Episode 28: Neal and Toby discuss the letter penned by Elon Musk and other tech giants calling for a pause on AI developments and experiments. They also breakdown why things got spicy between Sen. Bernie Sanders and the Starbucks CEO. Plus Disney and Microsoft are out on the Metaverse, what does that mean? Neal shares his favorite numbers from this past week ... Show More
Jul 15
JPMorgan Has Historic Q2 & New York Temporarily Bans Data Centers
#889: Welcome Ray and Kyle! Today, the guys break down a flurry of bank earnings yesterday, including a record-setting quarter from JPMorgan. Next up, what Fed Chair Kevin Warsh said about inflation in congress and what the latest CPI data says. Then, New York temporarily bans da ... Show More
28m 27s
Mar 2024
Musk vs. the AI Overlords
This week, Felix Salmon, Emily Peck and Elizabeth Spiers ponder the future of computers, cars, and…fast food? They discuss why Elon Musk is suing Sam Altman and OpenAI and the altruistic origins of ChatGPT. Also: Wendy’s “surge pricing” gaff had customers crying foul and Apple’s ... Show More
43m 30s
Jul 2023
The X Factor, AI Guardrails, and a Barbenheimer Post-Mortem
Kara and Scott discuss a huge weekend at the box office, and Jeff Bezos' renewed interest in The Washington Post. Plus, WTF is Elon doing with his Twitter re-brand? Also, Big Tech agrees to some AI safety commitments, will they be enough? Friend of Pivot Alondra Nelson led the de ... Show More
1h 10m
May 2023
Supreme Court Saves Social Media, Montana Bans TikTok, and Sam Altman Wants AI Regulation
EU regulators say 'game on' for the Microsoft-Activision deal, WeWork's CEO is stepping down, and the latest call for AI regulation is coming from inside the house. Kara and Scott discuss the weak plan to ban TikTok in Montana. And Elon Musk continues to Elon Musk, saying he’s wi ... Show More
1h 5m
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
Oct 2022
Elon and Russia, the Metaverse, the Economy, and Alex Jones
Elon Musk pushes back against reports that he had conversations with Putin, but Kara and Scott aren't having it. They also discuss Meta's new hardware and what it means for the company's overall strategy. Plus, the latest on the economy, and the $965 million Alex Jones owes Sandy ... Show More
49m 22s
Oct 2023
Musk's Tesla Factory Closures, X Possibly Going Public
Bloomberg News EV Reporter Sean O’Kane and Bloomberg Businessweek Columnist Max Chafkin discuss Elon Musk news about Tesla factory closures and Bill Ackman proposing to take X public. Michael Dowling, CEO at Northwell Health, discusses AI and healthcare. Melissa Byrne, Executive ... Show More
51m 14s
Aug 2025
AI Bubble Pops, Zuck Freezes Hiring, Newsom's 2028 Surge, Russia/Ukraine Endgame
(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing down? (39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nomi ... Show More
1h 11m