(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella

(1:31) Future of AI copilots and agents, impact on white collar work

(8:01) How Microsoft has scaled revenue and profits with flat headcount

(10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic

(12:39) Views on diffusion, how the US tech stack can win globally

(19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model?

(26:08) What SaaS adoption looks like in the age of AI

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Intro Music Credit:

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https://x.com/yung_spielburg

Intro Video Credit:

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(0:00) Bestie intros!

(4:18) Iran's breaking point: regime change coming?

(14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs

(31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon

(35:09) Billionaire backlash in California: Wealth Tax exodus

(56:13) Greenland acquisition: Why it's crucial

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit

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Referenced in the show:

https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31

https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026

https://home.treasury.gov/news/press-releases/sb0364

https://truthsocial.com/@realDonaldTrump/posts/115884759090137876

https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0

https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4

https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f

https://x.com/chamath/status/2011486582386106387

https://x.com/friedberg/status/2011703965143220457

https://x.com/chamath/status/2011197387830935777

https://polymarket.com/event/will-trump-acquire-greenland-before-2027

https://x.com/chamath/status/2011197387830935777

(0:00) Friedberg intros FDA Commissioner Marty Makary

(3:21) Inside the 42 major FDA reforms in 10 months

(7:51) The China Race: Winning back biotech leadership

(13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines

(33:13) Reshaping the failed Food Pyramid

(41:29) GLP-1s and America's Obesity Epidemic

(49:54) Rethinking vaccines from first principles

(59:40) Lowering drug prices, the power of AI for healthcare

(1:18:57) What causes autism?

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Follow on Instagram:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect