February 11, 2023
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1:49:44Now Playing(0:00) Bestie intro!
(1:49) Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex
(28:26) Bestie refresh!
(33:13) The AI Search Wars: Microsoft pressing hard, Google has a rough week
(45:06) Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?
(1:12:41) Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?
(1:31:14) Disappointing State of the Union, precarious situation between debt, taxes, and entitlements
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