X Under Attack, Dom Day, Yardsale Thesis, Manus, Bread and Taxes, DeepSeek

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• (00:00) - We're under attack!
• (01:22) - The Yardsale
• (13:10) - Manus
• (28:22) - Bread and Taxes
• (47:17) - Palmer in the WSJ
• (01:00:00) - DeepSeek Update
• (01:15:00) - Smart Car Technology
• (01:27:21) - The Timeline