The situation in Brazil is absolutely insane
Tom Bilyeu and co-host Drew cover Brazil's political lawfare as a warning for the US, China's stock slide, a possible Iran strike after the midterms, and a burst of AI-driven scientific breakthroughs.
The gist
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Bilyeu says Brazil's cycle of jailing political rivals shows where US lawfare leads, and argues for a Nixon-style fire break instead.
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Bilyeu notes China's blue chip index fell 11 straight weeks, its longest losing streak since 2005, while an AI and chip index lost 40%.
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He calls Anthropic's IPO the big test for the AI trade and says retail buyers should plan to hold for 10 to 20 years.
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Bilyeu highlights AI science wins, including a Claude-redesigned therapy code 70% shorter that let immune cells make about 10 times more cancer-spotting receptors.
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On structuring a company, Bilyeu says his team dropped OKRs for KPIs and keeps a flat structure without a middle management layer.
Tom Bilyeu uses it
"What we use are KPIs. So everybody knows what their KPI is. They know exactly what the metric is that they need to hit to be held accountable. We make sure that they have what they need in order to hit that KPI. But we tried OKRs for a while and we found that OKRs, for the siz..."
▶ Play at 1:54:42What they recommend · 1 pick
"What we use are KPIs. So everybody knows what their KPI is. They know exactly what the metric is that they need to hit to be held accountable. We make sure that they have what t..."
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