Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
212 episodes transcribed(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, rig...
(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, s...
(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...
(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...
(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...
0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:...
(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 co...
(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" T...
(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...
(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) Microsof...
(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) Pre...
(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 p...
(0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:48) Nuclear fusion breakthrough and geopolitical r...
(0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled...
(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (...
0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-...
(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47)...
(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential...
(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drop...
(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downtu...
