Jason’s H-1B pitch, the latest on the TikTok deal, and Howie’s first ad | E2182

What It Covers

Jason proposes $100,000 annual H-1B visa fees to prevent wage abuse, Trump announces similar policy, TikTok deal structure emerges with consortium ownership including Murdoch and Ellison families, OpenAI partners with NVIDIA for $100 billion infrastructure investment.

Key Questions Answered

• •H-1B Reform Strategy: Charge companies $10,000-$20,000 annually per H-1B visa to eliminate wage arbitrage abuse where Indian workers earn 25-50% less than Americans. Small companies under 100 employees get one visa for $10,000. Larger companies enter auction system or pay standard fee, generating revenue for job training programs.
• •TikTok Ownership Structure: Consortium model with dozens of investors including Oracle, Altimeter, Murdoch family prevents single controlling shareholder unlike Meta where Zuckerberg maintains super-voting shares indefinitely. ByteDance leases duplicate algorithm to US entity. Diversified cap table eliminates god-king control concerns while creating viable Meta competitor.
• •Nordic Data Center Advantage: Scandinavia power costs run 60-90% cheaper than rest of Europe, attracting Alphabet, Microsoft, Meta expansions. Data center power demand projected to increase four times by 2032, reaching 6-9% of total Nordic consumption. Geothermal and hydroelectric resources plus cooler climate create compute cost advantages for regional startups.
• •Corporate Training Responsibility: Companies must create internal training programs when H-1B costs increase, replacing failed education system preparation. Launch Fund model trains researchers through 500-1,000 founder meetings before analyst promotion. Focused mentorship with 100 coached hours exceeds 1,000 unguided hours, requiring corporations to develop Americans rather than import cheaper labor.
• •NVIDIA Round-Trip Investment: NVIDIA invests up to $100 billion in OpenAI progressively as each gigawatt develops, while OpenAI purchases NVIDIA H100 systems creating potential round-tripping scrutiny. First gigawatt deploys 2026. Investment represents 10-20% ownership stake in $500 billion secondary valuation, reducing Microsoft dependency while NVIDIA diversifies customer concentration risk.