All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros! Pasty Preppers

(4:17) 2024's Biggest Political Winner

(13:37) 2024's Biggest Political Loser

(19:41) 2024's Biggest Business Winner

(32:08) 2024's Biggest Business Loser

(37:31) 2024's Biggest Business Deal

(41:15) 2024's Most Contrarian Belief

(51:18) 2024's Best-Performing Asset

(56:46) 2024's Worst-Performing Asset

(1:06:14) 2024's Most Anticipated Trend

(1:12:28) 2024's Most Anticipated Media

(1:22:28) Emotional condition heading into 2024

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill

https://news.gallup.com/poll/512135/support-third-political-party.aspx

https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan

https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06

https://www.facebook.com/watch/?v=853724306532726

https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624

https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future

https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved

https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415

https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high

https://www.anduril.com/roadrunner

https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

https://twitter.com/CeciliaZin/status/1740109465918328844

https://www.nytimes.com/2023/09/06/business/china-car-exports.html

https://img.caixin.com//2023-04-14/168147450347265.jpg

https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one

https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria

https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea

https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211

https://www.google.com/finance/quote/URA:NYSEARCA

https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran

https://www.imdb.com/title/tt9218128

https://www.imdb.com/title/tt13016388

https://www.imdb.com/title/tt11198330

https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266

(0:00) Welcome to the fourth annual Bestie Awards!

(4:14) Biggest Political Winner

(10:26) Biggest Political Loser

(15:14) Biggest Political Surprise

(23:02) Biggest Business Winner

(26:50) Biggest Business Loser

(30:32) Biggest Business Surprise

(35:57) Best Science Breakthrough

(40:30) Biggest Flash in the Pan

(42:34) Best CEO

(44:53) Best Investor

(47:07) Best Turnaround

(50:04) Worst Company

(54:21) Best Meme

(56:53) Best New Tech

(59:57) Best Trend

(1:02:12) Worst Trend

(1:07:42) Favorite Media

(1:12:40) The Rudy Giuliani Award for Self-Immolation

(1:17:02) Final Thoughts

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://time.com/person-of-the-year-2022-volodymyr-zelensky

https://time.com/6329188/ukraine-volodymyr-zelensky-interview

https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us

https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll

https://news.gallup.com/poll/512135/support-third-political-party.aspx

https://twitter.com/joosteninvestor/status/1737207130111819896

https://www.google.com/finance/quote/MSFT:NASDAQ

https://www.google.com/finance/quote/UBER:NYSE

https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995

https://www.google.com/finance/quote/META:NASDAQ

https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html

https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83

https://twitter.com/NASA/status/173682682876386142

https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell-disease-8c65fbb3

https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface

https://www.nbcnews.com/politics/congress/george-santos-campaign-funds-how-spent-what-to-know-rcna125531

https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647

https://www.tmz.com/2023/10/13/taylor-swift-eras-tour-money-4-billion-profit

https://www.google.com/finance/quote/NVDA:NASDAQ

https://www.cnbc.com/2023/10/23/bill-ackman-covers-bet-against-treasurys-says-too-much-risk-in-the-world-to-bet-against-bonds.html

https://www.google.com/finance/quote/NVO:NYSE

https://coinmarketcap.com/currencies/solana

https://www.wsj.com/health/pharma/pfizer-drug-company-cost-cutting-2da7524d

https://twitter.com/RebelNewsOnline/status/1615770518606561282

https://www.reuters.com/article/idUSKBN28H0C7

https://www.courthousenews.com/fox-news-signals-its-unlikely-to-settle-smartmatics-2-7-billion-suit

https://twitter.com/thedailyfriday_/status/1686406249317830656

https://twitter.com/WatcherGuru/status/1730250975578038522/video/1

https://twitter.com/huavancuong1507/status/1737474510868058489

https://www.scotusblog.com/2023/06/supreme-court-strikes-down-affirmative-action-programs-in-college-admissions

https://twitter.com/exjon/status/1348090383079641091

https://twitter.com/benswann_/status/1737547395766858206

https://twitter.com/chamath/status/1737238320235831546

https://www.imdb.com/title/tt21152040

https://www.imdb.com/title/tt26230388

https://www.youtube.com/@TheDuran

https://www.youtube.com/@judgingfreedom

https://www.youtube.com/@DanielDavisDeepDive

https://www.amazon.com/Idea-Factory-Great-American-Innovation/dp/0143122797

https://www.youtube.com/@Thebobbialthoff

https://www.youtube.com/@ziwe

https://goop.com/the-goop-podcast

https://www.patreon.com/RedScare

https://cafe.com/cafe-insider-feed

https://www.nytimes.com/2023/12/09/us/university-of-pennsylvania-president-resigns.html

https://twitter.com/MailOnline/status/1732791280839610390

https://www.npr.org/2023/12/21/1220557358/rudy-giuliani-election-workers-lawsuit

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more

(7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen

(35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment

(54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages

(1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US

(1:31:58) Colorado bans Trump from primary ballots

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Ryan:

https://twitter.com/typesfast

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.flexport.com

https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867

https://www.figma.com/blog/figma-adobe-abandon-proposed-merger

https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17

https://www.google.com/finance/quote/ADBE:NASDAQ

https://www.saasgrid.com

https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions

https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa

https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV

https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo

https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2

https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html

https://cafe.com/cafe-insider-feed

https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast

(0:00) Bestie intros: Mullets!

(2:56) Recapping Friedberg's holiday party

(9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly?

(23:21) OpenAI inks deal with Axel Springer

(35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders

(58:25) Alex Jones reinstated on X

(1:22:59) Sacks receives an unlikely apology

(1:27:32) Besties take two questions from the audience

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play

https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap

https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987

https://support.google.com/googleplay/android-developer/answer/112622

https://twitter.com/openai/status/1734940445824937993

https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories

https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal

https://fairuse.stanford.edu/overview/fair-use/four-factors

https://twitter.com/Jason/status/1730035957850833023

https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected

https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf

https://twitter.com/HansMahncke/status/1735003655697244308

https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html

https://twitter.com/BrendanCarrFCC/status/1734780816599703983

https://twitter.com/elonmusk/status/1733529033575465381

https://twitter.com/DrJBhattacharya/status/1602052936921939968

https://medium.com/craft-ventures/section-230-mend-it-dont-end-it-e33799a43a5f

https://twitter.com/TheChiefNerd/status/1733496554701365582

https://twitter.com/Mark60480727/status/1735335623207038994

https://twitter.com/Jason/status/1735164131806986441

https://twitter.com/MomCooksFS/status/1735341157800915278

(0:00) Bestie intro!

