All-In with Chamath, Jason, Sacks & Friedberg

0:00 Jason's big night out, bestie intros, All-In Summit update and more

8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups

14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model

41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming

1:03:24 Food shortage update, ideal US objectives going forward

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.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder

https://techcrunch.com/2022/04/08/better-com-cto-steps-down-agrees-to-voluntary-separation-in-wake-of-mass-layoffs

https://techcrunch.com/2022/04/06/better-com-offering-employees-60-days-severance-losing-tens-of-millions-per-month-per-sources

https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs

https://articles.sequoiacap.com/rip-good-times

https://sacks.substack.com/p/the-saas-board-meeting

https://medium.com/craft-ventures/blitzfail-how-not-to-go-off-the-rails-24ccaf92c410

https://www.bloomberg.com/news/articles/2022-04-04/musk-takes-9-2-stake-in-twitter-after-questioning-platform

https://twitter.com/paraga/status/1511320953598357505

https://twitter.com/jack/status/1511329369473564677

https://twitter.com/elonmusk/status/1507259709224632344

https://twitter.com/micsolana/status/1511360061670662149

https://twitter.com/micsolana/status/1511674851202945024

https://www.cnn.com/2022/04/06/tech/pinterest-climate-change-misinformation-policy/index.html

https://gro-intelligence.com/insights/gro-predicts-us-corn-stocks-will-drop-sharply-in-2022-23

https://www.theamericanconservative.com/articles/the-state-department-failed-to-prevent-the-war-will-it-now-prevent-the-peace

0:00 Sacks' DC trip and foreign policy speaking gig

5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration

26:16 How the US can fix its current economic issues, reframing high-skilled immigration

48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted?

1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both?

1:19:03 Food shortage update

1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin

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.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28

https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm

https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3

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

https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392

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

https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html

https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962

https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy

https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center

https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts

https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets

https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate

https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html

https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/

https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says

https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html

https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html

https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report

https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change

https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R

0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg

1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies

21:52 Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology

40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble

53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive

1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war

1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk

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://sacks.substack.com/p/the-burnmultiple-51a7e43cb200

https://substack.com/profile/11803623-jamin-ball

https://twitter.com/nfergus/status/1506243619384037378

https://www.bloomberg.com/opinion/articles/2022-03-22/niall-ferguson-putin-and-biden-misunderstand-history-in-ukraine-war

https://www.rand.org/pubs/research_briefs/RB10014.html

https://twitter.com/samramani2/status/1507378113893871617

https://www.reuters.com/world/europe/russia-says-first-phase-ukraine-operation-mostly-complete-focus-now-donbass-2022-03-25/

https://www.wptv.com/news/national/russia-ukraine-conflict/zelenskyy-warns-of-world-war-iii-if-russia-ukraine-peace-talks-fail

https://www.realclearpolitics.com/video/2022/03/20/zelensky_ukraine_failed_putin_talks_would_mean_a_third_world_war.html

https://www.politico.com/news/2022/03/20/zelenskyy-ukraine-zakaria-interview-00018716

https://fortune.com/2022/03/25/russia-g20-summit-putin-biden-indonesia-bali-china-ukraine/

https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html

https://fortune.com/2022/03/24/putin-russia-natural-gas-europe-imports-pay-in-rubles-sanctions/

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

https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html

https://www.cnbc.com/2022/03/24/biden-says-us-would-respond-to-russia-if-putin-uses-chemical-or-biological-weapons.html

https://www.washingtonpost.com/news/post-politics/wp/2014/03/09/blinken-u-s-would-not-recognize-crimea-secession/

https://www.wsj.com/articles/biden-sticks-with-longstanding-u-s-policy-on-use-of-nuclear-weapons-amid-pressure-from-allies-11648176849

https://www.bloomberg.com/news/articles/2022-03-21/china-embraces-supply-side-economics-with-tax-cuts

2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in

15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping

34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization

49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets

1:02:06 Rewriting foreign policy playbooks

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.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html

https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html

https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html

https://twitter.com/davidfrum/status/1504601558184517637

https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/

https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/

https://twitter.com/RichardHanania/status/1504824837964926981

https://twitter.com/ClintEhrlich/status/1504618754784735232

https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1

https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298

https://www.agweb.com/news/policy/politics/if-you-think-fertilizer-prices-are-bad-now-heres-why-china-could-make

https://www.eia.gov/outlooks/steo/images/Fig4.png

https://www.agriculture.com/news/business/skyrocketing-fertilizer-prices-gouge-farmer-profits-groups-blame-consolidation

https://www.marketwatch.com/investing/future/cu22

https://twitter.com/ianbremmer/status/1504214235114577926

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

https://www.cnbc.com/2022/03/10/there-are-more-than-11-million-open-jobs-in-america-right-now.html

https://www.nytimes.com/live/2022/03/16/business/fed-meeting-interest-rates

https://twitter.com/DavidSacks/status/1503989745939980292

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

https://www.usnews.com/news/world/articles/2021-06-16/the-latest-kremlin-official-says-summit-will-not-be-easy

https://www.bloomberg.com/news/articles/2021-06-14/biden-says-ukraine-has-work-to-do-on-corruption-to-get-into-nato

https://theintercept.com/2022/03/15/ukraine-russia-war-sovereignty-negotiations/

https://www.cnn.com/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html

https://www.whitehouse.gov/briefing-room/statements-releases/2021/09/01/joint-statement-on-the-u-s-ukraine-strategic-partnership/

https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/

https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276/

https://www.salon.com/2021/01/19/who-is-victoria-nuland-a-really-bad-idea-as-a-key-player-in-bidens-foreign-policy-team/

0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare

16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia

34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far

46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan

1:05:22 Market impact, increased volatility, thinking in decades, managing risk

1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point

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/phildstewart/status/1499535843207389186

https://www.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html

https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council

https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04

https://twitter.com/TimothyDSnyder/status/1499587642115117059

https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html

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

https://oec.world/en/profile/hs92/wheat

https://twitter.com/balajis/status/1498873063378612227

https://twitter.com/LindseyGrahamSC/status/1499574209567199235

https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html

https://twitter.com/biancoresearch/status/1499385705591709698

https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/

https://www.reuters.com/business/aerospace-defense/germany-hike-defense-spending-scholz-says-further-policy-shift-2022-02-27/

https://www.reuters.com/business/sustainable-business/germany-aims-get-100-energy-renewable-sources-by-2035-2022-02-28/

https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html

https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/

https://www.nato.int/docu/update/2008/04-april/e0403h.html

https://www.nbcnews.com/politics/2016-election/biography-george-h-w-bush-slams-iron-ass-cheney-rumsfeld-n457911

https://www.youtube.com/watch?v=JrMiSQAGOS4

https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU

https://twitter.com/shellenbergermd/status/1499386637066727424

https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r

https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter

https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html

https://twitter.com/Ukraine/status/1497834538843660291

https://www.indiatoday.in/fact-check/story/fact-check-russia-ukraine-war-old-woman-not-giving-invading-russian-soldiers-the-finger-1920479-2022-03-04

https://twitter.com/chamath/status/1496998762496946203

https://twitter.com/morganhousel/status/1499484089082007552

https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/

https://twitter.com/zekejmiller/status/1499739582115553281

https://www.nbcchicago.com/news/national-international/wheat-corn-prices-surge-amid-russias-invasion-of-ukraine/2774260/

https://www.myelomacrowd.org/janssen-s-cilta-cel-car-t-receives-fda-approval-for-relapsed-multiple-myeloma/

https://www.reuters.com/business/healthcare-pharmaceuticals/fda-approves-jjs-cell-based-multiple-myeloma-therapy-blood-cancer-treatment-wsj-2022-03-01/

https://www.fiercebiotech.com/research/a2-bios-activator-blocker-car-t-cell-therapies-show-early-promise-solid-cancers

https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911

https://twitter.com/MZHemingway/status/1499588624664657926

0:00 Ukraine invasion: how should the US respond?

