2025 Predictions with bestie Gavin Baker

(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA (17:59) Moon base, creating new space industries, NASA's next chapter (23:29) How to make Mars realistic (25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and the importance of humans in ...  Show more

(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere" (11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests (17:03) How he got into investigative journalism and finding fraud (23:32) Selective ...  Show more

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the ...

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as ...  Show more

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc ma ...  Show more

My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Ga ...  Show more