Tucker Carlson joins the show to discuss his departure from Fox News, the state of American society and the importance of rediscovering national alignment. They also delve into why prosperity begets self-destruction, climate change, immigration and share thoughts on the current political landscape and presidential candidates. The conversation further explores media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit. Lastly, they seek to understand the chaos at OpenAI.
Democratic Presidential Candidate Dean Phillips shares his business background. Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician. Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security. US fiscal situation, healthcare, defense spending, restoring cross-party common ground. Post-interview debrief. Xi and Biden meet in San Francisco, Newsom up next? Science Corner!: DeepMind's new weather forecasting model.
Jared Kushner joins the show to discuss Trump's campaign validation. The conversation then moves towards the ongoing situation between the State of Israel and Hamas, discussing escalation risks and the historical context around Israel's relationship with the Arab world. The host and guests delve into understanding the modern Middle East, failed solutions, Israel's response, and possible paths to stability.
Later in the show, topics shift towards domestic issues including the GOP debate, establishment blind spots, pragmatic politics, and tribal infighting. They examine the improving macro picture and its potential impact on the 2024 election cycle. The situation between Russia and Ukraine is also touched upon.
Finally, the show concludes with a segment on the exciting developments in Artificial Intelligence that happened in that week: OpenAI's DevDay, xAI's launch of Grok, and Kai-Fu Lee's announcement.
Bestie intros, All-In CEO talk, and Chamath's research product. Ukraine has its “Cronkite Moment”. Market outlook: are we in for a Q4 rally? CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders. WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround. Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy. Silicon Valley's shift right.
In this podcast, the topics of discussion include the risk of World War 3, especially in the context of the escalating tensions between the US and Iran. The hosts also delve into the nuclear risks associated with such conflicts and the best-case scenarios for de-escalation. Economic aspects are discussed, with a focus on the disconnect between Main Street and Wall Street, the impact of startup shutdowns, and the challenges of returns. Updates are provided on a recent robotaxi accident involving Cruise. The rapid progression of Hurricane Otis and its second-order effects on US coastal communities are covered as well. Among personal narratives, Jason reflects on his time spent in the Middle East. Lastly, the hosts discuss the new House Speaker and recent updates in the Trump case.
State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures.
Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past.
Harvard and Penn megadonors cut ties.
The EU's DSA: consumer protection or censorship regime?
GLP-1's: the second biggest hype cycle of 2023.
Opening statements on the Hamas terror attacks in Israel
Contextualizing the attacks and the fallout so far
Trump administration's wins, Kushner's competence, path to a two-state solution
Letter from Harvard student organizations: understanding the reaction and fallout
The Biden Admin's next steps, electing excellence in leadership
McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem
US Souther Border: Understanding the situation based on data
Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West
JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere
Bestie intros with Coleman Hughes. Coleman's experience with TED, Understanding TED's ideological shift. Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers. "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi. OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI. The next evolution of AI: multimodal and consumer hardware.
GOP Primary update: polling, acceptable candidates, tentpole issues. All-In Summit 2023 recap. IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? Did the Fed break the VC model? How LPs will evaluate fund managers going forward. Breaking down Instacart and Klaviyo's businesses. Revaluing Airtable and the path forward for ZIRP-era unicorns. Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy? Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases.
Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! The discussion covers: US debt crisis, cutting entitlements, level-setting on foreign policy, Ukraine / Russia: culpability and where to go from here, US defense budget, optimizing spend, zero-based budgeting, influence peddling, immigration policy and how each party co-opts the issue, Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement. Moreover, Chris Christie explains why he is running for president and shares his thoughts on prosecuting Trump, January 6th, and more. Chris Christie also addresses his past controversies. There's also a post-interview debrief.
The podcast covers diverse topics such as Chamath's big poker trip and the addressing of "in the arena" comments. It features discussions about how the Biden administration is targeting Elon Musk's businesses, and the claim by Tiger Global that a disgruntled ex-employee circulated a fake hit piece. It also delves into the expansion of BRICS with six new members and the potential advantages of this new configuration. The ultimate goals of BRICS and India's key position in it are also explored. A significant portion of the podcast talks about how energy independence factors into the future geopolitical order.
Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!
Nvidia smashes earnings, GPU market outlook
Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market
Sacks on current investable metrics right now in VC
GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions
Vivek's comments on the Climate Agenda
Prigozhin crash
Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions
Michael Burry's bet against the market: overblown?
Real estate capital crunch
Trump's newest indictment
What Adyen's big drop means for Stripe's valuation
Welcome BG^2! Biography recommendations and film talk
VC market update: State of Series A's
Dry powder misconceptions, marking incentives
IPO window starting to open, IPO down rounds, incentives to go public
Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market
Tragic Maui wildfires, extreme temperatures
Macro picture: inflation cools, deflation risk?
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All-In in Italy!: Recapping Chamath's wedding
Discourse around obesity and weight loss in the US
Are there too many VCs?
Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine
Equity participations vs. unions, ownership upside vs. downside protections
Potential impact of room-temp superconductors
Vivek's background, corporate political / ESG distractions, why he's running for president
Energy policy, unemployment work requirements, immigration
Foreign policy: How to handle Ukraine/Russia and Taiwan/China
Media strategy, Silicon Valley Bank's implosion
Thoughts on Trump
Campaign strategy, establishment appeal
Social issues: Abolishing the DOE, abortion, trans rights
Defense budget, Military Industrial Complex, GOP division over Ukraine
Bestie update!
