In this episode of the podcast, Jason Calacanis, David Friedberg, and Thomas Laffont, along with guest David Sacks, discuss a range of topics including the state of AI, its impact on various industries, and potential winners in the AI race, with a focus on companies like NVIDIA, Tesla, and Google. They analyze Zuck's aggressive AI strategy, debate the future of Apple, and explore the implications of AI-driven job displacement. The conversation also covers the resurgence of IPOs and M&A, the potential of custom software rebuilds using AI, and the regulatory landscape of cryptocurrency with insights from David Sacks on the GENIUS Act.
