White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

Cyan Banister and David Sacks join the discussion, kicking off with insights from the Besties' recent visit to Washington, D.C., including White House encounters and cabinet interviews. The conversation shifts to the M&A landscape, highlighted by Google's $32B acquisition of Wiz, with Tim Walz sharing thoughts on Tesla's position. A deep dive into the Google/Wiz deal explores its implications for venture capital, return on invested capital, and cloud market advantages. The episode also examines tensions between the Treasury and the Fed, bond market dynamics, and deregulation impacts on consumers. The discussion wraps up with a look at space exploration, contrasting SpaceX's efforts with China's lunar ambitions.

Speakers

AI Chat

Chamath Palihapitiya

Host • 27%

David Friedberg

Host • 25%

Jason Calacanis

Host • 27%

Cyan Bannister

Guest • 14%

David Sacks

Host • 5%

Howard Lutnick

Guest • 1%

Tim Walz

Guest • 0%

Scott Besson

Guest • 1%

Chapters

0:00	Welcoming Cyan Banister and David Sacks!
3:23	Behind the scenes of the Besties in DC: White House, cabinet interviews, and more
33:00	How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla
49:09	Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage
1:00:28	Treasury vs Fed tension, Bond markets, consumers, deregulation
1:12:57	Space rescue, SpaceX vs China, lunar landing

Transcript

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