Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship
精读 · 按主题梳理核心观点、论证与案例。
§01Meetups, summit logistics and the agenda for the episode
Episode 186 opens with banter, then logistics. Free meetups are planned in about 50 places on Thursday, July 11. For the September All-In Summit, 400 tickets were held back and 100 released that week, with applications handled through Friedberg.
Friedberg lists programming on changing American politics, the future of media, robotics, age reversal, eVTOLs and AI meeting enterprise software. A new format puts people in dinners of a couple hundred at restaurants around Los Angeles on the first night, before parties for about 1,800 people.
The hosts then argue about whether to open with politics or business. One host says the show's ratings reached a new level after the Trump interview and the previous week, which he calls the most crazy week in the history of politics.
§02Prediction markets after the debate
Instead of polls, the panel looks at betting markets, where participants have money at stake. According to one market, Harris's chance of being the Democratic nominee rose from 18 to 50 percent in 24 hours, while Biden's fell from 66 to 28 percent. Michelle Obama and Gretchen Whitmer sit at 8 to 12 percent.
The episode is taped on Wednesday, July 3. The New York Times had reported that Biden told an ally he was considering dropping out. The hosts note the White House denial and show a market putting the chance of a Biden exit at 77 percent, up from 60 percent that morning.
this is absolutely false
§03The Stephanopoulos interview and theories about a managed swap
A host says Biden has an interview with George Stephanopoulos recorded on Friday and shown in two parts over the weekend. Because it will be edited, the audience cannot know what is cut, though the host expects the media's feeding frenzy to keep ABC from covering for him.
Biden's presidency basically hinges on this interview
The hosts argue the bar is low, since Biden only has to show he is not senile. Another host proposes a structured strategy: Democrats must first double down on Biden so no one reads neutrality as a swap, which buys time to pick a successor and work out how to move the $120 million raised. The money, a host adds, can only move to Harris.