Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social... more
(0:00) Bestie Intros: Don't spoil Dune 2! (0:55) DOJ drops antitrust suit on Apple (23:36) Apple reportedly in talks with... more
(0:00) Bestie Intros! (1:02) Friedberg's newest family members (7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs (22:47)... more
(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different... more
(0:00) Bestie intros! Jato Caelin (1:36) Groq update!: The key metric developer platforms should care about (5:55) Google's make or... more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context... more
(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback (15:36) Mind-blowing Sora demos:... more
(0:00) Bestie intros! (2:08) Apple Vision Pro breakdown (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different... more
(0:00) Bestie intros! The guys try the Apple Vision Pro (8:24) Zuckerberg apologizes to parents in hearing, Section 230 under... more
(0:00) Bestie intros! (1:37) Markets rip on strong economic data (17:05) Media's broken business model, death spiral (35:47) Texas defies... more
(0:00) Live from the WEF: "Oh Davos, Kumbaya" (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie... more