Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

(0:00) Bestie intros
(0:23) AI updates: On-prem comeback, token budgets surpass salaries
(19:19) Prediction markets: Super Bowl insider trading, how to police?
(28:44) All-In Liquidity: The ultimate investor conference
(32:48) CBO report: Death spiral, growth opportunity, or golden age?
(48:06) State of the economy and US jobs
(1:03:22) Ferrari's fully electric car goes viral
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Intro Music Credit:
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Referenced in the show:
hbr.org/2026/02/ai-doesnt-reduce-work-it-inten…
x.com/mattshumer_/status/2021256989876109403
x.com/Jason/status/2021272988100984862
x.com/chamath/status/2022009107964899755
x.com/chamath/status/2021991383327027322
lobstertank.co/?v=1
cbo.gov/system/files/2026-02/61882-Executive-S…
covers.com/industry/prediction-markets-sportsb…
defirate.com/news/insider-trading-claims-hit-s…
wsj.com/world/middle-east/israeli-soldiers-acc…
youtube.com/watch?v=SzuvVcH2amc
cbo.gov/system/files/2026-02/61882-Executive-S…
fred.stlouisfed.org/series/FYONGDA188S
fred.stlouisfed.org/series/FYFRGDA188S
x.com/RealEJAntoni/status/2021608233866027065
ice.gov/news/releases/asplundh-tree-experts-co…
justice.gov/usao-edpa/pr/asplundh-tree-expert-…
nbcnews.com/news/us-news/tree-company-pay-reco…
kff.org/racial-equity-and-health-policy/kff-la…