Live from Google I/O, it's Waveform! Okay, so it's not really live. But we did race right back to the hotel room after Google I/O to discuss all of the AI news and gadgets while it was still fresh. First, Marques, Andrew, and David talk about some of the more impressive AI news that Google announced before digging into the newly announced Pixel 7a, Pixel Fol ... Show More
Jun 27
Tesla’s Robotaxi Test Takes to the Streets
This week, there's a ton of news to go over! Marques, Andrew, and David start with off talking about Mario Kart World before digging into Samsung Galaxy Unpacked rumors. Then they talk about Apple CarPlay Ultra and Tesla's Robotaxi event in Austin before trying to explain the NBA ... Show More
1h 32m
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
May 2024
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: better, faster, cheaper (29:40) Sacks demos Glue: How AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo (1:01:35) Stanley Druckenmiller bets ... Show More
1h 41m
Dec 2019
(Bonus) A Google Civil War? With Bloomberg's Mark Bergen
I had already reached out to Bloomberg’s Mark Bergen this week to talk about the Google Civil War, but then, of course, there was other big Google news this week. So, come for the assessment of Google’s culture at the moment but stay for an assessment of regime change and a lot m ... Show More
28m 34s
May 2019
The headphone jack is back for the Google Pixel 3a
Hello old friend. I knew you would be back. I didn’t know how or when, but I knew we would be reunited again. It turns out all it would take was a cratering smartphone market to bring you back around. Google, of course, famously stood its ground on the importance of the 3.5 mm fo ... Show More
2m 37s