(0:00) Bestie intros + Vegas recap!

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

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

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

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

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

Follow the besties:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

https://youtu.be/CwJaSa335mE

(0:00) Bestie intros!

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

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

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

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

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

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

(1:33:36) Bestie wrap!

Follow the besties:

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Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/MarioNawfal

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

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

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

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

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

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

https://youtu.be/50MusF365U0

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

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

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

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

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

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

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

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

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

https://twitter.com/scottbelsky/status/1660992735040663553

https://twitter.com/chamath/status/1661467059341914112

https://www.globenewswire.com/en/news-release/2023/05/15/2669326/0/en/Rumble-Acquires-Podcasting-and-Live-Streaming-Platform-CallIn.html

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

(0:00) Bestie intros!: Reddit Performance Reviews

(5:14) Quick AIS 2023 update

(6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability

(21:25) Regulatory capture angle, "preemptive regulation," how AI relates to nuclear, insider insights from the White House's AI summit

(43:33) Elon hires new Twitter CEO

(48:46) Lina Khan moves to block Amgen's $27.8B acquisition of Horizon Therapeutics

(1:02:30) Apple's AR goggles are reportedly being unveiled at WWDC in early June, platform shift potential, how it deviates from Apple's prior launch strategies

(1:07:45) Residential and commercial real estate headwinds

(1:15:29) Unrest in SF and NYC after two recent tragic incidents ended in death

(1:24:20) Soros political motivations for backing progressive DAs

Follow the besties:

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https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://techcrunch.com/2023/05/18/psst-gary-marcus-is-happy-to-help-regulate-ai-on-behalf-of-the-u-s-government/

https://twitter.com/chamath/status/1658913074106236931

https://www.mosaicml.com/blog/mpt-7b

https://huggingface.co/spaces/HuggingFaceH4/open_llm_leaderboard

https://artificialintelligenceact.eu

https://futurism.com/the-byte/warren-buffett-ai-atom-bomb

https://www.cnbc.com/2023/05/12/nbcuniversal-ad-chief-yaccarino-resigns-as-sources-say-shes-in-talks-to-be-twitter-ceo.html

https://www.wsj.com/articles/ftc-poised-to-block-amgens-27-8-billion-deal-for-horizon-therapeutics-a9c1b499

https://www.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf

https://www.benefitspro.com/2023/05/12/pbms-the-brokers-who-control-drug-prices-finally-get-washingtons-attention

https://sharegpt.com/c/O6OKM9D

https://www.wsj.com/articles/apple-mixed-reality-headset-9213ac1b

https://twitter.com/PalmerLuckey/status/1657828947877560323

https://twitter.com/DavidSacks/status/1658955195450286081

https://www.foxnews.com/us/witness-jordan-neely-chokehold-death-calls-daniel-penny-hero

https://www.reddit.com/r/nyc/comments/1njfls/try_to_stay_away_from_the_michael_jackson

https://en.wikipedia.org/wiki/1984_New_York_City_Subway_shooting

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

https://www.messynessychic.com/2019/03/26/in-the-shadows-with-nycs-self-styled-guardian-angels

https://www.eviemagazine.com/post/media-falsely-representing-jordan-neely-10-year-old-photos-crucial-information

https://twitter.com/Jason/status/1655716240500080640

https://www.foxnews.com/politics/george-soros-son-visited-white-house-dozen-times-since-biden-took-office-records-show

(0:00) All-In Summit 2023 announcement!

(3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma

(18:33) AI regulation updates

(23:41) Druckenmiller's warning, macro overview

(40:22) RFK Jr. feedback, pushback, conspiracy accusations

(49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential

(1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show!

Register for All-In Summit 2023:

https://summit.allinpodcast.co

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

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.google/technology/ai/google-palm-2-ai-large-language-model

https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud

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

https://hedgefollow.com/funds/Duquesne+Family+Office

https://twitter.com/joincolossus/status/1656258955780456448

https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety

https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html

https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf

https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed

https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa

https://www.cnn.com/2023/05/10/politics/comer-bank-records-biden-family-members-payments-foreign-entities/index.html

https://twitter.com/JoshWalkos/status/1655748898357477379

https://nypost.com/2023/05/07/ex-cia-chief-michael-morell-misled-signers-of-hunter-biden-spy-letter-by-saying-hed-clear-it-with-agency

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

https://twitter.com/PodiumDotPage/status/1656315157952200704

(0:00) Bestie intros!

(0:49) Jason and Sacks intro Robert F. Kennedy Jr.

(3:46) Foreign policy: Ukraine / Russia

(17:17) Foreign policy: Taiwan / China

(18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling

(33:22) US Govt Intelligence Agencies: "Deep State," increasing accountability, "agency capture"

(46:04) COVID: mishandling, more "agency capture," vaccine policy

(55:10) Broader thoughts on vaccines in general

(1:05:54) Energy policy: thoughts on nuclear

(1:15:29) Culture wars: trans issues, CRT in schools, public vs charter schools

(1:23:09) Media: declining trust, misaligned incentives, conflict of interest with large advertisers

(1:30:07) Mainstream media coverage, ABC News debacle, evolving with new information, money in politics

(1:40:37) The Besties do a post-interview debrief

(1:57:30) Announcing All-In Summit 2023!

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Robert F. Kennedy Jr:

https://twitter.com/RobertKennedyJr

Follow the pod:

https://twitter.com/theallinpod

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

(0:00) Bestie intro!

(1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture

(24:21) AI update: new projects, global enablement, early adoption

(37:38) SF CRE continues to collapse, Gotham City update

(47:52) Lab-grown meat: possibilities, potential impact, and major constraints

(1:06:47) Quick earnings button and RFK Jr's presidential bid

Follow the besties:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/GavinSBaker

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

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

https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html

https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html

https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html

https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power

https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc

https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky

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

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

https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html

https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd

https://twitter.com/friedberg/status/1651371655774584832

https://twitter.com/mckaywrigley/status/1651291367224807424

https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea

https://twitter.com/Jason/status/1650974906916671493

https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say

https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab

https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html

https://twitter.com/RobertKennedyJr/status/1649190840198209537

(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch

(28:58) Fox News settles with Dominion Voting Systems, will pay $787M

(40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "dust storm"

(53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds

(1:21:26) Is crypto dead in America? Plus DeSantis vs Trump polling update and wrap

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/GavinSBaker/status/1649107858267439108

https://www.bbc.com/news/science-environment-65294084

https://twitter.com/thePrimalSpace/status/1649051677377560578

https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf

https://twitter.com/elonmusk/status/1533408313894912001

https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27

https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit

https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094

https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484

https://twitter.com/KanekoaTheGreat/status/1648462770936115202

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

https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html

https://twitter.com/chamath/status/1647010187377774596

https://en.wikipedia.org/wiki/Dal%C3%ADland-

https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html

https://www.vox.com/technology/2023/4/18/23688627/meta-layoffs-mark-zuckerberg-facebook-instagram-whatsapp

https://news.crunchbase.com/venture/series-c-funding-decline-q1-2023

https://www.theinformation.com/articles/tiger-global-managements-12-7-billion-venture-fund-records-20-loss

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

https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data

https://www.coindesk.com/business/2023/04/18/coinbase-could-move-away-from-us-if-no-regulatory-clarity-ceo-brian-armstrong

https://news.yahoo.com/poll-trumps-big-post-indictment-bounce-is-fading-fast-183753992.html

https://www.washingtonpost.com/politics/2023/04/20/desantis-trump-new-hampshire-poll

(0:00) Bestie intros!

