E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and film talk (22:27) VC ma... Read more
11 Aug 2023
•
1hr 36mins
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, sclerotic establishment... Read more
4 Aug 2023
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1hr 29mins
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E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
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(0:00) All-In in Italy!: Recapping Chamath's wedding (11:55) Discourse around obesity and weight loss in the US (21:56) ... Read more
27 Jul 2023
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1hr 17mins
E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties
E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties
(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president ... Read more
21 Jul 2023
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E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft ... Read more
14 Jul 2023
•
1hr 28mins
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in decline? (28:36) Fed ... Read more
9 Jul 2023
•
1hr 38mins
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirma... Read more
1 Jul 2023
•
1hr 36mins
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) ... Read more
24 Jun 2023
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1hr 33mins
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state o... Read more
16 Jun 2023
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1hr 58mins
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance & Coinbase... Read more
10 Jun 2023
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1hr 42mins
