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

White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
Mar 21, 2025
riday night drop!

besties are BACK to break down the DC trip and much more:
-- white house behind the scenes
-- recapping the bessent/lutnick interviews

(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