(0:00) Friedberg and Chamath welcome Senator Ron Johnson

(2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt

(14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality

(24:53) Energy rescissions, future of DOGE

(32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement

(54:15) Next steps if the Big, Beautiful Bill passes

(58:35) Post-interview recap

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(0:00) Today's topics and bestie intros!

(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House

(38:15) Google's big week: AI in search, roadmap to diversifying revenue

(46:49) OpenAI acquires Jony Ive's design startup for $6.5B

(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals

(1:15:25) Science Corner: CRISPR breakthrough!

(1:23:02) How increased energy production could solve America's fiscal problems

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Intro Music Credit:

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Referenced in the show:

https://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889

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

https://x.com/KobeissiLetter/status/1925253934794342405

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

https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/

https://x.com/JessicaBRiedl/status/1925257429408756087

https://www.google.com/finance/quote/BTC-USD

https://www.google.com/finance/quote/GCW00:COMEX

https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493

https://x.com/chamath/status/1925568992959492156

https://x.com/chamath/status/1925590496103342114

https://www.google.com/finance/quote/GOOG:NASDAQ

https://blog.google/products/google-one/google-ai-ultra

https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005

https://x.com/BenGeskin/status/1925579528933372198

https://x.com/DavidSacks/status/1924817118370951238

https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure

(0:00) The Besties welcome Antonio Gracias!

(0:30) DOGE updates: Government complexity worse than imagined, how to fix it

(9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service

(15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system

(22:12) Fixing immigration in the US

Thanks to our partners for helping make this happen!

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Intro Music Credit:

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(0:00) The Besties welcome Sergey Brin!

(0:40) Sergey on his return to Google, and how an OpenAI employee played a role!

(5:58) AI's true superpower and the next jump

(12:23) AI robotics: humanoids and other form factors

(17:07) Future of foundational models and open-source

(19:59) Human-computer interaction in the age of AI

(31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!

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(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai

(2:18) Will AI kill search?: Google disrupting itself, evolving search to follow the user

(15:32) Infrastructure advantage, foundational model differentiation

(25:08) Future of human-computer interaction, hardware, competitive landscape in AI

(35:29) Energy constraints in AI

(41:20) Google's progress in quantum computing and robotics

(47:56) Culture, coddling, and talent recruitment in the age of AI

(56:50) Does he consider Alphabet a holding company searching for Google's next $100B business?

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(0:00) The Besties intro Philippe Laffont!

(2:12) Miami F1 Recap!

(12:10) Fed holds rates steady on tariff uncertainty

(32:47) Google drops after Apple sees fall in search queries on Safari

(56:48) Creating a new Mag 7

(1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor

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Intro Music Credit:

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Referenced in the show:

https://polymarket.com/event/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114

https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm

https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price

https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout

https://blog.google/products/search/statement-press-reports-about-search-traffic

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

https://x.com/Similarweb/status/1920026287625658628

https://openai.com/index/leadership-expansion-with-fidji-simo

https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf

https://stockanalysis.com/ipos/statistics

(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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https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect