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
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance & Coinbase (26:08) Sequoia splits off its China and India/SE Asia businesses (41:55) PGA merge...
10 Juni 20231h 42min
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation,...
2 Juni 20231h 35min
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more gov...
26 Maj 20231h 37min
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability (21:25) Regulatory capture angl...
19 Maj 20231h 28min
E128: Google enters AI wars, Druck's warning, Trump crushes CNN & more
(0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma (18:33) AI regulation updates (23:41) Druckenmiller's warning, macro overview (40...
12 Maj 20231h 19min
E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties
(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukraine / Russia (17:17) Foreign policy: Taiwan / China (18:57) Government spending: Fiscal responsibili...
5 Maj 20232h 1min
E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more
(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, early adoption (37:38) SF CRE continues to collapse,...
28 Apr 20231h 16min
