(0:00) Nate Silver joins the pod!

(10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India

(25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base

(34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems

(45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed

(50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard

(55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC

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(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

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Referenced in the show:

https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579

https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710

https://x.com/thestustustudio/status/2067356255916536120

https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127

https://x.com/EndWokeness/status/2069645066252034288

https://x.com/america/status/2069622732279402804

https://x.com/realmaalouf/status/2069433391162798337

https://x.com/JoshBlockDC/status/2070108811851882691

https://x.com/EndWokeness/status/2069776474429624684

https://x.com/EndWokeness/status/2068829255786803368

https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people

https://x.com/PirateWires/status/2069146641266094417

https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e

https://x.com/jietang/status/2067580270078030088

(0:00) David Friedberg intros GameStop CEO Ryan Cohen!

(1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce

(11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles

(26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)

(43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace

(49:33) Why eBay has rejected the offer, media bias against GameStop

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