Vinny Lingham

🚨HUGE episode after a massive week in tech! almost two hours with the besties + thomas laffont: -- ipos, m&a, and spacs are back: state of liquidity -- mag 7 ai showdown: ranking the most likely winners -- zuck on tilt: $100m offers, scale ai deal -- why apple is fumbling ai and how they can fix it -- amazon's position as an ai kingmaker -- sacks joins to talk genius act passing the senate (0:00) the besties welcome thomas laffont! (3:26) state of la, hollywood's decline, positivity around gdp growth and ai productivity (10:19) zuck on tilt over ai: $100m offers, scale ai deal, hiring spree (23:58) mag 7 ai showdown: ranking the most likely ai winners, biggest stock divergences, and more (42:41) why apple is fumbling ai and how they can fix it (57:02) ipos and m&a heating up in 2025 (1:16:18) state of liquidity: spacs, direct listings, and more (1:25:40) amazon's "kingmaker" position, job displacement (1:37:47) sacks joins to discuss the genius act passing the senate (1:52:13) animal trailer