Mar 2023
E120: Banking crisis and the great VC reset
(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its grow ... Show More
1h 30m
Dec 2022
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing (1:10:04) What OpenAI's new ... Show More
1h 41m
Mar 2023
ChatGPT Will See You Now, and Silicon Valley Bank Fallout Continues
The Biden administration tells Tiktok to leave ByteDance or leave the US. Meta's year of Zuck-ficiency continues, with another 10,000 layoffs. Kara and Scott unpack the decision to backstop Silicon Valley Bank, as Credit Suisse deals with its own potential issues. Also, ChatGPT g ... Show More
1h 4m
Apr 2023
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, Gotham City update (47:52) Lab-grown meat: possibilities, potential impact, and ... Show More
1h 16m
Mar 2023
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based com ... Show More
1h 56m
Nov 2022
Crypto Chaos, Meta Layoffs, Musk Mania, and Guest Jonathan Haidt
Kara and Scott dissect what the FTX meltdown means for cryptocurrency, Meta's layoffs, and how the midterms might impact big tech. Friend of Pivot Jonathan Haidt stops by to talk about the impacts of social media on teens and society. And hours after our regular taping, we dragge ... Show More
1h 8m
Feb 2024
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ... Show More
1h 20m
Jun 2024
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43) Why tech job postings are down significantly from pre-COVID levels (42:43) OpenAI considering for-profit conversion (54:11) The pr ... Show More
1h 21m
Vinny and Sunny are BACK with Jason for another roundtable! First, they cover the aftermath of the bank shutdowns (2:54) before breaking down the impact on startups and the overall economy. (14:14) They also cover Zuckerberg announcing more cuts at Meta (1:05:49) and OpenAI launching GPT-4! (1:10:55)
(0:00) Jason tees up today's topics!
(2:54) Reflecting ... Show More
<p>(0:00) Bestie intros, All-In CEO talk, and Chamath's research product</p> <p>(10:49) Ukraine has its "Cronkite Moment"</p> <p>(16:56) Market outlook: are we in for a Q4 rally?</p> <p>(22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders ... Show More
