Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Socialist influence is expanding in the Democratic Party as Chinese AI models catch up to American ones, memory chip maker Micron reports explosive growth, and AI valuations soar.

• NYC Election Results — Mamdani-endorsed socialists won every congressional primary in New York City [01:05]

• Democratic Party Shift — DSA candidates advocate abolishing the Senate, ICE, police forces, and the electoral college [07:09]

• AI Distillation Process — Chinese models harvest reasoning traces from US APIs to reach near-frontier performance at much lower cost [47:14]

• Micron Performance — Revenue quadrupled to 42 billion with guidance raised to 50 billion and stock up 10 times [1:01:46]

• Anthropic Projection — The company is valued at 3 trillion with revenue exceeding 100 billion this year [1:28:27]

• How do Chinese open-source models compare to US frontier models on coding benchmarks?

• What specific policies do DSA candidates propose for US elections?