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  1. E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

    E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

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  2. E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

    E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

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  3. E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

    E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

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  4. E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

    E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

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  5. E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

    E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

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  6. E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown

    E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown

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  7. E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more

    E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more

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  8. E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

    E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

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  9. E186: Hot Swap growing, donors revolt, President Kamala, SCOTUS breakdown: Immunity, Chevron

    E186: Hot Swap growing, donors revolt, President Kamala, SCOTUS breakdown: Immunity, Chevron

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  10. E69: Conversation with Elon Musk, Twitter's bot problem, SpaceX's grand plan, Tesla stories & more

    E69: Conversation with Elon Musk, Twitter's bot problem, SpaceX's grand plan, Tesla stories & more

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  11. E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

    E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

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  12. E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

    E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

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  13. E188: Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

    E188: Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

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    291
  14. E97: SPAC updates, public/private market overview, Putin's end game & more

    E97: SPAC updates, public/private market overview, Putin's end game & more

    297
  15. E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

    E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

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    371
  16. E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again

    E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again

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    293
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  17. E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

    E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

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  18. E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

    E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

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  19. #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks

    #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks

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  20. E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more

    E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more

    232
  21. E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

    E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

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  22. E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

    E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

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    309
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  23. E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more

    E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more

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  24. E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

    E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

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  25. E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

    E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

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