Episodes

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.

The episode begins with lighthearted intros and a discussion on Trump's election victory. Announcements include a holiday party and Jason's experience at Mar-a-Lago with David Sacks. Topics include the Democratic Party's shortcomings, alternative media's role, and democracy's cyclical nature. Inflation's impact on elections and legacy media's decline are analyzed. The discussion covers individual candidates, party policies, and media collusion. Trump's performance and potential cabinet picks are evaluated, along with concerns about neocons and Elon Musk's media strategies. Disappointments in Obama, Trump's policies, government transparency, and potential reforms are considered, alongside state elections, California politics, and abortion laws.

The episode begins with Halloween greetings and details about upcoming events like a holiday spectacular and election night livestream. It covers US GDP growth, government spending concerns, and the impact of the prime rate on the economy and real estate. Google's earnings and potential tech monopoly issues are discussed, along with a public spectrum auction and declining media trust. The role of podcasts in politics and Kamala Harris's influence via search algorithms are debated. An election update includes early voting trends, election integrity, and voter ID debates. The episode compares voter fraud to credit card fraud and discusses national voter ID. Closing thoughts wrap up the conversation.

The episode begins with a lighthearted segment involving Chamath's whereabouts, a cashmere mix-up, and wine choices. The conversation shifts to market trends, focusing on bonds and gold. David Sacks delves into inflation, fiscal policy, and investment strategies during inflationary periods. The evolving perspectives of young investors and Gen Z's career goals are discussed, alongside portfolio adjustments and Bitcoin's role. A comparative analysis of equities and bonds in inflationary contexts follows. The episode examines government spending's impact on the economy and political campaigns. Starbucks' strategic hurdles and Apple's customer issues are highlighted. The episode concludes with casual banter, sponsor mentions, and acknowledgments.

The episode begins with Supergut's launch at Target and an election livestream event. It examines Poly Market's reliability versus traditional polls and the impact of recent interviews on elections, including Kamala Harris's performance and JD Vance's views. Media biases and election integrity are debated. Updates on Tesla and SpaceX, including Starlink's growth, are shared. The potential Uber-Expedia acquisition and the future of super apps are explored. The episode also covers big tech's nuclear power investments and geopolitical impacts, advancements in nuclear safety, Trump's political fallout, and a California Coastal Commission controversy.

The episode begins with upcoming events, then examines the impact of Hurricane Milton and climate change on real estate and insurance. It explores the Nobel Prize in chemistry's tech implications, Google's antitrust issues, and big tech's future. The venture capital market is analyzed, focusing on fund returns. TikTok's role as a news source is debated amid national security concerns. Updates on the 2024 election and political strategies are provided, alongside insights into the startup ecosystem, social media, and the tech industry. Poker strategies are briefly discussed, followed by a sponsor segment from Wealthfront, and concludes with closing remarks.

Adyen Co-CEO Ingo Uytdehaage joins the conversation, discussing Adyen's competitive edge over Stripe. The episode delves into the challenges and strategies for building and scaling a tech company in Europe, with insights into Adyen's expansion into India. Ingo shares thoughts on stablecoins, financial deplatforming, and the role of AI in fintech, including the potential of open-source solutions. The discussion also covers the complexities of offering services in authoritarian countries, leveraging data for economic forecasting, and the dynamics of working as a Co-CEO.

In this episode, David Friedberg introduces a panel focused on the evolving eVTOL industry. The discussion features insights from Joby Aviation, Archer Aviation, and Wisk Aero, highlighting their unique approaches and innovations. Key consumer issues such as liquidity, scalability, and pro-eVTOL regions are examined. The panel delves into autonomous flight technology, redundancy, pilot necessity, and handling edge cases. Acoustic challenges, network creation through scale, marketing strategies, and battery technology are explored. The conversation wraps up with predictions on the commercial availability of eVTOLs and navigating FAA regulations.