🚨🚨🚨 POD UP!
travis kalanick (@travisk) and keith rabois (@rabois) fill in for sacks and friedberg!
-- grok 4 launch wows
-- learning "the bitter lesson" in ai
-- ai-native browsers: hail mary, waste of time, or killer product?
-- elon’s third party: is now the right time?
-- scotus backs trump on federal rifs
(0:00) the besties welcome travis kalanick and keith rabois!
(3:02) travis on https://t.co/W4G4Kua7FN / uber rumors and the state of cloud kitchens
(18:51) xai launches grok 4, learning "the bitter lesson" in ai
(40:36) how grok can catch chatgpt in usage, openai's product excellence
(46:27) perplexity and openai building ai-native browsers and taking on chrome
(58:01) elon's "america party": is now the right time for a third party, and could he make an impact in 2026?
(1:13:12) scotus backs trump over federal government rif plans
🚨classic episode alert: the besties are BACK!🚨
-- bond market chaos
-- GOP abandons DOGE as the house passes the "big, beautiful bill"
-- google's big week: disrupting search with ai and diversifying revenue away from ads
-- openai acquires jony ive's startup for $6.5b
-- sacks breaks down ai diplomacy in the middle east
-- science corner: CRISPR therapy milestone
-- is energy production the solution to america's fiscal problems?
(0:00) today's topics and bestie intros!
(2:49) bond market chaos, gop abandons doge, trump's big, beautiful bill passes the house
(38:15) google's big week: ai in search, roadmap to diversifying revenue
(46:49) openai acquires jony ive's design startup for $6.5b
(57:09) ai diplomacy: sacks breaks down his trip to the middle east and the datacenter deals
(1:15:25) science corner: crispr breakthrough!
(1:23:02) how increased energy production could solve america's fiscal problems
BG2. Bessent Fair Trade vs. Nuclear Navarro, H20 & Rare Earth Ban, Exit Ramp & Market Impact 👊💥@altcap@bgurley
(00:00) Intro
(02:15) Complex Systems
(06:00) Tariff Negotiations & Free Trade
(23:19) Export Controls: AI War, H20 & Rare Earth Ban
(42:29) New AI Cold War & Zero Sum Game
(52:37) $TSLA & Market Check
🚨🚨 e224 is LIVE!
featuring the incredible @TimJDillon
-- trump vs harvard
-- nvidia export controls
-- how dei killed hollywood
(0:00) the besties welcome tim dillon!
(6:56) nvidia h20 export controls and china's workarounds
(28:45) trump vs harvard
(57:04) hollywood's dei facade, thoughts on ai
(1:18:06) celebrity jeopardy update: friedberg is heading to the finals!
(1:26:44) science corner: mitochondrial therapy
WATCH: Peter Thiel calls out Democrat election fraud at All-In summit; “If it’s going to be a razor thin close election, then I’m pretty sure Kamala will win because they will cheat, they will fortify it, they will steal the ballots,
Your favorite trader was scared to long... was most likely stressing on the lower time frames... shame
Done and dusted with 1 trade. All you need 💯
🦄 on top, all members got paid FAT today. $ES
@RealSkipBayless Eagles got shafted this game by two blown calls and I’m a fucking giants fan. That toe never touched the ground, Brown got foulded before the ball got there and the missed jersey tug on Watkins. Refs were on cloud nine
@realcoachvic Did you have any days where a trade from London was held through New York? If you did, did you also take the New York trade while holding the London one? Thanks for sharing