This week turned out to be a pretty interesting one. Not only are there are lot of EV concept cars to talk about, but there is also another Apple event scheduled for Monday, October 30th. Marques, Andrew, and David talk about what they expect to see before getting into a bunch of Qualcomm chipset news and some right to repair updates. Lastly, we discuss AI f ... 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
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
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