$10 trillion in market cap.
One advisory council.
Welcome to AI policymaking 2026. 👇
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💰 THE WEALTH:
Council members' companies:
• Meta: $1.5T market cap
• Nvidia: $3.5T market cap
• Oracle: $500B market cap
• Google (Brin): $2T market cap
• AMD: $300B market cap
• Dell: $120B market cap
= $8T+ directly represented
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🎯 WHAT THEY'LL DECIDE:
Council focus:
• AI regulation (or lack thereof)
• Chip export controls
• Data privacy rules
• Antitrust enforcement
• China tech policy
= Industries regulating themselves
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🔥 THE IRONY:
Zuckerberg quote (March 25):
"The United States has the opportunity to lead the world in AI."
Translation:
"Let us build AI without regulation."
And now he's advising on... AI regulation.
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⚡ MARKET IMPACT:
Bullish for:
• AI stocks (less regulation)
• Chip makers (policy access)
• Big Tech (influence locked)
Bearish for:
• AI startups (incumbents win)
• Privacy advocates
$NVDA $META $AMD
Follow for policy = profits plays.
💸 Policy as alpha 💸