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Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
(0:00) Bestie intros: Welcome back Brad Gerstner!
(2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done
(13:27) National Guard sent to Chicago to protect ICE Agents
(44:02) OpenAI's…
Published on 1 month, 3 weeks ago
Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
(0:00) Introducing Roelof Botha
(1:08) Sequoia's Scout program and its best-performing funds ever
(3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies
(9:01)…
Published on 1 month, 3 weeks ago
YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
(0:00) Introducing YouTube CEO Neal Mohan
(1:08) YouTube's revenue split with creators
(7:30) How Neal thinks about enabling monoculture and connective threads at YouTube
(11:23) Censorship on YouTub…
Published on 1 month, 3 weeks ago
Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact
(0:00) Introducing Joe Tsai
(0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing?
(6:07) Alibaba origins, China's pullback on capitalism
(10:10) US vs Chin…
Published on 1 month, 4 weeks ago
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
(0:00) Bestie intros!
(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble
(17:42) IPO market, SPAC 2.0
(27:41) The AI rollup opportunity
(36:01) Sacks joins the show!
(38:27) OpenAI…
Published on 2 months ago
Ro Khanna on Crime, Censorship & Congress: Fixing What's Broken in America
(0:00) Chamath and Jason welcome Rep. Ro Khanna!
(1:10) H-1Bs and immigration
(8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders
(15:08) Tec…
Published on 2 months ago
Multicoin Capital's Kyle Samani on Internet Capital Markets
(0:00) Introducing Kyle Samani
(1:07) History of modern capital markets
(3:25) What a redesigned capital market structure would look like in 2025
(8:22) Examples of the future of internet capital mar…
Published on 2 months ago
Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures & the Fix
(0:00) Introducing Rick Caruso
(1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild
(11:20) California's incompetence, running for CA…
Published on 2 months ago
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War
(0:00) Introducing Arm CEO Rene Haas
(1:08) Lessons from working with Jensen Huang
(3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size
(10:01)…
Published on 2 months ago
Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
(0:00) Introducing Cleo Abram
(1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True
(8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope
(23…
Published on 2 months ago