Apr 17, 2026
(0:00) Bestie intros: Travis Kalanick joins the show!
(0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC
(11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot,
Anhropic valuation flip
(27:28) Big Tech's compute dominance: How will this impact frontier
labs?
(33:53) Allbirds stock up over 400%...
Apr 10, 2026
(0:00) Bestie intros: Brad Gerstner joins the show!
(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?
(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?
(42:20) Anthropic $30B run rate, fastest revenue ramp ever,...
Apr 8, 2026
(0:00) Jason intros PA Governor Josh Shapiro
(1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud
(13:05) Wealth tax debate, what Dems are getting wrong on business
(20:17) 2024 Democratic collapse, future of the party, socialist wing
(38:12) How Congress has become "pathetic,"...
Apr 6, 2026
(0:00) Friedberg Intros Palantir’s Shyam Sankar and Anduril’s Trae Stephens
(0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup
(2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo
(8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat
(12:27) Anduril's Arsenal-1 Factory & Fixing US...
Apr 3, 2026
(0:00) Bestie intros!
(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier
(21:00) 2026 IPO explosion, OpenAI down round?
(36:33) Iran War costs, fertilizer crisis, downstream impacts
(49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran
(1:04:18) Quantum Bitcoin hack...