If you haven’t yet, watch the fascinating conversation between Joe Rogan and Marc Andreessen, hot on the heels of the Trump Presidency win, which they both had significant contribution towards.

Some thoughts after listening to the 3 hour long podcast:

• I’m a little envious of the enthusiasm shared by the builders and centrists in the USA right now. They’re hoping that the worst of the delusional choices made by their government over the past decade will be quickly reversed, and they will be able to put into place common sense policies to focus squarely on growth. I’m not sure if this will actually play out over the next 4 years, but I’m hoping it does because eventually it will lead to every sane nation to focus on growth as well.
• Really excited to see how DOGE will play out. In the best case scenario, it will clean up a lot of government bureaucracy and if they do, similar cleanups might spread to other nations (who also badly need such a cleanup).
• Definitely bullish about industries which the previous government was squarely trying to choke: FinTech, Crypto and DefenseTech. Neutral on AI, curbing national debt. Bearish on remote work (will write another separate post with longer thoughts on this), X(Twitter) clones and institutions infiltrated by far left/right leaning ideologies.
• Hoping that Democrats thoroughly examine where they went wrong, and how they can appeal to centrists again. However, I do not believe this will happen quickly: the senior leadership will do everything in their power to remain clawed in the party and institutions that helped the party get to where it is today (Mainstream media, universities, NGOs) suffer from the same problem where it might take longer to clean up house.