Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: ...
23 Heinä 20251h 4min
Winning the AI Race Part 2: Vice President JD Vance
(0:00) The Besties welcome JD Vance (1:24) Immigration (6:34) AI policy (9:27) Relationship with China: Technology competition, striking a balance, trade (12:42) Diplomatic relations when AI is at-sca...
23 Heinä 202526min
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian
(0:00) The besties introduce the day with Jacob Helberg (9:08) Michael Kratsios, Director of the Office of Science and Technology Policy (18:24) Chris Power, Hadrian (35:15) Jake Loosararian, Gecko Ro...
23 Heinä 20251h 34min
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
(0:00) The Besties welcome Gavin Baker! (1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis (19:24) The $10 trillion AGI prize, what artificial general intelligence and super...
19 Heinä 20251h 19min
Grok 4 Wows, The Bitter Lesson, Elon's Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
(0:00) The Besties welcome Travis Kalanick and Keith Rabois! (3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens (18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI (40:...
11 Heinä 20251h 30min
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon...
4 Heinä 20251h 25min
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the la...
28 Kesä 20251h 47min
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring s...
21 Kesä 20251h 52min
