(0:00) Bestie intros!

(0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs

(21:21) Measures for success of tariffs, debating the impact of letting China into the WTO

(46:14) Is the US being exploited on trade? Was free trade a mistake?

(1:02:01) Recession chances, How the Trump administration gathers information

(1:19:39) Future of the Democratic Party, Abundance agenda, DOGE

(1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://truthsocial.com/@realDonaldTrump/posts/114309144289505174

https://x.com/WhiteHouse/status/1910058352278708638

https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8

https://breakthroughprize.org

(0:00) The Besties welcome Ben Shapiro and Antonio Gracias

(1:54) Why Antonio is helping out and what it's like working with DOGE

(4:56) DOGE's latest findings: illegal immigration, social security, and more

(27:59) Was Biden's open border policy a Dem strategy to expand their voter base?

(39:55) Tariffs: Liberation Day chaos, reactions, strategy

(55:26) Impact, consequences, and risks for the Trump Administration

(1:13:50) How the US can thrive in a high-tariff world

(1:31:33) Future US political landscape if the tariff strategy fails

(1:42:27) Chamath recaps his best-performing asset of 2025 + wrap

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/AntonioGracias/status/1906877800511893670

https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860

https://x.com/Geiger_Capital/status/1907553323387072774

https://x.com/enriqueabeyta/status/1907796286763409439

https://x.com/Geiger_Capital/status/1907622848149037509

https://x.com/litcapital/status/1907813630227173534

https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0

https://www.hoover.org/publications/goodfellows

https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486

(0:00) Friedberg and Jason are live from Austin!

(2:51) How building an audience has impacted the Besties

(11:15) Colin & Samir join the Besties!

(12:01) Evolution of short-form and long-form content

(22:18) Business models for creatives

(35:04) Advice to up and coming creators

(42:10) Chris Williamson joins the Besties!

(50:17) Making it seem effortless

(57:47) Monetizing content

(1:05:02) Scaling a one-man show

(1:19:15) Bryan Johnson joins the Besties!

(1:20:13) Spotify’s move to video

(1:21:21) Bryan’s Ketamine experience

(1:28:03) Creators and value props

(1:36:52) Issues with the US food industry

(1:43:10) Top tips for healthy living

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Intro Music Credit:

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Intro Video Credit:

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(0:00) The Besties welcome Gavin Baker back on the show!

(1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back

(16:22) US vs China in AI: Manus, China building its own Nvidia, and more

(28:37) The Administration's endgame for tariffs

(53:05) Signalgate: context and fallout

(1:09:42) El Salvador deportations

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

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Referenced in the show:

https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27

https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25

https://modelcontextprotocol.io/introduction

https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo

https://www.youtube.com/watch?v=A8wJc7vHcTs

https://x.com/JohnArnoldFndtn/status/1905296181208416744

https://x.com/chamath/status/1904547884877701610

https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151

https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua

https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador

https://x.com/Sec_Noem/status/1905034256826408982

(0:00) Welcoming Cyan Banister and David Sacks!

(3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more

(33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla

(49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage

(1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation

(1:12:57) Space rescue, SpaceX vs China, lunar landing

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

Bessent interview: https://youtu.be/lSma9suyp24

Lutnick interview: https://youtu.be/182ckTL2KBA

https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html

https://x.com/Tim_Walz/status/1902197581586833643

https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161

https://x.com/elonmusk/status/1519735033950470144

https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7

https://x.com/thesamparr/status/1902385138308104685

https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223

https://www.cnbc.com/quotes/US10Y

https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html

https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship

https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791

(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick!

(1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics

(14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump

(38:01) Balancing the budget and fixing GDP

(52:21) Tariff history and strategy, global trade

(1:10:34) Trump Cards, building better government software, AI thoughts

(1:22:49) Sovereign Wealth Fund strategy

(1:37:16) How his family reacted to his new role

Thanks to our partners for making this happen:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent!

(2:12) Scott's background, what drew him to equities, the role of macro investors

(7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today

(21:30) Scott explains the Trump Administration's economic strategy

(32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt

(42:06) DOGE, DC grifts, shakeup at the IRS

(50:51) Re-engineering social security through the US SWF, how energy factors in

(1:00:02) Surprises, fixing affordability, thoughts on President Trump

Thanks to our partners for making this happen:

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Follow Secretary Bessent:

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Intro Music Credit:

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Intro Video Credit:

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(0:00) The Besties intro Andrew Schulz!

(3:29) Friedberg hits a quick Science Corner on the future of fertility

(9:35) Reacting to Gavin Newsom's new podcast: genius or pandering?

(19:36) Tariff experiment so far: risks, communication issues, and more

(30:44) Why the American Dream is broken and how to fix it: cracking the housing market, social security reform

(55:45) Aligning upside via increased stock market participation

(1:11:23) How Andrew blew up in comedy, going direct via YouTube, building a cancel-proof following

(1:22:25) State of America, conspiracy obsession, thoughts on Trump and DOGE

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/chamath/status/1895948351516131515

https://x.com/ChineseEmbinUS/status/1897132043362034153

https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc

https://www.wsj.com/opinion/bidens-mortgage-relief-fuels-higher-housing-prices-policy-loans-risk-cb0a1974