Sep 30, 2025
(0:00) Introducing Rick Caruso
(1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild
(11:20) California’s incompetence, running for CA Governor vs LA Mayor
(14:21) Attention to detail
(17:04) State of California: What it should be, homelessness, National...
Sep 30, 2025
(0:00) Introducing Arm CEO Rene Haas
(1:08) Lessons from working with Jensen Huang
(3:20) Arm’s history, understanding Nvidia’s dominance in AI, training vs inference, physical AI market size
(10:01) China’s AI ecosystem, the US-Intel deal, rare earths, creating a US “national champion”
(15:35) Manufacturing...
Sep 30, 2025
(0:00) Introducing Cleo Abram
(1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True
(8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope
(23:14) Q&A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the “war...
Sep 29, 2025
(0:00) Introducing Eli Lilly CEO Dave Ricks
(1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China
(7:08) GLP-1 pricing and capital allocation after a breakout pharma product
(12:56) Why Biotech VC has plummeted, “patent hacking” in China
(15:32) Dave’s health regimen:...
Sep 27, 2025
(0:00) Bestie intros!
(2:23) H-1B overhaul: origins and exploitation
(25:26) Autism linked to Tylenol usage during pregnancy
(43:42) Jimmy Kimmel returns to ABC: comments and reactions
(59:21) Two major AI papers
(1:09:00) YouTube update
(1:12:53) Alphabet admits to COVID censorship under Biden, new CA online hate...