Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

(0:00) Today's topics and bestie intros!

(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House

(38:15) Google's big week: AI in search, roadmap to diversifying revenue

(46:49) OpenAI acquires Jony Ive's design startup for $6.5B

(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals

(1:15:25) Science Corner: CRISPR breakthrough!

(1:23:02) How increased energy production could solve America's fiscal problems

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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.barrons.com/articles/20-year-treasury-bond-auction-bba9d889

https://www.cnbc.com/quotes/US10Y

https://x.com/KobeissiLetter/status/1925253934794342405

https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D

https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/

https://x.com/JessicaBRiedl/status/1925257429408756087

https://www.google.com/finance/quote/BTC-USD

https://www.google.com/finance/quote/GCW00:COMEX

https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493

https://x.com/chamath/status/1925568992959492156

https://x.com/chamath/status/1925590496103342114

https://www.google.com/finance/quote/GOOG:NASDAQ

https://blog.google/products/google-one/google-ai-ultra

https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005

https://x.com/BenGeskin/status/1925579528933372198

https://x.com/DavidSacks/status/1924817118370951238

https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure

Episoder(360)

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wron...

18 Sep 20211h 35min

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve...

14 Sep 20211h 12min

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

Show Notes: 00:00 Besties recap, it's Chamath's Birthday, Callin app 08:58 What should protocol be for conferences & live events? 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial ...

4 Sep 20211h 24min

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

Show Notes: 0:00 Intro & Italy recap 12:06 An embarrassment in Afghanistan: breaking down how it happened 34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos 1:00:27 Re...

28 Aug 20211h 36min

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's...

6 Aug 20211h 31min

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

Show Notes: 0:00 Quick vaccine passports update 17:15 China's massive tech crackdown: reasons, ramifications, & more 37:37 How will large firms & institutional investors react to the CCP's recent regu...

30 Jul 20211h 17min

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

Show Notes: 0:00 Intro & Dog update 5:48 COVID, Vaccine mandates, public vs. private policy 26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef 36:56 Vaccine incentives in France ...

23 Jul 20211h 35min

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

Show Notes: 0:00 Bestie game show: Who got COVID? How was the experience? 9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates 24:26 Implications on the economy, will pe...

16 Jul 20211h 18min

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