E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for ...
25 Elo 20231h 52min
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
(0:00) Sacks' big night (2:56) Sacks on spirits (14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions (53:01) Michael Burry's be...
18 Elo 20231h 30min
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and film talk (22:27) VC market update: State of Series A's (33:43) Dry powder misconceptions, marking ince...
11 Elo 20231h 36min
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents (46:04) Fitch downgrades US debt rating (1:09:12) Trump's n...
4 Elo 20231h 29min
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
(0:00) All-In in Italy!: Recapping Chamath's wedding (11:55) Discourse around obesity and weight loss in the US (21:56) Are there too many VCs? (38:18) Actors/Writers unions vs. Corporate Hollywood, e...
27 Heinä 20231h 17min
E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties
(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president (19:16) Energy policy, unemployment work requirements, immigration (30:24) Forei...
21 Heinä 20232h 10min
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up (20:34) Consumer sentiment: demand crash coming? (30:31) BR...
14 Heinä 20231h 28min
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in decline? (28:36) Fed meeting minutes, economic data and outlook, and EU risk (56:07) Florida Senate B...
9 Heinä 20231h 38min
