(0:00) Bestie intros: Banana boat!
(2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet
(27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech
(49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?
(1:17:17) War Corner with Sacks
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https://twitter.com/Jason
https://twitter.com/DavidSacks
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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://www.google.com/finance/quote/NVDA:NASDAQ
https://twitter.com/KobeissiLetter/status/1760680756689748478
https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1
https://twitter.com/JayScambler/status/1759372542530261154
https://twitter.com/chamath/status/1760343973632291212
https://x.ai
https://twitter.com/TheTranscript_/status/1760436281438314545
https://artificialanalysis.ai
https://www.contraline.com/product
https://www.cafexapp.com/commercial
https://blog.google/technology/ai/google-gemini-ai
https://blog.google/products/gemini/bard-gemini-advanced-app
https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace
https://twitter.com/benthompson/status/1760452419627233610
https://twitter.com/Patworx/status/1760189582870536408
https://twitter.com/micsolana/status/1760163801893339565
https://ai.google/responsibility/principles
https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback
https://twitter.com/Jason/status/1760780139476992062
https://twitter.com/paulg/status/1760416051181793361
https://twitter.com/chamath/status/1760729719094563019
https://twitter.com/Jason/status/1760780139476992062
E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more
E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more
E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner
E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more
E24: Markets trend down, political manipulation via COVID “Zeroism," stimulus breakdown, biological Patriot Act
E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!
E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev
E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green
E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more
E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more
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