Nov 8, 2024
(0:00) Bestie intros!
(4:55) Sacks recaps election night at Mar-a-Lago
(8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost
(25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media
(37:59) What mattered most: Policy, Candidate, or...
Nov 1, 2024
(0:00) Bestie intros!
(5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues
(29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google?
(36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks
(42:17) How the media...
Oct 25, 2024
(0:00) Bestie intros!
(3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events
(9:08) Macro and markets: making sense of unique asset diversions
(27:23) Gen Z's economic cultural movements
(38:28) Reallocating assets for a new period...
Oct 18, 2024
(0:00) Bestie intros
(2:01) Polls vs Prediction markets, dueling interviews, election update
(16:06) Tesla's Robotaxi event and SpaceX's Starship catch
(27:36) Uber reportedly looking into acquiring Expedia
(45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI
(1:11:10) Lawfare from the...
Oct 15, 2024
(0:00) Announcement from Friedberg
(0:18) Besties intro JD Vance!
(3:33) America's innovation problem
(5:04) Thoughts on Trump
(8:53) Would JD Vance have certified the election in 2020?
(12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs
(19:35) Political realignment:...