E125: SpaceX launch, Fox News settlement, "Zo...

(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 ...  عرض المزيد

(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+ ...  عرض المزيد

Nilay, David, and Richard Lawler take on a big week in confusing news stories. First, they talk through the latest from Elon Musk's DOGE, which is running rampant through government computer systems with little pushback. Then they explain the latest on the US government's tariff ...  عرض المزيد

On today's episode, once again, it's OpenAI and DOGE. And some other things! Nilay and David start the show by talking about Elon Musk's surprise bid to buy the nonprofit arm of OpenAI, along with the company's plans for new models and new rules for those models. After that, The ...  عرض المزيد

The Japanese operator of 7-Eleven is discussing ways to defend itself against a takeover bid by Canada’s Alimentation Couche-Tard, Chinese export controls on crucial semiconductor materials are starting to hit supply chains, and the fintech company Klarna plans to axe almost h ...

 Bloomberg News EV Reporter Sean O’Kane and Bloomberg Businessweek Columnist Max Chafkin discuss Elon Musk news about Tesla factory closures and Bill Ackman proposing to take X public. Michael Dowling, CEO at Northwell Health, discusses AI and healthcare. Melissa Byrne, Executive ...  عرض المزيد