Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized.
After the break, Sam Lessin from Slow Ventures shares his insights on the impact of ... Show More
Today
The AI Scarcity Myth Is Breaking
Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI models are closing the gap without top-tier Nvidia chips. Micron cratered from its all-time high of $1,255 to $800 in a matter of weeks, ... Show More
35m 36s
Aug 2023
Responsible AI: Building trust, shaping policy
Text us your thoughts on this episodeWith the use of generative AI accelerating, it’s important to focus on how business leaders can get the most out of their tech investment in a trusted and ethical way. In this episode, we dive into responsible AI – what it is, why it’s importa ... Show More
30m 22s
Mar 2023
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based com ... Show More
1h 56m
Oct 2024
AI Startups: The Next Big Thing
In this episode, Jaeden and Jamie discuss the latest trends in AI investment, highlighting key players and innovative startups that are shaping the future of technology. They explore the significance of funding in driving disruption across various industries, including finance, h ... Show More
13m 28s
Feb 2024
Reid Hoffman on OpenAI’s $7 trillion plan, Apple’s Vision Pro, and AI traps
Will OpenAI’s new text-to-video tool Sora revolutionize content creation? In this episode of Masters of Scale, Reid Hoffman joins Bob Safian to discuss Sam Altman’s fundraising, Meta’s dramatic resurgence, and three catalysts driving the recent tech layoffs. In this rapidly evolv ... Show More
25m 24s
Jan 2025
How the New Administration Will Impact Crypto, AI & Tech Globally w/ Ben Horowitz & Salim Ismail | EP #145
In this episode, Ben, Peter, and Salim discuss recent tech, AI, robotics, and crypto news and what the new administration means for tech enthusiasts.
Recorded on Jan 23rd, 2024
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ben Horowitz is a prominent bus ... Show More
1h 5m
Jun 2025
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stoc ... Show More
1h 52m
Mar 2025
Unlocking AI's Potential in Business
In this podcast episode, Jamie and Jaeden discuss Sam Altman's announcement about a new AI model capable of creative writing. They explore the implications of this technology for side hustles and business growth, the quality of AI-generated content, and the future of AI in creati ... Show More
13m 15s
Aug 2025
AI Bubble Pops, Zuck Freezes Hiring, Newsom's 2028 Surge, Russia/Ukraine Endgame
(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing down? (39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nomi ... Show More
1h 11m