E42: China's tech crackdown, CRISPR breakthro...

(0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for SpaceX: Compounding launch monopoly and Starlink (10:38) The 10x Paradox: Why we're seeing unprecedented s ...  Show more

(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19 ...  Show more

The EU drug regulator will launch an investigation next week into whether clinical trials of Russia’s Sputnik V Covid-19 vaccine contravened ethical standards, and Japan’s national champion, Renesas Electronics, is being forced to diversify due to the pressures brought on by t ...

Canberra is contemplating investing in a A$1bn biopharmaceutical plant to reduce its dependence on imports of critical medicines, China’s state-backed pharmaceutical group, Sinopharm, wants more governments to buy its Covid-19 vaccine, and Spain is set to become the first EU c ...

Positive results from the first US Covid-19 trial raised investors’ hopes of an economic rebound, Chinese self-driving car start-ups have been accelerating pilot projects as US rivals sit idle, and bond investors have hit out at the growing trend of companies reporting “earnin ...

President Biden’s decisive action to promote competition in the U.S. reflects a decreasing public approval of Big Tech. This episode is sponsored by NYDIG. On this episode of “The Breakdown,” NLW analyzes President Joe Biden’s “Factsheet: Executive Order on Promoting Competition ...  Show more