$AI - Chamath's company is developing a transpiler to reduce dependence on NVIDIA's CUDA, potentially disrupting the current AI infrastructure dominated by PyTorch and NVIDIA.
$SMALLBIZ - Kamala Harris is proposing policies to support small businesses, including increasing the startup tax deduction and spurring new SBA loan applications.
$VC - Kamala Harris is emphasizing the importance of venture capital and proposing measures to increase venture funding and small business loans.
Bearish:
$WEALTHTAX - Kamala Harris is proposing a more moderate capital gains tax rate of 28%, stepping back from the previous Biden administration proposal of over 40%.
$TECH - Despite proposing more business-friendly policies, Kamala Harris still advocates for increased taxation on billionaires and big corporations, which could impact big tech companies.