17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc

32:51 Reflecting on the media coverage so far, Putin's ambitions

42:20 Biden's new sanctions, Chamath's Russia story, doing the math on how the US can leverage energy independence

53:19 Markets signaling a potential turnaround, great businesses are available to buy at compressed prices, is Putin mad

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.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3

https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russias-absurd-demands

https://twitter.com/Ukraine/status/1496837835743133699

https://twitter.com/Ukraine/status/1496716168920547331

https://www.wsj.com/articles/jony-ive-steve-jobs-memories-10th-anniversary-11633354769?mod=e2tw

https://www.wsj.com/articles/putin-green-energy-price-independence-gas-lng-fracking-russia-ukraine-invasion-europe-germany-nord-stream-11645650131

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

https://www.aljazeera.com/news/2022/2/21/highlights-of-russian-president-putins-speech

https://peterbeinart.substack.com/p/bidens-cia-director-doesnt-believe?utm_source=url

https://www.nationalreview.com/2003/03/unpatriotic-conservatives-david-frum/

0:00 Sacks needs the ball

1:43 Trudeau invokes emergency powers to try and stop the truckers protest

13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments

25:37 San Francisco Board of Education recall: what this means for the boundaries of progressivism

42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks

1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci

1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham

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.bloomberg.com/news/articles/2022-02-17/police-begin-financial-squeeze-trudeau-defends-emergency-edict

https://www.thecountersignal.com/news/rcmp-ban-34-crypto-wallets-from-working-in-canada

https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list?utm_source=url

https://twitter.com/Jason/status/1494534850090442752

https://twitter.com/juliettekayyem/status/1491757167308902405

https://twitter.com/juliettekayyem/status/1491789181428715521

https://www.nytimes.com/2022/02/16/us/san-francisco-school-board-recall.html

https://twitter.com/garrytan/status/1493876167085944834

https://sanfrancisco.cbslocal.com/2021/05/24/covid-funding-loophole-san-francisco-school-reopening

https://www.bloomberg.com/opinion/articles/2022-02-18/wokeism-has-peaked-in-america-but-is-still-globally-influential

https://twitter.com/Jason/status/1493860336713097218

https://twitter.com/MikeBloomberg/status/1494009394257870848

https://theliberalpatriot.substack.com/p/the-democrats-coming-asian-voter

https://www.theinformation.com/articles/tiger-global-d1-capital-signal-pullback-from-big-private-tech-deals-amid-market-rout

https://www.wsj.com/articles/woman-appears-cured-of-hiv-after-umbilical-cord-blood-transplant-11644945720

https://twitter.com/phil_hellmuth/status/1494144604555206656

https://twitter.com/DavidSacks/status/1493296369796202496

0:00 Bestie Intro: Phil Hellmuth found a new billionaire

1:30 Chamath's new camera positioning

3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy

30:04 Canadian truckers' "Freedom Convoy": root causes, impact, what is this turning into?

45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth

54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment

1:01:01 Microsoft's savvy "burn it down" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal

1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure

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://variety.com/2022/digital/news/spotify-removes-joe-rogan-episodes-n-word-1235172972

https://www.independent.co.uk/arts-entertainment/music/news/joe-rogan-podcast-episodes-removed-b2009035.html

https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast

https://people.com/tv/howard-stern-addresses-past-use-of-blackface-n-word

https://twitter.com/aodespair/status/1489565575894478849

https://twitter.com/Jason/status/1490803436639588352

https://www.nytimes.com/live/2022/02/11/world/canada-trucker-protest

https://www.usatoday.com/story/news/politics/2022/02/10/truckers-convoys-may-target-super-bowl-bidens-state-union/6738641001

https://bariweiss.substack.com/p/what-the-truckers-want

https://globalnews.ca/news/8539610/trucker-convoy-covid-vaccine-mandates-ottawa

https://twitter.com/DavidSacks/status/1245179774097477633

https://www.nytimes.com/2022/02/08/us/politics/new-york-mask-mandate.html

https://theliberalpatriot.substack.com/p/the-left-is-blowing-its-big-opportunity

https://www.google.com/finance/quote/XLE:NYSEARCA?window=6M

https://seekingalpha.com/news/3799278-oil-and-gas-stocks-top-todays-leaderboard-as-oil-resumes-upward-climb

https://www.wsj.com/articles/microsoft-promises-openness-on-new-app-store-as-it-seeks-approval-for-activision-acquisition-11644424237

https://twitter.com/zerohedge/status/1491771262544318464

https://finance.yahoo.com/news/u-consumer-sentiment-falls-fresh-151419313.html

https://www.mercurynews.com/2012/12/13/thomas-sowell-inflation-can-tax-the-poor-as-well-as-the-rich/

https://www.nationaljournal.com/s/716486/biden-is-blowing-his-covid-moment/

https://twitter.com/hollandcourtney/status/1491996868829614081

https://www.wyden.senate.gov/news/press-releases/wyden-and-heinrich-newly-declassified-documents-reveal-previously-secret-cia-bulk-collection-problems-with-cia-handling-of-americans-information

https://www.wyden.senate.gov/imo/media/doc/HainesBurns_WydenHeinrich_13APR21%20-FINAL.pdf

https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022

2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for

45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake"

55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance

1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech

1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science

1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond?

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.google.com/finance/quote/INGR:NYSE

https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed

https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html

https://twitter.com/typesfast/status/1451543776992845834

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

https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html

https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html

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

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

https://www.cnbc.com/2022/02/03/facebook-and-google-stocks-have-diverged-and-the-reason-is-apple.html

https://twitter.com/GavinSBaker/status/1462831115572596744

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

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

https://twitter.com/DavidSacks/status/1489321225520238592

https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list

https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html

https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast

https://www.dailymail.co.uk/news/article-10475473/Barack-Michelle-Obama-preparing-shop-new-podcast-partner-amid-outcry-Joe-Rogan.html

https://www.washingtonpost.com/arts-entertainment/2022/02/02/spotify-rogan-white-house-covid-misinformation

https://twitter.com/ggreenwald/status/1488252747489202181

https://twitter.com/ggreenwald/status/1489258034865971205

https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news

https://twitter.com/echeloninsights/status/1487118055582965762

https://twitter.com/MonmouthPoll/status/1488180589505167372

https://www.wsj.com/articles/russias-vladimir-putin-meets-with-chinese-leader-xi-jinping-in-beijing-11643966743

https://www.voltairenet.org/article215540.html

1:35 Reflecting on bad investment decisions and markup dynamics

15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings

39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes

55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot

1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails

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.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance

https://twitter.com/DavidSacks/status/1480716684038049796

https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78

https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html

https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing

https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

https://www.history.com/news/nato-article-5-meaning-history-world-war-2

https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html

https://www.worldometers.info/gdp/gdp-by-country

https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player

https://www.euractiv.com/section/global-europe/news/germany-agrees-to-axe-nord-stream-2-if-russia-invades-ukraine

https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690

https://tesla-cdn.thron.com/static/WIIG2L_TSLA_Q4_2021_Update_O7MYNE.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q4-and-fy-2021-update.pdf%22

https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast

https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html

https://www.tcv.com/tcv-insights/netflix-case-study

https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html

https://www.drugdiscoverytrends.com/biotech-altos-labs-emerges-with-3b-in-funding-to-focus-on-cellular-rejuvenation-programming

https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf

https://twitter.com/theryanking/status/1485784823641755648

https://twitter.com/shaunmmaguire/status/1486082835974811650

https://twitter.com/Jason/status/1486113945790214146

https://twitter.com/shaunmmaguire/status/1486114773209006080

https://twitter.com/Jason/status/1486121975311339520

https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T

00:00 Cold Open

00:25 Besties react to last week's All-In E63

21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust

42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton & Netflix valuations

1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis

1:32:01 Friedberg's new company Cana

1:33:47 Learning loss from COVID school closures

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 Episode:

Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC

https://www.youtube.com/watch?v=w1iYGE3PVYA

WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill

https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487

Chamath's Social Capital 2019 Annual Letter

https://www.socialcapital.com/annual-letters/2019

Bill Ackman suggests the Fed should raise rate by 50 basis points

https://twitter.com/BillAckman/status/1482449525595943045?s=20

Gavin Baker's Twitter on Generals getting shot last

https://twitter.com/GavinSBaker/status/1479454332567310342?s=20

Jonathan Chait in NY Mag on School Closures

https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html

Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion

https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime

Friedberg's interview on This Week in Startups

https://youtu.be/dajzLwGAntI?t=1998

https://apple.co/33Xrbq3

0:00 Bestie Intro: Friedberg prepares for the insurrection discussion

0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating

14:45 Human rights perspectives and challenges: domestic and international

57:36 Considering the rise of authoritarianism in the US, positive stimulus impacts

1:04:09 Groundbreaking study on a possible root cause of multiple sclerosis, pig heart successfully transplanted into living person, SEC considering tightening accreditation laws

1:19:44 Rehashing the roast of Phil Hellmuth

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.nytimes.com/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html

https://january6th.house.gov/news/press-releases/select-committee-subpoenas-social-media-companies-records-related-january-6th

https://www.justice.gov/opa/pr/leader-oath-keepers-and-10-other-individuals-indicted-federal-court-seditious-conspiracy-and

https://www.nytimes.com/2022/01/06/opinion/democrats-fail-defending-democracy.html

https://twitter.com/ryanstruyk/status/1481345993320939525

https://www.reuters.com/article/factcheck-walensky-study-idUSL1N2TS0S2

https://twitter.com/Jason/status/1481386527485693953

https://www.nytimes.com/2022/01/12/nyregion/rikers-jail-videos.html

https://www.bbc.com/news/world-asia-china-22278037

https://www.nytimes.com/2022/01/14/us/politics/russia-ukraine-us-intelligence.html

https://www.wsj.com/articles/americans-finances-got-stronger-in-the-pandemicconfounding-early-fears-11641736069

https://www.npr.org/2022/01/13/1072529477/more-than-1-million-fewer-students-are-in-college-the-lowest-enrollment-numbers-

https://www.science.org/doi/10.1126/science.abj8222

https://www.umassmed.edu/news/news-archives/2022/01/phase-i-clinical-trial-of-moderna-mrna-vaccine-for-epstein-barr-virus-starting-at-umass-chan/

https://www.wsj.com/articles/sec-pushes-for-more-transparency-from-private-companies-11641752489

0:00 Bestie intro and poker recap

3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise

17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top

26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions

45:56 Advice for founders on navigating a downturn

1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics?

