⁠The All-In Podcast
🚨🚨 new all-in interview: jared isaacman on what went wrong at nasa

@rookisaacman joins @friedberg for an incredible conversation on:

-- being nominated by president trump to lead nasa

-- the problems at nasa and his plan to fix them: misalignment, bureaucracy, external forces

-- breaking down the proposed budget cuts to nasa

-- why china caught up in defense and space, and how to change america's trajectory

-- private vs public in the space industry

-- why his nomination was withdrawn days before he was set to be confirmed

(0:00) @friedberg welcomes @rookisaacman

(1:10) jared's background: billion-dollar founder, pilot, commercial astronaut

(7:15) relationship with elon and spacex, road to becoming a commercial astronaut

(16:37) becoming trump's nominee to lead nasa, the major issues at nasa and his plan to fix them

(31:52) breaking down nasa's proposed budget cuts, the space race against china, private vs public space industry

(48:31) why jared's nomination was withdrawn by president trump
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⁠Wall St Engine
$META EYES HOLLYWOOD FOR VR PUSH

WSJ reports Meta is in talks with Disney $DIS, A24, and others to fund exclusive content for its new premium VR headset, codenamed “Loma,” launching in 2026. It’ll cost under $1,000 and aims to rival Apple’s Vision Pro by offering immersive content tied to major IP.
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⁠Quiver Quantitative
Speaker Mike Johnson has said:

We don't have time for a brand new bill.

I want Elon to recognize the complexity of what we've accomplished.
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⁠Wall St Engine
👀

Call your Senator,
Call your Congressman,

Bankrupting America is NOT ok!

KILL the BILL - Elon Musk
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⁠Quiver Quantitative
BREAKING: Elon Musk just told his followers to call their Senators and Representatives to tell them to kill Trump's budget bill
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⁠Wall St Engine
COLUMBIA NO LONGER MEETS ACCREDITATION STANDARDS, US SAYS
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⁠Wall St Engine
HACKERS LEAK 86M AT&T $T RECORDS W/ DECRYPTED SSNs

A database tied to the April 2024 Snowflake breach is now circulating online, this time with decrypted Social Security numbers for over 44M customers. Total leak includes 86M unique records. AT&T has not confirmed if this is new or linked.

(via Hackread)
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⁠Investing visuals
Did you buy the dip? https://t.co/504Ji64IYf
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⁠Wall St Engine
RT @wallstengine: GOLDMAN: FED LIFTING WELLS ASSET CAP COULD BOOST EPS 14–19%

With the key constraint gone, Goldman sees upside from deposit growth and cost cuts. ROTCE could climb to 16.5–17.3% in 2026. $WFC might also issue preferreds to unlock more return-accretive capacity. https://t.co/hIYRGPONpu

FEDERAL RESERVE LIFTS $WFC ASSET CAP RESTRICTION

The Fed just removed the asset growth restriction it placed on Wells Fargo back in 2018. After reviewing the bank’s governance and risk management improvements, plus third-party assessments, regulators say the conditions for lifting the cap have been met. Other parts of the 2018 enforcement order still remain. - Wall St Engine
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⁠Quiver Quantitative
Representative Seth Magaziner just spoke on congressional stock trading.

"It is insane that members of Congress are allowed to trade stocks to profit off of our positions"

- @SethMagaziner https://t.co/VADPP9WMbk
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⁠Wall St Engine
YALE NEARS $2.5B PRIVATE EQUITY SALE

Bloomberg reports Yale is close to offloading up to $2.5B worth of private equity and VC stakes at under a 10% discount. The sale, dubbed “Project Gatsby,” allows buyers to cherry-pick funds. Lexington and HarbourVest among firms reviewing the deal.
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⁠Quiver Quantitative
JUST IN: Representative Chris Deluzio has introduced legislation to ban CEOs convicted of financial crimes from serving in the Executive Branch. https://t.co/JG95JQig37
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