Jan 31, 2025
(0:00) The Besties intro Travis Kalanick!
(2:11) Travis breaks down the future of food and the state of CloudKitchens
(13:34) Sacks breaks in!
(15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry
(50:14) US vs China in AI, the Singapore backdoor
(1:01:51) OpenAI...
Jan 28, 2025
(0:00) Ray Dalio joins Friedberg!
(0:50) The current US fiscal situation
(6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth
(24:54) USD vs other currencies and assets, best hedges against the dollar
(33:20) Portfolio construction, how China increases risk for US AI...
Jan 25, 2025
(0:00) The Besties intro Thomas Laffont!
(6:22) Behind the scenes: Inauguration Weekend recap!
(15:58) Biggest takeaways from DC during the Inauguration
(31:38) Trump Executive Action breakdown
(33:39) TikTok's grace period extended, valuing the business, US new equity strategy?
(57:01) Jan 6th pardons, birthright...
Jan 20, 2025
(0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip
(33:53) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more
(1:08:01) California Rep. Ro Khanna on reforming the...
Jan 19, 2025
(0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag
(2:21) Texas vs. California: how to approach building and entrepreneurship
(10:25) Thoughts on immigration, serving in the Senate, over-politicization
(16:55) How to create a bipartisan consensus on immigration, increasing prosperity...