Aug 25, 2023
(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!
(2:58) All-In Tequila update
(10:04) Nvidia smashes earnings, GPU market outlook
(37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market
(49:51) Sacks on current investable metrics right now in...
Aug 18, 2023
(0:00) Sacks' big night
(2:56) Sacks on spirits
(14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions
(53:01) Michael Burry's bet against the market: overblown?
(58:33) Real estate capital crunch
(1:12:26) Trump's newest indictment
(1:23:31) What...
Aug 11, 2023
(0:00) Bestie intros: Friedberg's bad haircut
(1:17) Welcome BG^2! Biography recommendations and film talk
(22:27) VC market update: State of Series A's
(33:43) Dry powder misconceptions, marking incentives
(48:57) IPO window starting to open, IPO down rounds, incentives to go public
(1:03:17) Cyclical venture cycles,...
Aug 4, 2023
(0:00) Bestie intros!
(0:53) LK-99 breakdown
(24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents
(46:04) Fitch downgrades US debt rating
(1:09:12) Trump's newest indictment
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