In this episode, the hosts convene in Las Vegas for F1, expressing gratitude to The Venetian for hosting them. They delve into the Epstein Files, discussing potential fallout and political implications, with varying perspectives on the motives behind their release and the extent of possible establishment involvement. The conversation shifts to Tether and stablecoins, with Chamath sharing insights from a dinner with Tether's CEO and Jason expressing initial skepticism turned cautious optimism. They analyze Nvidia's financial performance and debate Michael Burry's short position, dissecting GAAP accounting principles and the nuances of valuing AI-driven companies. The hosts then discuss Google's Gemini 3 and the evolving AI landscape, touching on competition and the potential for specialized chip architectures. Finally, they welcome Alan Keating to discuss high-stakes poker, risk management, and the psychology of decision-making under pressure, followed by Phil Helmuth's arrival.
Sign in to continue reading, translating and more.
Continue
