Episode (200)
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SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
Apr 03, 2026(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? (36:33) Iran War costs, fertilizer crisis, downs...
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
Mar 27, 2026(0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats, and disruption ...
Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like
Mar 26, 2026(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 trips, and life-altering decisions (26:23) The next...
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Mar 23, 2026(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts Our episo...
How Matt Mahan Thinks He Can Save California
Mar 23, 2026(0:00) Matt Mahan: Why He's Running for Governor (1:51) How California Went From Bad to Worse (12:05) Public Sector Unions & Lobbying in Sacramento (19:05) California's Housing Crisis: Regulation &...
Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 19, 2026(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's futur...
John Fetterman: The Rogue Democrat Who Broke Party Ranks
Mar 18, 2026(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Re...
Travis Kalanick & Michael Dell Live from Austin, Texas
Mar 17, 2026(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and th...
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Mar 13, 2026(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:...
Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets
Mar 11, 2026(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing th...