Episodes

Cyan Banister joins the conversation as the group dives into the ongoing wildfire crisis in Los Angeles, examining the systemic failures and leadership issues contributing to the devastation. They discuss the challenges of insurance and rebuilding, emphasizing the need to reclaim effective governance. The discussion shifts to Mark Zuckerberg's pivot to a free speech model at Meta, replacing third-party fact-checkers with Community Notes. NVIDIA's consumer-focused announcements at CES spark interest in potential market impacts and emerging verticals. The episode takes a lighter turn with a discussion on Trump's Greenland ambitions and a conspiracy corner exploring theories about the builders of the pyramids.

In this episode, Gavin Baker from Atreides Management joins the discussion as the group kicks off with a recap of their ski trip. Political predictions for 2025 are explored, along with Chamath's insights on progressivism and the influence of money in politics. The conversation shifts to business, with predictions for the biggest winners and losers in 2025, debates on stablecoin regulation, and updates on valuations and TV deals in pro sports. The episode delves into autonomous drones, industry consolidation, and the impact of AI on employment. The hosts share their most contrarian beliefs and predictions for assets, consumer decision-making, and anticipated trends. The episode concludes with speculation on federal debt, UFOs, and extraterrestrial life.

The episode begins with a lively discussion on specialty drinks and an introduction to the NESKY Awards. The conversation transitions to recent AI developments, highlighting NVIDIA's role in the AI revolution and updates from OpenAI. A financial review is interspersed with comedic elements, providing a light-hearted take on current economic trends. The NESKY Awards take center stage, with categories covering business and political winners and losers, humorous acknowledgments of financial missteps, and standout CEOs and investors. The awards continue with new products, startups, flops, and notable moments in media and sports. The episode wraps up with reflections on technology and global prosperity, gratitude to the team, and warm holiday wishes.

In this episode, Aaron Levie joins as the new fifth bestie, and allin.com is launched. The discussion covers AI regulation, the Biden administration's proposals, crypto regulation, stablecoins, and payment systems. The hosts critique the omnibus spending bill, government inefficiencies, and consider spending cuts, referencing Elon Musk. Biden's cognitive state and bill review improvements are also discussed. A conspiracy corner delves into drone sightings over New Jersey. The episode shifts to OpenAI, AI market competition, and AI commoditization's impact on software development. It concludes with insights into AI advancements, Google's AI strategy, and warm holiday wishes.

Keith Rabois joins the conversation, sharing insights into his return to Khosla Ventures and drawing comparisons with Founders Fund. He also discusses his husband Jacob Helberg's involvement in the Trump administration. The episode delves into the business acumen and diversity of opinion within Trump's cabinet. Google's latest quantum chip and its implications for encryption and cryptography are explored. The discussion shifts to Apple's development of a new server chip for AI inference, alongside challenges with iOS and concerns about the company's product culture. TikTok faces a critical deadline after a court ruling supports the "divest-or-ban" law. The state of venture capital, Stripe's private status, and crypto trends round out the episode.

The episode kicks off with an exciting announcement before welcoming guests Gavin Baker and Joe Lonsdale. Discussion centers on the "Trump Bump," highlighting debt, deregulation, and America's favorable position in the global landscape. The conversation shifts to Trump's nomination of Paul Atkins as SEC Chair, replacing Gary Gensler, and its implications for cryptocurrency and other markets. Michael Saylor's Bitcoin strategy, defense technology advancements, and the U.S.-China competition in AI are examined. The hosts delve into xAI's ambitious GPU cluster expansion and the potential impact of Grok 3 on AI scaling laws. The episode concludes with reactions to the shocking murder of UnitedHealth's CEO.

The episode begins with lighthearted banter, sponsor shoutouts, and housekeeping. It dives into a Wall Street Journal op-ed on Dogecoin, featuring a Milton Friedman clip. Jason expresses skepticism about Doge, while Chamath discusses its economic impact and regulatory challenges. They explore reform proposals, referencing Argentina's deregulation and comments from Elon and Vivek. Inflation, fiscal sustainability, and deregulation communication are discussed, along with political shifts and California's regulatory landscape. The Ukraine-Russia conflict's financial and human costs are examined. In the Science Corner, epigenetic memory, obesity, and health routines are highlighted. The episode wraps up with playful banter and closing remarks.

The episode begins with Chamath's travel plans and a post-election analysis, featuring political banter and a holiday party update. It then covers Bitcoin's surge, finance stock trends, and Trump's crypto policies. Market dynamics, the economic outlook, and risk assets are examined, followed by insights into crypto regulation and legislative prospects. The discussion also covers venture capital trends, Chamath's M&A outlook, Warren Buffett's strategy, and fintech risk appetite. Additional topics include Trump's media lawsuit, pharma advertising, and San Francisco's political shifts, culminating in the FBI raid on Polymarket's CEO. The episode concludes with an analysis of Trump's team building and anti-war voices.