Vlad
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- The Economist52 min
The Weekend Intelligence: Crunch time for Ukraine
Jason Palmer, Zanny Minton-Bettos, Ivan Baryak, Vlad, Achilles, Yuri, Vadim Sukharevsky, Tatiana, Vitaly Klitschko, Andrei Yermak, Volodymyr Hobachuk, Roman Kuziv, Mike Pompeo, Chris Murphy, Christian Freuding
Ukrainian forces are currently facing a critical offensive on Pokrovsk that threatens to open the Donbass front, while simultaneously navigating severe manpower shortages and a shifting public willingness to negotiate. This humanitarian and logistical crisis is compounded by a technological asymmetry in drone warfare and a domestic industry struggling to outpace centralized procurement. Strategic outcomes now hinge on halting the Russian advance to secure current borders before the harsh winter, as uncertainty regarding US political continuity and the timeline for NATO membership creates an existential risk for the nation.
- All-In Podcast1h 21m
E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
David Sacks, Elon, Vlad, Gavin Newsom, Aziz Ansari, David Friedberg, Chamath Palihapitiya
In their 20th emergency episode, All-In Podcast hosts David Sacks, David Friedberg, Chamath Palihapitiya, and Jason Calacanis resolve personal tensions while dissecting the GameStop trading restrictions, citing a conflict of interest where market makers like Citadel allegedly profited from both sides of the squeeze. The quartet expands this critique of entrenched financial elites to California's structural collapse, detailing a severe housing and fiscal crisis driven by Propositions 13 and 98, massive pension underfunding, and unchecked bureaucracy. Culminating in a coordinated push for political reform, the hosts endorse Gavin Newsom's recall, with Jason Calacanis donating $50,000 to the effort and outlining a platform centered on deregulation, school vouchers, and tax overhaul to channel populist unrest against insider dominance.