If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz.
(00:14) Jason Moser and Ricky Mulvey discuss:
- Why Alphabet is spending $32 billion on a cloud security company.
- BYD’s announcement that it can charge an electric vehicle battery in five minutes.
- Robinhood rolling out prediction markets on it ... Show More
Yesterday
Is Wall Street Turning on AI?
Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical ... Show More
40m 46s
Oct 29
Alphabet Almost Sets a Record No One Wants
Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ... Show More
24m 8s
Mar 2025
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla (49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC ... Show More
1h 30m
Mar 2025
Nvidia’s AI Message, Alphabet’s Scoop, FOMC Meeting Day 1 3/18/25
<p>David Faber and Jim Cramer started the show by looking ahead to Nvidia’s big AI message, with CEO Jensen Huang set to deliver his keynote address later today. The anchors then shifted to the big deal of the morning; Google-parent Alphabet acquired cybersecurity company Wiz for ... Show More
43m 9s
Sep 2023
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) ... Show More
1h 42m
Mar 2025
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of ... Show More
1h 22m
<p>Show Notes:</p> <p>0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more</p> <p>16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies</p> <p>30:44 Zymergen's implosion: role of diligence, how to make deep tech sus ... Show More
