Katie and Matt discuss summer vacation, SpaceX/Tesla, Elon Musk re-conglomeration, MacroHard, Meta prediction markets, human social behavior, Farmville, AI engagement, base revealed preferences, private credit redemptions, monthly liquidity and BDC arbitrage.

Reintegration With the Default World
41:28

Re-run: Midnight Madness: Ryan Patch and Jon Seale
40:45

Trying to Save the World Is No Excuse
38:24