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
(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 Juli 20231h 17min
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 Juli 20232h 10min
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up (20:34) Consumer sentiment: demand crash coming? (30:31) BR...
14 Juli 20231h 28min
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in decline? (28:36) Fed meeting minutes, economic data and outlook, and EU risk (56:07) Florida Senate B...
9 Juli 20231h 38min
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1...
1 Juli 20231h 36min
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal re...
24 Juni 20231h 33min
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, cold plunge, and sauna talk (33:25) AI's impact on te...
16 Juni 20231h 58min
