E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

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(0:00) Bestie intros: Chamath flies public + Poker recap
(8:12) FED pauses hikes momentarily, IPO window status, state of the market
(25:10) Film, cold plunge, and sauna talk
(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question"
(50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes
(1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps
(1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more
(1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia

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Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
https://www.cnbc.com/2023/06/14/fed-r...
https://fred.stlouisfed.org/series/FE...
https://www.reuters.com/markets/deals...
https://www.reuters.com/markets/deals...
https://nvidianews.nvidia.com/news/nv...
https://www.bloomberg.com/news/articl...
https://www.gamesindustry.biz/nvidias...
https://bard.google.com
https://coda.io/@presh-dineshkumar/ja...
https://www.ft.com/content/86b49e10-3...
https://www.cnbc.com/2023/06/14/calpe...
https://www.theverge.com/2023/6/12/23...
https://reddark.untone.uk
https://www.nytimes.com/2023/04/18/te...
https://www.bbc.com/news/technology-2...
https://digiday.com/media/twitters-th...
https://www.wired.com/2015/07/reddit-...
https://www.platformer.news/p/meta-is...
https://www.ft.com/content/cf939ea4-d...
/ 1668650915505803266
https://www.kickstarter.com/projects/...
https://openai.com/blog/function-call...
/ 1667616444996104196
https://www.womenshealthnetwork.com/h...

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