(3:12) Ivy League antisemitism hearings

(21:55) State of the economy for consumers

(34:55) Signs of life in SaaS, VC shutdowns, and more

(44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech

(1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more

(1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Tucker:

https://twitter.com/TuckerCarlson

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://rankings.thefire.org/rank

https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47

https://academic.oup.com/poq/article-abstract/82/1/135/4868126

https://fred.stlouisfed.org/series/CCLACBW027SBOG

https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html

https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d

https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping

https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html

https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html

https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec

https://twitter.com/KobeissiLetter/status/1730607188341624851

https://twitter.com/chamath/status/1718016818118553622

https://www.saastr.com/carta-startup-shutdowns-are-up-237

https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises

https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr

https://twitter.com/friedberg/status/1732217863975641389

https://ohalogenetics.com

https://www.youtube.com/watch?v=K4pX1VAxaAI

https://www.youtube.com/watch?v=v5tRc_5-8G4

https://blog.google/technology/ai/google-gemini-ai

https://twitter.com/chamath/status/1732482646419403077

https://www.figma.com/templates

https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf

(0:00) Bestie intros! Tucker Carlson joins the show

(0:59) Tucker's departure from Fox News

(10:49) The state of American society and the importance of rediscovering national alignment

(30:53) Why prosperity begets self-destruction, climate change, immigration

(59:48) Thoughts on the current political landscape and presidential candidates

(1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit

(1:33:56) Post-interview debrief

(1:41:49) Understanding the chaos at OpenAI

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Tucker:

https://twitter.com/TuckerCarlson

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

Tucker Carlson segment links:

https://twitter.com/talkrealopinion/status/1728139279019188257

https://twitter.com/greg_price11/status/1729991837958414573

https://twitter.com/hansmahncke/status/1730019598064390597

OpenAI segment links:

https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board

https://twitter.com/btaylor/status/1730030765482938521

https://twitter.com/chamath/status/1726351777581449627

https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22

https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11

http://paulgraham.com/fundraising.html

https://openai.com/our-structure

(0:00) Bestie intros!

(1:25) Democratic Presidential Candidate Dean Phillips shares his business background

(13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician

(29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security

(56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground

(1:19:30) Post-interview debrief

(1:29:12) Xi and Biden meet in San Francisco, Newsom up next?

(1:45:00) Science Corner!: DeepMind's new weather forecasting model

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/TalentiGelato/status/487275228952014848

https://www.pinterest.com/pin/491244271857449720

https://designreplace.com/dean-phillips-us-congress

https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine

https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php

https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments

https://twitter.com/chamath/status/1718016818118553622

https://twitter.com/disclosetv/status/1724093441519341573

https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php

https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting

(0:00) Bestie Intros: Sacks keeps receipts!

(1:14) Jared Kushner joins the show: background, Trump's campaign validation

(13:12) State of Israel vs Hamas, escalation risks

(23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East

(38:55) Failed solutions, Israel's response, paths to stability

(1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting

(1:15:36) Improving macro picture, potential impact on 2024 election cycle

(1:28:03) Russia-Ukraine

(1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Jared:

https://twitter.com/jaredkushner

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/DavidSacks/status/1722342698110304752

https://twitter.com/DavidSacks/status/1722288226235498511

https://www.youtube.com/watch?v=In1MYEc0-10

https://fred.stlouisfed.org/series/WM2NS

https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL

https://fred.stlouisfed.org/series/T10YIE

https://fred.stlouisfed.org/series/MMMFFAQ027S

https://www.google.com/finance/quote/ADYEY:OTCMKTS

https://www.google.com/finance/quote/DASH:NASDAQ

https://www.google.com/finance/quote/DDOG:NASDAQ

https://twitter.com/sundeep/status/1722635065983897910

https://twitter.com/elonmusk/status/1721029443160772875

https://twitter.com/kaifulee/status/1721321096727994590

https://openai.com/blog/introducing-gpts

https://openai.com/blog/new-models-and-developer-products-announced-at-devday

https://twitter.com/chamath/status/1721234497482670438

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product

(10:49) Ukraine has its "Cronkite Moment"

(16:56) Market outlook: are we in for a Q4 rally?

(22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders

(41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround

(46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy

(1:08:07) Silicon Valley's shift right

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/chamath/status/1718722437217685810

https://twitter.com/ShaanVP/status/1719461817699733831

https://twitter.com/chamath/status/1719887650688282786

https://sacks.substack.com

https://responsiblestatecraft.org/zelensky-war-time-magazine

https://twitter.com/davidsacks/status/1719815317000733153

https://time.com/6329188/ukraine-volodymyr-zelensky-interview

https://time.com/person-of-the-year-2022-volodymyr-zelensky

https://twitter.com/RothCRE/status/1719833548780195882

https://twitter.com/real_bill_gross/status/1720094066183139359

https://twitter.com/real_bill_gross/status/1719010907806904452

https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use

https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco

https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5

https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf

https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence

https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order

https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115

https://ai.meta.com/llama

https://chamath.substack.com/p/the-case-for-big-action-to-regulate

https://twitter.com/ImMeme0/status/1713413678765126062

https://twitter.com/elonmusk/status/1259638112688304129

https://twitter.com/chamath/status/1720112859198419191

(0:00) Bestie intros!

(1:16) WW3 risk, is WSJ trying to escalate US vs Iran?

(22:02) Nuclear risks

(33:28) Best case scenarios for de-escalation

(40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns

(1:09:14) Cruise robotaxi accident update

(1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities

(1:24:47) Jason reflects on his time in the Middle East

(1:31:09) New House Speaker and Trump case update

Follow the besties:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html

https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html

https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/

https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military

https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110

https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9

https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6

https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4

https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204

https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html

https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time

https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat

https://twitter.com/DavidSacks/status/1717049864180379761

https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html

https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza

https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf

https://twitter.com/DavidSacks/status/1716608344264470868

https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png

https://www.google.com/finance/quote/CART:NASDAQ

https://www.google.com/finance/quote/KVYO:NYSE

https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17

https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california

https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident

https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619

https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624

https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html

https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html

https://thosenerdygirls.org/can-farts-spread-covid

(0:00) Bestie intros

(0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures

(23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past

(42:56) Harvard and Penn megadonors cut ties

(50:43) The EU's DSA: consumer protection or censorship regime?

(1:06:05) GLP-1: the second biggest hype cycle of 2023

Follow the besties:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/robbystarbuck/status/1714629327134834975

https://twitter.com/EndWokeness/status/1714416589724864790

https://twitter.com/CollinRugg/status/1714432578852438392

https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza

https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election

https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound

https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey

https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925

https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank

https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p

https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines

https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html

https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html

https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html

https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival

https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival

https://rankings.thefire.org/rank

https://twitter.com/samaberman/status/1713687680280641596

https://twitter.com/ThierryBreton/status/1714637297939788107

https://www.theverge.com/23845672/eu-digital-services-act-explained

https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126

https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24

https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348

https://www.google.com/finance/quote/NVO:NYSE

https://twitter.com/calleymeans/status/1714863716968308931

(0:00) Opening statements on the Hamas terror attacks in Israel

(3:49) Contextualizing the attacks and the fallout so far

(19:52) Trump administration's wins, Kushner's competence, path to a two-state solution

(28:51) Letter from Harvard student organizations: understanding the reaction and fallout

(46:53) The Biden Admin's next steps, electing excellence in leadership

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/DavidSacks/status/1711544829828862144

https://twitter.com/chamath/status/1711501410712654162

https://twitter.com/GenFlynn/status/1711156580828295246

https://twitter.com/lexfridman/status/1712170815637061914

https://www.youtube.com/watch?v=co_MeKSnyAo

https://twitter.com/LHSummers/status/1711421307227607255

https://www.harvard.edu/president/news/2023/war-in-the-middle-east

https://twitter.com/LHSummers/status/1711761982469107955

https://twitter.com/BillAckman/status/1711788747086233661

https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563

https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html

(0:00) Bestie intros: Jason's operation!