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/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705

https://www.bbc.com/news/technology-58469882

https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html

https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471

https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10

https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights

https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html

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

http://www.paulgraham.com/aord.html

https://www.socialcapital.com/annual-letters/2019

https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200

https://www.statista.com/statistics/266206/googles-annual-global-revenue

https://techcrunch.com/2022/01/07/andreessen-horowitz-raises-9b-in-new-capital-for-venture-growth-bio-funds

(0:00) Recapping the "Superspreader"

(6:12) Predicting 2022's biggest political winner

(11:57) Predicting 2022's biggest political loser

(19:07) Predicting 2022's biggest business winner

(25:47) Predicting 2022's biggest business loser

(34:30) Most contrarian belief for 2022

(1:02:07) Best performing asset for 2022

(1:04:19) Most anticipated trend for 2022

(1:09:19) Most anticipated media for 2022

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.youtube.com/watch?v=IFMMeCMbNt8

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

https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html

https://worldpopulationreview.com/countries/countries-by-gdp

https://twitter.com/datarade/status/1474432996845436933

https://twitter.com/kerpen/status/1475209018058723334

https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor

https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600

https://twitter.com/balajis/status/1475438356473409542

https://balajis.com/mirrortable

https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769

https://twitter.com/peterdaou/status/1470906537682026499

https://twitter.com/TheOfficialRom/status/1472206678586179588

https://twitter.com/joebiden/status/1322254443644026880

https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html

https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days

https://twitter.com/FaceTheNation/status/1475209878415323140

(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off

(5:10) Biggest Winner - Politics

(9:43) Biggest Loser - Politics

(14:37) Biggest Political Surprise

(22:24) Biggest Winner - Business

(26:03) Biggest Loser - Business

(30:54) Biggest Business Surprise

(35:27) Best Science Breakthrough

(42:56) Biggest Flash in the Pan

(47:08) Best CEO

(52:43) Best Investor

(57:12) Best Turnaround

(1:02:47) Worth Human Being

(1:07:31) Best Meme

(1:10:02) Most Loathsome Company

(1:14:47) Best New Tech

(1:20:22) Best Trend

(1:22:17) Worst Trend

(1:26:02) Favorite Media

(1:34:15) The Rudy Giuliani Award for Self-Immolation

(1:39:07) The Besties spread holiday cheer with each other

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/jack

https://twitter.com/Jason/status/1473321415285751811

https://twitter.com/cdixon/status/1473150192400486401

https://twitter.com/jack/status/1473155226194616325

https://twitter.com/elonmusk/status/1472754632325795843

https://www.theinformation.com/articles/coinbase-enters-the-metaverse-an-exodus-from-meta-s-novi-unit?rc=g3wfdp

https://dune.xyz/rchen8/opensea

https://phys.org/news/2021-09-chinese-scientists-starch-synthesis-carbon.html

https://www.bbc.com/news/science-environment-55564448

https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703315

https://www.wsj.com/articles/washington-post-grasps-for-new-direction-as-trump-era-boom-fades-11639695007

https://twitter.com/GavinSBaker/status/1473326791293128706

https://scitechdaily.com/fusion-breakthrough-at-the-brink-of-fusion-ignition-at-national-ignition-facility

https://www.amazon.com/Grinding-It-Out-audiobook/dp/B07H4WXR4N

https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276

https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/0063093626

https://www.amazon.com/Wanting-Power-Mimetic-Desire-Everyday/dp/1250262488

(0:00) Bestie Intro: Sweater update, NYC stories

(8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm

(14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech

(27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where the Fed can go from here

(42:56) Omicron spreading rapidly in NYC, but deaths are still relatively flat, anticipating the quality of life split for blue/red states going forward

(53:02) Jeremy Strong's New Yorker profile and backlash, politicians trading stocks

(1:08:57) Future of mRNA technology

(1:15:39) SF Mayor London Breed's speech on increasing law enforcement: is she the right person to turn the ship around?

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/1470799225566859268

https://freebeacon.com/democrats/democrats-push-racial-equity-audits-to-cement-control-of-tech-companies

https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list

https://mobile.twitter.com/SenWarren/status/1470415896053227522

https://mobile.twitter.com/SenSanders/status/1471512117257846784

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

https://twitter.com/mangan150/status/1470827691527999494

https://twitter.com/peterpham/status/1471514774546509829

https://www.newyorker.com/magazine/2021/12/13/on-succession-jeremy-strong-doesnt-get-the-joke

https://www.etalk.ca/celebrity/jessica-chastain-and-more-celebs-unnecessarily-run-to-jeremy-strong-defence-after-new-yorker-profile.html

https://www.wsj.com/articles/stephen-curry-warriors-shooting-11637027582

https://www.businessinsider.com/congress-stock-act-violations-senate-house-trading-2021-9#sen-dianne-feinstein-a-democrat-from-california-1

https://www.investopedia.com/regional-fed-presidents-step-aside-amid-trading-backlash-5203208

https://www.wsj.com/articles/131-federal-judges-broke-the-law-by-hearing-cases-where-they-had-a-financial-interest-11632834421

https://twitter.com/bgmasters/status/1471183791121055747

https://www.npr.org/2021/09/21/1039313011/tiktokers-are-trading-stocks-by-watching-what-members-of-congress-do

https://newsnetwork.mayoclinic.org/discussion/mayo-clinic-research-finds-immune-system-responds-to-mrna-treatment-for-cancer

https://twitter.com/robkhenderson

0:00 Bestie Intro: Chamath's happy hour and sweater feud

7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading

23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators

40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy

50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders

1:11:16 Lessons from the Jussie Smollett saga

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.cnbc.com/2021/12/10/consumer-price-index-november-2021.html

https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm

https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995

https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html

https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html

https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html

https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html

http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf

https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052

https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html

https://twitter.com/BillAckman/status/1469438745791410183

https://www.cnbc.com/2021/06/10/stanley-druckenmiller-fed-lulling-investors-into-false-sense-of-security.html

https://www.businessinsider.com/congress-progressives-back-bill-4-day-workweek-remote-work-2021-12

https://youtu.be/-_wvTa8aiu8

https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151

https://twitter.com/Jason/status/1469370800771715073

https://www.forbes.com/sites/davidjeans/2020/11/20/mortgages-fraud-claims-and-dumb-dolphins-a-tangled-past-haunts-bettercom-ceo-vishal-garg/?sh=6ed46a0110f4

https://youtu.be/pXLx5OY21Bk

https://youtu.be/wZXoErL2124

(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans

(12:30) Understanding the Omicron variant

(24:49) Tech stocks plummet: why the selloff?

(33:44) Inflation: here to stay? What's the 10-year outlook?

(44:57) Anticipating a "Great Resignation" of successful VCs

(54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech

(1:02:08) Mike Bloomberg donates $750M to charter schools

(1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech

Follow the besties:

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https://linktr.ee/calacanis

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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://twitter.com/trvrb

https://www.nejm.org/doi/full/10.1056/NEJMoa2115463

https://twitter.com/erictopol/status/1466799350990839810

https://twitter.com/Jason/status/1465037481187987457

https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586

https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers

https://fortune.com/2021/08/09/lumber-prices-down-2018-levels

https://twitter.com/rabois/status/1466816803418615812

https://twitter.com/michelletandler/status/1465393612577853440

https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324

https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation

https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse

0:00 Bestie intro

1:14 Constitution DAO: implications, shortcomings, how to move forward?

29:58 Rittenhouse trial media coverage

50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency

1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap

Follow the besties:

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https://linktr.ee/calacanis

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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.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html

https://twitter.com/constitutiondao

https://www.constitutiondao.com

https://www.coindesk.com/tech/2021/11/19/constitutiondao-outbid-for-first-printing-of-americas-founding-document-in-sothebys-auction/

https://youtu.be/1TBa-9Lx3vc?t=8762

https://www.cbsnews.com/live-updates/kyle-rittenhouse-trial-closing-arguments-self-defense/

https://www.nytimes.com/live/2021/11/19/us/kyle-rittenhouse-trial

https://twitter.com/elonmusk/status/1461372314424164367

https://www.wsj.com/articles/citadel-ceo-ken-griffin-outbid-a-group-of-crypto-investors-for-copy-of-u-s-constitution-11637352087

https://www.nytimes.com/2021/11/17/us/politics/biden-build-back-better-act.html

https://www.cnbc.com/2021/11/17/amazon-to-stop-accepting-visa-credit-cards-issued-in-the-uk.html

https://twitter.com/ConceptualJames/status/1461007806333693959

https://www.cnbc.com/2021/11/05/sam-altman-puts-375-million-into-fusion-start-up-helion-energy.html

https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html

https://www.youtube.com/watch?v=zHZ4MfOiqm8

https://www.huffpost.com/entry/emily-ratajkowski-women-find-pete-davidson-attractive_n_618be849e4b06de3eb7dfbbe

0:00 Bestie intro and Solana Breakpoint talk

4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast

30:45 Rivian's >$100B valuation, greatest CNBC hit of all time

42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it

1:01:34 Xi Jinping becomes China's "Supreme Leader"

1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal

1:24:44 Besties wrap the show

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://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959

https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1

https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1

https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224

https://twitter.com/Sen_JoeManchin/status/1458443966135902221

https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt

https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312

https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html

https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share

https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx

https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29

https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21

Show Notes:

0:00 Besties do a Microsoft-themed intro

7:53 Spread trading big tech, amazing power of Google and Microsoft

17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route

30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0

35:24 Zillow's iBuying implosion

46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for?

