E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

E121: Macro update, Fed hike, CRE debt bubble...

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Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

(0:00) Martin Shkreli joins the Besties! (0:55) Why quantum computing is a one-trick business and why he's betting against it (7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader to pharma (11:37) AI, drug discovery, and who actually wins (21:32) Bri ...  Show more

Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

(0:00) Bestie intros! (2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare (38:28) OpenAI's math breakthroughs and community backlash (1:02:03) Riots in France, Friedberg's socialism metric, bond market (1:21:41) G ...  Show more

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