(1:49) Understanding AutoGPTs

(23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood

(37:38) How to regulate AI?

(1:12:35) Bob Lee update, recent SF chaos

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.allinmeetups.io/ep125

https://github.com/Torantulino/Auto-GPT

https://arxiv.org/pdf/2304.03442.pdf

https://twitter.com/chamath/status/1645848531280998400

https://bootcamp.uxdesign.cc/i-made-a-flappy-bird-clone-with-gpt4-and-midjourney-inunder-an-hour-and-you-can-do-it-too-7847bc509431

https://twitter.com/ammaar/status/1645934107304787968

https://runwayml.com/customers/how-director-and-editor-evan-halleck-uses-runway-for-films-music-videos-and-commercials

https://research.runwayml.com/gen2

https://twitter.com/wonderdynamics/status/1633627396971827200

https://twitter.com/DavidShowalter_/status/1645150966511988742

https://twitter.com/aloezeus/status/1645141925157060608

https://the-decoder.com/chaosgpt-is-the-first-public-attempt-to-destroy-humanity-with-ai

https://twitter.com/mckaywrigley/status/1646596881420783619

https://www.wsj.com/articles/bitcoin-blockchain-hacking-arrests-93a4cb29

https://www.kron4.com/news/bay-area/video-shows-ex-sf-fire-commissioner-assaulted-with-pipe-in-marina-district

https://twitter.com/activeasian/status/1644547881519681537

https://www.cnn.com/2023/04/11/business/san-francisco-whole-foods-closure/index.html

https://sfstandard.com/business/downtown-san-francisco-whole-foods-market-closing

https://twitter.com/davidsacks/status/1645969773153636352

https://twitter.com/AaronPeskin/status/1645896541893439489

https://sfchamber.com/citybeat-2022-press-release

https://sf.gov/news/mayor-london-breed-proposes-27-million-funding-address-police-staffing-shortages

https://www.sfchronicle.com/sf/bayarea/heatherknight/article/sf-police-crime-16931399.php

(0:00) Bestie intros!

(4:12) Trump indictment

(16:52) De-dollarization: What's real and what's overblown?

(39:35) Debt ceiling vote predictions

(56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture

(1:10:02) RIP Bob Lee, fixing San Francisco

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read

https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html

https://anncoulter.substack.com/p/youre-being-played-republicans

https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump

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

https://twitter.com/DavidSacks/status/1638957986138959873

https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states

https://www.yahoo.com/now/social-security-funds-could-run-120000267.html

https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5

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

https://fred.stlouisfed.org/series/FYONGDA188S

https://www.longtermtrends.net/us-debt-to-gdp

https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures

https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia

https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai

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

https://twitter.com/jarvis_best/status/1643667684247371776

https://twitter.com/FrancisSuarez/status/1642862135226126338

https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html

(0:00) Bestie intros!

(1:31) Joe Manchin calls out Biden on IRA flip-flop

(7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins

(26:31) Will generative AI be more important than mobile and the internet itself? Making the case for both Google and OpenAI to win generative AI

(50:19) Reaching and containing AGI, AI's impact on job destruction

(1:16:35) RESTRICT Act's bait and switch

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/articles/biden-inflation-reduction-act-betrayal-joe-manchin-debt-ceiling-budget-fossil-fuels-green-energy-dc37738e

https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups

https://sharegpt.com/c/jGKq34x

https://openai.com/blog/chatgpt-plugins

https://www.theinformation.com/articles/alphabets-google-and-deepmind-pause-grudges-join-forces-to-chase-openai

https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg

https://futureoflife.org/open-letter/pause-giant-ai-experiments

https://twitter.com/peakcooper/status/1639716822680236032

https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job

https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns

(0:00) Bestie intro!

(2:58) Fed hikes 25 bps

(32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US

(54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance

(1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US?

(1:25:46) Relativity Space shoutout and bestie wrap!

Follow the besties:

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https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f

https://twitter.com/scottrechler/status/1638534824808923136

https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba

https://twitter.com/elonmusk/status/1636928718173003776

https://fred.stlouisfed.org/series/WGS10YR

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676

https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php

https://twitter.com/boazweinstein/status/1638964105917890561

https://twitter.com/mr_derivatives/status/1638772846326583296

https://twitter.com/DavidSacks/status/1638957986138959873

https://twitter.com/balajis/status/1636797265317867520

https://twitter.com/balajis/status/1222921758375927808

https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote

https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html

https://www.piratewires.com/p/2023-banking-crisis

https://twitter.com/balajis/status/1448455115271143424

https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered

https://twitter.com/markgags/status/802597908033966081

https://twitter.com/relativityspace/status/1638753739128315906

(0:00) Bestie intro!

(1:35) Recapping the events of the past week

(5:39) Understanding the banking crisis

(32:55) Solving the global debt problem, righting the ship

(54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team

(1:08:36) Science corner: Superconductors

(1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap!

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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://seekingalpha.com/article/4565388-svb-financial-blow-up-risk

https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e

https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e

https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients

https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr

https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote

https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut

https://www.bbc.com/news/uk-england-london-64968795

https://www.treasurydirect.gov

https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel

https://www.axios.com/2023/03/15/stripe-50-billion

https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3

https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade

https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments

https://twitter.com/Jason/status/1633570102326202368

https://www.nature.com/articles/s41586-023-05742-0

https://youtu.be/4lE8QWtrEvQ

https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392

(0:00) Bestie intro!

(1:57) Overview of the SVB collapse and bank run

(17:53) Who or what is to blame? Debating venture debt

(37:11) Contagion risk, second- and third-order effects, government backstops

(1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.fdic.gov/news/press-releases/2023/pr23016.html

https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf

https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf

https://twitter.com/garrytan/status/1634260576431136768

https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk

https://www.youtube.com/watch?v=Ymo6Yzjv_KY

https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge

https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy

https://twitter.com/Rippling/status/1634201986894577665

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

https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4

https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09

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

(0:00) Bestie intros!

