(0:00) Sacks and Jason welcome Senator Eric Schmitt

(2:34) Biden v. Missouri, uncovering government censorship as Missouri AG

(6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI

(18:44) Behind the Hunter Biden laptop story and COVID censorship

(30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68

(36:38) Russiagate and the Obama intel report on the 2016 Election

(47:15) Russia-Ukraine War, possible peace deal, and US foreign policy

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(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show

(7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence

(18:14) AI's TAM, ROIC, and energy implications

(27:27) China's major advantage and how the US can counter it

(43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it

(52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC?

(1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach

(1:27:51) Nvidia chips being smuggled to China

(1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy

(1:40:09) Summer reading recommendations

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Referenced in the show:

https://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day

https://www.anthropic.com/news/build-ai-in-america

https://www.youtube.com/watch?v=whE75zEFBpU

https://www.census.gov/library/visualizations/time-series/demo/historic.html

https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive

https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54

(0:00) Bestie intros!

(1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways

(16:39) AI Executive Orders, unbiased AI, spiciest moments

(34:32) Copyright, fair use, and patents in the Age of AI

(56:37) Sam Altman highlights AI chatbot privacy issues

(1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal

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Referenced in the show:

https://x.com/chamath/status/1950673622059667764

https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370

https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503

https://x.com/simonw/status/1950592653047062578

https://fred.stlouisfed.org/series/A191RL1Q225SBEA

https://www.youtube.com/watch?v=aYn8VKW6vXA

https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html

https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25

https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness

https://apps.bea.gov/iTable/?reqid=19&step=3&isuri=1&1921=survey&1903=84

https://www.google.com/finance/quote/SPY:NYSEARCA

(0:00) President Trump on the AI Agenda

(54:14) Executive Order signing

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(0:00) Scott Bessent, Treasury Secretary

(17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary

(35:11) Howard Lutnick, Commerce Secretary

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(0:00) James Litinsky, MP Materials

(13:32) Lisa Su, AMD

(29:45) Chase Lochmiller, Crusoe

(43:26) Jensen Huang, Nvidia

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(0:00) The Besties welcome JD Vance

(1:24) Immigration

(6:34) AI policy

(9:27) Relationship with China: Technology competition, striking a balance, trade

(12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world

(16:41) AI’s impact on jobs

(22:02) Should America facilitate “National Champions” in strategic industries?

(24:09) Working at the White House with Sacks

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