(1:57) Airtable correction

(5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem

(25:20) US Southern Border: Understanding the situation based on data

(44:39) Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West

(1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555

https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker

https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d

https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference

https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house

https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time

https://twitter.com/zerohedge/status/1709321746673786896

https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz

https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719

https://twitter.com/CollinRugg/status/1709728378339705099

https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters

https://gov.texas.gov/news/post/governor-abbott-announces-first-bus-of-migrants-arrives-in-new-york-city

https://twitter.com/CBSNews/status/1556727876757737474

https://youtu.be/-09DzvdLaEw

https://apnews.com/article/migrants-new-york-adams-abbott-colombia-58d423ab3e84e5692d50f773803254

https://www.nytimes.com/article/nyc-migrant-crisis-explained.html

https://www.statista.com/statistics/455813/alien-apprehensions-by-the-us-border-patrol-by-border

https://www.nbcnews.com/politics/immigration/border-apprehensions-hit-new-yearly-high-another-migrant-caravan-gathers-n1281995

https://www.nbcnews.com/politics/immigration/migrant-border-crossings-fiscal-year-2022-topped-276-million-breaking-rcna53517

https://www.texastribune.org/2022/06/29/supreme-court-migrant-protection-protocols-remain-mexico-biden

https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden

https://www.cnn.com/2023/09/23/us/mexico-us-border-patrol-agreement-migration-surge/index.html

https://public-inspection.federalregister.gov/2023-22176.pdf

https://www.nextgenborder.com

https://www.anduril.com/hardware/sentry

https://www.foxnews.com/politics/biden-quietly-auctions-trump-border-wall-parts-stunt-republican-effort-restart-construction-report

https://www.wsj.com/articles/SB994028904620983237

https://twitter.com/Cruise/status/1709114532042576305

https://twitter.com/usENTchannel/status/1707035020098142404

https://www.valuepenguin.com/car-accident-statistics

https://waymo.com/blog/2023/05/waymo-one-doubles-service-area-in.html

https://www.jsx.com

https://www.united.com

https://twitter.com/PopBase/status/1708164333451289062

https://twitter.com/latest_gg/status/1709948932489445478

https://twitter.com/SBJ/status/1677419552991244289

https://www.wsj.com/business/airlines/jet-service-jsx-lands-at-center-of-pilot-fight-86a4f669

https://keep-jsx-flying.webflow.io

https://www.votervoice.net/JSXAir/Campaigns/107888/Respond

(0:00) Bestie intros with Coleman Hughes

(1:12) Coleman's experience with TED, Understanding TED's ideological shift

(15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers

(44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi

(1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI

(1:12:39) The next evolution of AI: multimodal and consumer hardware

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Coleman:

https://twitter.com/coldxman

https://www.youtube.com/@ColemanHughesOfficial

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.youtube.com/watch?v=QxB3b7fxMEA

https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness

https://twitter.com/waitbutwhy/status/1691502563571408896

https://twitter.com/chamath/status/1707051830667338170

https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html

https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414

https://twitter.com/TEDchris/status/1706792437098676224

https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919

https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880

https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138

https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26

https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b

https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he

https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector

https://www.jpost.com/diaspora/antisemitism/article-738940

https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine

https://www.bbc.com/news/world-europe-26079957

https://en.wikipedia.org/wiki/Azov_Brigade

https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine

https://www.reuters.com/article/us-cohen-ukraine-commentary/commentary-ukraines-neo-nazi-problem-idUSKBN1GV2TY

https://www.nbcnews.com/think/opinion/ukraine-has-nazi-problem-vladimir-putin-s-denazification-claim-war-ncna1290946

https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html

https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7

https://www.wsj.com/tech/ai/openai-seeks-new-valuation-of-up-to-90-billion-in-sale-of-existing-shares-ed6229e0

https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search

https://twitter.com/petergyang/status/1707169696049668472

https://blog.google/products/bard/google-bard-new-features-update-sept-2023

https://twitter.com/karpathy/status/1707437820045062561

https://arxiv.org/pdf/2307.07162.pdf

https://www.imdb.com/title/tt6849786

https://www.imdb.com/title/tt1798709

https://reflect.app

https://oldcomputers.net/sony-magic-link.html

(0:00) Bestie intros!

(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues

(11:56) All-In Summit 2023 recap

(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?

(42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward

(50:45) Breaking down Instacart and Klaviyo's businesses

(1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns

(1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?

(1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases

Follow the besties:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire

https://youtu.be/yjj1QjZlQMM

https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal

https://twitter.com/pitdesi/status/1704874017357025499

https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D

https://twitter.com/aswathdamodaran/status/1704246090198036914

https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings

https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg

https://fred.stlouisfed.org/series/MORTGAGE30US

https://www.ey.com/en_gl/ipo/trends

https://stockanalysis.com/ipos/statistics

https://www.google.com/finance/quote/COIN:NASDAQ

https://www.google.com/finance/quote/EXPE:NASDAQ

https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital

https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm

https://influencermarketinghub.com/amazon-ad-revenue

https://twitter.com/jasonlk/status/1704212644402540573

https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr

https://twitter.com/DavidSacks/status/1078755080478715904

https://i.insider.com/4dd4d1cf4bd7c8c90f000000

https://twitter.com/asanwal/status/1703492397739516068

https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html

https://tradingeconomics.com/commodity/crude-oil

https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov

https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying

https://hellometer.io

https://www.nature.com/articles/s41551-023-01086-2

(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie!

(2:14) US debt crisis, cutting entitlements

(14:03) Level-setting on foreign policy

(25:28) Ukraine / Russia: culpability, where to go from here

(36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling

(50:01) Immigration policy, how each party co-opts the issue

(1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement

(1:15:57) Why Chris Christie is running for president

(1:17:41) Thoughts on prosecuting Trump, January 6th, and more

(1:23:16) Chris Christie addresses his past controversies

(1:48:34) Post-interview debrief

Follow the besties:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Chris Christie:

https://twitter.com/GovChristie

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://fred.stlouisfed.org/series/GFDEBTN

https://fred.stlouisfed.org/series/SMPOPNETMUSA

https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters

https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden

(0:00) Chamath's big poker trip

(4:32) Addressing the "in the arena" comments

(7:16) Biden administration targets Elon's businesses

(21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece

(27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS

(40:46) BRICS ultimate goals, India's key position

(51:54) How energy independence plays into the future geopolitical order

(1:00:22) All-In Summit party talk!

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/chamath/status/1693992134796603477

https://twitter.com/tomosman/status/1696929638935634240

https://twitter.com/KanekoaTheGreat/status/1697072553775501661

https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709

https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring

https://twitter.com/chamath/status/1695073336483832007

https://www.justice.gov/crt/page/file/1579981/download

https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html

https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men

https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond

https://www.foxnews.com/video/6335645970112

https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists

https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24

https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95

https://www.ft.com/content/669260a5-82a5-4e7a-9bbf-4f41c54a6143

https://www.voanews.com/a/india-remains-steadfast-in-partnership-with-russia/6883794.html

https://www.reuters.com/business/energy/india-will-buy-oil-all-sources-who-offer-lowest-possible-prices-oil-minister-2023-08-30

https://www.budd.senate.gov/press-releases/budd-coons-lead-bipartisan-coalition-supporting-nuclear-energy

https://twitter.com/chamath/status/1696295679344459807

https://www.washingtonpost.com/opinions/2023/06/02/united-states-ukraine-trust-developing-nations

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!

(2:58) All-In Tequila update

(10:04) Nvidia smashes earnings, GPU market outlook

(37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market

(49:51) Sacks on current investable metrics right now in VC

(55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions

(1:39:46) Vivek's comments on the Climate Agenda

(1:47:07) Prigozhin crash

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/friedberg/status/1694506279954526487

https://twitter.com/DavidSacks/status/1693441068036169785

https://twitter.com/chamath/status/1693524941721731189

https://www.wine.com/product/21-seeds-tequila-trio/633617

https://www.villadeste.com

https://www.google.com/finance/quote/NVDA:NASDAQ

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024

https://companiesmarketcap.com

https://twitter.com/chamath/status/1694457666289225776

https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month

https://prospect.org/features/great-telecom-implosion

https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california

https://twitter.com/OpenAI/status/1694062483462594959

https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates

https://twitter.com/nathanbenaich/status/1694073194351648932

https://commoncrawl.org/about/team

https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html

https://twitter.com/twistartups/status/1694399138194952363

https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm

https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation

https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval

https://www.stonealgo.com

https://youtu.be/f51Yd9h9ZXo

https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi

https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html

https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll

(0:00) Sacks' big night

(2:56) Sacks on spirits

(14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions

(53:01) Michael Burry's bet against the market: overblown?