(6:47) The VC FOMO frenzy in AI

(25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs

(37:23) Macro update: inflation not done, weaker earnings, interest rates

(52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom

(1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China

(1:34:33) Ukraine update: China's peace proposal, US strategy

(1:46:34) Harvard legacy admissions, Draymond Green on Black History Month

(1:50:01) Stripe chart errata, bestie wrap!

Follow the besties:

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Follow the pod:

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506

https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview

https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence

https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979

https://openai.com/blog/introducing-chatgpt-and-whisper-apis

https://twitter.com/heykahn/status/1628453782177865728

https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466

https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d

https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg

https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede

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

https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf

https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript

https://twitter.com/altcap/status/1631361678582611970

https://www.investopedia.com/articles/06/fas123r.asp

https://www.wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0

https://www.reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01

https://www.reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27

https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611

https://www.euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now

https://www.wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188

https://twitter.com/wikileaks/status/1496886759665586177

https://twitter.com/deloreshandy/status/1629516350602264582

https://www.nber.org/system/files/working_papers/w26316/w26316.pdf

https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year

https://www.bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take

https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled

(0:00) Bestie intro: Jason's Japan trip!

(1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more

(23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple

(29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved

(39:05) AI's outsized impact on SaaS and real-world businesses

(55:16) Advice from Steve Jobs on customer-first product development, Section 230 update

(1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position

(1:14:24) Tinfoil hat corner

(1:23:25) Bestie wrap up!

Follow the besties:

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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/inside-stripes-55-billion-pitch-to-investors

https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate

https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public

https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://twitter.com/tylertringas/status/1627449217294958592

https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

https://twitter.com/Jason/status/1628851245644644352

https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt

https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230

https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine

https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv

https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html

https://twitter.com/nytimes/status/1626984889449959430

https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html

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

https://openai.com/blog/how-should-ai-systems-behave

(0:00) Bestie intros, poker recap, charity shoutouts!

(8:34) Toxic Ohio train derailment

(25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230

(57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, and more

DONATE:

https://www.humanesociety.org/news/going-big-beagles

https://www.beastphilanthropy.org/donate

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https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://techcrunch.com/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display

https://doomberg.substack.com/p/railroaded

https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002

https://www.bloomberg.com/news/features/2023-02-15/zantac-cancer-risk-data-was-kept-quiet-by-manufacturer-glaxo-for-40-years

https://www.foxnews.com/video/6320573959112

https://www.wsj.com/articles/why-im-resigning-from-the-ftc-commissioner-ftc-lina-khan-regulation-rule-violation-antitrust-339f115d

https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side

https://www.investopedia.com/section-230-definition-5207317

https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002

https://twitter.com/elonmusk/status/1626097497109311495

https://chat.openai.com/chat

https://twitter.com/Jason/status/1626091654120894464

https://politiquerepublic.substack.com/p/chatgpt-is-democrat-propoganda

https://www.bbc.com/news/technology-35902104

https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html

https://unusualwhales.com/news/openais-chatgpt-has-reportedly-predicted-that-the-stock-market-will-crash-on-march-15-2023

https://www.history.com/news/josef-stalin-great-purge-photo-retouching

https://www.hollywoodreporter.com/business/business-news/ec-funds-france-build-google-106934

https://www.nytimes.com/2008/03/21/technology/21iht-quaero24.html

0:00 Bestie intro!

1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex

28:26 Bestie refresh!

33:13 The AI Search Wars: Microsoft presses hard, Google's rough week

45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?

1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?

1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements

Follow the besties:

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Follow the pod:

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https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/DavidSacks/status/1623540190060101632

https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream

https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine

https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability

https://twitter.com/EmiliaKaminska/status/1574817556950663169

https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage

https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link

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

https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai

https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08

https://twitter.com/Google/status/1622710355775393793

https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s

https://neeva.com

https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works.

https://twitter.com/arnaudai/status/1623359864100601861

https://github.com/features/copilot

https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion

https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data

https://twitter.com/LynAldenContact/status/1620447620987785216

https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg

https://twitter.com/pretentiouswhat/status/1622832701131874306

(0:00) Bestie intro!

(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow

(17:52) Interest rates impact on mega-cap company creation

(33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues

(1:02:33) Adani's potential fraud, role of short sellers

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market

https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190

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

https://www.ustreasuryyieldcurve.com

https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661

https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

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

https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18

https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10

https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice

https://twitter.com/tomloverro/status/1620466827519496194

https://twitter.com/msuster/status/1620653106387386368

https://twitter.com/gradypb/status/1620937502248034304

https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital

https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y

https://hindenburgresearch.com/adani

https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response

https://www.sec.gov/rules/proposed/2022/34-94313.pdf

https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774

(0:00) David Sacks does bestie intros!

(2:49) DOJ sues Google over ads business

(23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams

(40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness

(1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more

(1:22:39) Science Corner: Will we soon be able to reverse aging?

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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://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight

https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html

https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792

https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response

https://noahpinion.substack.com/p/would-breaking-up-google-really-do

https://thehustle.co/12232022-ad-spend

https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay

https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant

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

https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025

https://www.nature.com/articles/s41467-022-31401-5

https://www.seacoastonline.com/story/opinion/columns/2022/01/29/kerr-covid-vaccines-anti-vaxxers-should-reject-hospital-beds-too/9246198002/

https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592

https://twitter.com/jason/status/1478587551271161857

https://twitter.com/EricTopol/status/1618381912413962240

https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html

https://www.businessinsider.com/ukraine-now-getting-western-tanks-looking-at-fighter-jets-next-2023-1

https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html

https://www.dailymail.co.uk/debate/article-11661589/PETER-HITCHENS-Sending-Ukraine-tanks-turn-Europe-one-big-radioactive-graveyard.html

https://twitter.com/DavidSacks/status/1618321900324950018

https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768

https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583

https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20

(0:00) Bestie intro, who gets credit for the podcast?

(6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget

(19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy

(39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform

(1:00:42) TikTok's endgame in the US: banned, spun out, or something else?

(1:17:22) Pharma meets AI, best AI business models

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/RitchieTorres/status/1616124738752987152

https://twitter.com/TalbertSwan/status/1616101666582892547

https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415

https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige

https://twitter.com/ShellenbergerMD/status/1614782758328598528

https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479

https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change

https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar

https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf

https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html

https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp

https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560

https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html

https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d

https://www.hellopearl.com

https://roboflow.com

https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12

https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157

(0:00) Bestie intro!

