E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

E123: Trump indictment, de-dollarization, sho...

Up next

Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the nuclear precedent, power limi ...  Show more

JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms

(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity (16:23) H-1B abuse and the massive $1T+ ...  Show more

Recommended Episodes

Charlie Kirk On Donald Trump's Indictment | Ep. 253 | Part 1
PBD Podcast


In this episode, Patrick Bet-David and Sam Seder will discuss:

<ul> <li>Could Islam Ever Take Over The World?</li> <li>The collapse of American value</li> <li>Twitter being a $250 billion company</li> <li>Donald Trump's indictment</li> </ul>

FaceTi ...

  Show more

Trump $2K Tariff Dividend, 50 Year Mortgage, Jan 6th Pipe Bomber + Shutdown Over? | PBD Podcast 681
PBD Podcast

Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick unpack Trump’s proposed $2,000 tariff-dividend payout, the GOP’s looming 2028 presidential pick, the showdown between the New York Police Department and Zohran Mamdani, and whether the federal government shutdown ...  Show more

Epstein Files Release, Trump Gold Card Visa, Andrew Tate In US, Newsom's Podcast | PBD Podcast | Ep. 553
PBD Podcast

Patrick Bet-David, Vincent Oshana, Adam Sosnick and Tom Ellsworth cover Donald Trump proposing a $5M Gold Card Visa, Pam Bondi announcing the release of the Epstein flight logs & client list, Andrew & Tristan Tate arriving to the U.S., Gavin Newsom launching a new podc ...

  Show more

20VC: OpenAI's $6BN Jony Ive Deal | YC Is Both Chanel and Walmart—and Has Officially Won | Builder.ai Implodes and Hinge IPOs: Who Wins & Who Loses | Seed Is Easy. Series A Is Brutal & The Dirty Truth About Late-Stage Venture
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

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 ...

  Show more