E152: Real estate chaos, WeWork bankruptcy, B...

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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

. 18min 10sec

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

. 27min 32sec

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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

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E1023: News Roundtable! Machine Zone CEO Kristen Dumont & The Register's Iain Thomson on Bezos phone hack, Tesla valuation skyrocketing, DJ Elon, Coronavirus, Barstool Sports funding, unions, proposed Uber/DoorDash merger & more!

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0:48 Jason intros Iain Thomson & Kristen Dumont 1:58 Iain on the grim state of his WeWork office 4:34 Bezos phone hack, Saudi interference 15:12 DJ Elon plays Jason out of the break 16:45 $TSLA vs. $TSLAQ, Elon haters & more 23:07 Airborne Tesla in LA 27:30 Coronavirus effects on ... Show more

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