Podcast Episodes

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…

3 years ago

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

(0:00) Bestie intro: Jason's Japan trip!

(1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth…

3 years ago

E116: Toxic out-of-control trains, regulators, and AI

(0:00) Bestie intros, poker recap, charity shoutouts!

(8:34) Toxic Ohio train derailment

(25:30) Lina Khan's flawed strategy and rough past few weeks…

3 years, 1 month ago

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

0:00 Bestie intro!

1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex

28…

3 years, 1 month ago

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

(0:00) Bestie intro!

(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow

(17:52) Interest rates impact on mega-cap c…

3 years, 1 month ago

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

(0:00) David Sacks does bestie intros!

(2:49) DOJ sues Google over ads business

(23:09) EU probes Microsoft over Slack complaint based on "bundling" …

3 years, 1 month ago

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

(0:00) Bestie intro, who gets credit for the podcast?

(6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024…

3 years, 2 months ago

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

(0:00) Bestie intro!

(0:43) Reacting to Slate's article on All-In

(11:18) SF business owner caught spraying homeless person on camera

(29:22) Microso…

3 years, 2 months ago

E110: 2023 Bestie Predictions!

(0:00) Bestie New Year catch-up!

(2:44) Prediction 1: 2023's biggest political winner

(17:25) Prediction 2: 2023's biggest political loser

(21:57) Pr…

3 years, 2 months ago

E109: 2022 Bestie Awards Live from Twitter HQ

(0:00) Bestie catch up!

(3:05) Kicking off the 2022 Bestie Awards

(4:12) Biggest winner in politics

(9:11) Biggest loser in politics

(16:37) Biggest …

3 years, 3 months ago