More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27...
11 Jul 1h 42min
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innov...
10 Jul 1h 3min
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
(0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export...
3 Jul 1h 42min
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028
(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way ...
29 Jun 1h
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media ban...
26 Jun 1h 41min
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay
(0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to G...
23 Jun 1h 3min
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
(0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions (33:34)...
19 Jun 1h 24min
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
(0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions (37:59) Nationalizing ...
13 Jun 1h 42min
