Podcast Episodes
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Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
(0:00) Dan Loeb joins the Besties!
(0:34) Investor journey: From message boards to a multibillion dollar hedge fund
(3:15) Third Point's early days: …
2 weeks, 4 days ago
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
(0:00) Coatue's Thomas Laffont joins the Besties!
(0:30) Public markets are back as AI is dominates the "Unicorn Economy"
(5:15) The $4T AI IPO explo…
2 weeks, 5 days ago
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
(0:00) Bill Ackman joins the show!
(0:30) Evolving investment philosophy: What's changed over 20 years?
(4:40) AI: Greatest time to build a business,…
3 weeks ago
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
(0:00) OpenAI CFO Sarah Friar joins the show!
(0:31) How OpenAI thinks about its IPO timeline
(3:31) OpenAI, Anthropic, Google: The AI arms race
(7:4…
3 weeks ago
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
(0:00) Bill Gurley joins the show!
(6:00) Making yourself valuable in the age of AI, first class of "AI Natives"
(17:37) Reacting to Pope Leo's AI en…
3 weeks, 4 days ago
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
(0:00) Gavin Baker joins the show!
(0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability
(12:42) Why Americans have turned on AI, ant…
1 month ago
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
(0:00) Salesforce CEO Marc Benioff joins the show!
(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midte…
1 month, 1 week ago
Charles & Chase Koch on How They Quietly Built a $150B Empire
(0:00) David Friedberg welcomes Charles & Chase Koch
(1:04) Koch Inc. Overview: Scale, Business Lines & History
(2:21) Building the Business: Early D…
1 month, 1 week ago
Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
(0:00) Spencer Pratt vs. the Machine
(3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone
(14:03) W…
1 month, 1 week ago
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
(0:00) Bestie intros! Thoughts on the LA mayor election
(4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane gro…
1 month, 2 weeks ago