E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countri...
3 Des 20221h 41min
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-tightening, activist investor calls out Google, pr...
19 Nov 20221h 47min
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) Coinbase CEO Brian Armstrong joins to break down t...
12 Nov 20221h 25min
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing f...
5 Nov 20221h 28min
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price ...
29 Okt 20221h 36min
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shar...
22 Okt 20221h 41min
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of un...
14 Okt 20221h 29min
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this...
7 Okt 20221h 25min
