ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson

ChamathCommentary

Chamath visited Tesla, was impressed by the Dojo and Optimus teams and Elon's leadership, and explicitly says investors should not sleep on the company.

“I would not be sleeping on this company is what I would say.”▶ Listen · 1:25:48 ⚑

ChamathCommentary

Chamath warns that a military conflict with Iran could cause oil to double — reaching $100-$112/barrel — devastating the global economy and inflation. He frames this as a reason to avoid war, implying the oil price spike risk is real and significant.

“you could see oil double, double. What happens to the economy of the world, of world GDP, of everything, of inflation if you have oil at $100 a barrel, $112 a barrel? It's not good.”▶ Listen · 1:35:23 ⚑