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0:00 - Intro
00:23 - 2080 Tis for ... Show More
Aug 2023
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market (49:51) Sacks on ... Show More
1h 52m
Jun 2024
How Much AI Will We WWDC?
There was a lot to get into this week! First, Marques, Andrew, and David discuss Instagram testing unskippable ads before getting into some Microsoft Recall news. Then they go deep on what they expect to see from Apple's WWDC 2024 next week. Then we finish it up with a call to ac ... Show More
1h 32m
Feb 2024
Reddit’s IPO, Consumer vs. Enterprise AI, and Sam Altman’s New Fund and more! | E1903
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Northwest Registered Agent. When starting your business, it's important to use a service that will actually help you. Northwest Registered Agent is that service. They'll form your company fast, give you the documents you need to ... Show More
1h 12m
May 2024
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath are hosting a Trump fundraiser (18:40) House COVID investigation: findings, cover-up, what's next? (41:36) The Deep State Problem: unelected bureaucrats running three letter agenc ... Show More
1h 47m
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
Jun 2023
Digital Identity w/ ENS Domains
Always mixing business and education, Khori has major experience managing for-profits and non-profits, with a big love for tech and always being an early adopter. Developing an interest in distributed ledger tech, and being passionate about decentralized inclusion and identity, h ... Show More
1h 17m