Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

(0:00) Bestie intros LIVE from The Venetian Las Vegas

(1:13) Epstein Files breakdown

(10:06) Biggest Epstein questions: where did his money come from?

(14:44) Tether's booming business

(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026

(35:25) Google's Gemini 3 and TPU breakthrough

(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO

(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology

Special thanks to The Venetian Las Vegas for hosting us!:

https://x.com/VenetianVegas

Join us at the All-In Holiday Spectacular!:

https://allin.com/events

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

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Follow on TikTok:

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Follow on LinkedIn:

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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/RepClayHiggins/status/1990868089056219267

https://x.com/michaeljburry/status/1991289193037746579

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025

https://x.com/Similarweb/status/1988879389992386897

https://x.com/PokerGO/status/1987406318832132256

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Episoder(430)

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23 Sep 55min

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

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22 Sep 17min

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

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21 Sep 22min

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20 Sep 23min

Bill Gurley: Searching for Feynman

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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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