1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives

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/Suhail/status/1455553539552382979

https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt

https://twitter.com/RTanuku/status/1456324783809826819

https://www.nytimes.com/news-event/elections-2021

https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html

https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney

https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html

https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html

https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment

https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303

https://twitter.com/patrickruffini/status/1454792424488902656

https://www.shorenewsnetwork.com/2021/10/17/if-taxes-are-your-issue-njs-not-for-you-murphy-says-comment-taken-out-of-context/

https://www.science.org/doi/10.1126/science.abh4049

https://twitter.com/friedberg/status/1454482267707899909

https://www.theguardian.com/environment/2021/sep/28/blah-greta-thunberg-leaders-climate-crisis-co2-emissions

https://www.wsj.com/articles/climate-finance-china-india-11636039142

https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305

https://twitter.com/elonmusk/status/1454808104256737289

0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave

20:44 Proposed "Wealth Tax"

35:13 Inflation discussion: corporate and government reactions

52:30 Dealing with inflation as a capital allocator

58:49 Big Tech's outrageous quarterly earnings, why Google is the best business ever, Facebook's "Meta" rebrand

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

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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/JTLonsdale/status/1453399478254379008

https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs

https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield

https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers

https://fred.stlouisfed.org/series/GFDEGDQ188S

https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10

https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion

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

https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976

https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6

https://twitter.com/Jason/status/1450108244915937284

https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks

https://vm.tiktok.com/TTPdYPqdJ6/

Show Notes:

0:00 Bestie weight loss strategies, poker recap

13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more

33:43 Peak venture returns, tech landscape

44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility

58:58 Democrats overplaying their hand, Netflix discourse, and more

1:17:41 Pig kidney biological innovation

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.tmtgcorp.com/press-releases/announcement-10-20-2021

https://www.tmtgcorp.com/company-overview

https://www.cnbc.com/2021/10/22/trump-social-media-spac-digital-world-acquisition-corp-surges-another-100percent.html

https://twitter.com/scienceisstrat1/status/1450723760806379520

https://www.wsj.com/articles/venture-returns-keep-climbing-mystifying-some-industry-veterans-11634554801

https://files.pitchbook.com/website/files/pdf/Q3_2021_PitchBook-NVCA_Venture_Monitor.pdf

https://www.nytimes.com/2021/10/20/us/amherst-college-legacy-admissions.html

https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html

https://www.okayplayer.com/culture/michael-che-elon-musk-snl.html

https://www.politico.com/news/2021/10/20/tech-billionaire-aiding-facebook-whistleblower-516358

https://www.bloomberg.com/news/articles/2021-09-20/china-slams-effeminate-men-in-xi-s-mounting-push-for-conformity

https://www.nytimes.com/2021/10/19/health/kidney-transplant-pig-human.html

https://pandaily.com/top-livestream-salesman-li-jiaqi-records-1-7-billion-in-sales-in-first-11-11-livestream-viya-follows

Show Notes:

00:00 Cold Open

01:19 Titles

01:01 Intro Banter

04:24 Supply chain, labor shortage,

34:04 Taiwan

43:14 Sacks Desantis

47:00 Dave Chappelle

01:08:24 FDA

01:23:27 Question 1

01:27:08 Question 2

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:

Statista - The U.S. Car Models Most Impacted By The Microchip Shortage

Zack Kanter on Twitter - "The "supply chain crisis" is a clever rebrand"

Naithan Jones on Twitter - NFTs

Daily Breeze - No start date for 24/7 operations at Port of LA

LA Daily News - Port of LA to go to 24/7 operations, Biden announces

Nikkei Asia - TSMC announces plans to build first chip plant in Japan

St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product

Forbes - Druckenmiller Blasts Fed's 'Radical' Stimulus Policy

David Sacks on Twitter - Desantis Dinner

Variety - Ted Sarandos Doubles Down

The Light of Other Days by Arthur C. Clarke

CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million

NBC - Most adults shouldn't take daily aspirin

Botched - Man Wins $100,000 Breast Implants Bet!

Show Notes:

0:00 Mercury is in retrograde & impacting the besties

2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive

26:23 Building regulatory framework for utility tokens, institutional money in crypto

40:59 Facebook whistleblower, potential ramifications & regulation

57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s

1:02:34 Is decentralization a solution for social media?

1:09:09 Chappelle's controversial new special, All-In summit & more

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://coinmarketcap.com

https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo

https://www.coindesk.com/policy/2021/09/30/fed-chair-powell-says-he-has-no-intention-of-banning-crypto/

https://www.bitwiseinvestments.com

https://www.bloomberg.com/news/features/2021-10-07/crypto-mystery-where-s-the-69-billion-backing-the-stablecoin-tether

https://twitter.com/KariyaKanav/status/1446207805220917252

https://www.ledgerinsights.com/sec-gensler-calls-out-utility-tokens-in-european-crypto-asset-briefing/

https://techcrunch.com/2021/10/06/fantasy-equity-nft-game-wants-you-to-spend-real-money-buying-fake-shares-of-real-startups/

https://techcrunch.com/2021/10/07/fantasy-startup-investing-nft-platform-visionrare-shuts-down-paid-marketplace-after-a-day-in-open-beta/

https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/

https://www.facebook.com/zuck/posts/i-wanted-to-share-a-note-i-wrote-to-everyone-at-our-company-hey-everyone-its-bee/10113961365418581

https://www.netflix.com/title/81228510

https://twitter.com/DavidSacks/status/1446245636563619840

https://twitter.com/DavidSacks/status/144624654499108864

Show Notes:

0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company"

19:27 Authoritarianism on the left

33:04 Newsom's new vaccine mandate, NBA vaccine coverage, Merck COVID pill

45:51 Golden Age of VC, 1000 unicorns & the impact on private/public markets

57:45 Corporate tax reform, Roth IRAs & the "Peter Thiel Provision"

1:06:36 Chances of a VC bubble, why notable VCs are retiring, building a modern venture firm

1:23:51 All-In summit planning

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://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

https://twitter.com/brian_armstrong/status/1443727729476530178

https://blockchain.news/news/workers-quit-coinbase-exchange-apolitical-stance

https://twitter.com/DavidSacks/status/1443846265582735362

https://www.theatlantic.com/ideas/archive/2021/09/psychological-dimensions-left-wing-authoritarianism/620185/

https://ktla.com/news/california/gov-newsom-to-make-major-announcement-on-efforts-to-protect-teachers-students-from-covid/

https://www.cnbc.com/2021/10/01/merck-to-seek-emergency-authorization-for-oral-covid-19-treatment.html

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

https://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/

https://siblisresearch.com/data/us-stock-market-value/

https://www.marketwatch.com/story/the-number-of-companies-publicly-traded-in-the-us-is-shrinkingor-is-it-2020-10-30

https://www.cnbc.com/2021/09/17/house-tax-bill-would-likely-force-peter-thiel-to-pull-5-billion-from-his-ira.html

Show Notes:

0:00 Bestie Guestie Balaji Srinivasan is introduced

6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil

16:09 China declares crypto transactions illegal, comparing and contrasting the US and China's future outlook

39:43 Chances of a revolution in China, predictions for the next 1-2 decades

48:37 Decentralized citizen journalism, the end of corporate journalism

58:11 Facebook's tough stretch continues: leaker might come forward with SEC, lawsuit over FTC payouts, public sentiment turning on big tech, decentralized social media

1:18:43 How decentralized media platforms would work mechanically

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/balajis

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/china-declares-bitcoin-and-other-cryptocurrency-transactions-illegal-11632479288

https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725

https://www.readingthechinadream.com/

https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations

https://www.amazon.com/End-History-Last-Man/dp/0743284550

https://www.amazon.com/Kill-Chain-Defending-America-High-Tech/dp/031653353X?asin=031653353X&revisionId=&format=4&depth=1

https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307

https://techcrunch.com/2021/05/12/vitalik-buterin-donates-1-billion-worth-of-meme-coins-to-india-covid-relief-fund/

https://twitter.com/balajis/status/1386288771872673793?lang=en

https://twitter.com/VitalikButerin/status/1386024429629558784?s=20

https://www.amazon.com/Truth-Machine-Blockchain-Future-Everything/dp/1250114578

https://www.youtube.com/watch?v=JOWRembdPS8

https://www.washingtonpost.com/politics/2021/09/23/facebook-testify-kids-safety-lawmakers-probe-whistleblowers-revelations/

https://www.facebook.com/business/news/navigating-change-and-improving-performance-and-measurement

https://www.politico.com/news/2021/09/21/facebook-paid-billions-extra-to-the-ftc-to-spare-zuckerberg-in-data-suit-shareholders-allege-513456

https://www.sec.gov/news/press-release/2021-177

https://www.wsj.com/articles/voters-want-to-curb-the-influence-of-big-tech-companies-new-poll-shows-11632405601?st=qnnf9nvvwigp

https://medium.com/craft-ventures/masks-should-be-the-law-3f53f08709cc

https://www.politico.com/story/2017/11/01/social-media-ads-russia-wanted-americans-to-see-244423

https://balajis.com/yes-you-may-need-a-blockchain/

Show Notes:

