POD UP! 🚨 Gavin Baker and Travis Kalanick fill in for Friedberg -- Mamdani's Socialists Sweep NYC -- China Catches Up in AI Coding -- Micron's Blowout Quarter, AI Memory Crunch -- IPO Update: Anthropic $3T!? ++ much more! (0:00) @GavinSBaker and @travisk join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hits Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price