Jul 4
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:5 ... Show More
1h 25m
Jun 28
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Dem ... Show More
1h 47m
Jun 21
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
Apr 24
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they revisit arguments about free trade, and discuss updates on tariff negotiations, export controls, the new AI cold war, NVIDIA H20 chip ban, rare earth b ... Show More
1h 2m
Apr 24
#466 – Jeffrey Wasserstrom: China, Xi Jinping, Trade War, Taiwan, Hong Kong, Mao
Jeffrey Wasserstrom is a historian of modern China. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep466-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/jeffre ... Show More
3h 14m
Jul 2024
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political 180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 12.5, Cr ... Show More
1h 17m
Apr 4
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
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 13m
Jun 22
From ChatGPT to Instagram to Uber: The quiet architect behind the world’s most popular products | Peter Deng
Peter Deng has led product teams at OpenAI, Instagram, Uber, Facebook, Airtable, and Oculus and helped build products used by billions—including Facebook’s News Feed, the standalone Messenger app, Instagram filters, Uber Reserve, ChatGPT, and more. Currently he’s investing in ear ... Show More
1h 55m
Apr 12
📆 L'HEBDO 12/04 - Meta obligé de lâcher Instagram et WhatsApp ?
Cette semaine, on évoque le possible procès de Meta pour abus de position dominante, Apple qui tente de limiter la hausse des prix des ses produits, le plan européen pour l'IA, les annonces Google en IA agentique, une course de robots humanoïdes en Chine et la transformation numé ... Show More
53m 46s
Apr 26
📆 L'HEBDO 26/04 - La tech américaine toujours en ébullition, sur fond de tension avec l'Europe
Cette semaine, plongée au cœur de l'innovation américaine, en direct du Texas et de New York, pour une radiographie de la tech et de l'entreprenariat numérique dans un contexte toujours incertain entre l'Europe et les Etats-Unis.Découvrez Frogans, l'innovation française qui veut ... Show More
54m 27s
May 2024
OpenAI Search, Apple’s $100B Stock Buyback, US Civil Unrest (Reacts) w/ Emil Michael
Is your startup prepared for the next US election? Learn about the forces driving today’s tech giants and tomorrow’s political landscape. In this week's Reacts episode, insiders Chris Saad, Yaniv Bernstein, and Emil Michael former Chief Business Officer of Uber, cover: Buyback Ba ... Show More
41m 30s