Michael Burry’s short on AI sparked debate, though questions arose about whether hyperscalers are inflating earnings by extending data center asset lives—though older chips remain productive for AI workloads. Palantir’s premium valuation is defended due to its unique government and commercial positioning, making shorts ill-advised. The U.S. home affordability crisis is tied to regulatory constraints and supply shortages, with cities like Austin showing that building more housing can help. Reforming student debt via shared risk with universities was proposed. The H-1B visa system faces criticism for abuse, with auction-based pricing suggested to align cost with value and fund worker training. A recent G5 solar storm highlighted risks to power grids and satellites, underscoring infrastructure vulnerabilities. Meanwhile, wealthy Americans are increasingly relocating abroad, citing 'The Great Confiscation'—seeking innovation-friendly enclaves in places like Tokyo, Riyadh, and Malaysia’s Forest City, where experimental communities are emerging.