Spencer Pratt on Fixing LA: Wildfires, Homele...

(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, ho ...  Show more

(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (5 ...  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