E128: Google enters AI wars, Druck's warning, Trump crushes CNN & more
(0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma (18:33) AI regulation updates (23:41) Druckenmiller's warning, macro overview (40...
12 Touko 20231h 19min
E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties
(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukraine / Russia (17:17) Foreign policy: Taiwan / China (18:57) Government spending: Fiscal responsibili...
5 Touko 20232h 1min
E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more
(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, early adoption (37:38) SF CRE continues to collapse,...
28 Huhti 20231h 16min
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for tr...
21 Huhti 20231h 39min
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
(0:00) Bestie intros! (1:49) Understanding AutoGPTs (23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood (37:38) How to regulate AI? (1:12:35) Bob Lee update, recent SF...
14 Huhti 20231h 33min
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
(0:00) Bestie intros! (4:12) Trump indictment (16:52) De-dollarization: What's real and what's overblown? (39:35) Debt ceiling vote predictions (56:36) US investors indirectly backing Chinese AI start...
7 Huhti 20231h 27min
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
(0:00) Bestie intros! (1:31) Joe Manchin calls out Biden on IRA flip-flop (7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins (26:31) Will generative AI be more important than...
31 Maalis 20231h 24min
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a s...
24 Maalis 20231h 34min
