Activity Overview
Episode publication activity over the past year
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
07 Dec 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Tr...
DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
23 Nov 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight ti...
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
16 Nov 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and ...
Trump wins! How it happened and what's next
08 Nov 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results:...
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
01 Nov 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (2...
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
25 Oct 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San...
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
18 Oct 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06)...
JD Vance | All-In Summit 2024
15 Oct 2024
Contributed by Lukas • Default Dataset
(0:00) Announcement from Friedberg (0:18) Besties intro JD Vance! (3:33) America's innovation proble...
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
11 Oct 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (3:18) The science behind Hurricanes Helene and Milton (14:59) The economics o...
Elon Musk | All-In Summit 2024
08 Oct 2024
Contributed by Lukas • Default Dataset
(0:00) Announcement from Friedberg (0:24) Besties intro Elon Musk! (1:23) The Battle of Free Speech ...
In conversation with Mark Cuban
03 Oct 2024
Contributed by Lukas • Default Dataset
(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992 (5:43...
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024
01 Oct 2024
Contributed by Lukas • Default Dataset
(0:00) Announcement from Friedberg! (0:21) Sacks intros John Mearsheimer and Jeffrey Sachs (1:32) Wh...
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
27 Sep 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: In Memoriam (6:43) OpenAI's $150B valuation: bull and bear cases (24:46) Will ...
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
20 Sep 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros + All-In Summit recap (6:50) Fed cuts 50 bps: Economic tailwind, scary signal, ...
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
06 Sep 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! Jason goes "Founder Mode" (1:03) All-In Summit lineup announcement (9:01) Unde...
In conversation with Reid Hoffman & Robert F. Kennedy Jr.
30 Aug 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Buttons are back for fall (1:48) Reid Hoffman joins the show, reminiscing on P...
Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions
23 Aug 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (1:59) Labor department revises down nonfarm payrolls by 818K (15:02) MIT publ...
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
16 Aug 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Jason gets a dish named after him! (5:27) DOJ considers breaking up Google aft...
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
09 Aug 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Jason is back from COVID! (3:55) Yen carry trade unravels, Japan's unique econ...
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
02 Aug 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (...
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
26 Jul 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Nostracanis appears! (3:50) Wiz turns down Google's $23B offer, intends to IPO...
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
19 Jul 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against Presid...
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
12 Jul 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: par...
Jonathan Haidt | The All-In Interview
10 Jul 2024
Contributed by Lukas • Default Dataset
(0:00) New format: The All-In Interview! (0:59) Jonathan Haidt joins Jason and Friedberg: broader th...
Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship
04 Jul 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie Intros! (5:51) Democrats and their donors are falling out; President Biden to resign? ...
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
29 Jun 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democr...
In conversation with President Trump
20 Jun 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, ...
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
14 Jun 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp pack...
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
07 Jun 2024
Contributed by Lukas • Default Dataset
(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to tar...
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
31 May 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath...
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
24 May 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) O...
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
17 May 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: bett...
In conversation with Sam Altman
10 May 2024
Contributed by Lukas • Default Dataset
(0:00) Welcoming Sam Altman to the show! (2:28) What's next for OpenAI: GPT-5, open-source, reasonin...
In conversation with Sheryl Sandberg, plus open-source AI gene editing explained
03 May 2024
Contributed by Lukas • Default Dataset
(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involv...
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
26 Apr 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie Intros: Reservation Tips! (5:20) Meta goes scorched earth in AI, why the stock was dow...
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
19 Apr 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods" (9:49) All-In ...
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
12 Apr 2024
Contributed by Lukas • Default Dataset
Register for the All-In Summit: https://summit.allinpodcast.co (0:00) Bestie Intros: J-Cal is out th...
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
05 Apr 2024
Contributed by Lukas • Default Dataset
(0:00) Meet All-In's new CEO: Jon Haile! (7:13) FTX Correction: Depositors are not getting "made who...
E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
29 Mar 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie Intros: Late night poker snacks! (2:33) SBF sentenced to 25 years (16:41) Trump's meme...
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
22 Mar 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie Intros: Don't spoil Dune 2! (0:55) DOJ drops antitrust suit on Apple (23:36) Apple rep...
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
15 Mar 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie Intros! (1:02) Friedberg's newest family members (7:13) Tech's vibe shift: More candid...
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
08 Mar 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparab...
E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown
01 Mar 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! Jato Caelin (1:36) Groq update!: The key metric developer platforms should car...
