Today
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the nuclear precedent, power limi ... Show More
18m 10s
Sep 15
JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms
(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity (16:23) H-1B abuse and the massive $1T+ ... Show More
27m 32s
Sep 15
Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI
(0:00) Satya Nadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products? (14:22) Economic incentives for frontier lab doomerism, where the A ... Show More
36m 33s
Nov 2025
Trump $2K Tariff Dividend, 50 Year Mortgage, Jan 6th Pipe Bomber + Shutdown Over? | PBD Podcast 681
Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick unpack Trump’s proposed $2,000 tariff-dividend payout, the GOP’s looming 2028 presidential pick, the showdown between the New York Police Department and Zohran Mamdani, and whether the federal government shutdown ... Show More
2h 21m
Feb 2025
Epstein Files Release, Trump Gold Card Visa, Andrew Tate In US, Newsom's Podcast | PBD Podcast | Ep. 553
<p>Patrick Bet-David, Vincent Oshana, Adam Sosnick and Tom Ellsworth cover Donald Trump proposing a $5M Gold Card Visa, Pam Bondi announcing the release of the Epstein flight logs & client list, Andrew & Tristan Tate arriving to the U.S., Gavin Newsom launching a new podc ... Show More
2h 21m
Feb 2024
Trump $355M Judgement, Alexei Navalny's Death & OpenAI's Sora Affect on 2024 | PBD Podcast | Ep. 367
<p>Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana discuss New York Judge Engoron fining Donald Trump $355M in his NY civil suit, New Yorkers fighting back against NYC Mayor Eric Adams' migrant policies, and Vinnie and Adam go at it over the death of Alexei ... Show More
2h 23m
Jul 2025
Trump’s SHOCKING Epstein Answer, Brennan & Comey INVESTIGATED & Musk's Grok Goes WILD | PBD Podcast | Ep. 613
Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick break down Trump’s jaw-dropping response when pressed on Jeffrey Epstein, the FBI’s criminal probes into former intel chiefs John Brennan and James Comey over their role in the Trump-Russia investigation, and Elon ... Show More
2h 22m
Apr 2025
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
<p><span class="yt-core-attributed-string--link-inherit-color" dir= "auto">Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valua ... Show More
1h 27m
<p><br></p>
<p>In this episode, Patrick Bet-David and Sam Seder will discuss:</p>
<ul>
<li>Could Islam Ever Take Over The World?</li>
<li>The collapse of American value</li>
<li>Twitter being a $250 billion company</li>
<li>Donald Trump's indictment</li>
</ul>
<p>FaceTi ... Show More