0:00 Besties intro, TPB Symposium recap, rapid generations in tech

7:00 UBI, incentives for success, social safety nets

19:45 Newsom's recall victory in California, where the GOP went wrong

33:59 Facebook's week from hell, Instagram's harmful impact on teen girls

42:42 How to properly regulate social media's impact on certain groups

1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike

1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds

1:25:54 Mailchimp sells for $12B, employees got no equity

1:29:43 AOC at the Met Gala

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

Links:

https://www.usnews.com/news/health-news/articles/2021-02-16/as-social-media-time-rises-so-does-teen-girls-suicide-risk

https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988

https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739

https://www.publichealthlawcenter.org/topics/commercial-tobacco-control/commercial-tobacco-control-litigation/master-settlement-agreement

https://twitter.com/DavidSacks/status/1438597853320908811

https://www.kff.org/wp-content/uploads/2020/08/Slide1.png

https://www.bloomberg.com/news/features/2017-04-19/silicon-valley-s-400-juicer-may-be-feeling-the-squeeze

https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf

https://www.sec.gov/news/press-release/2021-176

https://www.sec.gov/news/press-release/2021-164

https://ag.ny.gov/press-release/2021/attorney-general-james-ends-virtual-currency-trading-platform-bitfinexs-illegal

https://coingeek.com/tether-banned-on-canada-first-2-licensed-digital-currency-exchanges/

https://investors.intuit.com/news/news-details/2021/Intuit-to-Acquire-Mailchimp/default.aspx

https://twitter.com/stoolpresidente/status/1437585404010582016

https://shop.ocasiocortez.com/collections/all/collections_-tax-the-rich?sort_by=manual

https://www.bestiesapparel.com/

Show Notes:

0:00 Open: LIVE from TPB Symposium

1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more

15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve cheap testing

25:36 The threat of regulatory capture

34:18 Benefits of the "wartime mentality" when solving major issues

45:30 CCP looking to break up Alipay, what this means for US/China relations

49:11 Audience Q&A!

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://kfor.com/news/local/patients-overdosing-on-ivermectin-backing-up-rural-oklahoma-hospitals-ambulances/

https://www.rollingstone.com/politics/politics-news/gunshot-victims-horse-dewormer-ivermectin-oklahoma-hospitals-covid-1220608/

https://twitter.com/RollingStone/status/1433922442850930696

https://twitter.com/maddow/status/1433521336282976256

https://twitter.com/ggreenwald/status/1434854957614780424

https://www.wsj.com/articles/facebook-files-xcheck-zuckerberg-elite-rules-11631541353

https://www.ft.com/content/01b7c7ca-71ad-4baa-bddf-a4d5e65c5d79

https://sacks.substack.com/p/your-startup-is-a-movement

https://twitter.com/DavidSacks/status/1426986193271640065

Show Notes: 00:00 Besties recap, it's Chamath's Birthday, Callin app 08:58 What should protocol be for conferences & live events? 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial & implications for fraud in VC 31:28 China's video game ban, is it a good move? 39:34 Texas Senate Bill 8, allowing suing for aiding an abetting abortion 55:09 Apple alters their payment policies 1:03:06 Fires continue in CA, $1T of homes can't be insured & the impacts on real estate values 1:12:48 Joe Rogan & the narratives woven by the media & consumers

Download Callin: https://www.callin.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: Elizabeth Holmes Trial https://www.nytimes.com/2021/09/02/technology/elizabeth-holmes-trial-jury.html

China Bans Video Games https://www.reuters.com/world/china/oh-thats-an-idea-us-parents-respond-china-screen-time-ban-2021-08-31/

Texas SB8 https://fortune.com/2021/09/02/texas-abortion-law-business-backlash-match-group-bumble-sb8/

Apple Modifies App Store Developer Payment Policy https://www.wsj.com/articles/apple-to-allow-spotify-other-media-apps-to-link-to-websites-for-payment-options-11630544101

Joe Rogan Covid https://www.nytimes.com/2021/09/01/business/joe-rogan-covid-19.html

#allin #tech #news

Show Notes:

0:00 Intro & Italy recap

12:06 An embarrassment in Afghanistan: breaking down how it happened

34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos

1:00:27 Rent moratorium ends, Prop 22 ruled unconstitutional, the shrinking role of agency

1:14:24 Boston Dynamics & TeslaBot, Bezos embarrasses himself with lawsuits

1:34:49 Post-credits scene

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

Show Notes:

0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more

16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies

30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds

43:26 How personal risk impacts decision making on a grand scale, narratives and fundraising

59:12 Chamath & Jason share Theranos stories, Jason calling out frauds

1:07:36 Financial deplatforming, Square acquires Afterpay, Square's savvy move, fintech's future, Jack Dorsey's unique position of power

1:28:05 New Yung Spielburg banger: "Friedberg Index"

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:

CNBC - Early Google exec got Larry Page's backing to build a start-up factory focused on saving the planet

https://www.cnbc.com/2021/07/30/david-friedbergs-alphabet-backed-production-board-raised-300-million.html

Medium - Announcing Craft III: $1.1 Billion for SaaS and Marketplaces

https://medium.com/craft-ventures/announcing-craft-iii-1-1-billion-for-saas-and-marketplaces-c3c34448db17

CNBC - Synthetic biology company Zymergen plunges 68% after saying product revenue will be 'immaterial' in 2022, removing CEO

https://www.cnbc.com/2021/08/03/zymergen-zy-plunges-68percent-on-forecast-for-immaterial-revenue-in-2022.html

Zymergen - Zymergen Provides Business Update

https://www.globenewswire.com/news-release/2021/08/03/2274125/0/en/Zymergen-Provides-Business-Update.html

Reuters - U.S. charges Nikola founder Trevor Milton with lying to investors

https://www.reuters.com/business/autos-transportation/us-charges-nikola-founder-trevor-milton-with-lying-investors-2021-07-29

CNBC - Square to buy Australia's Afterpay in $29 billion deal as 'buy now, pay later' trend takes off

https://www.cnbc.com/2021/08/02/square-to-buy-australia-fintech-afterpay-amid-buy-now-pay-later-trend.html

Show Notes:

0:00 Quick vaccine passports update

17:15 China's massive tech crackdown: reasons, ramifications, & more

37:37 How will large firms & institutional investors react to the CCP's recent regulatory moves, mechanics of delisting public companies

41:25 CRISPR breakthrough, future possibilities

50:18 Taking the right approach to climate change with respect to population growth & consumption, carbon markets, practical solutions

1:06:03 Quentin Tarantino's approach & impact on Sacks, Chamath's poker story

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:

NYT - N.F.L. Sets Stiff Penalties for the Unvaccinated, Jolting Teams

https://www.nytimes.com/2021/07/23/sports/football/nfl-vaccination-policy.html

WSJ - Google, Facebook to Require Vaccinations for On-Campus Workers

https://www.wsj.com/articles/google-to-require-vaccinations-for-on-campus-workers-11627491628

AP - Biden orders tough new vaccination rules for federal workers

https://apnews.com/article/lifestyle-joe-biden-business-health-travel-a1670ffa08f1f2eab42c675d99f1d9ad

Bloomberg - NYC's Top Dining Rooms Will Start Requiring Proof of Vaccination

https://www.bloomberg.com/news/articles/2021-07-29/danny-meyer-restaurants-start-requiring-vaccination-for-indoor-dining

NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test

https://www.nbcchicago.com/news/local/scams-and-fake-vaccination-cards-lollapalooza-put-to-the-test/2569984/

WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck

https://www.wsj.com/articles/covid-19-pill-race-heats-up-as-japanese-firm-vies-with-pfizer-merck-11627205403

WSJ - ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security

https://www.wsj.com/articles/bytedance-shelvedipo-intentions-after-chinese-regulators-warned-about-data-security-11626078000

Reuters - ByteDance founder tells staff he's shifting away from CEO's daily work -sources

https://www.reuters.com/business/tiktok-owner-bytedances-2020-revenue-soars-net-loss-45-bln-memo-2021-06-17

Bloomberg - China Weighs Unprecedented Penalty for Didi After U.S. IPO

https://www.bloomberg.com/news/articles/2021-07-22/china-is-said-to-weigh-unprecedented-penalty-for-didi-after-ipo?srnd=cybersecurity

Seeking Alpha - SoftBank's Didi stake loses $4B in value amid regulatory crackdown

https://seekingalpha.com/news/3719027-softbanks-didi-stake-loses-4b-in-value-amid-regulatory-crackdown

Bloomberg - China Education Tycoon Loses $15 Billion as Shares Tumble

https://www.bloomberg.com/news/articles/2021-07-26/chinese-education-tycoon-loses-15-billion-as-shares-plunge-98

