🚨 Besties are BACK -- US-China trade tensions, price floors, mercantilism -- How the US can on-shore a full-stack rare earth industry -- National Guard in SF?: State of crime, new leadership -- AI's PR Crisis: Three recent datacenters cancelled (0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry? (36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history (52:59) AI PR crisis: Recent datacenters get denied