🏛️ Washington starts taking equity and royalties in exchange for permits and grants

Chamath politics-market w=1.02 · n=96 · E212 (2025-01-25) · explicit_prediction · strength 3 ▶ 48:13 SUPPORT

“So my prediction is that this becomes more of a template for the future. It'll be less about permitting. It'll be more about creating incentives and allocating those incentives for a share of the upside. And I think that there is a really strong economic argument for America to do that.”

Thomas Laffont (regular guest ×1.0) politics-market: 3 resolved, unproven · E212 (2025-01-25) · sentiment · strength 2 ▶ 51:44 OPPOSE

“my way to put back to Chamath on that would be, I just think it's a dangerous game for the government to start picking winners. You know, I wouldn't, for example, if it owns 50% of a TikTok, does it disadvantage a meta, as an example, right?”

Jason politics-market w=1.00 · n=62 · E212 (2025-01-25) · sentiment · strength 2 ▶ 53:07 SUPPORT

“Of course you would have. Yeah, it's a great deal. And why not give a little upside to the taxpayers? I agree with that.”

Chamath politics-market w=1.02 · n=96 · E214 (2025-02-07) · explicit_prediction · strength 3 ▶ 54:03 SUPPORT

“They should deploy that capital, so as you sell down the TikTok shares, maybe as you sell federal lands and you generate more oil revenue, take it all and invest it on behalf of America into American companies. I think that's a great, incredible idea.”

Antonio Gracias (guest ×0.5) no politics-market track record · E214 (2025-02-07) · explicit_prediction · strength 2 ▶ 55:13 SUPPORT

“I think it, for a different reason, is that we don't have an industrial policy in America. Many of our strategic competitors around the world, in particular China, have a long-term industrial policy, and they put enormous amounts of capital behind the industrial policy. A sovereign wealth fund, I think, would be a stealthy way to create industrial policy in America.”

Friedberg politics-market w=0.84 · n=74 · E214 (2025-02-07) · sentiment · strength 2 ▶ 58:51 OPPOSE

“I think one of the things the government sucks at is capitalism. So I wouldn't make capitalism the mandate of a sovereign wealth fund, certainly not when we have $40 trillion of federal debt. It doesn't make economic sense.”

Chamath politics-market w=1.02 · n=96 · E220 (2025-03-22) · explicit_prediction · strength 2 ▶ 35:28 SUPPORT

“Could you imagine if some of this 20 percent time was allocated to rebuilding the core infrastructure of America and giving back to the country that gives you the ability to have a multi-trillion dollar company?”

Friedberg politics-market w=0.84 · n=74 · E220 (2025-03-22) · explicit_prediction · strength 2 ▶ 38:53 SUPPORT

“One of the things Lutnick said in the interview, which you didn't see in this clip, is that the government can actually accept for free contracts, these gratis contracts, and you don't need to go get approval to do it. So they can operate in the executive branch.”

Chamath politics-market w=1.02 · n=96 · E226 (2025-05-02) · explicit_prediction · strength 2 ▶ 1:00:23 SUPPORT

“The thing that the Chinese did that was so brilliant, which we still don't have an answer for, is they have these national champions. And being a national champion allows you, and we'll talk about this in AI, it allows you to blur the lines between the public and private partnership. It allows you to blur the law. It allows you to blur capital. And I'm not saying we have to do that. But what I am saying is we need to have our own answer to it.”

Chamath politics-market w=1.02 · n=96 · E228 (2025-05-17) · explicit_prediction · strength 3 ▶ 1:17:11 SUPPORT

“there is no way to quickly raise several trillion dollars without selling land and without giving land leases and without taking royalties for drilling.”

Friedberg politics-market w=0.84 · n=74 · E228 (2025-05-17) · explicit_prediction · strength 2 ▶ 1:03:47 SUPPORT

“their business model, Bergam stated business model in the interview I did with him is land leases and royalties. Enter into private partnerships and then participate in the value creation.”