Bloomberg - China to Overhaul Education Sector 'Hijacked by Capital'

https://www.bloomberg.com/news/articles/2021-07-25/china-to-overhaul-private-education-sector-hijacked-by-capital

BBC - Tencent shares slide after Beijing crackdown on music rights

https://www.bbc.com/news/business-57966023

NPR - He Inherited A Devastating Disease. A CRISPR Gene-Editing Breakthrough Stopped It

https://www.npr.org/sections/health-shots/2021/06/26/1009817539/he-inherited-a-devastating-disease-a-crispr-gene-editing-breakthrough-stopped-it

Science Magazine - CRISPR creates first genetically modified marsupials

https://www.sciencemag.org/news/2021/07/crispr-creates-first-genetically-modified-marsupials

Show Notes:

0:00 Intro & Dog update

5:48 COVID, Vaccine mandates, public vs. private policy

26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef

36:56 Vaccine incentives in France

45:39 Friedberg's science corner: DeepMind's latest breakthrough, Big Tech censorship, free speech infringements

59:40 Capital's role in progress, Bezos' poor press conference, difference in criticism by party, Elon & Bezos as capital allocators

1:10:46 Modern online pessimist psychology & how to fix it

1:21:32 Besties give their tech industry takeaways

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

Referenced in the show:

NYT - In France, angry protests, rising infections and record vaccinations.

https://www.nytimes.com/2021/07/19/world/france-covid-vaccine-pass-protests.html

NYT - Military and V.A. Struggle With Vaccination Rates in Their Ranks

https://www.nytimes.com/2021/07/01/us/politics/military-va-vaccines.html

CNBC - Biden on Facebook: 'They're killing people' with vaccine misinformation

https://www.cnbc.com/2021/07/16/white-house-says-facebook-needs-to-do-more-to-fight-vaccine-misinformation.html

Fortune - In giant leap for biology, DeepMind's A.I. reveals secret building blocks of human life

https://fortune.com/2021/07/22/deepmind-alphafold-human-proteome-database-proteins/

The Wizard of Menlo Park - Randall E. Stross

https://www.amazon.com/Wizard-Menlo-Park-Thomas-Invented/dp/1400047633

Tweets:

https://twitter.com/OliviaGoldhill/status/1417446281685966853

https://twitter.com/DavidSacks/status/1416879494283993088

https://twitter.com/ACLU/status/1417632367200673794

Show Notes:

0:00 Bestie game show: Who got COVID? How was the experience?

9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates

24:26 Implications on the economy, will people self-isolate even without government shutdowns?

40:09 Billionaire Space Race: Addressing the negativity, benefits of innovators

47:29 Investments in space, parallels to 1500's maritime shipping, potential for global broadband

1:04:07 Besties go to space, Bezos' cheap shot, Elon's support, Melvin Capital's tough first half of 2021

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:

WSJ Opinion - What Drives GOP Resistance to Vaccines?

https://www.wsj.com/articles/what-drives-gop-resistance-to-vaccines-11623190392

NYT - Some Republican Leaders Speak Up for Vaccines

https://www.nytimes.com/live/2021/07/14/world/covid-variant-vaccine-updates

Reuters - Living with COVID-19: Israel changes strategy as Delta variant hits

https://www.reuters.com/world/middle-east/living-with-covid-19-israel-changes-strategy-delta-variant-hits-2021-07-13/

Study Finds - Over 200 COVID 'long hauler' symptoms identified, many lasting longer than 6 months

https://www.studyfinds.org/200-covid-long-hauler-symptoms/

CNN Opinion - Richard Branson's disappointing space jaunt

https://www.cnn.com/2021/07/12/opinions/richard-branson-jeff-bezos-space-flight-is-a-waste-thomas/index.html

Truth Out Op-ed - Billionaire Tax Cheat Travels to Space for a Few Minutes

https://truthout.org/articles/billionaire-tax-cheat-travels-to-space-for-a-few-minutes

Fox News - Richard Branson says critics are 'not fully educated' on benefits of space travel

https://www.foxnews.com/media/richard-branson-critics-not-fully-educated-space-travel

CNBC - Investment in space companies put at record $8.9 billion in 2020 despite Covid

https://www.cnbc.com/2021/01/25/investing-in-space-companies-hits-record-8point9-billion-in-2020-report.html

Bloomberg - Melvin Struggles to Shake Reddit Attack With 46% Loss So Far

https://www.bloomberg.com/news/articles/2021-07-08/melvin-can-t-shake-reddit-attack-with-46-loss-in-first-half

Books:

Andy Weir - Project Hail Mary

https://www.amazon.com/Project-Hail-Mary-Andy-Weir/dp/0593135202

Jeremy England - Every Life Is on Fire

https://www.amazon.com/Every-Life-Fire-Thermodynamics-Explains/dp/1541699017

Tweets:

https://twitter.com/ScottAdamsSays/status/1415287991954640901

https://twitter.com/micsolana/status/1415122089720254467

https://twitter.com/elonmusk/status/1414157827145404419

https://twitter.com/blueorigin/status/1413521627116032001

https://twitter.com/elonmusk/status/1386825367948644352

Show Notes:

0:00 Super drought & climate crisis on the west coast

25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism

36:50 Friedberg's "anti-science" theory

44:48 San Francisco chaos, "crime is down" controversy, viral crime videos

59:42 Are Israel's recent COVID vaccine findings problematic?

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:

Nuclear energy timeline

https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing

The Grid: The Fraying Wires Between Americans and Our Energy Future

https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ

MarketWatch - Target shortens hours in San Francisco due to 'alarming rise' in shoplifting

https://www.marketwatch.com/story/target-shortens-hours-in-san-francisco-due-to-alarming-rise-in-shoplifting-11625688560

Israel Ministry of Health - Decline in Vaccine Effectiveness Against Infection and Symptomatic Illness

https://www.gov.il/en/departments/news/05072021-03

Tweets:

https://twitter.com/friedberg/status/1413044148735672322

https://twitter.com/michelletandler/status/1411362359734542343

https://twitter.com/michelletandler/status/1411943649231851522

https://twitter.com/cyantist/status/1412478525014085632

https://twitter.com/briansugar/status/1412507632267534340

https://twitter.com/activeasian/status/1412252070829182976

https://twitter.com/DavidSacks/status/1412160046046203909

https://twitter.com/DavidSacks/status/1412163715676327950

https://twitter.com/ThomasSowell/status/1412858750747217922

https://twitter.com/robkhenderson/status/1412899033933307911

https://twitter.com/sfchronicle/status/1409170317826793474

https://twitter.com/briansugar/status/1412507632267534340

Show Notes:

0:00 Jason & Sacks hash out their Twitter beef

20:58 Robinhood $70M FINRA fine signals & S-1 news, plus how GPs think about IPO distributions

35:29 Delta variant: reason for concern or fear porn?

57:25 Trump not taking credit for Project Lightspeed, Trump CFO indicted, will Dems prosecuting Trump backfire & help him gain steam for 2024?

1:06:11 Future of Republican & Democratic parties

1:11:17 FTC takes a hit in Facebook case dismissal & Amazon requesting Lina Khan's recusal, does Facebook have the best case against being a monopoly?

1:19:42 Sha'Carri Richardson Olympic suspension

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

Referenced in the show:

All-In Stats - E37

https://newsletter.allinstats.com/issues/all-in-stats-episode-37-662814

FINRA fines Robinhood $70M

https://www.finra.org/media-center/newsreleases/2021/finra-orders-record-financial-penalties-against-robinhood-financial

Robinhood S-1

https://www.sec.gov/Archives/edgar/data/1783879/000162828021013318/robinhoods-1.htm

CNN - The Delta variant will cause 'very dense outbreaks' in these five states, expert says

https://www.cnn.com/2021/06/28/health/us-coronavirus-monday/index.html

Google - US vaccine rates by state

https://www.google.com/search?q=vaccination+rates+by+state&oq=vaccination+rates+by&aqs=chrome.0.0i131i433j0i433j69i57j0i131i433j0i433j0i395i433j0i395i457j69i61.3260j1j7&sourceid=chrome&ie=UTF-8

Experimental Assessment of Carbon Dioxide Content in Inhaled Air With or Without Face Masks in Healthy Children

https://jamanetwork.com/journals/jamapediatrics/fullarticle/2781743

Politico - 'Not a healthy environment': Kamala Harris' office rife with dissent

https://www.politico.com/news/2021/06/30/kamala-harris-office-dissent-497290

Politico - DeSantis 'very wary' of upsetting Trump

https://www.politico.com/news/2021/06/28/desantis-trump-gop-election-496367

CNBC - Judge dismisses FTC and state antitrust complaints against Facebook

https://www.cnbc.com/2021/06/28/judge-dismisses-ftc-antitrust-complaint-against-facebook.html

Amazon's petition for Lina Khan recusal

https://s.wsj.net/public/resources/documents/AMZN%20petition%20re%20Khan.pdf

NYT - Sha'Carri Richardson, a Track Sensation, Tests Positive for Marijuana

https://www.nytimes.com/2021/07/01/sports/olympics/shacarri-richardson-suspended-marijuana.html

