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OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

(0:00) Bestie intros

(3:05) OpenAI misses targets, Codex gains on Claude

(20:02) AI cybersecurity: a market that's about to explode

(31:03) Elon vs S…

1 month, 3 weeks ago

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CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win

(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor

(8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible?

(2…

1 month, 3 weeks ago

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SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

(0:00) Bestie intros!

(4:55) SpaceX-Cursor deal, compute as leverage

(18:33) SaaS bloodbath, debt bomb incoming, buy the dip?

(46:20) New Apple CEO: …

1 month, 4 weeks ago

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OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

(0:00) Bestie intros: Travis Kalanick joins the show!

(0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC

(11:23) OpenAI's identity cri…

2 months ago

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Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

(0:00) Bestie intros: Brad Gerstner joins the show!

(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?

(24:07)…

2 months, 1 week ago

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Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race

(0:00) Jason intros PA Governor Josh Shapiro

(1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud

(13:05) Wea…

2 months, 2 weeks ago

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The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War

(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens

(0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup

(2:54) War, …

2 months, 2 weeks ago

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SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

(0:00) Bestie intros!

(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier

(21:00) 2026 IPO explosion, OpenAI down round?

2 months, 2 weeks ago

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Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

(0:00) Bestie intros!: Friedberg for Governor of California?

(2:25) Anthropic's generational run

(15:45) OpenAI: getting focused or panic mode?

(36:5…

2 months, 3 weeks ago

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Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like
Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like

(0:00) David Friedberg intros Bryan Johnson

(0:54) Why Bryan Johnson did 5-MeO-DMT

(12:56) What brain scans actually show

(18:36) Psychosis, bad trip…

2 months, 4 weeks ago

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