Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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Davidsacks Podcasts
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OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
1:14:17
1:14:17
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1:14:17
(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinp…
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Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game
38:26
38:26
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38:26
(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game (16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie (31:10)…
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Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
1:01:53
1:01:53
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1:01:53
(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. …
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Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
55:05
55:05
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55:05
(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:1…
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Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
1:27:29
1:27:29
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1:27:29
(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, b…
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Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix
27:25
27:25
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27:25
(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products (9:21) AI's impact: anticipating the 3-day workweek (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP…
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Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower
29:16
29:16
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29:16
(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on th…
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51
Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom
26:05
26:05
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26:05
(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey (8:43) WWE vs UFC: Why they are opposites, star building (11:21) Physicality of…
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Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia
1:33:36
1:33:36
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1:33:36
(0:00) Disgraziad Corner: The most disgraceful things of the week! (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately (11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias (24:52) Three years of X: Looking back on the Twitter acquisition and how it cha…
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Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
1:04:19
1:04:19
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1:04:19
(0:00) Chamath and Jason welcome Pete Buttigieg (1:31) Why the Democrats lost tech (6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market (23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending (33:01) Culture Wars: The costly role of democratic identi…
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Nobel Peace Prize Winner: María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela
58:19
58:19
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58:19
(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado (4:27) Venezuela before and after Chavez (15:25) Why María got involved in politics and why she was expelled (24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing (31:27) Intimidation tactics by the Maduro regime, response to cl…
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Nobel Prize in Physics Winner: John Martinis on the State of Quantum
49:59
49:59
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49:59
(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics (0:43) John's history, how he got into physics (4:54) Explainer on quantum mechanics (22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize (30:37) Understanding qubits, the state of quantum computing, and the impact of AI (40:56) US vs …
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NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage
1:24:32
1:24:32
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1:24:32
(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists" (1:03:54) Study shows AI bias Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidS…
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Joe Manchin on the Fight for America's Future: Term Limits, Bipartisanship & the 2028 Election
1:10:09
1:10:09
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1:10:09
(0:00) Chamath and Jason welcome Senator Joe Manchin! (4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats (19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president (28:12) Why socialism is on the rise in Amer…
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California Forever: The Startup Building America's Next Great City
10:50
10:50
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10:50
(0:00) Introducing Jan Sramek (0:51) How California Forever is building America's next great city Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship …
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Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
1:16:15
1:16:15
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1:16:15
(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry? (36:15) State of US-China ahead of the Trump-Xi meeting, how we …
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1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
50:49
50:49
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50:49
(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation" (0:38) Why he chose this time period (3:22) The setup: what led to the 1929 crash (19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in…
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