(58:33) Real estate capital crunch

(1:12:26) Trump's newest indictment

(1:23:31) What Adyen's big drop means for Stripe's valuation

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://youtu.be/sqSA-SY5Hro

https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html

https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars

https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective

https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html

https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml

https://fred.stlouisfed.org/series/MORTGAGE30US

https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f

https://twitter.com/rothcre/status/1691910066952351963

https://twitter.com/chamath/status/1691789175786246246

https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf

https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia

https://www.google.com/finance/quote/ADYEY:OTCMKTS

(0:00) Bestie intros: Friedberg's bad haircut

(1:17) Welcome BG^2! Biography recommendations and film talk

(22:27) VC market update: State of Series A's

(33:43) Dry powder misconceptions, marking incentives

(48:57) IPO window starting to open, IPO down rounds, incentives to go public

(1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market

(1:22:26) Tragic Maui wildfires, extreme temperatures

(1:26:11) Macro picture: inflation cools, deflation risk?

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

https://twitter.com/bgurley

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://youtu.be/xmYekD6-PZ8

https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755

https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X

https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N

https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996

https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700

https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910

https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092

https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX

https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO

https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630

https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756

https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY

https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billion-in-dry-powder

https://twitter.com/bgurley/status/1688605654188224512

https://finance.yahoo.com/chart/SN

https://www.google.com/finance/quote/CAVA:NYSE

https://finance.yahoo.com/quote/SRFM

https://twitter.com/altcap/status/1686086247029055489

https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

https://www.youtube.com/watch?v=Hhy7JUinlu0

https://twitter.com/gokulr/status/1680006171149869056

https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://www.bloomberg.com/news/newsletters/2023-08-10/disinflation-wave-the-bloomberg-open-americas-edition

https://www.nytimes.com/2023/08/09/business/china-economy-inflation.html

https://twitter.com/KobeissiLetter/status/1689010884062904320

(0:00) Bestie intros!

(0:53) LK-99 breakdown

(24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents

(46:04) Fitch downgrades US debt rating

(1:09:12) Trump's newest indictment

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://arxiv.org/ftp/arxiv/papers/2307/2307.12008.pdf

https://arxiv.org/pdf/2307.12037.pdf

https://manifold.markets/QuantumObserver/will-the-lk99-room-temp-ambient-pre?r=RWxpZXplcll1ZGtvd3NreQ

https://twitter.com/667keos/status/1686490898480173056

https://twitter.com/iris_IGB/status/1685731177523449856

https://twitter.com/VCBrags/status/1684591950387716097

https://stanforddaily.com/2023/07/19/stanford-president-resigns-over-manipulated-research-will-retract-at-least-3-papers

https://www.socialcapital.com/ideas/2021-annual-letter

https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext

https://www.bloomberg.com/news/articles/2023-07-24/sam-altman-valley-vcs-bet-48-million-on-blood-testing-startup

https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023

https://www.npr.org/2023/08/02/1178215888/fitch-downgrade-credit-rating-deficits-debt-economy

https://twitter.com/BillAckman/status/1686906272937869312

https://home.treasury.gov/news/press-releases/jy1670

https://www.washingtonpost.com/business/2023/07/22/gop-social-security-trump-rivals-cuts

https://www.commondreams.org/news/republicans-cut-social-security

https://sgp.fas.org/crs/misc/RS22331.pdf

https://fred.stlouisfed.org/series/MORTGAGE30US

https://fred.stlouisfed.org/series/UNRATE

https://fred.stlouisfed.org/series/JTSJOL

https://apnews.com/trump-election-2020-indictment

https://apnews.com/article/trump-indicted-jan-6-investigation-special-counsel-debb59bb7a4d9f93f7e2dace01feccdc

https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national

https://www.reuters.com/world/us/new-defendant-added-trump-classified-documents-case-court-papers-2023-07-27

https://www.nytimes.com/2023/08/03/briefing/trump-indictment.html

https://twitter.com/mtracey/status/1686843918317486081

(0:00) All-In in Italy!: Recapping Chamath's wedding

(11:55) Discourse around obesity and weight loss in the US

(21:56) Are there too many VCs?

(38:18) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine

(54:07) Equity participations vs. unions, ownership upside vs. downside protections

(1:05:04) Potential impact of room-temp superconductors

Special thanks to our Italian audio/video team!:

https://twitter.com/domdalmatico

https://www.mattiacaruso.com

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/DavidSacks/status/1684176015948488704

https://www.youtube.com/watch?v=sPelOnd7Sik

https://www.vice.com/en/article/4a3az9/venture-capital-vcs-existential-too-many

https://twitter.com/jason/status/1681985828820766720

https://twitter.com/chamath/status/1679765658517610496

https://twitter.com/chamath/status/1679935918164135936

https://arxiv.org/pdf/2307.12008.pdf

(0:00) Bestie intros!

(1:08) Vivek's background, corporate political / ESG distractions, why he's running for president

(19:16) Energy policy, unemployment work requirements, immigration

(30:24) Foreign policy: How to handle Ukraine/Russia and Taiwan/China

(44:46) Media strategy, Silicon Valley Bank's implosion

(54:09) Thoughts on Trump

(1:06:16) Campaign strategy, establishment appeal

(1:14:10) Social issues: Abolishing the DOE, abortion, trans rights

(1:29:31) Defense budget, Military Industrial Complex, GOP division over Ukraine

(1:39:27) Bestie update!

(1:41:33) Post-interview debrief

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Vivek Ramaswamy:

https://twitter.com/VivekGRamaswamy

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.politico.com/news/magazine/2023/07/20/vivek-ramaswamy-pete-buttigieg-00107193

https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national/

https://twitter.com/PatrickRuffini/status/1680204156953407488

https://twitter.com/DavidSacks/status/1680205700738211840

https://twitter.com/charliekirk11/status/1680665098765975558

(0:00) Addressing the podcast hack

(2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up

(20:34) Consumer sentiment: demand crash coming?