(0:43) Reacting to Slate's article on All-In

(11:18) SF business owner caught spraying homeless person on camera

(29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle

(1:09:57) Biden's documents, America's over-classification problem

(1:27:16) Best cabinet positions/ambassadorships

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/mattyglesias/status/1613135006272045056

https://www.epsilontheory.com/gell-mann-amnesia

https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html

https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel

https://twitter.com/BettyKPIX/status/1613080547022229504

https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals

https://fortune.com/2023/01/11/structure-openai-investment-microsoft

https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d

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

https://ai.facebook.com/tools/pytorch

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

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

(0:00) Bestie New Year catch-up!

(2:44) Prediction 1: 2023's biggest political winner

(17:25) Prediction 2: 2023's biggest political loser

(21:57) Prediction 3: 2023's biggest business winner

(30:34) Prediction 4: 2023's biggest business loser

(42:03) Prediction 5: 2023's biggest business deal

(52:41) Prediction 6: 2023's most contrarian belief

(1:03:03) Prediction 7: 2023's best-performing asset

(1:07:50) Prediction 8: 2023's worst-performing asset

(1:14:46) Prediction 9: 2023's most anticipated trend

(1:21:40) Prediction 10: 2023's most anticipated media

(1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/articles/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665

https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/

https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html

https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html

https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304

https://twitter.com/DavidSacks/status/1598076726671642624

https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html

https://twitter.com/JenniferJJacobs/status/1611052287954149377

https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california

https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280

https://www.wsj.com/articles/chatgpt-creator-openai-is-in-talks-for-tender-offer-that-would-value-it-at-29-billion-11672949279

(0:00) Bestie catch up!

(3:05) Kicking off the 2022 Bestie Awards

(4:12) Biggest winner in politics

(9:11) Biggest loser in politics

(16:37) Biggest political surprise

(23:35) Biggest winner in business

(29:48) Biggest loser in business

(42:21) Biggest business surprise

(51:16) Best science breakthrough

(57:36) Biggest flash in the pan

(1:42:24) Best CEO

(1:47:38) Best investor

(1:51:21) Worst investor

(1:52:22) Best turnaround

(1:55:58) Worst human being

(1:59:57) Most loathsome company

(2:01:32) Best new tech

(2:02:34) Best trend

(2:05:09) Worst trend

(2:07:50) Best new media

(2:10:26) The Rudy Giuliani Award for Self-Immolation!

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://civil.ge/archives/469054

https://www.popularmechanics.com/military/weapons/a39946577/us-to-replace-javelin-stinger-missile-stockpiles-sent-to-ukraine

https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928

https://twitter.com/TwitterBusiness/status/1605651865818914816

https://www.bloomberg.com/opinion/articles/2022-12-13/crispr-gene-editing-breakthrough-brings-cancer-cures-closer

https://twitter.com/ShellenbergerMD/status/1604871630613753856

https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718

https://twitter.com/ShellenbergerMD/status/1491418120086454278

https://twitter.com/seanhannity

https://youtu.be/HBiV1h7Dm5E

https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812

https://www.amazon.com/Life-Ascending-Great-Inventions-Evolution/dp/0393065960

https://www.amazon.com/Putting-Rabbit-Hat-Brian-Cox/dp/1538707292

https://www.amazon.com/Audible-Cinema-Speculation/dp/B09V3FTWKY

(0:00) Jason's new gig!

(1:05) Twitter's new privacy rules, notable suspension, doxing dynamics

(20:48) Nuclear fusion breakthrough and geopolitical ramifications

(42:58) Jason and Sacks's big night

(51:11) State of the markets: Coupa acquired by Thoma Bravo, startups at all stages seeing heavy valuation reductions, what LPs are thinking

(1:22:08) TV catch up, worst person in tech bracket

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.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation

https://twitter.com/Cernovich/status/1602457619431493634

https://twitter.com/elonmusk/status/1603190155107794944

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

https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7

https://www.neimagazine.com/news/newsfusion-industry-survey-shows-significant-increase-in-private-investment-9860867

https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12

https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation

(0:00) Bestie gut health!

(2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants

(33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden laptop story

(47:30) China effectively ends Zero-Covid policies, Iran, China, and Japan demographics

(58:27) Kevin O'Leary defends FTX on CNBC, was paid $15M as a spokesperson; Sinema flips to Independent

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/new-york-times-staffers-to-stage-first-strike-in-over-40-years-thursday-11670471199

https://twitter.com/mtaibbi/status/1598822959866683394

https://twitter.com/bariweiss/status/1601007575633305600

https://twitter.com/c4chaos/status/1601048264262180864

https://twitter.com/bariweiss/status/1601020845224128512

https://twitter.com/DavidSacks/status/1601052241145696256

https://twitter.com/bariweiss/status/1601023504916172800

https://twitter.com/NewsPolitics/status/1601028254831620096

https://www.cnbc.com/2018/09/04/jack-dorsey-to-congress-full-written-testimony-on-political-bias.html

https://twitter.com/elonmusk/status/1601031111244599296

https://twitter.com/JamesTodaroMD/status/1601042622516035584

https://twitter.com/elonmusk/status/1601042125130371072

https://twitter.com/Jason/status/1601044058276655104

https://twitter.com/mtaibbi/status/1598831435288563712

https://twitter.com/mtaibbi/status/1600243405841666048

https://nypost.com/2022/12/03/twitter-files-reveal-james-baker-in-hunter-biden-laptop-scandal

https://www.cbsnews.com/news/hunter-biden-laptop-data-analysis

https://www.politico.com/news/2020/10/19/hunter-biden-story-russian-disinfo-430276

https://www.cnn.com/2022/12/08/china/china-zero-covid-relaxation-reaction-intl-hnk/index.html

https://en.wikipedia.org/wiki/Demographics_of_Iran#/media/File:Iran_single_age_population_pyramid_2020.png

https://www.indexmundi.com/graphs/population-pyramids/japan-population-pyramid-2020.jpg

https://www.wsj.com/articles/letter-from-top-apple-supplier-foxconn-prodded-china-to-ease-zero-covid-rules-11670504366

https://www.wsj.com/articles/sen-kyrsten-sinema-leaves-democratic-party-11670587227

(0:00) Bestie hangover!

