Marques and Andrew discuss a grab bag of news this week. First they recap everything they did last week before Andrew decides he wants in on the Cybertruck bet. Then they talk about everything going on with Threads and Twitter before getting into another round of Hype-a-thetically speaking, where they decide whether random tech things are overhyped or underh ... 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
Jun 20
YouTube Needs to Fix This!
This week Marques, Andrew, and David talk about everything from a potential new Xbox to the rumored Instagram app for iPad. Then they talk about YouTube using AI to autodub videos based on viewer location and the pros and cons of the new feature. After that, Adam and David gush o ... Show More
1h 21m
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
Jun 2024
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock b ... Show More
1h 25m
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