Feb 28
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reaction ... Show More
1h 21m
Feb 20
Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is this story really about? (34:10) Michael Tracey explains "Epstein Mythology" (1:1 ... Show More
1h 47m
Oct 2025
Cuomo DESTROYS Mamdani, NBA Mafia Gambling Bust & Trump TURNS China On Russia | PBD Podcast | Ep 672
Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick break down Andrew Cuomo’s heated debate clash with Zohran Mamdani, the NBA’s massive mafia-linked gambling bust, and Trump’s bold oil move to turn China against Russia amid rising trade tensions.------👞 GET THE N ... Show More
2h 15m
Apr 2025
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
Oct 2025
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
Pre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPveOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they unpack the $3T AI buildout, circular revenue red flags, and whether the boom is becoming a b ... Show More
1h 1m
Sep 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with Ope ... Show More
1h 44m
Oct 2025
Trump softens China tariffs, gold rallies, regional banks hit
US stocks open mixed after President Trump told Fox Business the 100% tariff on China “won’t stand,” calling high tariffs “not sustainable.” Futures turned higher on hopes of easing trade tensions ahead of a planned Trump–Xi meeting in two weeks. The optimism comes after a turbul ... Show More
21m 41s