(1:05) Analyzing SBF's media tour: his angle, media coverage, and more

(21:09) FTX culpability: media, investors, regulators

(53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing

(1:10:04) What OpenAI's new ChatGPT tool means for the future

(1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI

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=KMZckrBPw38

https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident

https://www.wsj.com/articles/sequoia-capital-apologizes-to-limited-partners-for-ftx-investment-11669144914

https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html

https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html

https://twitter.com/lizrhoffman/status/1595193884438568960

https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream

https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections

https://chat.openai.com/chat

https://twitter.com/jdjkelly/status/1598021488795586561

https://twitter.com/pmarca/status/1598413401705021440

https://twitter.com/jdjkelly/status/1598021488795586561

https://twitter.com/DavidSacks/status/1598076726671642624

https://twitter.com/DavidSacks/status/1598363968547876864

0:00 Bestie intros!

2:19 Trump announces 2024 presidential bid

26:07 Each bestie names their most important policy issue for 2024

59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture

1:17:23 SBF's leaked DMs, Elon's culture shift

1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and 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://twitter.com/ianbremmer/status/1592951330955759616

https://twitter.com/DavidSacks/status/1592970866312482816

https://twitter.com/DavidSacks/status/1593041589685063683

https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents

https://twitter.com/IAPolls2022/status/1592271468045684736

https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748

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

https://fred.stlouisfed.org/series/GFDGDPA188S

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

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

https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy

https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf

https://twitter.com/antoniogm/status/1593606745955348481

https://twitter.com/DavidSacks/status/1590110462347444224

https://twitter.com/g_shullenberger/status/1590069877288886274

https://compactmag.com/article/the-email-caste-s-last-stand

https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy

https://twitter.com/bgurley/status/1593448516394881024

https://twitter.com/Jason/status/1593653573329436672

https://cointelegraph.com/news/sbf-received-1-billion-in-personal-loans-from-alameda-ftx-bankrupty-filing

https://s.wsj.net/public/resources/documents/FTXFILING.pdf

https://twitter.com/balajis/status/1593141361582444544

(0:00) New bestie game show!

(6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism

(20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more!

(43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence

(1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders

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/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html

https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869

https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal

https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor

https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight

https://twitter.com/GordonJohnson19/status/1591062535586848768

(0:00) Jason's new brand deal

(1:18) Bestie updates

(9:12) "Ligma/Johnson" blunder outside of Twitter HQ

(15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated

(35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years

(54:04) Midterm election preview, understanding the shift toward populism

(1:17:32) Science corner: Understanding Meta's AlphaFold competitor

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/elonmusk/status/1588538640401018880

https://twitter.com/yoyoel/status/1587230924554399744

https://twitter.com/dee_bosa/status/1587158734689767425

https://twitter.com/TechBroDrip/status/1586370087287521280

https://twitter.com/elonmusk/status/1586149451348910081

https://layoffs.fyi

https://twitter.com/Post_Market/status/1577793695734284289

https://twitter.com/bullfightcap/status/1588311417052012544

https://www.youtube.com/watch?v=vBkzm4a7iY4

https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&symbol=COIN5259271

https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month

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

https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate

https://www.bbc.com/news/business-63471725

https://www.google.com/finance

https://twitter.com/bgurley/status/1554589241560010753

https://appleinsider.com/articles/22/11/02/apple-is-freezing-hiring-cutting-budgets-claims-new-report

https://www.cnn.com/2022/11/02/politics/cnn-poll-democrats-midterm-elections/index.html

https://www.theatlantic.com/ideas/archive/2022/10/covid-response-forgiveness/671879

https://www.axios.com/2022/11/04/trump-presidential-run-2024-announcement

https://projects.fivethirtyeight.com/biden-approval-rating/

https://www.joshbarro.com/p/the-problem-with-pro-democracy-rhetoric

https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCSSTUS1&f=M

https://about.fb.com/news/2022/11/ai-protein-research-could-drive-progress-in-medicine-clean-energy

(0:00) Sacks is back!

(1:01) Sacks recaps his week off

(3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential

(31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more

(1:02:52) Big tech's 2022 decline, macro outlook, market breakdown

(1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China

(1:27:29) Science corner: Gut microbiome advancements

Follow the besties:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

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

https://twitter.com/elonmusk/status/1586059953311137792

https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18

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

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

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

https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks

https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621

https://twitter.com/BillAckman/status/1581831084219645952

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!

(2:02) Ye's current situation and acquisition of Parler

(14:17) Snap drops ~30%, corporate misgovernance, super-voting shares

(32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics

(1:05:38) The difficulty of active stock picking and valuing businesses

(1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath

Follow the besties:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

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

https://www.statista.com/statistics/545967/snapchat-app-dau

https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts

https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value

https://twitter.com/elonmusk/status/1520643441994387456

https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256

https://voterguide.sos.ca.gov/propositions/30

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

(0:00) Bestie intros are back!

(6:35) Reflecting on the first 100 episodes and what makes the show special

(29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more

(53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario

(1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks

Follow the besties:

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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.businessinsider.com/leaked-amazon-slides-instruct-employees-to-double-down-frugality-2022-10

https://www.cnbc.com/2022/10/12/amazon-cost-cuts-under-andy-jassy-reflect-new-reality-after-25-years.html

https://www.wsj.com/articles/venture-firms-are-betting-on-public-tech-stocks-as-startup-market-stalls-11665653404

https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report

https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html

0:00 Bestie intros!

1:34 Breaking down major cheating scandals: chess, poker, fishing

16:13 Twitter deal updates

30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads

49:45 Biden pardons all prior federal offenses of marijuana possession

59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations

Follow the besties:

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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/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524

https://twitter.com/Billyhottakes/status/1576246821139070976

https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share

https://makeavideo.studio

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

https://twitter.com/POTUS/status/1578097875480895489

https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win

https://www.bloomberg.com/news/articles/2022-10-03/social-media-company-liability-draws-us-supreme-court-scrutiny

0:00 Bestie intros!

1:36 Big tech starts making cuts, plus what this means for the broader economy and startups

31:09 Global debt numbers, Fed incompetency

54:06 RIP Coolio

1:00:30 Russia / Ukraine update

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.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring

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

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

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

https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html

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

https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade

https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up

https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html

https://www.xe.com/currencycharts/?from=GBP&to=USD&view=1M

https://www.bls.gov/charts/job-openings-and-labor-turnover/unemp-per-job-opening.htm

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

https://www.wsj.com/articles/a-nation-of-quitters-great-enabling-exodus-working-age-men-parents-stimulus-covid-quit-retirement-bohemian-videogame-11664112795

https://goop.com/subscribe

https://www.reuters.com/world/putin-host-kremlin-ceremony-annexing-parts-ukraine-2022-09-29

https://www.reuters.com/world/europe/zelenskiy-says-ukraine-applying-nato-membership-2022-09-30

https://www.reuters.com/world/europe/qa-nord-stream-gas-sabotage-whos-being-blamed-why-2022-09-30

https://www.aa.com.tr/en/economy/former-polish-foreign-minister-thanks-us-for-damaging-nord-stream-pipeline/2696530

https://www.theamericanconservative.com/should-america-go-all-in-on-ukraine

0:00 Bestie intros!

