E91: SoftBank's $21B+ Vision Fund loss, signa...

(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called o ...  Show more

(0:00) Eric Weinstein joins the show! (03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat (21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas (41:36) Ed Witten drove physics off a cliff, and i ...  Show more

Agenda:

00:00 – Why "Fund Returners" Are a Myth in Late-Stage VC

05:02 – Builder.ai Implodes: $500M Gone & Fraud Allegations Begin

11:40 – The Dirty Truth About Late-Stage Venture Math

15:57 – The Hi ...

Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the ...

* Gold and silver shellacked. * Jobs report worse than anyone expected. * Elon Musk becomes richest man in the world. * Chamath Palihapitiya’s poorly chosen quote may be an omen for things to come. * Bitcoin bubble brings bizarre bedfellows. * Biden vows to put low-skilled worker ...  Show more

Vinny and Sunny are BACK with Jason for another roundtable! First, they cover the aftermath of the bank shutdowns (2:54) before breaking down the impact on startups and the overall economy. (14:14) They also cover Zuckerberg announcing more cuts at Meta (1:05:49) and OpenAI launc ...  Show more