May 2025
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
(0:00) Today's topics and bestie intros! (2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House (38:15) Google's big week: AI in search, roadmap to diversifying revenue (46:49) OpenAI acquires Jony Ive's design startup for $6.5B (57:09) AI Diplo ... Show More
1h 33m
Aug 2024
👁️ “Nvidia’s watch party” — A.I.'s Biggest Day. Mister Softee’s soft-serve biz. Ozempic’s Direct-To-Tummy.
Nvidia just announced earnings that were so big, people hosted parties… but the results were a Rorschach Test for Wall Street.Mister Softee’s ice cream trucks have shrank in number by two thirds… because of competition, climate change, and street corners.Ozempic has a new strateg ... Show More
23m 43s
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
Sep 2024
The glitch in China’s AI plans
<p>Big tech groups including Nvidia led a broad US stock market sell-off on Tuesday, and Huawei’s AI chips are dealing with some bugs. Plus, US homebuilders are facing their biggest credit crunch in more than a decade, and foreign investors are backing out of Indian equities.&nbs ... Show More
10m 33s
May 2025
Strange News: Regeneron Bought Your DNA, CA Birdpocalypse, AI Job Cuts, Free El Gato
Roundup pesticides get a pass from Georgia. CrowdStrike joins the AI craze. A mysterious birdpocalypse in California. Regeneron buys the bankrupt 23andMe, prompting concerns over consumer's DNA. Free El Gato. All this and more in this week's strange news segment.They don't want y ... Show More
1 h
Episode 331: Neal and Toby recap the mishaps of Google’s AI search results going full hallucination and the fallout afterwards. Then, the SEC’s new T+1 settlement rule goes into effect today that could transform the stock trading environment. Next, a recap of the biggest headlines over the long weekend including a weak box office showing and saying goodbye t ... Show More