Jul 13, 2026
(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs
(15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic
(31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour
(42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models
Thanks to our partners...
Jul 11, 2026
(0:00) Bestie intros: Brad Gerstner fills in for Friedberg!
(2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence
(27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly
(54:29) CCP considering putting export...
Jul 10, 2026
(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman)
(1:50) Reasoning, Inference, and Breaking Moore's Law
(16:28) Open Source, AI Sovereignty, and the Road to AGI
(40:54) The Innovation Behind Generative Video (Robin Rombach)
(47:31) Martin Scorsese, Robots, and the Future of Hollywood IP
Thanks to...
Jul 3, 2026
(0:00) Bestie intros: Happy Fourth of July!
(0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"
(33:52) Update on the AI jobs debate
(50:24) Anthropic's Fable 5 available after export restrictions lifted
(59:06) SCOTUS upholds birthright citizenship, striking Trump's EO
(1:21:30) Newsom's "balanced...
Jun 29, 2026
(0:00) Nate Silver joins the pod!
(10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India
(25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base
(34:48) The winning 2028 playbook:...