(0:00) Tucker joins the besties!
(4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery
(25:40) What's behind the rise of Nick Fuentes and America First?
(49:13) Understanding the Anti-AI sentiment
(1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel
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Referenced in the show:
https://x.com/chamath/status/1999139689173749835
https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html
https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602
https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes
https://x.com/DavidSacks/status/1997843165102100528
https://fred.stlouisfed.org/series/LNS14024887
https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0
(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
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Referenced in the show:
Sacks's AI waiver:
https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf
Sacks's Crypto waiver:
https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf
https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html
https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html
(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) Best celebrity poker players, high-stakes poker archetypes, and more
(34:31) Sales coaching advice
Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.
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(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. LP capital, why Friedberg returned as a CEO
(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology
Special thanks to The Venetian Las Vegas for hosting us!:
Join us at the All-In Holiday Spectacular!:
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Referenced in the show:
https://x.com/RepClayHiggins/status/1990868089056219267
https://x.com/michaeljburry/status/1991289193037746579
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025