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
23 Feb 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its termi...
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
16 Feb 2024
Contributed by Lukas • Default Dataset
(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's ...
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
09 Feb 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (2:08) Apple Vision Pro breakdown (20:46) Meta vs Snap: god-king CEO, dependen...
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
02 Feb 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! The guys try the Apple Vision Pro (8:24) Zuckerberg apologizes to parents in h...
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
26 Jan 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (1:37) Markets rip on strong economic data (17:05) Media's broken business mod...
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
19 Jan 2024
Contributed by Lukas • Default Dataset
(0:00) Live from the WEF: "Oh Davos, Kumbaya" (4:25) Why Davos lost its luster, plus major moments: ...
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
13 Jan 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! Friedberg's jumper (1:21) US and its allies strike Houthi targets in Yemen (16...
E160: 2024 Predictions! Markets, tech, politics, and more
06 Jan 2024
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest P...
E159: The Bestie Awards! Recapping the best and worst of 2023
29 Dec 2023
Contributed by Lukas • Default Dataset
(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest P...
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
23 Dec 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and m...
E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more
16 Dec 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor...
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
08 Dec 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consum...
E155: In conversation with Tucker Carlson, plus OpenAI chaos explained
01 Dec 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) ...
E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
17 Nov 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business bac...
E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
11 Nov 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's...
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
03 Nov 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its “Cro...
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
27 Oct 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying to escalate US vs Iran? (22:02) Nuclear risks (...
E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
20 Oct 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic pol...
E149: Hamas terror attacks in Israel: fallout, reaction, next steps
13 Oct 2023
Contributed by Lukas • Default Dataset
(0:00) Opening statements on the Hamas terror attacks in Israel (3:49) Contextualizing the attacks a...
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
07 Oct 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speake...
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
29 Sep 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros with Coleman Hughes (1:12) Coleman's experience with TED, Understanding TED's i...
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
22 Sep 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11...
E145: Presidential Candidate Chris Christie in conversation with the Besties
08 Sep 2023
Contributed by Lukas • Default Dataset
(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:1...
E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
01 Sep 2023
Contributed by Lukas • Default Dataset
(0:00) Chamath's big poker trip (4:32) Addressing the "in the arena" comments (7:16) Biden administr...
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
25 Aug 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:...
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
18 Aug 2023
Contributed by Lukas • Default Dataset
(0:00) Sacks' big night (2:56) Sacks on spirits (14:27) "Rich Men North of Richmond" goes viral and ...
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
11 Aug 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and fil...
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
04 Aug 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, scl...
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
27 Jul 2023
Contributed by Lukas • Default Dataset
(0:00) All-In in Italy!: Recapping Chamath's wedding (11:55) Discourse around obesity and weight los...
E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties
21 Jul 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's ru...
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
14 Jul 2023
Contributed by Lukas • Default Dataset
(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, mar...
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
09 Jul 2023
Contributed by Lukas • Default Dataset
(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in d...
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
01 Jul 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS ...
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
24 Jun 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon...
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
16 Jun 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO wi...
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
10 Jun 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Bi...
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
02 Jun 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, men...
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
26 May 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience ...
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
19 May 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hear...
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
12 May 2023
Contributed by Lukas • Default Dataset
(0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the i...
E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties
05 May 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukra...
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
28 Apr 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:...
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
21 Apr 2023
Contributed by Lukas • Default Dataset
(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News set...
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
14 Apr 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (1:49) Understanding AutoGPTs (23:57) Generative AI's rapid impact on art, ima...
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
07 Apr 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (4:12) Trump indictment (16:52) De-dollarization: What's real and what's overb...
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
31 Mar 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (1:31) Joe Manchin calls out Biden on IRA flip-flop (7:40) Sacks writes GPT-4-...
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
24 Mar 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyp...
E120: Banking crisis and the great VC reset
17 Mar 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking c...
E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
11 Mar 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blam...
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
03 Mar 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards...
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
24 Feb 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its windo...
E116: Toxic out-of-control trains, regulators, and AI
17 Feb 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lin...
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
11 Feb 2023
Contributed by Lukas • Default Dataset
0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, brea...
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
04 Feb 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to...
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
27 Jan 2023
Contributed by Lukas • Default Dataset
(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Mi...
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
20 Jan 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nomin...
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
13 Jan 2023
Contributed by Lukas • Default Dataset
(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught s...