Tweets:

https://twitter.com/ALLIN_STATS/status/1409269704573820939

https://twitter.com/DavidSacks/status/1409282278270849028

https://twitter.com/Jason/status/1409282966354857986

https://twitter.com/DavidSacks/status/1409287404628938753

https://twitter.com/DavidSacks/status/1409554101713702917

https://twitter.com/Jason/status/1409289443161382912

https://twitter.com/trvrb

https://twitter.com/trvrb/status/1410432407816212481

https://twitter.com/maggieNYT/status/1410682821358858242

https://twitter.com/SenWarren/status/1409649814308986888

https://twitter.com/DavidSacks/status/1409723626476216321

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

Referenced in the show:

NYT - N.Y.C. Mayoral Race Highlights: Adams Leads in Early Results Over Wiley and Garcia

https://www.nytimes.com/live/2021/06/22/nyregion/nyc-primary-election

Vanity Fair - Eric Adams interview

https://www.vanityfair.com/news/2021/06/eric-adams-nyc-mayor-interview

NY Daily News - 'We don't want fancy candidates': Eric Adams declares himself 'face of the new Democratic Party'

https://www.nydailynews.com/news/politics/nyc-elections-2021/ny-eric-adams-democratic-party-nyc-mayoral-race-20210624-oemlj42abzc7jnime4tjfddfhm-story.html

Jesse Bloom COVID origin research paper

https://www.biorxiv.org/content/10.1101/2021.06.18.449051v1

Destined for War: Can America and China Escape Thucydides's Trap? by Graham Allison

https://rb.gy/7vj8ks

Apple says third-party app stores would leave iPhone users vulnerable to scammers

https://fortune.com/2021/06/23/apple-iphone-third-party-app-store-users

The Pull Request - Bad Apple* by Antonio Garcia Martinez

https://www.thepullrequest.com/p/bad-apple

Show Notes:

0:00 Besties hash out a new format & the purpose of the podcast

14:31 NYC rejects far-left candidates in mayoral primary; importance of crime, homelessness & drug abuse in elections

29:29 New developments in the Wuhan lab leak theory, ramifications for our relationship with China

54:07 Congress turns the heat on up big tech, Apple's App Store monopoly in trouble

1:09:25 Antonio Garcia Martinez's first Substack article on Apple

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

Show Notes:

00:00 Besties intro

03:37 Lina Khan appointed to the Chair of the Federal Trade Commission

07:02 Will Lina break up big tech? Which one will be first?

18:02 Potential repercussions to consumers

27:48 Sacks' antitrust experience at PayPal vs. Ebay, Visa & MasterCard

29:50 Google's multi-trillion dollar data trove

35:40 The U.S. government's capability to silently take data while "gagging" Big Tech

53:32 COVID's psychic shadow, Friedberg's office landlord is still requiring masks

1:00:17 Jon Stewart's lab leak bit on Stephen Colbert's show

1:10:04 California's wildfire risk increasing with climate change

1:20:57 Besties summer plans

Referenced in the show:

Chamath's 2019 Annual Letter re: Big Tech breakup

https://www.socialcapital.com/annual-letters/2019

Big Tech Gag Order (mentioned by Sacks)

https://www.washingtonpost.com/opinions/2021/06/13/microsoft-brad-smith-trump-justice-department-gag-orders/

Obama Administration Record Seizure (mentioned by Sacks)

https://www.nytimes.com/2013/05/14/us/phone-records-of-journalists-of-the-associated-press-seized-by-us.html?referringSource=articleShare

California Forest fire maps (mentioned by Friedberg)

https://twitter.com/NWSBayArea/status/1398474379214802951/photo/1

Jon Stewart On Vaccine Science And The Wuhan Lab Theory

https://www.youtube.com/watch?v=sSfejgwbDQ8

#allin #tech #news

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

Show Notes:

0:00 Bestie intro, Chamath's whereabouts

2:54 Breaking down Biogen's Alzheimer's drug & the FDA's controversial approval

26:46 Billionaire space race: Is Bezos going to space too risky or a smart marketing move? How the space industry is a perfect example of effective government intervention. Can anyone dominate space?

42:55 Big Tech getting back to the office: what is the new normal for companies with thousands of employees?

56:49 Recent factors on the commercial & private real estate markets, inflation head fake

1:05:01 ProPublica's report on billionaire tax returns

1:15:58 Bitcoin toxicity, Snowflake's CEO apologizes for comments on merit & diversity

1:32:48 Science corner with Friedberg: Induced pluripotent stem cells & cloning

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Referenced in the show:

https://www.statnews.com/2021/06/07/fda-grants-historicapproval-to-alzheimers-drug-designed-to-slow-cognitive-decline/

https://www.bloomberg.com/news/articles/2021-06-10/harvard-expert-quits-fda-panel-as-furor-over-biogen-drug-grows

https://www.instagram.com/p/CP0MSOqnYEo

https://www.wsj.com/articles/facebook-lets-more-employees-choose-full-time-remote-work-or-return-to-the-office-11623258049

https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html

https://socketsite.com/archives/2021/04/visualizing-all-the-vacant-office-space-in-san-francisco.html

https://www.wsj.com/articles/if-you-sell-a-house-these-days-the-buyer-might-be-a-pension-fund-11617544801

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

https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax

https://www.aqr.com/Insights/Research/Journal-Article/Buffetts-Alpha

https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425

https://www.bloomberg.com/news/articles/2021-06-07/snowflake-ceo-offers-apologies-support-for-hiring-diversity

Tweets:

https://twitter.com/Jason/status/1401938511826067457

https://twitter.com/elonmusk/status/1386825367948644352

https://twitter.com/micsolana/status/1403394491143315456

https://twitter.com/Jason/status/140302318070958080

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

Referenced in the show:

WSJ - The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage

https://www.wsj.com/articles/wuhan-lab-leak-question-chinese-mine-covid-pandemic-11621871125

Forbes - Friends Don't Let Friends Become Chinese Billionaires

https://www.forbes.com/sites/raykwong/2011/07/25/friends-dont-let-friends-become-chinese-billionaires/?sh=44597352ddae

Brookings - Fentanyl and geopolitics: Controlling opioid supply from China

https://www.brookings.edu/research/fentanyl-and-geopolitics-controlling-opioid-supply-from-china/

NPR - 'We Are Shipping To The U.S.': Inside China's Online Synthetic Drug Networks

https://www.npr.org/2020/11/17/916890880/we-are-shipping-to-the-u-s-china-s-fentanyl-sellers-find-new-routes-to-drug-user

Coinbase - Announcing Coinbase Fact Check: Decentralizing truth in the age of misinformation

https://blog.coinbase.com/announcing-coinbase-fact-check-decentralizing-truth-in-the-age-of-misinformation-757d2392d61a

Show Notes:

0:00 Friedberg recaps Sacks' birthday party

6:47 "Wuhan Lab Leak" theory, did COVID come from a lab? Plusn China's fentanyl production

26:09 India's new "traceability" law

33:11 Coinbase & Brian Armstrong debut fact checking blog

41:17 Friedberg's science corner: groundbreaking gene therapies

45:06 Amazon's MGM acquisition, media consolidation

1:04:45 Biden's $6T infrastructure, Democrat's feeling the inflation pressure & responding

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

Referenced in the show:

The Verge - Apple employees circulate petition demanding investigation into 'misogynistic' new hire

https://www.theverge.com/2021/5/12/22432909/apple-petition-hiring-antonio-garcia-martinez-chaos-monkeys-facebook

The Verge - Apple employees call for company to support Palestinians in internal letter

https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook

Vox - Full transcript: 'Chaos Monkeys' author Antonio García-Martinez on Recode Decode

https://www.vox.com/2016/8/9/12415696/antonio-garcia-martinez-chaos-monkeys-recode-decode-podcast-transcript

Business Insider - Tobi Lutke's Email

https://www.businessinsider.com/shopify-ceo-email-to-managers-we-are-not-a-family-2021-5

TK News by Matt Taibi - On the Hypocrites at Apple Who Fired Antonio Garcia-Martinez

https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled

The Information - Seven Apple Suppliers Accused of Using Forced Labor From Xinjiang

https://www.theinformation.com/articles/seven-apple-suppliers-accused-of-using-forced-labor-from-xinjiang

Persuasion - America Is Flunking Math

https://www.persuasion.community/p/why-america-is-flunking-math-education

Bloomberg - Gap With White House on Infrastructure Is Widening, GOP Says

https://www.bloomberg.com/news/articles/2021-05-21/biden-offers-to-cut-infrastructure-proposal-to-1-7-trillion

St. Louis FED - 10-Year Breakeven Inflation Rate

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

TED - A prosecutor's vision for a better justice system

https://www.ted.com/talks/adam_foss_a_prosecutor_s_vision_for_a_better_justice_system?language=en

Tweets:

https://twitter.com/DavidSacks/status/1394328675768705030

https://twitter.com/DavidSacks/status/1395056042841559041

https://twitter.com/garrytan/status/1393462058407010307

https://twitter.com/moskov/status/1395060902253064195

https://twitter.com/moskov/status/1395062765702713358

https://twitter.com/DavidSacks/status/1395073652840796160

https://twitter.com/cabot_phillips/status/1394654014596337667

https://twitter.com/ALLIN_STATS

Show Notes:

