Published: June 26, 2026
Duration: 1:41:43
(0:00) Gavin Baker and Travis Kalanick join the show!
(1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC
(22:51) Future of the Democratic Party, the Israel issue, social media bans
(45:12) China's open-source AI catch up, distillation, OpenAI's new chip
(1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware
(1:10:17) The math behind distributed compute and datacenters in space
(1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price
Follow Gavin:
https://x.com/GavinSBaker
Follow Travis:
https://x.com...