This week, we finally talk about Apple getting sued by the Department of Justice in the United States, but only after talking about Threads finally federating (kinda). We also discuss the upcoming developer conferences that were announced by both Google and Apple and talk about what we expect to see. Lastly, we talk about Full Self Driving and break down wha ... Show More
Aug 22
The Pixel 10 Event: The Good, the Bad, the Jimmy Fallon
This week's episode the crew discusses the most recent Google Event. Between a bunch of great phones, a new watch, and an uncomfortable amount of celebrities, there's a lot to talk about. We also take a quick look at Meta's new glasses, Apple's can do blood oxygen again, and some ... Show More
1h 13m
Jun 2024
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: S ... Show More
1h 24m
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