(30:31) BREAKING: Ripple gets big win in SEC case, token rips

(36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators

(51:08) EV supply/demand mismatch

(1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO

(1:18:52) Science Corner: New paper on reversing cellular aging

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1

https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july

https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af

https://fred.stlouisfed.org/series/UNRATE

https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579

https://www.statista.com/statistics/290673/auto-loan-rates-usa

https://www.axios.com/2023/07/10/used-cars-prices-us-economy

https://www.macrotrends.net/stocks/charts/DIS/disney/revenue

https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13

https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1

https://www.ftc.gov/advice-guidance/competition-guidance/guide-antitrust-laws/single-firm-conduct/predatory-or-below-cost-pricing

https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan

https://twitter.com/DavidSacks/status/1678526061154295808

https://www.axios.com/2023/07/10/unsold-electric-cars-are-piling-up-on-dealer-lots

https://mdevelopers.com/blog/technology-adoption-curve-everything-that-you-need-to-know

https://www.investing.com/analysis/brics-countries-planning-new-goldbacked-currency-200639843

https://timesofindia.indiatimes.com/blogs/economic-policy/how-brics-countries-have-overtaken-the-g7-in-gdp-based-on-ppps

https://moderndiplomacy.eu/2023/05/24/more-than-30-countries-want-to-join-the-brics

https://www.google.com/finance/quote/BTC-USD

https://twitter.com/chamath/status/1679141703603703808

https://twitter.com/tobi/status/1679114154756669441

https://www.wsj.com/articles/sweden-races-to-secure-turkish-support-for-nato-bid-2452c14f

https://twitter.com/DavidSacks/status/1679229577732792320

https://www.theguardian.com/world/2023/jun/14/ukraine-will-not-be-offered-timeline-for-nato-membership-at-summit-in-july

https://www.washingtonpost.com/politics/2023/07/11/zelensky-nato-ukraine-membership-timeline

https://www.nytimes.com/2023/07/12/world/europe/uk-ukraine-ben-wallace.html

https://www.wsj.com/articles/american-munitions-shortage-ukraine-joe-biden-pentagon-defense-military-congress-4e6d6576

https://twitter.com/DavidSacks/status/1678463164864667658

https://www.dailymail.co.uk/news/article-12276665/President-claims-Zelensky-NEEDS-cluster-munitions-running-ammunition.html

https://edition.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html

https://www.reuters.com/world/europe/russia-says-it-may-use-similar-weapons-if-us-supplies-cluster-bombs-ukraine-2023-07-11

https://www.cbsnews.com/news/nato-countries-maps-list-membership-requirements

https://www.theguardian.com/world/2022/jun/29/russia-condemns-nato-invitation-finland-sweden

https://www.aging-us.com/article/204896/pdf

(0:00) We hacked the pod! Jcal is on vaca

(5:34) Meta launches Threads

(17:15) Chat AI interest in decline?

(28:36) Fed meeting minutes, economic data and outlook, and EU risk

(56:07) Florida Senate Bill 1718, jobs, and immigration debate

(1:21:48) Chinese balloon: political farce?

(1:31:47) Gerstner Science Corner: preventative heart health

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

(0:00) Bestie intros: Friedberg fills in as moderator!

(2:45) Wagner Group rebellion

(23:15) SCOTUS strikes down Affirmative Action

(51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B

(1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise emergency $1B as founder control in jeopardy

(1:26:38) Science Corner: Understanding the NANOGrav findings

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://edition.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html

https://www.independent.co.uk/news/world/europe/putin-wagner-russia-treason-coup-b2363430.html

https://www.statista.com/statistics/896181/putin-approval-rating-russia

https://www.levada.ru/en/ratings

https://twitter.com/MatreshkaRF/status/1673209794608365570

https://www.csis.org/blogs/post-soviet-post/la-vie-en-rose-why-kremlin-blacklisted-levada-center

https://www.nytimes.com/2023/06/29/world/africa/central-african-republic-wagner-africa-syria.html

https://www.cnbc.com/2023/06/29/supreme-court-rejects-affirmative-action-at-colleges-says-schools-cant-consider-race-in-admission.html

https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard

https://twitter.com/greg_price11/status/1674426520100814848

https://www.nbcnews.com/news/us-news/study-harvard-finds-43-percent-white-students-are-legacy-athletes-n1060361

https://www.wsj.com/articles/databricks-strikes-1-3-billion-deal-for-generative-ai-startup-mosaicml-fdcefc06

https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai

https://www.forbes.com/sites/alexkonrad/2023/06/29/inflection-ai-raises-1-billion-for-chatbot-pi

https://www.theinformation.com/articles/social-app-irl-which-raised-200-million-shuts-down-after-ceo-misconduct-probe

https://www.theinformation.com/articles/softbank-backed-messaging-app-irl-says-it-has-20-million-users-some-employees-have-doubts-about-that

https://www.bloomberg.com/news/articles/2023-06-27/byju-s-seeks-to-raise-1-billion-to-sidestep-shareholder-revolt

https://techcrunch.com/2023/06/27/prosus-byjus-markdown

https://twitter.com/shaig/status/1673836979903950851

https://www.ft.com/content/b8a4214f-7f64-4d3a-97c4-4731f2effb0d

https://twitter.com/chamath/status/1674469606746992651

https://pauloffit.substack.com/p/my-conversation-with-robert-f-kennedy

https://www.quantamagazine.org/an-enormous-gravity-hum-moves-through-the-universe-20230628

https://physics.aps.org/articles/v16/116

(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups

(12:36) Zuck vs. Elon cage match

(15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection

(33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future

(51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins

(1:09:59) Secondary market for depressed startup shares heats up

(1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain

Follow the besties:

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https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf

https://twitter.com/Dexerto/status/1671971832809791509

https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been

https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html

https://twitter.com/aaronjmate/status/1670514363634176000

https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5

https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93

https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html

https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration

https://twitter.com/davidsacks/status/1671628570714845184

https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken

https://www.nbcnews.com/politics/white-house/us-senior-officials-caught-guard-biden-calling-xi-dictator-rcna90398

https://twitter.com/chamath/status/1671806525029986304

https://www.wsj.com/articles/beijing-plans-a-new-training-facility-in-cuba-raising-prospect-of-chinese-troops-on-americas-doorstep-e17fd5d1

https://www.japantimes.co.jp/news/2023/06/05/asia-pacific/politics-diplomacy-asia-pacific/taiwan-2024-presidential-election-candidates

https://www.dailymail.co.uk/news/article-12210999/We-not-support-independence-Taiwan-Blinken-stresses-U-S-commitment-One-China-policy.html

https://twitter.com/shellenberger/status/1671162870422454272

https://www.wsj.com/articles/u-s-funded-scientist-among-three-chinese-researchers-who-fell-ill-amid-early-covid-19-outbreak-3f919567

https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus

https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx

https://www.bloomberg.com/news/articles/2023-06-22/startup-shares-selling-for-61-off-attract-venture-capital-hedge-funds

https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales

https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology

(0:00) Bestie intros: Chamath flies public + Poker recap

(8:12) FED pauses hikes momentarily, IPO window status, state of the market

(25:10) Film, cold plunge, and sauna talk

(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question"

(50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes

(1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps

(1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more

(1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia

Follow the besties:

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Follow the pod:

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html

https://fred.stlouisfed.org/series/FEDFUNDS

https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13

https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29

https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai

https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool

https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges

https://bard.google.com

https://coda.io/@presh-dineshkumar/jay-trading

https://www.ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061

https://www.cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html

https://www.theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes

https://reddark.untone.uk

https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html

https://www.bbc.com/news/technology-20554441

https://digiday.com/media/twitters-third-party-app-problem

https://www.wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement

https://www.platformer.news/p/meta-is-building-a-decentralized

https://www.ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251

https://twitter.com/natfriedman/status/1668650915505803266

https://www.kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game

https://openai.com/blog/function-calling-and-other-api-updates

https://twitter.com/RobertKennedyJr/status/1667616444996104196

https://www.womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones

(0:00) Bestie intros!

(1:48) Why RFK Jr. is resonating

(7:52) US crypto crackdown: action against Binance & Coinbase

(26:08) Sequoia splits off its China and India/SE Asia businesses

(41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas

(56:16) Ukraine update, Tucker on Twitter

(1:02:20) LIVE Q&A from Angel Summit in Napa!

