(0:00) Sacks Tequila Tasting!
(1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback
(15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model
(51:24) The risks of companies issuing stock option loans
(1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability
(1:31:46) Takeaways from Tucker's Putin interview
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://companiesmarketcap.com/page/1
https://www.google.com/finance/quote/NVDA:NASDAQ
https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09
https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119
https://blog.google/products/gemini/bard-gemini-advanced-app
https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0
https://www.google.com/finance/quote/ARM:NASDAQ
https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18
https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13
https://twitter.com/OpenAI/status/1758192957386342435
https://twitter.com/CultureCrave/status/1758212761748980089
https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024
https://twitter.com/nathanbenaich/status/1758036247115608317
https://twitter.com/natfriedman/status/1758143612561568047
https://twitter.com/OfficialLoganK/status/1758198997590618550
https://huggingface.co/spaces/tsujuifu/ml-mgie
https://huggingface.co/stablediffusionapi/juggernaut-xl
https://twitter.com/jrichlive/status/1757258553688256895
https://twitter.com/jrichlive/status/1493392725814566914
https://twitter.com/chamath/status/1757537426019598418
https://twitter.com/elonmusk/status/1757537968083075137
https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms
https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl
https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report
https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country
https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference
https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024
https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007
https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html
https://twitter.com/wikileaks/status/1497207251785818114
https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
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