OpenAI's Identity Crisis, Datacenter Wars, Ma...

(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30 ...  Show more

(0:00) Jason intros PA Governor Josh Shapiro (1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud (13:05) Wealth tax debate, what Dems are getting wrong on business (20:17) 2024 Democratic collapse, future of the party, socialist wing (38:1 ...  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

In South Africa they’re preemptively de-horning rhinos to save them from poachers… Economics is saving the rhino.Big Tech is being driven by AI FOMO… and Wall Street is analyzing their AI spending receipts. There is 1 app more powerful than TikTok… It’s called CapCut and it’s cru ...  Show more