Today, Andy interviews Steve Bannon and his War Room tech editor, Joe Allen. They make the populist right-wing case for breaking up Big Tech, forcing transparency on frontier AI labs, and blocking “AI amnesty” efforts that would preempt state oversight. Bannon frames AI as a species-level inflection point driven by what he calls “broligarch” elites pushing “ ... Show More
Feb 2026
The AI Skeptics
In this episode, we dive into the views of the people who think the AGI race is being oversold, misunderstood, or misframed. As you’ll hear, we break them down into three distinct camps: “AI Is Grift” (a tech-industry con), “Wrong Path” (LLMs can’t reach AGI without new ideas), a ... Show More
1h 15m
Apr 2026
Sam Altman’s Attacker, In His Own Words
In this episode we talk with Daniel Alejandro Moreno-Gama, the man who was recently arrested and charged with attempting to kill Sam Altman. Several months before the attack, our team contacted a young man posting on Discord under the handle "Butlerian Jihadist," who referenced “ ... Show More
20m 47s
Apr 2024
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of forecasting the AI Supercycle, Stargate and the massive AI supercomputer build out, AI demand overhyped or underhyped ... Show More
1h 8m
Apr 2023
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
(0:00) Bestie intros! (1:49) Understanding AutoGPTs (23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood (37:38) How to regulate AI? (1:12:35) Bob Lee update, recent SF chaos Follow the besties: https://twitter.com/chamath https://linktr.ee/calacan ... Show More
1h 33m
Nov 2024
ChatGPT Search and the AI Search Arms Race
<p>The search industry is in the midst of a transformative period as OpenAI releases ChatGPT search. This episode explores how OpenAI’s new tool enters a competitive field with Google and Perplexity, aiming to provide fast, direct answers and source citations, plus support for ti ... Show More
16m 10s
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