E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

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 VC
(55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions
(1:39:46) Vivek's comments on the Climate Agenda
(1:47:07) Prigozhin crash

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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
/ 1694506279954526487
/ 1693441068036169785
/ 1693524941721731189
https://www.wine.com/product/21-seeds...
https://www.villadeste.com
https://www.google.com/finance/quote/...
https://nvidianews.nvidia.com/news/nv...
https://companiesmarketcap.com
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https://electrek.co/2023/06/21/tesla-...
https://prospect.org/features/great-t...
https://www.statista.com/chart/6780/o...
/ 1694062483462594959
https://openai.com/blog/gpt-3-5-turbo...
/ 1694073194351648932
https://commoncrawl.org/about/team
https://adsense.googleblog.com/2005/1...
/ 1694399138194952363
https://www.sec.gov/Archives/edgar/da...
https://www.theverge.com/2023/7/13/23...
https://venturebeat.com/games/microso...
https://www.stonealgo.com
• Craft Ventures: VC vs PE: What's the ...
https://www.natesilver.net/p/ramaswam...
https://www.cnn.com/2023/08/04/politi...
https://www.mediaite.com/politics/who...

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