the man himself, CEO of YouTube. I didn't realize that when I took over the CEO gig, a big part of my job would be being a straight man for a lot of YouTubers out there. YouTube is now by far the biggest streamer in the world.Shorts, I think, has just surpassed 70 billion views a day. So, it's continuing to grow at an incredibly rapid pace. Mohan was one of the pioneers of internet advertising.I've been working with YouTube even before either I or YouTube were part of Google and keeping the world's largest ...

My prediction will ring truer than any of us hope. Socialism will sweep over this nation. I fear to cancer and it's going to be worse than what we saw with woke stuff. People are stagnant in wage growth. No one in the United States, including wealthy people, who haven't taken significant notice of the increased cost of groceries and the increased cost of buying home goods. Everyone's rent goes up every year. There was this Tik Tok rant that went viral this week about this woman that's like, "Why does my ren ...

Do you think we are in an existential race for humanity to win the AI race with China. They for sure believe it's existential. I have it on good authority that if you work for Deep Seek, you are not allowed to be in the same room as an American while you're in China and you have kind of a CCP minder with you most of the time.That's kind of astonishing. The second thing I would say is I do think they are making an effort to throttle it up. You know, Xi Jinping had a dinner with kind of, you know, 20 entrepre ...

Apple has bought back, let this sink in, $700 billion worth of shares over the past decade. >> Maybe they should have spent 200 billion less and spent that on data centers and been like a real competitor in AI. And I just continue to be baffled, you know, and I think they're very comfortable being late to markets.You know, the iPhone was not the first smartphone, but I'm just shocked at their inaction and in aptitude and AI, how bad the products are from a user perspective. I mean, they're they're terrible. ...

(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy implications (27:27) China's major advantage and how the US can counter it (43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it (52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC? (1:10:00) Tariffs update: $125B ...

Regulators are now approving drone deliveries. >> There is one company that is huge in this space. They are by far the largest autonomous drone delivery fleet in the world at this point.They're called Zipline. >> Keller Renado Clifton is the co-founder and CEO of Zipline, the world's largest autonomous logistics and delivery system. We should get back to like building real things in the real world.>> What they've been showing is way more advanced than anything from Google or Amazon. What nerds are working o ...

Crypto may finally be going mainstream, spurred in part by the billiondoll public debut, A Circle. >> A meteoric rise for shares of stablecoin giant Circle since their public debut in just early June. >> One of the great performing IPOs we've seen in some time.>> Yes, it's Circle. >> Jeremy Aair is the co-founder, the chairman, and the CEO of Circle. >> Can you believe the performance of your stock since you went public just a few weeks ago.>> It's been an exciting time. The crypto industry locking in a maj ...

We should talk about this this um AI privacy issue that Sam Alman mentioned. >> All right, that's a great segue because I saw that as well, David Saxs, and uh as our civil servant working on AI, this is something where you can have an additional contribution. There's more work we can give you.All right, listen. Here it is. AI user privacy is becoming an issue because friend of the pod Sam Alman says there is no legal confidentiality when using his product Chat GPT.Here's a 30 second clip again. Friend of th ...

I don't know if you noticed this axe, but people are talking about the QDP the second quarter print which was amazing for GDP. You were talking about it a bunch Jamath on the socials. He keeps referencing the first half.So he's trying to blend those two together I think because of the the tariff differences or you know maybe to to smooth it out as he said. What's your take on this. The GDP boomed in you know 3% which is pretty great.the the problem. No, the problem that Jerome Powell has is that he's trying ...

Just for the audience, Dave is the CEO of Eli Liy, which is the world's most valuable pharmaceutical company and the leader in the GLP-1 drug market. GLP-1 drugs have become increasingly popular. Eli Liy coming to save us here has had its market capitalization increase by about 860% since he became CEO.And the stock price is up a little bit more than a,000%. No need for needles. Eli Liy says it has a pill.Eli Lily's experimental pill appears to work as well as the injected drug. It's everyone's job to move ...