0:00 Apple's hypocrisy re: AGM firing

25:48 America is failing math

40:10 Inflation fears slowing down, infrastructure bill restructuring, corporate tax loopholes

50:10 Clubhouse's plummeting download numbers, David Sacks gives the besties a scoop

57:46 Crypto correction: regulation, centralized coins, potential black swans

1:13:30 Friedberg's science corner: UFOs

1:19:18 Sacks presses other billionaires on their support Chesa Boudin

#allin #tech #news

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

Referenced in the show:

NY Times - A Misleading C.D.C. Number

https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html

medRxiv - COVID-19 Aerosolized Viral Loads, Environment, Ventilation, Masks, Exposure Time, Severity, And Immune Response: A Pragmatic Guide Of Estimates

https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full

Business Insider - Silicon Valley VCs are at war with the 'far left radicals' running California

https://www.businessinsider.com/silicon-valley-venture-capitalists-at-front-lines-california-recall-2021-5

NY Post - Powerful teachers union influenced CDC on school reopenings, emails show

https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/

MMA - Governor Reeves Announces End to Pandemic Unemployment Assistance

https://mma-web.org/governor-reeves-announces-end-to-pandemic-unemployment-assistance/

Tweets:

https://twitter.com/DavidSacks/status/1392154915640729605

https://twitter.com/DavidSacks/status/1392223301154447361

https://twitter.com/Jason/status/1391591653824204801

https://twitter.com/Jason/status/1391257138698375168

https://twitter.com/skepticaliblog/status/1391958173955682309

https://twitter.com/TaylorLorenz/status/1390390598444609538

https://twitter.com/friedberg/status/1392551233618026496

https://twitter.com/bytecoin8

Show Notes:

0:00 Jason goes behind the scenes of Elon's SNL appearance

23:36 CDC failures, misleading information on COVID spreading outdoors

39:10 Reacting to Stanley Druckenmiller's thoughts on current Fed policy, decoupling of capital markets from policy

48:32 America's real-time UBI experiment, Business Insider's piece covering All-In

1:05:23 Friedberg's science corner: synthetic biology IPO/SPACs, stem cell breakthroughs & more

1:19:15 Should the besties start a third party? Is it possible?

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

Referenced in the show:

MIT Technology Review - Some vaccinated people are still getting covid. Here's why you shouldn't worry.

https://www.technologyreview.com/2021/04/29/1024301/vaccines-covid-breakthrough-infections-immunity-cdc/

David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility

https://davidsacks.medium.com/caitlyn-jenner-is-right-crime-is-the-1-issue-in-california-and-gavin-newsom-bears-ultimate-381b3cee42db

Tweets

https://twitter.com/DavidSacks/status/1378856861970038784

https://twitter.com/DavidSacks/status/1388125436241223682

https://twitter.com/DavidSacks/status/1388135440843251714

https://twitter.com/DavidSacks/status/1388129450651492355

https://twitter.com/DavidSacks/status/1387582236573175809

https://twitter.com/DavidSacks/status/1387598770825830404

Show Notes:

0:00 Bestie intro, Jason's trip recap

2:47 Sacks on hypocrisy and virtue signaling surrounding wearing masks post-vaccination, Biden's address

16:07 Pandemic lessons

30:02 Immigration, Americans self-selecting as hard workers, understanding two different types of immigration

48:04 How Darwinian free trade has negatively impacted the US middle class

1:00:44 Caitlyn Jenner for CA Governor, crime & homelessness

1:07:48 Big Tech earnings

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

Referenced in the show:

Federal Net Outlays as Percent of GDP

https://fred.stlouisfed.org/series/FYONGDA188S

Wayback Machine / WhiteHouse.gov

https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov

Reuters

https://www.reuters.com/business/healthcare-pharmaceuticals/india-posts-daily-rise-over-300000-covid-19-cases-record-death-toll-2021-04-22

Show Notes:

0:00 Intro

1:19 Biden's capital gains tax hike

21:33 Addressing the federal budget problems

42:16 Chauvin verdict, media coverage

50:06 Hulu WeWork documentary, Founder psychology

59:46 COVID surge in India

1:11:01 Poor media performance in 2021

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

Referenced in the show:

Statista - Death rates from coronavirus (COVID-19) in the United States

https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state

Tweets:

https://twitter.com/bgurley/status/1382737752794353664

https://twitter.com/DavidSacks/status/1382874547179950082

https://twitter.com/DavidSacks/status/1382466963885199362

https://twitter.com/DrewHolden360/status/1382477293797400581

https://twitter.com/chamath/status/1383073577386201094

Show Notes:

0:00 Bestie intro & crowning a new SPAC king

3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT

12:06 David Sacks on running for governor

15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in

32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama

50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party

54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision

1:04:20 Degradation of faith in institutions accelerated by COVID

1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress

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

Referenced in the show:

Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan

https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html

Cal Matters - A wealth tax could sabotage California's recovery

https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery

Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here's What We Know

https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know

Show Notes:

0:00 Besties intro, state of the public & private markets

18:54 Chamath receives inspiring note re: last week's longevity talk

21:17 Archegos debacle, issues with trading on margin

32:26 Biden's infrastructure bill, US government becoming overleveraged

45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact

52:59 Trade off between freedom & equality, how free markets spur innovation, generational changes

1:05:14 Is a wealth tax constitutional? Vaccine update

Sacks' Inflation Deck:

https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing

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

Referenced in the show:

Tweets

https://twitter.com/davehclark/status/1375045409542823939

https://twitter.com/BernieSanders/status/1374901873484967938

https://twitter.com/Mat_Yarger/status/1374212541367345155

https://twitter.com/Mat_Yarger/status/1375163739759116297

https://twitter.com/Jason/status/1375488265915002883

https://twitter.com/chamath/status/1375244032230625281

https://twitter.com/DavidSacks/status/1375283834711777282

https://twitter.com/chamath/status/1375484528559448064

Bitclout

https://rb.gy/sjtjzy

Show Notes:

0:00 Besties get ready to rumble & discuss recent Twitter polls

7:25 Debating inflation, Sacks presents his deck

37:20 Amazon social team goes on the offensive, Facebook's regulatory capture play around content moderation

48:42 Suez Canal, rethinking our centralized infrastructure & supply chain risk management, infrastructure bill concerns

1:00:18 Microsoft in talks to buy Discord for $10B, Sacks on SaaS exits from Yammer experience

1:02:49 Poker talk, going to the movies, Disneyland, EU incompetence

View the State of VC deck here:

https://rb.gy/wfan6j

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/MikeSylvan

Referenced in the show:

Lifespan by David Sinclair:

https://rb.gy/etzzmk

Prenuvo:

https://www.prenuvo.com

Gumroad Equity Crowdfunding:

https://republic.co/gumroad

Backstage Equity Crowdfunding:

https://republic.co/backstage

Show Notes:

0:00 Bestie intro & poker talk

5:49 Fan question: Longevity & Biohacking, Chamath's health regimen

12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto?

22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector

33:33 Chamath's thesis behind deep tech investing

37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more

48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out?

55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding

1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs

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/MikeSylvan

Articles referenced in the show:

The New England Journal of Medicine - BNT162b2 mRNA Covid 19 Vaccine in a Nationwide Mass Vaccination Setting

https://www.nejm.org/doi/full/10.1056/NEJMoa2101765

San Francisco COVID-19 Vaccinations

https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/

The Art Newspaper - WTAF? Beeple NFT work sells for astonishing $69.3m at Christie's after flurry of last-minute bids nearly crashes website

https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency

CoinDesk - Burnt Banksy NFT Sells for $380K in ETH

https://www.coindesk.com/burnt-banksy-nft-sells-for-380k-in-eth

CNBC - Beeple NFT becomes most expensive ever sold at auction after fetching over $60 million

https://www.cnbc.com/2021/03/11/most-expensive-nft-ever-sold-auctions-for-over-60-million.html

Glenn Greenwald:

https://greenwald.substack.com/p/criticizing-public-figures-including

https://greenwald.substack.com/p/journalists-start-demanding-substack

Tweets referenced in the show:

https://twitter.com/davidsacks/status/1370197389210914817

https://twitter.com/davidsacks/status/1370132006080708609

https://twitter.com/davidsacks/status/1370253867154247684

https://twitter.com/davidsacks/status/1370441843666690050

https://twitter.com/chamath/status/1369328384812093441

https://twitter.com/JTLonsdale/status/1369893590369964032

https://twitter.com/domm/status/1368605017238740994

https://twitter.com/CovidVaccineCA

Show Notes:

0:00 Biden's vaccine mandate, California's mishandling of the vaccine rollout, cancel culture impacting vaccine distribution

11:00 Vaccine efficacy, "inequity" of distribution

19:24 Success vs. privilege, Meghan Markle vs. The Royal Family

33:38 NFTs, speculative markets, blockchain as a ledger

48:00 Impact of inflation on wealth inequality

1:01:20 SPAC/Direct Listing talk

1:07:46 Yung Spielburg's newest track: RED PILLS