Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick!
(1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics
(14:44) Running T…
(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent!
(2:12) Scott's background, what drew him to equities, the role of macro investors
(7:22) The…
(0:00) The Besties intro Andrew Schulz!
(3:29) Friedberg hits a quick Science Corner on the future of fertility
(9:35) Reacting to Gavin Newsom's new podcast: genius or pandering?
(19:36) Tariff expe…
(0:00) The Besties welcome Joe Lonsdale!
(3:51) Jason recaps an eventful week in Washington
(8:29) Trump's tariffs: endgame, impact, chaos, master plan
(26:25) DOGE, IRA grifting, do campaign contrib…
(0:00) Bestie intros
(1:41) Epstein files first release underwhelms
(4:40) Friedberg recaps his experience on Celebrity Jeopardy!
(14:22) State of autonomous robots
(21:06) Comparing annual reports f…
(0:00) The Besties welcome John and Patrick Collison!
(4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators
(20:…
(0:00) The Besties intro Naval Ravikant!
(9:07) Naval reflects on his thoughtful tweets and reputation
(14:17) Unique views on parenting
(23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Te…
(0:00) The Besties intro Antonio Gracias!
(3:11) DOGE takes on USAID
(31:44) Sacks breaks in to talk USAID
(34:00) Sacks explains what he's working on: Crypto/AI Frameworks
(46:41) The Democratic Par…
(0:00) The Besties intro Travis Kalanick!
(2:11) Travis breaks down the future of food and the state of CloudKitchens
(13:34) Sacks breaks in!
(15:38) DeepSeek panic: What's real, training innovation…
(0:00) Ray Dalio joins Friedberg!
(0:50) The current US fiscal situation
(6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth
(24:54) USD vs other curr…
(0:00) The Besties intro Thomas Laffont!
(6:22) Behind the scenes: Inauguration Weekend recap!
(15:58) Biggest takeaways from DC during the Inauguration
(31:38) Trump Executive Action breakdown
(33:3…
(0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip
(33:53) California Rep. Eric Swalwell on where Democrats…
(0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag
(2:21) Texas vs. California: how to approach building and entrepreneurship
(10:25) Thoughts on immigration, serving in th…
(0:00) The Besties welcome Mark Pincus!
(3:53) Mark's background
(6:02) How Mark got red-pilled for Trump, maintaining friendships despite political differences
(23:21) LA Wildfires update: Newsom's …
(0:00) The Besties welcome Cyan Banister!
(9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned
(36:51) Insurance issues, rebuilding headwinds, reclaiming the g…
(0:00) The Besties welcome Gavin Baker and recap ski week!
(5:38) Biggest Political Winner
(9:26) Biggest Political Loser
(17:34) Biggest Business Winner
(32:43) Biggest Business Loser
(46:54) Bigges…
(0:00) Bestie intros
(3:07) The Besties welcome Box CEO Aaron Levie!
(5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI
(18:42) DOGE's first cas…
(0:00) The Besties welcome Keith Rabois!
(4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admi…
(0:00) Bestie announcement!
(2:53) Gavin Baker and Joe Lonsdale join the show
(4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position
(20:08) Trump nominates Paul Atkins as…
(0:00) Bestie intros!
(1:54) Breaking down the DOGE roadmap
(24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE
(48:11) WW3 risk: Bide…