0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Int
0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in
0:00 David Sacks: Man for the people 0:50 Escalating tensions over Russia/Ukraine; nuclear scare; ev
0:00 Ukraine invasion: how should the US respond? 17:03 Importance of energy independence when deali
0:00 Sacks needs the ball 1:43 Trudeau invokes emergency powers to try and stop the truckers protest
0:00 Bestie Intro: Phil Hellmuth found a new billionaire 1:30 Chamath's new camera positioning 3:58
0:00 Sacks' shining moment 2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain si
0:00 Chamath's preferred cosplay 1:35 Reflecting on prior investment decisions and markup dynamics 1
Show Notes: (00:00) Cold Open (00:25) Besties react to last week’s All-In E63 (21:50) Implications o
0:00 Bestie Intro: Friedberg prepares for the insurrection discussion 0:39 Breaking down the Oath Ke
0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of
0:00 Recapping the "Superspreader" 6:12 Predicting 2022's biggest political winner 11:57 Predicting
0:00 Catching up on the Web3 wars and Jack Dorsey sounding off 5:10 Biggest Winner - Politics 9:43 B
0:00 Bestie Intro: Sweater update, NYC stories 8:30 Sacks got flagged on Twitter, theorizing on Twit
0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number,
0:00 Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans 12:30 Understanding
0:00 Bestie intro 1:14 Constitution DAO: implications, shortcomings, how to move forward? 29:58 Ritt
0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how
Show Notes: 0:00 Besties do a Microsoft-themed intro 7:53 Spread trading big tech, amazing power of
Show Notes: 0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity leave 20:44 Proposed “
