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 action: we want to add some sounds to our soundboard so make sure to leave a comme ... 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
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
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