Podcast Episodes

E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion

(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch

(28:58) Fox News settles with Dominion Voting Systems, will pay $787M…

3 years, 6 months ago

E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

(0:00) Bestie intros!

(1:49) Understanding AutoGPTs

(23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood

(37:38) How …

3 years, 6 months ago

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

(0:00) Bestie intros!

(4:12) Trump indictment

(16:52) De-dollarization: What's real and what's overblown?

(39:35) Debt ceiling vote predictions

(56:3…

3 years, 6 months ago

E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

(0:00) Bestie intros!

(1:31) Joe Manchin calls out Biden on IRA flip-flop

(7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugin…

3 years, 6 months ago

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

(0:00) Bestie intro!

(2:58) Fed hikes 25 bps

(32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US

(54:27) S…

3 years, 6 months ago

E120: Banking crisis and the great VC reset

(0:00) Bestie intro!

(1:35) Recapping the events of the past week

(5:39) Understanding the banking crisis

(32:55) Solving the global debt problem, ri…

3 years, 7 months ago

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

(0:00) Bestie intro!

(1:57) Overview of the SVB collapse and bank run

(17:53) Who or what is to blame? Debating venture debt

(37:11) Contagion risk, …

3 years, 7 months ago

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, 7 months 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, 7 months 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, 8 months ago