E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise 17:51 Lessons for founders and investors from the Theranos debacle, bad behavio...
8 Jan 20221h 6min
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
(0:00) Recapping the "Superspreader" (6:12) Predicting 2022's biggest political winner (11:57) Predicting 2022's biggest political loser (19:07) Predicting 2022's biggest business winner (25:47) Predi...
29 Des 20211h 22min
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off (5:10) Biggest Winner - Politics (9:43) Biggest Loser - Politics (14:37) Biggest Political Surprise (22:24) Biggest Winner - Business (...
23 Des 20211h 48min
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
(0:00) Bestie Intro: Sweater update, NYC stories (8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm (14:37) "Racial equity audits" with product-level consequences m...
17 Des 20211h 28min
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growt...
11 Des 20211h 21min
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans (12:30) Understanding the Omicron variant (24:49) Tech stocks plummet: why the selloff? (33:44) Inflation: here to st...
4 Des 20211h 18min
E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
0:00 Bestie intro 1:14 Constitution DAO: implications, shortcomings, how to move forward? 29:58 Rittenhouse trial media coverage 50:52 Ken Griffin plays heel (again), private sector efficiency vs. gov...
20 Nov 20211h 15min
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast 30:45 Rivian's >$...
13 Nov 20211h 32min
