Episode (200)
Halaman 1 dari 20
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 22, 2026(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US...
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
May 15, 2026(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace t...
Charles & Chase Koch on How They Quietly Built a $150B Empire
May 12, 2026(0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins (1961) (11:31) Failures...
Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
May 10, 2026(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scanda...
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
May 08, 2026(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next grea...
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
May 01, 2026(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 Sam Altman lawsuit (41:00) Big tech smashes earn...
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
Apr 29, 2026(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? (27:52) Why CA Homes Cost 3x More to Build (Unions,...
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
Apr 24, 2026(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: John Ternus succeeds Tim Cook, what's next for A...
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Apr 17, 2026(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 crisis: Leaked memo, enterprise pivot, Anhropic valu...
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Apr 10, 2026(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw...