One Big Blob of Elon

26 Jun 2026 · 31 min

Episode One Big Blob of Elon

0:00 31:14

Katie and Matt discuss summer vacation, SpaceX/Tesla, Elon Musk re-conglomeration, MacroHard, Meta prediction markets, human social behavior, Farmville, AI engagement, base revealed preferences, private credit redemptions, monthly liquidity and BDC arbitrage.

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Transcript

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