Follow the besties:

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Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/RobertKennedyJr/status/1666193699187875851

https://www.sec.gov/news/press-release/2023-101

https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets

https://www.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules

https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0

https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html

https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd

https://www.sec.gov/news/press-release/2022-219

https://www.sec.gov/news/press-release/2023-101

https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren

https://www.coindesk.com/policy/2023/04/28/crypto-industry-is-absolutely-at-war-against-gensler-warren-blockchain-association-ceo-smith-says

https://www.wsj.com/articles/us-regulators-choke-point-for-crypto-blockchain-occ-framework-backdoor-fdic-banks-warning-8b426152

https://www.piratewires.com/p/crypto-choke-point

https://twitter.com/rezoshm/status/1644881392357060610

https://cointelegraph.com/news/congressman-tom-emmer-says-sec-chair-gary-gensler-is-a-bad-faith-regulator

https://fortune.com/2021/09/24/1-trillion-dollar-coin-janet-yellen-us-debt

https://www.wsj.com/articles/venture-capital-firm-sequoia-to-separate-china-business-as-political-tensions-rise-36e54f85

https://techcrunch.com/2022/06/13/sequoia-india-and-southeast-asia-raises-2-8-billion-funds

https://www.theinformation.com/articles/arming-the-enemy-why-u-s-vcs-investing-in-china-ai-is-complicated

https://twitter.com/rabois/status/1643655946579607565

https://twitter.com/TimMeadsUSA/status/1666093487899680768

https://www.theinformation.com/briefings/lionel-messis-potential-mls-deal-includes-revenue-from-apple-tv

https://fortune.com/2023/06/08/lionel-messi-mls-apple-adidas

https://twitter.com/DavidSacks/status/1666160795703713792

https://twitter.com/TheChiefNerd/status/1666892516363231236

(0:00) Bestie intros + Vegas recap!

(4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!

(30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?

(1:11:34) Book banning follow-up

(1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware

(1:26:31) Biden's fall, populism in both parties

Follow the besties:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html

https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question

https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country

https://twitter.com/billackman/status/1663959113703751720

https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a

https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e

https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin

https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa

https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799

https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html

https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f

https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow

https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU

https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit

https://pen.org/index-of-school-book-bans-2022

https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241

https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html

https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered

https://twitter.com/mdcps/status/1661194749821218818

https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper

https://twitter.com/jacobkschneider/status/1664343681321541636

https://youtu.be/CwJaSa335mE

(0:00) Bestie intros!

(3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience

(28:18) Debt ceiling, government spending, and lack of accountability

(40:44) Ways to force more government accountability, who really wins from higher taxes

(57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology

(1:06:20) Adobe's new AI product, why they might have overpaid for Figma

(1:11:43) State of Silicon Valley, VC, and startups; dealing with failure

(1:33:36) Bestie wrap!

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/MarioNawfal

https://twitter.com/joebiden/status/1661496322980028423

https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25

https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777

https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement

https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/

https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25

https://youtu.be/50MusF365U0

https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says

https://fred.stlouisfed.org/series/FYFRGDA188S

https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001

https://twitter.com/friedberg/status/1658163970979823616

https://www.270towin.com/1980_Election

https://www.google.com/finance/quote/NVDA

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024

https://twitter.com/carlquintanilla/status/1661761614918426624

https://en.wikipedia.org/wiki/Huang%27s_law

https://twitter.com/scottbelsky/status/1660992735040663553

https://twitter.com/chamath/status/1661467059341914112

https://www.globenewswire.com/en/news-release/2023/05/15/2669326/0/en/Rumble-Acquires-Podcasting-and-Live-Streaming-Platform-CallIn.html

https://www.google.com/finance/quote/RUM:NASDAQ

(0:00) Bestie intros!: Reddit Performance Reviews

(5:14) Quick AIS 2023 update

(6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability

(21:25) Regulatory capture angle, "preemptive regulation," how AI relates to nuclear, insider insights from the White House's AI summit

(43:33) Elon hires new Twitter CEO

(48:46) Lina Khan moves to block Amgen's $27.8B acquisition of Horizon Therapeutics

(1:02:30) Apple's AR goggles are reportedly being unveiled at WWDC in early June, platform shift potential, how it deviates from Apple's prior launch strategies

(1:07:45) Residential and commercial real estate headwinds

(1:15:29) Unrest in SF and NYC after two recent tragic incidents ended in death

(1:24:20) Soros political motivations for backing progressive DAs

Follow the besties:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://techcrunch.com/2023/05/18/psst-gary-marcus-is-happy-to-help-regulate-ai-on-behalf-of-the-u-s-government/

https://twitter.com/chamath/status/1658913074106236931

https://www.mosaicml.com/blog/mpt-7b

https://huggingface.co/spaces/HuggingFaceH4/open_llm_leaderboard

https://artificialintelligenceact.eu

https://futurism.com/the-byte/warren-buffett-ai-atom-bomb

https://www.cnbc.com/2023/05/12/nbcuniversal-ad-chief-yaccarino-resigns-as-sources-say-shes-in-talks-to-be-twitter-ceo.html

https://www.wsj.com/articles/ftc-poised-to-block-amgens-27-8-billion-deal-for-horizon-therapeutics-a9c1b499

https://www.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf

https://www.benefitspro.com/2023/05/12/pbms-the-brokers-who-control-drug-prices-finally-get-washingtons-attention

https://sharegpt.com/c/O6OKM9D

https://www.wsj.com/articles/apple-mixed-reality-headset-9213ac1b

https://twitter.com/PalmerLuckey/status/1657828947877560323

https://twitter.com/DavidSacks/status/1658955195450286081

https://www.foxnews.com/us/witness-jordan-neely-chokehold-death-calls-daniel-penny-hero

https://www.reddit.com/r/nyc/comments/1njfls/try_to_stay_away_from_the_michael_jackson

https://en.wikipedia.org/wiki/1984_New_York_City_Subway_shooting

https://en.wikipedia.org/wiki/Guardian_Angels

https://www.messynessychic.com/2019/03/26/in-the-shadows-with-nycs-self-styled-guardian-angels

https://www.eviemagazine.com/post/media-falsely-representing-jordan-neely-10-year-old-photos-crucial-information

https://twitter.com/Jason/status/1655716240500080640

https://www.foxnews.com/politics/george-soros-son-visited-white-house-dozen-times-since-biden-took-office-records-show

(0:00) All-In Summit 2023 announcement!

(3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma

(18:33) AI regulation updates

(23:41) Druckenmiller's warning, macro overview

(40:22) RFK Jr. feedback, pushback, conspiracy accusations

(49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential

(1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show!

Register for All-In Summit 2023:

https://summit.allinpodcast.co

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

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Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://blog.google/technology/ai/google-palm-2-ai-large-language-model

https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud

https://www.google.com/finance/quote/GOOGL:NASDAQ

https://hedgefollow.com/funds/Duquesne+Family+Office

https://twitter.com/joincolossus/status/1656258955780456448

https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety

https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html

https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf

https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed

https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa

https://www.cnn.com/2023/05/10/politics/comer-bank-records-biden-family-members-payments-foreign-entities/index.html

https://twitter.com/JoshWalkos/status/1655748898357477379

https://nypost.com/2023/05/07/ex-cia-chief-michael-morell-misled-signers-of-hunter-biden-spy-letter-by-saying-hed-clear-it-with-agency

https://www.youtube.com/watch?v=KrjL_TSOFrI

https://twitter.com/PodiumDotPage/status/1656315157952200704

(0:00) Bestie intros!

(0:49) Jason and Sacks intro Robert F. Kennedy Jr.

