E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
(0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blame? Debating venture debt (37:11) Contagion risk, second- and third-order effects, government backsto...
11 Maalis 20231h 29min
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, inter...
3 Maalis 20231h 56min
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability is...
24 Helmi 20231h 31min
E116: Toxic out-of-control trains, regulators, and AI
(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230 (57:27) AI cha...
17 Helmi 20231h 31min
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:26 Bestie refresh! 33:13 The AI Search Wars: Micro...
11 Helmi 20231h 49min
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event comin...
4 Helmi 20231h 12min
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams (40:27) Pfizer CEO grilled at Davos, studies ...
27 Tammi 20231h 38min
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos:...
20 Tammi 20231h 36min
