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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? (45:04) Open source AI: DeepSeek's new model, pressure on US AI industry (1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation
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