(3:46) Foreign policy: Ukraine / Russia

(17:17) Foreign policy: Taiwan / China

(18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling

(33:22) US Govt Intelligence Agencies: "Deep State," increasing accountability, "agency capture"

(46:04) COVID: mishandling, more "agency capture," vaccine policy

(55:10) Broader thoughts on vaccines in general

(1:05:54) Energy policy: thoughts on nuclear

(1:15:29) Culture wars: trans issues, CRT in schools, public vs charter schools

(1:23:09) Media: declining trust, misaligned incentives, conflict of interest with large advertisers

(1:30:07) Mainstream media coverage, ABC News debacle, evolving with new information, money in politics

(1:40:37) The Besties do a post-interview debrief

(1:57:30) Announcing All-In Summit 2023!

Follow the besties:

https://twitter.com/chamath

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https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Robert F. Kennedy Jr:

https://twitter.com/RobertKennedyJr

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

(0:00) Bestie intro!

(1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture

(24:21) AI update: new projects, global enablement, early adoption

(37:38) SF CRE continues to collapse, Gotham City update

(47:52) Lab-grown meat: possibilities, potential impact, and major constraints

(1:06:47) Quick earnings button and RFK Jr's presidential bid

Follow the besties:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/GavinSBaker

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.google.com/finance/quote/GOOG:NASDAQ

https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html

https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html

https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html

https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power

https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc

https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky

https://fred.stlouisfed.org/series/JTSJOL

https://fred.stlouisfed.org/series/CIVPART

https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html

https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd

https://twitter.com/friedberg/status/1651371655774584832

https://twitter.com/mckaywrigley/status/1651291367224807424

https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea

https://twitter.com/Jason/status/1650974906916671493

https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say

https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab

https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html

https://twitter.com/RobertKennedyJr/status/1649190840198209537

(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch

(28:58) Fox News settles with Dominion Voting Systems, will pay $787M

(40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "dust storm"

(53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds

(1:21:26) Is crypto dead in America? Plus DeSantis vs Trump polling update and wrap

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/GavinSBaker/status/1649107858267439108

https://www.bbc.com/news/science-environment-65294084

https://twitter.com/thePrimalSpace/status/1649051677377560578

https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf

https://twitter.com/elonmusk/status/1533408313894912001

https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27

https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit

https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094

https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484

https://twitter.com/KanekoaTheGreat/status/1648462770936115202

https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html

https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html

https://twitter.com/chamath/status/1647010187377774596

https://en.wikipedia.org/wiki/Dal%C3%ADland-

https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html

https://www.vox.com/technology/2023/4/18/23688627/meta-layoffs-mark-zuckerberg-facebook-instagram-whatsapp

https://news.crunchbase.com/venture/series-c-funding-decline-q1-2023

https://www.theinformation.com/articles/tiger-global-managements-12-7-billion-venture-fund-records-20-loss

https://en.wikipedia.org/wiki/Greater_fool_theory

https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data

https://www.coindesk.com/business/2023/04/18/coinbase-could-move-away-from-us-if-no-regulatory-clarity-ceo-brian-armstrong

https://news.yahoo.com/poll-trumps-big-post-indictment-bounce-is-fading-fast-183753992.html

https://www.washingtonpost.com/politics/2023/04/20/desantis-trump-new-hampshire-poll

(0:00) Bestie intros!

(1:49) Understanding AutoGPTs

(23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood

(37:38) How to regulate AI?

(1:12:35) Bob Lee update, recent SF chaos

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.allinmeetups.io/ep125

https://github.com/Torantulino/Auto-GPT

https://arxiv.org/pdf/2304.03442.pdf

https://twitter.com/chamath/status/1645848531280998400

https://bootcamp.uxdesign.cc/i-made-a-flappy-bird-clone-with-gpt4-and-midjourney-inunder-an-hour-and-you-can-do-it-too-7847bc509431

https://twitter.com/ammaar/status/1645934107304787968

https://runwayml.com/customers/how-director-and-editor-evan-halleck-uses-runway-for-films-music-videos-and-commercials

https://research.runwayml.com/gen2

https://twitter.com/wonderdynamics/status/1633627396971827200

https://twitter.com/DavidShowalter_/status/1645150966511988742

https://twitter.com/aloezeus/status/1645141925157060608

https://the-decoder.com/chaosgpt-is-the-first-public-attempt-to-destroy-humanity-with-ai

https://twitter.com/mckaywrigley/status/1646596881420783619

https://www.wsj.com/articles/bitcoin-blockchain-hacking-arrests-93a4cb29

https://www.kron4.com/news/bay-area/video-shows-ex-sf-fire-commissioner-assaulted-with-pipe-in-marina-district

https://twitter.com/activeasian/status/1644547881519681537

https://www.cnn.com/2023/04/11/business/san-francisco-whole-foods-closure/index.html

https://sfstandard.com/business/downtown-san-francisco-whole-foods-market-closing

https://twitter.com/davidsacks/status/1645969773153636352

https://twitter.com/AaronPeskin/status/1645896541893439489

https://sfchamber.com/citybeat-2022-press-release

https://sf.gov/news/mayor-london-breed-proposes-27-million-funding-address-police-staffing-shortages

https://www.sfchronicle.com/sf/bayarea/heatherknight/article/sf-police-crime-16931399.php

(0:00) Bestie intros!

(4:12) Trump indictment

(16:52) De-dollarization: What's real and what's overblown?

(39:35) Debt ceiling vote predictions

(56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture

(1:10:02) RIP Bob Lee, fixing San Francisco

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read

https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html

https://anncoulter.substack.com/p/youre-being-played-republicans

https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump

https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799

https://twitter.com/DavidSacks/status/1638957986138959873

https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states

https://www.yahoo.com/now/social-security-funds-could-run-120000267.html

https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5

https://fred.stlouisfed.org/series/FYFRGDA188S

https://fred.stlouisfed.org/series/FYONGDA188S

https://www.longtermtrends.net/us-debt-to-gdp

https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures

https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia

https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai

https://twitter.com/rabois/status/1643655946579607565

https://twitter.com/jarvis_best/status/1643667684247371776

https://twitter.com/FrancisSuarez/status/1642862135226126338

https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html

(0:00) Bestie intros!

(1:31) Joe Manchin calls out Biden on IRA flip-flop

(7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins

(26:31) Will generative AI be more important than mobile and the internet itself? Making the case for both Google and OpenAI to win generative AI

(50:19) Reaching and containing AGI, AI's impact on job destruction

(1:16:35) RESTRICT Act's bait and switch

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/articles/biden-inflation-reduction-act-betrayal-joe-manchin-debt-ceiling-budget-fossil-fuels-green-energy-dc37738e

https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups

https://sharegpt.com/c/jGKq34x

https://openai.com/blog/chatgpt-plugins

https://www.theinformation.com/articles/alphabets-google-and-deepmind-pause-grudges-join-forces-to-chase-openai

https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg

https://futureoflife.org/open-letter/pause-giant-ai-experiments

https://twitter.com/peakcooper/status/1639716822680236032

https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job

https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns

(0:00) Bestie intro!

(2:58) Fed hikes 25 bps

(32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US

(54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance

(1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US?

(1:25:46) Relativity Space shoutout and bestie wrap!

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f

https://twitter.com/scottrechler/status/1638534824808923136

https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba

https://twitter.com/elonmusk/status/1636928718173003776

https://fred.stlouisfed.org/series/WGS10YR

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676

https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php

https://twitter.com/boazweinstein/status/1638964105917890561

https://twitter.com/mr_derivatives/status/1638772846326583296

https://twitter.com/DavidSacks/status/1638957986138959873

https://twitter.com/balajis/status/1636797265317867520

https://twitter.com/balajis/status/1222921758375927808

https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote

https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html

https://www.piratewires.com/p/2023-banking-crisis

https://twitter.com/balajis/status/1448455115271143424

https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered

https://twitter.com/markgags/status/802597908033966081

https://twitter.com/relativityspace/status/1638753739128315906

(0:00) Bestie intro!

