Software Stocks Implode, Claude's Hit List, S...

(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is this story really about? (34:10) Michael Tracey explains "Epstein Mythology" (1:1 ...  Show more

(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor conference (32:48) CBO report: Death spiral, growth opportunity, or gold ...  Show more

Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick break down Andrew Cuomo’s heated debate clash with Zohran Mamdani, the NBA’s massive mafia-linked gambling bust, and Trump’s bold oil move to turn China against Russia amid rising trade tensions.------👞 GET THE N ...  Show more

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they revisit arguments about free trade, and discuss updates on tariff negotiations, export controls, the new AI cold war, NVIDIA H20 chip ban, rare earth b ...  Show more

Pre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPveOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they unpack the $3T AI buildout, circular revenue red flags, and whether the boom is becoming a b ...  Show more

✅ Vote for TBOY to win “Best Business Podcast” at the Webby Awards: https://vote.webbyawards.com/PublicVoting#/2024/podcasts/shows/businessJune 13th will be Elon Musk’s most awkward day ever — Tesla Shareholders are voting “yes” or “no” on whether Elon should get a $56 Billion pa ...  Show more