The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

(0:00) The Besties welcome Gavin Baker back on the show!

(1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back

(16:22) US vs China in AI: Manus, China building its own Nvidia, and more

(28:37) The Administration's endgame for tariffs

(53:05) Signalgate: context and fallout

(1:09:42) El Salvador deportations

Follow Gavin:

https://x.com/GavinSBaker

Follow the besties:

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https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27

https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25

https://modelcontextprotocol.io/introduction

https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo

https://www.youtube.com/watch?v=A8wJc7vHcTs

https://x.com/JohnArnoldFndtn/status/1905296181208416744

https://x.com/chamath/status/1904547884877701610

https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151

https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua

https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador

https://x.com/Sec_Noem/status/1905034256826408982

Episoder(359)

E145: Presidential Candidate Chris Christie in conversation with the Besties

E145: Presidential Candidate Chris Christie in conversation with the Besties

(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Level-setting on foreign policy (25:28) Ukraine / Ru...

8 Sep 20232h 8min

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

(0:00) Chamath's big poker trip (4:32) Addressing the "in the arena" comments (7:16) Biden administration targets Elon's businesses (21:58) Tiger Global claims disgruntled ex-employee circulated fake ...

1 Sep 20231h 6min

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

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 Aug 20231h 52min

E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

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 Aug 20231h 30min

E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

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 Aug 20231h 36min

E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again

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 Aug 20231h 29min

E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more

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 Jul 20231h 17min

E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties

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 Jul 20232h 10min

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