(0:00) Chamath explains the Best Ideas format

(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts

(13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy

(27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology

(40:20) Multicoin Capital's Kyle Samani pitches GEODNET

(54:50) The Besties recap the pitches and announce winners

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(0:00) PA Senators Fetterman and McCormick join the Besties

(0:33) Bipartisanship in 2026, rejecting extremism

(6:37) All-time unpopularity in the Senate, the filibuster question, tribalism

(13:33) Fixing wealth concentration in the US

(19:51) Graham Platner, why extremism wins primaries, and what it means for the future

(28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation

(41:05) Insane level of money in politics, fixing the broken system

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(0:00) Dan Dreyfus Presents: The Future of Critical Minerals

(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks

(5:40) Impact of China cutting off the US from critical minerals

(8:18) Copper's Rise: The next 18 years need as much as the last 10,000

(12:00) Dollar Debasement: $140T in debt and why hard assets win

(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis

(19:10) How to invest in the commodity supercycle

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(0:00) Bill Maris joins the Besties!

(0:33) Four critical lessons from a career in technology

(5:58) Building Google Ventures with data and machine learning

(9:51) Why small VC funds beat big ones on average

(14:36) OpenAI's valuation problem and the AI price war

(19:09) AI's "Atari Stage": what comes next?

(25:23) VC's broken incentives and the future of deep tech

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(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties!

(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks

(5:15) Are cyber defenders losing the race against AI attackers?

(6:50) Analytical SaaS is dead, so what survives the AI wave?

(14:06) If models become a utility, where will the money be made?

(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI

(28:22) Palo Alto's M&A playbook and the path to $1 trillion

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(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!

(0:47) Secondary Markets are Booming & Competing with IPOs

(3:10) Why Companies are Staying Private So Long?

(9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access

(13:28) Secondary Markets as Exit Liquidity for VCs

(27:00) The Private Market Bubble?

(32:03) Hottest Secondary Companies Right Now

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(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties!

(2:05) Both CEOs on going public: Impact on employees, customers, and business operations

(13:18) Timelines for datacenters in space

(19:28) Cerebras business breakdown, AI's impact on the silicon market

(24:45) How Founder/CEOs think about liquidity on the road to going public

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