(0:00) David Friedberg introduces Secretary Doug Burgum

(2:11) Burgum's background and how it led to his role in the administration

(10:56) The state of American energy and how we got here

(22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance

(34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt

(42:25) Mining, overseeing the EPA, aligning agencies with outcomes

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Intro Music Credit:

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(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins!

(1:32) How she ended up in Trump's two administrations, history of the USDA

(16:56) Trump's first 100 days, what needs to be reformed in the USDA

(21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration

(30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background

(34:33) State of US farming in 2025, labor costs, opening up new markets, and more

(42:11) Working with DOGE, Farm Bill negotiation, stance on agricultural innovation

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Intro Music Credit:

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https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen!

(4:05) Is Sacks back?

(8:19) Reflecting on Trump's first 100 days

(28:16) Global trade disruption, how businesses are dealing with tariffs

(49:14) Amazon flip-flops on its tariff pricing feature, national security issues

(1:04:13) AI agents, 1,000,000X'ing AI, and more

Follow Aaron Levie:

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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://en.wikipedia.org/wiki/OODA_loop

https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146

https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html

https://x.com/Molson_Hart/status/1915248938753392642

https://x.com/SecScottBessent/status/1917697018551754802

https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html

https://x.com/chamath/status/1908239828283777393

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

https://manus.im

https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369

(0:00) The Besties intro Andrew Ross Sorkin

(2:04) Market bump: Trump rally or a Bessent put?

(18:04) Are tariffs damaging the American "brand"? Apple's investment in India

(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea

(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem

(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE

(1:18:35) Science Corner: China's Thorium Breakthrough

Follow Andrew:

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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://www.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D

https://x.com/nic__carter/status/1909066161464959070

https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html

https://x.com/TheTranscript_/status/1915116330534998440

https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372

https://truthsocial.com/@realDonaldTrump

https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html

https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev

https://x.com/EconomyApp/status/1915501252420784499

https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech

https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025

https://doge.gov/savings

https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet

https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty

https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28

(0:00) The Besties welcome Tim Dillon!

(6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities

(28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away

(57:04) Hollywood's DEI facade, thoughts on AI, and more

(1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals!

(1:26:44) Science Corner: Mitochondrial Therapy

Follow Tim:

https://x.com/TimJDillon

Check out Tim's new special:

https://www.netflix.com/title/81992010

Follow the besties:

https://x.com/chamath

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https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.youtube.com/watch?v=wUzmVo2dZNs

https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-15-25/card/nvidia-records-5-5-billion-charge-on-new-h20-export-restrictions-LXjxlqr2m80QIrfJxnYZ

https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866

https://www.reuters.com/technology/exclusive-nvidia-offers-new-advanced-chip-china-that-meets-us-export-controls-2022-11-08

https://abachy.com/news/nvidia-unveil-new-ai-chips-chinese-market-after-us-bans-a800-and-h800

https://www.moomoo.com/community/feed/compared-to-the-h100-how-is-the-performance-of-the-111725151846805

https://www.reuters.com/technology/tsmc-could-face-1-billion-or-more-fine-us-probe-sources-say-2025-04-08

https://www.bis.gov

https://www.cnbc.com/2025/04/15/us-is-unable-to-replace-rare-earths-supply-from-china-warns-csis-.html

https://www.bloomberg.com/news/articles/2025-03-31/trump-administration-to-review-billions-in-grants-to-harvard

https://www.harvard.edu/research-funding/wp-content/uploads/sites/16/2025/04/Letter-Sent-to-Harvard-2025-04-11.pdf

https://www.harvard.edu/president/news/2025/the-promise-of-american-higher-education

https://apnews.com/article/harvard-trump-administration-federal-cuts-antisemitism-0a1fb70a2c1055bda7c4c5a5c476e18d

https://www.cnn.com/2025/04/16/politics/irs-harvard-tax-exempt-status/index.html

https://www.boston.com/news/local-news/2024/09/05/harvard-comes-in-dead-last-in-nationwide-free-speech-rankings

https://en.wikipedia.org/wiki/Bob_Jones_University_v._United_States

https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard

https://www.thecrimson.com/article/2022/7/13/faculty-survey-political-leaning

https://www.reuters.com/world/europe/ukraines-parliament-extends-martial-law-until-august-2025-04-16

https://www.nature.com/articles/s41586-023-06537-z

https://www.nature.com/articles/d41586-025-00848-z

https://www.researchgate.net/publication/389907980_Organelle-tuning_condition_robustly_fabricates_energetic_mitochondria_for_cartilage_regeneration/fulltext/67d8575e478c5a3feda50563/Organelle-tuning-condition-robustly-fabricates-energetic-mitochondria-for-cartilage-regeneration.pdf

https://www.foxnews.com/media/george-clooney-calls-breaking-biden-2024-his-civic-duty-says-democrats-werent-telling-truth

(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

Follow Larry:

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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

Follow Antonio:

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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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Follow Colin and Samir:

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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) 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

Follow Gavin:

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Follow the besties:

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Follow on X:

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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://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