1:03 SPAC updates, state of the public/private markets

20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom?

31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict

50:45 Government-heavy climate plans, Dilbert/ESG backlash

1:01:20 Poker plans, chess cheating scandal

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://youtu.be/AODfsBMGzGQ

https://twitter.com/chamath/status/1461453308623659010

https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021

https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999

https://www.brown.edu/news/2021-09-01/costsofwar

https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766

https://twitter.com/UncommonYield/status/1572743593508638722

https://twitter.com/Jason/status/1572399621389062145

0:00 Bestie intro!

0:59 Adobe agrees to acquire Figma for $20B

19:21 How Adobe might bundle Figma, regulatory implications

38:59 Analyzing Google's "one off" acquisition of YouTube

49:33 Friedberg breaks down the latest TPB SPAC news

1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022

1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine

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/ADBE:NASDAQ

https://www.figma.com/blog/a-new-collaboration-with-adobe

https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html

https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship

https://twitter.com/LizAnnSonders/status/1570711614277419009

https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html

https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/

https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis

0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more!

3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests

12:53 Passing of Queen Elizabeth II

15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more

53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands

1:03:46 Overprescribing of amphetamines to children

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/theallinpod/status/1568294657632907268

https://www.youtube.com/watch?v=FfJv9QYrlwg

https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html

https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html

https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html

https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html

https://twitter.com/aaronjmate/status/1566484400224993280

(0:00) Bestie intros + Burning Man debate

(4:16) NFT trading volume plummets

(10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue

(40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story

(52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure

(1:06:04) Besties reflect on Mikhail Gorbachev's passing

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://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days

https://www.youtube.com/watch?v=XlXSGqvP-A8

https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/

https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html

https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509

0:00 Bestie intros!

1:25 Twitter's former head of security makes allegations against the company

22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities

33:54 Student loan forgiveness

1:03:25 Red wave or red ripple?

1:07:57 Science corner: Gut microbiome, fecal transplants

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.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam

https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users

https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html

https://time.com/6207996/twitter-whistleblower-allegations/

https://twitter.com/DavidSacks/status/1562179576800763904

https://twitter.com/DavidSacks/status/1562179705322684416

https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23

https://twitter.com/elonmusk/status/1562105413977493504

https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2

https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html

https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards

https://blogs.microsoft.com/on-the-issues/2021/06/30/the-need-for-legislative-reform-on-secrecy-orders

https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition

https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers

https://twitter.com/LHSummers/status/1562040653432999936

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

https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple

https://www.cell.com/cell/pdf/S0092-8674(22)00919-9.pdf

https://grow.google

0:00 Bestie intro plus a new moderator!

7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow

25:32 Housing policy: Bay Area, Houston, Miami differences

45:41 China, Saudi Arabia, Russia increase relations: should the US be worried?

1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more

1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up

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/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html

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

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

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

https://a16z.com/2020/04/18/its-time-to-build

https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing

https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023

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

https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790

https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16

https://www.foreignaffairs.com/ukraine/playing-fire-ukraine

https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf

https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all

https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html

0:00 Bestie intros

3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact

27:59 Metrics that signify a bubble or the top of a market

36:46 US macroeconomic picture

50:45 FBI raids Mar-a-Lago, Trump back in 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

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf

https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047

https://cloudedjudgement.substack.com/p/clouded-judgement-81222

https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801

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

https://www.newyorkfed.org/microeconomics/hhdc

https://twitter.com/AndrewYang/status/1556987104219090945

https://twitter.com/andrewcuomo/status/1556990308424028163

https://twitter.com/elonmusk/status/1546669610509799424

https://twitter.com/michaeljburry/status/1557934401505308672

0:00 Bestie intros

2:07 Twitter subpoenas the besties!

16:03 Markets overview: dead cat bounce or have we hit the bottom?

34:10 De-globalization trends, Pelosi's Taiwan visit 

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/1554963395660566533

https://davidsacks.medium.com

https://ycharts.com/indicators/us_gas_price

https://www.macrotrends.net/1369/crude-oil-price-history-chart

https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue

https://twitter.com/mkraju/status/1554485039710310401

https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png

https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html

0:00 Bestie intros!

2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative?

22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate

36:33 "Inflation Reduction Act", how government subsidies can stifle innovation

59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M

1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky?

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.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20

https://news.shopify.com/changes-to-shopifys-team

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

https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323

https://twitter.com/jamiedupree/status/1552406981637545993

https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html

https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease

https://www.nature.com/articles/s41380-022-01661-0

https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/

https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html

https://twitter.com/ConanOBrien/status/1552358211986006019

https://twitter.com/maga_cy/status/1552360064693915648

0:00 Bestie intros

1:45 First principle politics, analyzing each party's cynicism

48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook

1:09:21 Automation and the impact of the information economy

1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets

1:36:36 Amazon acquires One Medical

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/pelositracker_/status/1549535561718714368

https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031

https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311

https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/

https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early

https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi

https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban

https://poll.qu.edu/poll-release?releaseid=3852

https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html

https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/

https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430

https://twitter.com/micsolana/status/1549868945640914951

https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/

https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html

https://twitter.com/WallStreetSilv/status/1549790086656581640

https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html

https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff

https://datacommons.org/place/country/CHN

https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy

https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162

https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking

https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn

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

https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/

https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html

https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case

0:00 Bestie intros!

1:41 Emerging markets, Sri Lanka break down

36:01 9.1% CPI print

48:15 Current market sentiments from retail and institutional investors

1:05:00 NASA's Webb telescope images

1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play

BEAGLE RESCUE INFO:

https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html

https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html

https://www.humanesociety.org/beaglerescue

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://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart

https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600

https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html

https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/

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

https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03

https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/

https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html

https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60

https://twitter.com/chamath/status/561467714485514240

https://datareportal.com/reports/digital-2022-sri-lanka

https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka

https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa

https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa

https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/

https://tradingeconomics.com/united-states/inflation-cpi

https://www.redfin.com/news/data-center/

https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/

https://fred.stlouisfed.org/series/DGS10

https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875

https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487

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

https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328

0:00 Bestie open: Sacks' shopping spree

2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom

39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green"

48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation

1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down

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

https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html

https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm

https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659

https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists

https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html

https://www.investing.com/economic-calendar/cb-consumer-confidence-48

https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html

https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate

https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725

https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/

https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

https://twitter.com/BillAckman/status/1544057786065092609

https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/

https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

https://twitter.com/GretaThunberg/status/1544380486654590983

https://mobile.twitter.com/Noahpinion/status/1544573867804348416

https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut

https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026

https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1

https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/

https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market

https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/

https://twitter.com/POTUS/status/1543263229006254080

https://twitter.com/JeffBezos/status/1543409762867494912

https://twitter.com/JeffBezos/status/1525309091970699265

https://twitter.com/chamath/status/1544370315379109888

0:00 Bestie intros

4:09 Assessing SBF bailing out major crypto players & the state of the market

18:24 Classifying crypto assets, high-yield crypto lending

34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech

1:01:24 Buyout targets, public market "regime change"

1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?

