Darth Sama, Matt Levine, Saagar Enjeti, Landmaxxing

Описание: 07:08 Disney’s $1B OpenAI Bet

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01:03:42 Mike Swan, owner and managing broker of Swan Land Company, discusses demand for western U.S. land, noting a 2025 slowdown but expecting renewed interest in 2026. He highlights premiums for water-rich properties, tech workers moving into Montana, and the long-term nature of land appreciation versus limited agricultural income.

01:29:36 Matt Levine, Bloomberg Opinion columnist and author of Money Stuff, discusses his shift from Goldman Sachs to journalism, the evolution of prediction markets, insider-trading risks, the OpenAI–Disney deal, a potential SpaceX IPO, and the rise of private credit in tech.

02:02:54 Mike Gallagher, Head of Defense at Palantir and former U.S. Congressman, advocates for expanding the U.S. naval fleet to counter China. He explains Palantir’s $448M ShipOS program—an AI-driven modernization effort for shipbuilding—and highlights autonomous vessels and international collaboration as key to maritime security.

02:22:24 Saagar Enjeti, co-host of Breaking Points, discusses his career in political journalism, his foreign-policy background, and his independent, populist-leaning commentary that breaks from traditional left–right categories.

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