Everyone's Rich, The Tom Brady Problem, China's Free AI | GCP 1018
Notes de l’épisode
Group Chat News is back with the hottest stories of the week. Spain takes the World Cup, a free Chinese AI model just got rated #1 in the world, and the guys break down the Trump Accounts revolution — why every kid in America getting $1,000 in the market might be the biggest wealth-creation story in decades. Plus 550,000 people are now worth $30 million or more, Netflix gets hammered, fat cats are getting Ozempic, and Tom Brady has a problem.
This week's Group Chat covers:
- Spain wins the World Cup — Argentina's dirty play, the $15 billion FIFA haul, and the Cup coming back to America
- Kimi — the free Chinese AI model rated #1 in the world that just maxed out its GPUs
- Fable 5, ChatGPT 5.6, and the AI model wars: what's anyone's moat anymore?
- The valet test — why 99% of small businesses still haven't spent $20 on AI
- GLP-1s for pets — fat cats, Ozempic, and the $200 billion pet economy
- Netflix down 30% — great company, hammered stock, and the Home Run Derby nobody could find
- Why all the capital is crowding into AI and semis while everything else gets abandoned
- Trump Accounts — $1,000 for every kid born, 6.5 million families signed up, and the app designed by Airbnb's co-founder
- Brad Gerstner's masterstroke and using the S&P 500 to save Social Security
- Stock is the new charity — why billionaires should give shares, not donations
- 550,000 people are now worth $30 million+ — up 14% in one year
- Fanatics Fest, the Tom Brady problem, and what his advisor should tell him
And much more!
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