Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer
(0:00) Bestie intros: Recapping recent interviews and the state of American science
(3:31) China's Robot Olympics, Optimus update, Grok Bot
(9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed
(33:32) Bessent gets called out by Druckenmiller for bond market interference
(1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed
(1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules
(1:22:52) Science Corner: Moderna's mRNA cancer vaccine
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Referenced in the show:
https://www.cnbc.com/2026/08/2....7/nvidia-nvda-q2-ear
https://finance.yahoo.com/mark....ets/stocks/article/h
https://nvidianews.nvidia.com/....news/nvidia-announce
https://polymarket.com/event/l....argest-company-end-o
https://www.cnbc.com/2026/08/1....8/treasury-yields-.h
https://www.cnbc.com/2026/08/2....4/bessent-1-trillion
https://seekingalpha.com/news/....4636322-wall-street-
https://www.wsj.com/opinion/le....t-the-bond-market-sp
https://www.wsj.com/world/cia-....director-john-ratcli
https://polymarket.com/event/r....ussia-x-ukraine-ceas
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