(00:00) Besties are back!
(00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash
(10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI"
(30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement
(56:33) a16z under DOJ investigation over "interlocking directorates"
(1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag
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