1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application

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/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404

https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html

https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/

https://twitter.com/ForbesCrypto/status/1541893168152690690

https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/

https://twitter.com/DavidSacks/status/1540732780501381121

https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239

https://www.coinbase.com/price/bitcoin

https://www.coinbase.com/price/ethereum

https://www.blockchaincenter.net/en/altcoin-season-index/

https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition

https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/

https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx

https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx

https://cloudedjudgement.substack.com/p/clouded-judgement-62422

https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/

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

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

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

https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/

https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal

https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf

https://investor.onepeloton.com/node/9271/html

https://investors.buzzfeed.com/node/7426/html

https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9

https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/

https://twitter.com/missy_ryan/status/1537944064703619074

https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/

https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/

https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999

https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html

https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211

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

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

https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5

https://news.yahoo.com/blinken-says-no-change-nato-193615967.html

https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal

https://www.science.org/doi/10.1126/science.abm9326

All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q

0:00 Besties discuss the one-month hiatus

7:03 Markets update: Fed decisions, goals, macro factors, root causes

32:19 Earnings estimate skepticism, labor force, job openings

47:17 How startups should think about the next 18-36 months

56:20 Crypto collapse, next shoe(s) to drop

1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing

1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?

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/SPY:NYSEARCA

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html

https://www.longtermtrends.net/home-price-median-annual-income-ratio

https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html

https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/

https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y

https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333

https://www.chicagofed.org/research/dual-mandate/dual-mandate

https://data.oecd.org/leadind/consumer-confidence-index-cci.htm

https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20

https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio

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

https://tradingeconomics.com/united-states/job-offers

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

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

https://www.coinbase.com/price/bitcoin

https://www.coinbase.com/price/ethereum

https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report

https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc

https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana

https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme

https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5

https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/

https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/

https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks

https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia

https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html

https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796

https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054

https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms

https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Jason intros today's episode

2:31 Palmer Luckey on Anduril, national defense & the current thing

25:24 Bestie Q&A with Palmer

53:13 Jason gives closing thoughts

Follow Palmer:

https://twitter.com/PalmerLuckey

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 referenced in the show:

https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more

22:35 Q: How has the poker game influenced your decision making in business and life?

29:33 Q: What was the scariest step of becoming a first-time fund manager?

32:34 Q: Crypto market unwinding & how it relates to the money supply

35:57 Q: Current pre-seed / seed valuations & metrics

38:58 Q: When investing in early-stage SaaS companies, how to find outliers?

42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources?

44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing

47:02 Q: Any plans for All-In Media?

50:02 Q: US strategy in the Russia/Ukraine War

54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most?

58:29 Q: Are you interested in crypto micropayments?

1:00:55 Q: Biggest mistakes of your career that you've learned the most from?

1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like?

1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic?

1:19:41 Q: Advice for non-technical people trying to get into the startup world?

1:24:44 Q: Thoughts on the potential consumer credit crisis?

1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession?

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

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit

5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds & more

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking

10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it

12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased? 

Follow The Lanby:

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Chamath intros MP Materials CEO James Litinsky

1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials

12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more

Follow MP Materials:

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can great founders be created, or is it something they are born with?

17:04 Bestie Q&A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for underrepresented founders, inducing failure & more

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Nate Silver gives a presentation on how gamblers think

19:25 Bestie Q&A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms

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Intro Music Credit:

https://rb.gy/tppkzl

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Intro Video Credit:

https://twitter.com/TheZachEffect

0:00 Adena Hefets breaks down the state of the US housing market in 2022

16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more

30:08 Adena does a Bestie Intro for herself!

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

0:00 David Sacks explains the origin of this panel on political discourse in America

2:56 Understanding the new political divide, how Trump's victory impacted discourse

12:37 Can mainstream media ever get back to relative neutrality?

29:15 Audience Q&A

Follow the guests:

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Intro Music Credit:

https://rb.gy/tppkzl

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Intro Video Credit:

https://twitter.com/TheZachEffect

0:00 Bestie Guestie Brad Gerstner joins the show

1:00 All-In Summit recap and best moments

16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?

29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement

51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential

1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction

1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

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

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first

https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx

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

https://twitter.com/zerohedge/status/1529100065331200005

https://twitter.com/BillAckman/status/1529133144540078083

https://layoffs.fyi

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

https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html

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

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

https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo

https://twitter.com/JeffBezos/status/1525309091970699265

https://twitter.com/DavidSacks/status/1529119829080150016

https://twitter.com/DavidSacks/status/1528102541723979776

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators

https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg

https://twitter.com/Jason/status/1529843255176663040

https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html

https://twitter.com/Jason/status/1529504198974263296

0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking

26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture

51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players

Follow the guests:

https://twitter.com/waitbutwhy

https://twitter.com/rabois

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 David Sacks tees up the show: Debating the US intervention in Ukraine

This debate was recorded LIVE at the All-In Summit in Miami!

1:49 Opening statements from Glenn & Antonio

15:29 Debating US involvement, regime change motives, & more

32:01 Final word & wrap

https://twitter.com/chamath

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

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation"

17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry

24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate

34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble

46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence

Follow the guests:

https://twitter.com/clairethielke

https://twitter.com/typesfast

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn

12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality

24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions

33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses

47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit!

0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration

13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company

21:42 Concerns around the Twitter deal, crypto payments on Twitter

30:19 Building vs. acquiring, early Tesla stories

39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar

56:37 Moving from CA to TX, fixing California, macroeconomic takes

1:10:20 American exceptionalism, a new immigration strategy

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffec

0:00 Bestie catchup and Friedberg intros!

