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(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption
(9:07) Open Weight vs. Frontier AI Models
(18:07) AI and Cyber Warfare
(21:14) AI Regulation and the Global AI Arms Race
(30:32) Vertical Integration and Software Consolidation
Follow Nikesh:
https://x.com/nikesharora
...
(0:00) Dylan Field joins the show: Figma's origin story and mission
(3:16) Adobe's $20B deal blocked: inside the antitrust fight
(12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the "SaaS apocalypse"
(18:52) Creativity in the AI era: why taste and boldness win
(36:02) Human agency, AI's promise, and what comes next
Thanks t...
(0:00) Ben Horowitz fills in for Friedberg!
(2:18) CoreWeave's debt selloff: did the AI bubble just pop?
(31:14) AI's deflationary impact: decompiled software
(45:44) Anthropic's investor day gets mixed reactions
(1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices
(1:22:19) Understanding Bill Gates the Doomer...
(0:00) Billy Evans joins Friedberg
(3:38) How they met, Elizabeth the person vs the headlines, indictment
(11:02) Life on trial, having a child, where she went wrong in fundraising
(19:28) Understanding the verdict, sentencing, and the mistake of staying silent
(26:09) Elizabeth calls from prison, her life in jail
(31:34) Why they did the do...
(0:00) Martin Shkreli joins the Besties!
(0:55) Why quantum computing is a one-trick business and why he's betting against it
(7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader to pharma
(11:37) AI, drug discovery, and who actually wins
(21:32) Brilliance and rule-breaking, the gifted-kid trap & what prison taugh...