4.2 • 7.1K Ratings
🗓️ 24 June 2023
⏱️ 94 minutes
🧾️ Download transcript
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups
(12:36) Zuck vs. Elon cage match
(15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection
(33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future
(51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins
(1:09:59) Secondary market for depressed startup shares heats up
(1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf
https://twitter.com/Dexerto/status/1671971832809791509
https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html
https://twitter.com/aaronjmate/status/1670514363634176000
https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5
https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93
https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html
https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration
https://twitter.com/davidsacks/status/1671628570714845184
https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken
https://twitter.com/chamath/status/1671806525029986304
https://twitter.com/shellenberger/status/1671162870422454272
https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus
https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx
https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales
https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology
Click on a timestamp to play from that location
0:00.0 | So wait a second, you guys, I saw that you were at a CO2 conference or a TPG conference, |
0:06.8 | you're at some banking conference, SACs. |
0:09.2 | Brad and I were both at the CO2 summit. |
0:11.0 | CO2, CO2 is a large investor, is it a hedge fund private equity? |
0:16.2 | They're a late sage fund. It's a big late sage fund. |
0:18.4 | Some, it's a really big word. Was it a summit or was it more like a meeting? |
0:21.8 | Well, it's like a two-day conference in Santa Barbara. |
0:25.7 | Oh, nice. |
0:27.2 | They've done a number of years in a row now. |
0:29.6 | Last year, Brad and I went and we met with SPF. |
0:35.3 | They'll ever tell you that SPF story. |
0:37.5 | No, let's go. |
0:38.3 | Who's got crazy hair right now? |
0:39.7 | You or SPF? Give us a quick take that hat off for a second. |
0:43.6 | Take that Monclaro off for a second. |
0:45.4 | Let's get aside by side. |
0:47.6 | Oh my god, SACs is using no product. |
0:52.2 | It's not that bad. |
0:53.6 | You're starting to look like the emperor, like Senator Palpatine from Star Wars. |
0:57.6 | I mean, people are having a field day with this crazy hair. |
1:00.4 | But what was the vibe? |
1:01.5 | If you said there was a vibe two years ago, the vibe was crypto-mania. |
... |
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