Episode (200)
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2025 Predictions with bestie Gavin Baker
Jan 04, 2025(0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54) Bi...
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie
Dec 20, 2024(0:00) Bestie intros (3:07) The Besties welcome Box CEO Aaron Levie! (5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI (18:42) DOGE's first c...
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois
Dec 13, 2024(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admi...
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
Dec 07, 2024(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins ...
DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
Nov 23, 2024(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE (48:11) WW3 risk: Bi...
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
Nov 16, 2024(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big...
Trump wins! How it happened and what's next
Nov 08, 2024(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition...
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
Nov 01, 2024(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of G...
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
Oct 25, 2024(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events (9:08) Macro and markets: making...
Dueling Presidential interviews, SpaceX's big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Oct 18, 2024(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch (27:36) Uber reportedly looking into acquirin...