


On December 19th we noted, “Apple CEO Tim Cook and META CEO Mark Zuckerberg were previous guests at Mar-a-Lago for tech meetings before Bezos. Heck, all that’s needed now is for Bill Gates to show up and a wormhole revealing a parallel universe is likely to open.”…
Well apparently, the universe is folding upon itself. President Trump has indicated that Bill Gates is scheduled to appear in Mar-a-Lago for a meeting with President Trump.
The last arrival to the southern White House was Amazon founder Jeff Bezos (AWS), who hedged his bets too long and was late in supporting President Trump before the election. This has put Bezos in a position of riding his bicycle in slow circles at the end of the driveway while Musk (xAI), Ellison (Oracle) and Thiel (Palantir) have full access ‘insider’ passes along with their ally Vice-President Elect JD Vance.
In term #1, the reacting allies dragged their heels to comply with Trump’s requests and expectations. In Term #2 I expect one of the more visible elements for us to watch will be how fast those same allies react to requests and expectations. In fact, I think we are already seeing this play out.