(1:35) Recapping the events of the past week

(5:39) Understanding the banking crisis

(32:55) Solving the global debt problem, righting the ship

(54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team

(1:08:36) Science corner: Superconductors

(1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap!

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk

https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e

https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e

https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients

https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr

https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote

https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut

https://www.bbc.com/news/uk-england-london-64968795

https://www.treasurydirect.gov

https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel

https://www.axios.com/2023/03/15/stripe-50-billion

https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3

https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade

https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments

https://twitter.com/Jason/status/1633570102326202368

https://www.nature.com/articles/s41586-023-05742-0

https://youtu.be/4lE8QWtrEvQ

https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392

(0:00) Bestie intro!

(1:57) Overview of the SVB collapse and bank run

(17:53) Who or what is to blame? Debating venture debt

(37:11) Contagion risk, second- and third-order effects, government backstops

(1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.fdic.gov/news/press-releases/2023/pr23016.html

https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf

https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf

https://twitter.com/garrytan/status/1634260576431136768

https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk

https://www.youtube.com/watch?v=Ymo6Yzjv_KY

https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge

https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy

https://twitter.com/Rippling/status/1634201986894577665

https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program

https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4

https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09

https://www.google.com/finance/quote/IAT:NYSEARCA

(0:00) Bestie intros!

(6:47) The VC FOMO frenzy in AI

(25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs

(37:23) Macro update: inflation not done, weaker earnings, interest rates

(52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom

(1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China

(1:34:33) Ukraine update: China's peace proposal, US strategy

(1:46:34) Harvard legacy admissions, Draymond Green on Black History Month

(1:50:01) Stripe chart errata, bestie wrap!

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506

https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview

https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence

https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979

https://openai.com/blog/introducing-chatgpt-and-whisper-apis

https://twitter.com/heykahn/status/1628453782177865728

https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466

https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d

https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg

https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede

https://www.google.com/finance/quote/CRM:NYSE

https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf

https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript

https://twitter.com/altcap/status/1631361678582611970

https://www.investopedia.com/articles/06/fas123r.asp

https://www.wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0

https://www.reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01

https://www.reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27

https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611

https://www.euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now

https://www.wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188

https://twitter.com/wikileaks/status/1496886759665586177

https://twitter.com/deloreshandy/status/1629516350602264582

https://www.nber.org/system/files/working_papers/w26316/w26316.pdf

https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year

https://www.bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take

https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled

(0:00) Bestie intro: Jason's Japan trip!

(1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more

(23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple

(29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved

(39:05) AI's outsized impact on SaaS and real-world businesses

(55:16) Advice from Steve Jobs on customer-first product development, Section 230 update

(1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position

(1:14:24) Tinfoil hat corner

(1:23:25) Bestie wrap up!

Follow the besties:

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https://linktr.ee/calacanis

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https://twitter.com/theallinpod

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors

https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate

https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public

https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://twitter.com/tylertringas/status/1627449217294958592

https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

https://twitter.com/Jason/status/1628851245644644352

https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt

https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230

https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine

https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv

https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html

https://twitter.com/nytimes/status/1626984889449959430

https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html

https://www.bbc.com/news/world-europe-26079957

https://openai.com/blog/how-should-ai-systems-behave

(0:00) Bestie intros, poker recap, charity shoutouts!

(8:34) Toxic Ohio train derailment

(25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230

(57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, and more

DONATE:

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Follow the besties:

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Follow the pod:

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https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://techcrunch.com/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display

https://doomberg.substack.com/p/railroaded

https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002

https://www.bloomberg.com/news/features/2023-02-15/zantac-cancer-risk-data-was-kept-quiet-by-manufacturer-glaxo-for-40-years

https://www.foxnews.com/video/6320573959112

https://www.wsj.com/articles/why-im-resigning-from-the-ftc-commissioner-ftc-lina-khan-regulation-rule-violation-antitrust-339f115d

https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side

https://www.investopedia.com/section-230-definition-5207317

https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002

https://twitter.com/elonmusk/status/1626097497109311495

https://chat.openai.com/chat

https://twitter.com/Jason/status/1626091654120894464

https://politiquerepublic.substack.com/p/chatgpt-is-democrat-propoganda

https://www.bbc.com/news/technology-35902104

https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html

https://unusualwhales.com/news/openais-chatgpt-has-reportedly-predicted-that-the-stock-market-will-crash-on-march-15-2023

https://www.history.com/news/josef-stalin-great-purge-photo-retouching

https://www.hollywoodreporter.com/business/business-news/ec-funds-france-build-google-106934

https://www.nytimes.com/2008/03/21/technology/21iht-quaero24.html

0:00 Bestie intro!

1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex

28:26 Bestie refresh!

33:13 The AI Search Wars: Microsoft presses hard, Google's rough week

45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?

1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?

1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements

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Follow the pod:

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https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/DavidSacks/status/1623540190060101632

https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream

https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine

https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability

https://twitter.com/EmiliaKaminska/status/1574817556950663169

https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage

https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link

https://www.youtube.com/watch?v=OyBNmecVtdU

https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai

https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08

https://twitter.com/Google/status/1622710355775393793

https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s

https://neeva.com

https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works.

https://twitter.com/arnaudai/status/1623359864100601861

https://github.com/features/copilot

https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion

https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data

https://twitter.com/LynAldenContact/status/1620447620987785216

https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg

https://twitter.com/pretentiouswhat/status/1622832701131874306

(0:00) Bestie intro!

(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow

(17:52) Interest rates impact on mega-cap company creation

(33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues

(1:02:33) Adani's potential fraud, role of short sellers

Follow the besties:

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Follow the pod:

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https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market

https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190

https://fred.stlouisfed.org/series/CIVPART

https://www.ustreasuryyieldcurve.com

https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661

https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

https://www.google.com/finance/quote/META:NASDAQ

https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18

https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10

https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice

https://twitter.com/tomloverro/status/1620466827519496194

https://twitter.com/msuster/status/1620653106387386368

https://twitter.com/gradypb/status/1620937502248034304

https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital

https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y

https://hindenburgresearch.com/adani

https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response

https://www.sec.gov/rules/proposed/2022/34-94313.pdf

https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774

(0:00) David Sacks does bestie intros!

(2:49) DOJ sues Google over ads business

(23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams

(40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness

(1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more

(1:22:39) Science Corner: Will we soon be able to reverse aging?

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight

https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html

https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792

https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response

https://noahpinion.substack.com/p/would-breaking-up-google-really-do

https://thehustle.co/12232022-ad-spend

https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay

https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant

https://twitter.com/rebelnewsonline/status/1615770518606561282

https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025

https://www.nature.com/articles/s41467-022-31401-5

https://www.seacoastonline.com/story/opinion/columns/2022/01/29/kerr-covid-vaccines-anti-vaxxers-should-reject-hospital-beds-too/9246198002/

https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592

https://twitter.com/jason/status/1478587551271161857

https://twitter.com/EricTopol/status/1618381912413962240

https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html

https://www.businessinsider.com/ukraine-now-getting-western-tanks-looking-at-fighter-jets-next-2023-1

https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html

https://www.dailymail.co.uk/debate/article-11661589/PETER-HITCHENS-Sending-Ukraine-tanks-turn-Europe-one-big-radioactive-graveyard.html

https://twitter.com/DavidSacks/status/1618321900324950018

https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768

https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583

https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20