Podcast Episodes
Back to SearchE168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown
(0:00) Bestie intros! Jato Caelin
(1:36) Groq update!: The key metric developer platforms should care about
(5:55) Google's make or break moment: Sho…
2 years ago
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat!
(2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of t…
2 years, 1 month ago
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
(0:00) Sacks Tequila Tasting!
(1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback
(15:36) Mind-blowing Sora demos: bre…
2 years, 1 month ago
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
(0:00) Bestie intros!
(2:08) Apple Vision Pro breakdown
(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performanc…
2 years, 1 month ago
E164: Zuck's Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
(0:00) Bestie intros! The guys try the Apple Vision Pro
(8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety …
2 years, 1 month ago
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
(0:00) Bestie intros!
(1:37) Markets rip on strong economic data
(17:05) Media's broken business model, death spiral
(35:47) Texas defies the Biden A…
2 years, 1 month ago
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
(0:00) Live from the WEF: "Oh Davos, Kumbaya"
(4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump
(21:53) Boei…
2 years, 2 months ago
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
(0:00) Bestie intros! Friedberg's jumper
(1:21) US and its allies strike Houthi targets in Yemen
(16:24) Markets: Q1 rate cut looks unlikely, Decembe…
2 years, 2 months ago
E160: 2024 Predictions! Markets, tech, politics, and more
(0:00) Bestie intros! Pasty Preppers
(4:17) 2024's Biggest Political Winner
(13:37) 2024's Biggest Political Loser
(19:41) 2024's Biggest Business Wi…
2 years, 2 months ago
E159: The Bestie Awards! Recapping the best and worst of 2023
(0:00) Welcome to the fourth annual Bestie Awards!
(4:14) Biggest Political Winner
(10:26) Biggest Political Loser
(15:14) Biggest Political Surprise…
2 years, 2 months ago