David Sacked by NYT, Sir Dylan Patel Joins, Kushner & Sama are Thriving | Ro Khanna, Jonathan Swerdlin, Cristóbal Valenzuela, Vincent Weisser, Ben Hylak, Alby Churven

The podcast episode, airing on December 1st, 2025, features David Rosenthal and Ben Gilbert discussing a range of topics in technology and finance. They start by interviewing Alby Churven, the founder of Finkle, an app for learning life skills. The hosts then transition to a discussion about the impact of AI, particularly ChatGPT, on various sectors, including commerce and the stock market, and debate whether AI is in a bubble. They analyze the performance and potential of major tech companies like NVIDIA and Google, and touch on controversies involving David Sachs and the New York Times. The episode includes interviews with Dylan Patel from Semi-Analysis, who shares insights on TPUs and NVIDIA's market position, Ro Khanna, a congressman, who discusses AI regulation and economic opportunities, Jonathan Swerdlin from Function Health, who talks about accessible health monitoring, and Cristobal Valenzuela from Runway, who shares updates on video model technology.