Why a Do-Nothing Congress could be great for markets | E2359
Jason hosts investors Tomasz Tunguz, D.A. Wallach and Elana Gold on what a newly split Congress means for tech and markets, the voter backlash against data centers, rising AI costs and Sequoia's shake-up.
The gist
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Wallach argues a divided government may mean little gets done in Washington, but less chaos and uncertainty, which he says markets prefer.
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Jason says his company spends $40,000 on AI tools and estimates about $2 million in value, building internal software without developers.
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Wallach used Gemini to research every candidate on his ballot and hopes AI helps people make smarter political choices.
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Tunguz says GPU costs rose from about $5 to $13 an hour and expects AI rationing in 2027, while Jason bought a $12,000 Mac Studio for local models.
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The panel discusses Sequoia ending its scout program, and Wallach argues growth companies should go public earlier so ordinary savers can share the gains.
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"I'm spending as a company $40,000 on Claude, Cursor, Lovable, ElevenLabs. This long tail of things. And I calculated I'm getting $2 million in value."
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"I'm spending as a company $40,000 on Claude, Cursor, Lovable, ElevenLabs. This long tail of things."
▶ Play at 20:4912 creators recommend it, including Codie Sanchez, Alex Kirby, and Bryce Rattner Keithley.
See all on the Lovable page"So, of course, I went on Gemini in this case, and every single one I typed in the candidates' names, and I said, 'Here's what I care about. Tell me who to vote for.'"
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See all on the Gemini page
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"And plus, I just ordered a $12,000 Mac Studio to run local models."
▶ Play at 44:366 creators recommend it, including Alex Finn, Jason Calacanis, and Chamath Palihapitiya.
See all on the Mac Studio pageWhat they recommend · 5 picks
"I'm spending as a company $40,000 on Claude, Cursor, Lovable, ElevenLabs. This long tail of things. And I calculated I'm getting $2 million in value."
"I'm spending as a company $40,000 on Claude, Cursor, Lovable, ElevenLabs. This long tail of things. And I calculated I'm getting $2 million in value."
"I'm spending as a company $40,000 on Claude, Cursor, Lovable, ElevenLabs. This long tail of things."
This Week in Startups
4 picks · host
"I'm spending as a company $40,000 on Claude, Cursor, Lovable, ElevenLabs. This long tail of things. And I calculated I'm getting $2 million in value."
"I'm spending as a company $40,000 on Claude, Cursor, Lovable, ElevenLabs. This long tail of things. And I calculated I'm getting $2 million in value."
"I'm spending as a company $40,000 on Claude, Cursor, Lovable, ElevenLabs. This long tail of things."
D.A. Wallach
1 pick · guest
"So, of course, I went on Gemini in this case, and every single one I typed in the candidates' names, and I said, 'Here's what I care about. Tell me who to vote for.'"
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