October 3, 2025
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1:29:31Now Playing(0:00) Bestie intros!
(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble
(17:42) IPO market, SPAC 2.0
(27:41) The AI rollup opportunity
(36:01) Sacks joins the show!
(38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?
(45:04) Open source AI: DeepSeek's new model, pressure on US AI industry
(1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation
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