Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (4...
8 Aug 1h 15min
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing ...
5 Aug 48min
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN A...
31 Jul 1h 36min
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
(0:00) Intro: Humanoids, Robots, & AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot ...
28 Jul 1h 8min
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's ...
24 Jul 1h 33min
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) He...
20 Jul 41min
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
(0:00) Bestie intros! (1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body (20:01) Stripe, Block, and Advent offer $53B to acquire PayPal (37:51) Apple sues OpenAI, al...
18 Jul 1h 29min
