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Besties are back! 🚨
-- $55B EA take private, largest LBO ever
-- Saudi's gaming strategy
-- Is PE cooked?
-- The AI rollup opportunity
-- SPAC 2.0
-- AI video apps: slop or future of content?
-- China's open source AI dominance
-- State AI regulation frenzy
(0:00) Bestie intros!
(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble
(17:42) IPO market, SPAC 2.0
(27:41) The AI rollup opportunity
(36:01) Sacks joins the show!
(38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?
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