4:40 Breaking down current macro risks, Great Recession comparisons

31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds

41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn

58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at

1:13:21 Psychological impact of investing after taking huge losses

1:29:00 Predictions on how the market shakes out

Follow the besties:

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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/cullenroche/status/1524441227931774976

https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards

https://www.bls.gov/news.release/realer.nr0.htm

https://www.federalreserve.gov/releases/g19/current/default.htm

https://www.longtermtrends.net/home-price-median-annual-income-ratio

https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding

https://twitter.com/Jason/status/1523780820112007168

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

https://www.dol.gov/ui/data.pdf

https://twitter.com/TheBenSchmark/status/1522669777478684672

https://twitter.com/AndrewE_Dunn/status/1523653942252826624

https://twitter.com/mattturck/status/1524773379416408064

https://twitter.com/jonsakoda/status/1522625236130144256

https://cloudedjudgement.substack.com

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund/

https://twitter.com/ZoeSchiffer/status/1523017143939309568

https://twitter.com/BurryArchive/status/1524504399070081025

https://www.usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002/

https://twitter.com/Airbnb/status/1524379284260892674

0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade

28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade

43:03 How will the leaked draft impact the Supreme Court going forward? Should there be age limits for SC justices?

1:05:09 Analyzing the path forward

Follow Amy and Tom:

https://twitter.com/AHoweBlogger

https://twitter.com/SCOTUSblog

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.documentcloud.org/documents/21835435-scotus-initial-draft

https://tile.loc.gov/storage-services/service/ll/usrep/usrep410/usrep410113/usrep410113.pdf

https://supreme.justia.com/cases/federal/us/505/833/case.pdf

https://www.washingtonpost.com/politics/2022/05/04/abortion-supreme-court-confirmation-hearings

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

https://www.supremecourt.gov/opinions/19pdf/17-1618_hfci.pdf

https://www.wsj.com/articles/abortion-and-the-supreme-court-dobbs-v-jackson-mississippi-john-roberts-11651009292

https://beyer.house.gov/news/documentsingle.aspx?DocumentID=5330

https://www.law.nyu.edu/sites/default/files/ECM_PRO_059254.pdf

https://news.gallup.com/poll/350486/record-high-support-same-sex-marriage.aspx

https://news.gallup.com/poll/1576/abortion.aspx

0:00 Bestie intros

4:32 Understanding VC fund metrics that matter, state of private markets

29:37 Recession possibilities, Q1 negative growth

44:56 Student loan forgiveness, fixing the underlying system, solutions

1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering

1:19:08 New Disinformation Governance Board

1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law

Follow the besties:

https://twitter.com/chamath

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https://twitter.com/DavidSacks

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Follow the pod:

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

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

https://twitter.com/jasongoepfert/status/1520040516955643905

https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351

https://twitter.com/lizannsonders/status/1520021943621140483

https://www.conference-board.org/topics/consumer-confidence

https://twitter.com/DavidSacks/status/1489128016508719104

https://educationdata.org/wp-content/uploads/78/historical-cost-of-tuition-and-fees-room-and-board.webp

https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/

https://www.sec.gov/news/press-release/2022-70

https://apnews.com/article/russia-ukraine-immigration-media-europe-misinformation-4e873389889bb1d9e2ad8659d9975e9d

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

https://www.nytimes.com/2017/11/01/us/politics/russia-2016-election-facebook.html

https://twitter.com/elonmusk/status/1519073003933515776

0:00 Bestie Intros + a new Bestie Guestie!

4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase

26:25 Crypto regulation and adoption

46:37 Brian's takes on different types of stablecoins

51:14 Netflix's major headwinds

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

https://www.theverge.com/2021/5/12/22433437/apple-hire-antonio-garcia-martinez-out-petition-investigation

https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook

https://www.theverge.com/2021/6/4/22491629/apple-employees-push-back-return-office-internal-letter-tim-cook

https://www.wsj.com/articles/revolt-in-disneys-florida-kingdom-ron-desantis-bob-chapek-11650578648

https://variety.com/2021/film/news/dave-chappelle-netflix-ted-sarandos-i-screwed-up-1235093098/

https://sacks.substack.com/p/your-startup-is-a-movement?s=r

https://twitter.com/brian_armstrong/status/1435439291715358721

https://www.whitehouse.gov/briefing-room/statements-releases/2022/03/09/fact-sheet-president-biden-to-sign-executive-order-on-ensuring-responsible-innovation-in-digital-assets/

https://www.investopedia.com/terms/h/howey-test.asp

https://www.wsj.com/articles/crypto-thieves-get-bolder-by-the-heist-stealing-record-amounts-11650582598

https://techcrunch.com/2022/04/06/axie-infinity-creator-raises-150m-round-to-compensate-victims-of-625m-ronin-hack/

https://twitter.com/balajis/status/1402030233319088139

https://nypost.com/2022/04/21/ex-mcdonalds-ceo-rensi-companies-have-no-business-in-politics/

https://www.pbs.org/newshour/arts/netflix-loses-200000-subscribers-projects-even-deeper-losses-this-spring

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

https://ycharts.com/companies/NFLX/market_cap

https://www.bloomberg.com/news/articles/2022-04-20/ackman-loses-more-than-430-million-on-three-month-netflix-bet

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

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

https://twitter.com/elonmusk/status/1516600269899026432

https://summit.allinpodcast.co/

1:03 Friedberg breaks down the global food crisis and predicts China's grand plan

9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like

18:22 Understanding French election results so far

23:08 All-In Summit update and preview

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://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/

https://www.scmp.com/news/china/diplomacy/article/3169076/china-unites-somalia-against-growing-taiwanese-somaliland-ties

https://allafrica.com/stories/202203190144.html

https://www.scmp.com/economy/china-economy/article/3170851/ukraine-invasion-china-braces-effects-global-fertiliser

https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays

https://www.scmp.com/economy/china-economy/article/3173619/china-didnt-hoard-grains-stockpiling-ensure-domestic-food

https://www.wsj.com/articles/us-inflation-consumer-price-index-march-2022-11649725215

https://twitter.com/DavidSacks/status/1485696010290491393

https://www.resultats-elections.interieur.gouv.fr/presidentielle-2022

https://www.nytimes.com/2022/04/13/world/europe/le-pen-nato-russia-germany.html

https://www.wsj.com/articles/visa-mastercard-fees-will-hurt-consumers-sen-dick-durbin-says-11650046879

https://summit.allinpodcast.co/

0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros

3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more

30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee

43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations

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/elonmusk/status/1514564966564651008

https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html

https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc.

https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm

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

https://twitter.com/DefiantLs/status/1514738236207337477

https://twitter.com/jeffjarvis/status/1514578609754812419

https://twitter.com/maxboot/status/1514570168730636290

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

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

https://twitter.com/DefiantLs/status/1514738236207337477

https://twitter.com/auronmacintyre/status/1514653963408318474

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

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:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

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Follow the pod:

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https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.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

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://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:

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/2021/11/18/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:

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/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

https://twitter.com/DavidSacks

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Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://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: 

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:

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:

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://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:

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

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