Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

(0:00) Michael Burry's big short against AI

(12:00) Why Palantir is so richly valued vs other tech companies

(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms

(36:18) H-1B debate flares up again after Trump's comments on Fox News

(42:37) Science Corner: Solar storms, coronal mass ejection, risks

(51:14) Rich Americans fleeing "the great confiscation"

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/michaeljburry/status/1988778952299802818

https://x.com/_Investinq/status/1988847716613365845

https://x.com/michaeljburry/status/1987918650104283372

https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html

https://x.com/jatanackov/status/1988256651103592564

https://x.com/omapproach/status/1988410644907856075

https://x.com/latestinspace/status/1988606899932299700

https://www.swpc.noaa.gov/

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Episoder(430)

Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

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26 Sep 1h 34min

Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete

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23 Sep 25min

Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans

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(0:00) Steve Hilton joins the Besties! (3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws (12:09) The path to victory: the persuadable voter, the cost-of-living p...

23 Sep 55min

Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine

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(0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom & legalizing supersonic flight (7:59)  The pivot to powering data centers (10:38) Jason joins: data center demand, private jets & what winnin...

22 Sep 17min

Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

(0:00) Welcome Naveen Rao (4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close (10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind o...

21 Sep 22min

Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

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(0:00) Adam Foroughi joins the Besties! (3:07) Discovery vs search & is your phone listening? (10:04) IPO tumble & becoming your own best investor (16:00) Privacy rules, Apple's crackdown & how agents...

20 Sep 23min

Bill Gurley: Searching for Feynman

Bill Gurley: Searching for Feynman

(0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research:  https://www.p3.institu...

19 Sep 38min

Jared Isaacman: A New Era for NASA and American Space Exploration

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18 Sep 38min

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