Post-interview debrief
The podcast discusses various topics such as the macro picture where inflation cools, rates, market sentiment, the possibility of a soft landing, and a tech run-up. It then addresses consumer sentiment including whether a demand crash could occur. Significant progress in Ripple's SEC case and its effects on the token are also reviewed.
The proceedings include a discussion on Lina Khan's series of losses, the "spray and pray" strategy and overregulation. The discussion also touches upon an imbalance in the supply and demand of electric vehicles. The impacts of the recent, tense NATO summit, an ammunition crisis, and Sweden's intention to join NATO are analyzed.
Finally, the discussion concludes with an exploration of a new research paper centered around reversing cellular aging.
Meta launches Threads. Chat AI interest in decline? Fed meeting minutes, economic data and outlook, and EU risk. Florida Senate Bill 1718, jobs, and immigration debate. Chinese balloon: political farce? Gerstner Science Corner: preventative heart health.
Friedberg fills in as moderator! This episode covers a range of topics including the Wagner Group rebellion, SCOTUS striking down Affirmative Action, Databricks' acquisition of MosaicML for $1.3B, Inflection raising $1.3B, the shutdown of IRL after faking 95% of users, Byju's seeking to raise an emergency $1B as founder control is in jeopardy, and understanding the NANOGrav findings in the Science Corner.
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups
(12:36) Zuck vs. Elon cage match
(15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection
(33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future
(51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins
(1:09:59) Secondary market for depressed startup shares heats up
(1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf
https://twitter.com/Dexerto/status/1671971832809791509
https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html
https://twitter.com/aaronjmate/status/1670514363634176000
https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5
https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93
https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html
https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration
https://twitter.com/davidsacks/status/1671628570714845184
https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken
https://twitter.com/chamath/status/1671806525029986304
https://twitter.com/shellenberger/status/1671162870422454272
https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus
https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx
https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales
https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology
Bestie intros: Chamath flies public + Poker recap
FED pauses hikes momentarily, IPO window status, state of the market
Film, cold plunge, and sauna talk
AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question"
Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes
Reddit moderators in revolt and how this issue might reshape the future of social apps
Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more
Science corner: Understanding the Bill Gates-funded mosquito project in Colombia
(0:00) Bestie intros!
(1:48) Why RFK Jr. is resonating
(7:52) US crypto crackdown: action against Binance & Coinbase
(26:08) Sequoia splits off its China and India/SE Asia businesses
(41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas
(56:16) Ukraine update, Tucker on Twitter
(1:02:20) LIVE Q&A from Angel Summit in Napa!
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/RobertKennedyJr/status/1666193699187875851
https://www.sec.gov/news/press-release/2023-101
https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0
https://www.sec.gov/news/press-release/2022-219
https://www.sec.gov/news/press-release/2023-101
https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren
https://www.piratewires.com/p/crypto-choke-point
https://twitter.com/rezoshm/status/1644881392357060610
https://fortune.com/2021/09/24/1-trillion-dollar-coin-janet-yellen-us-debt
https://techcrunch.com/2022/06/13/sequoia-india-and-southeast-asia-raises-2-8-billion-funds
https://twitter.com/rabois/status/1643655946579607565
https://twitter.com/TimMeadsUSA/status/1666093487899680768
https://fortune.com/2023/06/08/lionel-messi-mls-apple-adidas
(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:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799
https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f
https://pen.org/index-of-school-book-bans-2022
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
(0:00) Bestie intros!
(3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience
(28:18) Debt ceiling, government spending, and lack of accountability
(40:44) Ways to force more government accountability, who really wins from higher taxes
(57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology
(1:06:20) Adobe's new AI product, why they might have overpaid for Figma
(1:11:43) State of Silicon Valley, VC, and startups; dealing with failure
(1:33:36) Bestie wrap!
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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.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://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
(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:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf
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
(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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://www.google.com/finance/quote/GOOGL:NASDAQ
https://hedgefollow.com/funds/Duquesne+Family+Office
https://twitter.com/joincolossus/status/1656258955780456448
https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html
https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed
https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa
https://twitter.com/JoshWalkos/status/1655748898357477379
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/DavidSacks
Follow Robert F. Kennedy Jr:
https://twitter.com/RobertKennedyJr
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
(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:
https://twitter.com/DavidSacks
https://twitter.com/GavinSBaker
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html
https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc
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.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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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://news.crunchbase.com/venture/series-c-funding-decline-q1-2023
https://en.wikipedia.org/wiki/Greater_fool_theory
https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data
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
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Intro Music Credit:
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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://twitter.com/ammaar/status/1645934107304787968
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://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
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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://anncoulter.substack.com/p/youre-being-played-republicans
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://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://twitter.com/rabois/status/1643655946579607565
https://twitter.com/jarvis_best/status/1643667684247371776
https://twitter.com/FrancisSuarez/status/1642862135226126338
(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 Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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://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!
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https://twitter.com/yung_spielburg
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https://twitter.com/TheZachEffect
Referenced in the show:
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://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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Intro Music Credit:
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.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.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade
https://twitter.com/Jason/status/1633570102326202368
(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
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Intro Music Credit:
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://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.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
(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!
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview
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://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/house-committee-lays-out-case-for-china-threat-ad62c611
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.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!
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Intro Music Credit:
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://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public
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.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
(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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Intro Music Credit:
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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.foxnews.com/video/6320573959112
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://twitter.com/elonmusk/status/1626097497109311495
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://www.history.com/news/josef-stalin-great-purge-photo-retouching
https://www.hollywoodreporter.com/business/business-news/ec-funds-france-build-google-106934
https://www.nytimes.com/2008/03/21/technology/21iht-quaero24.html
0:00 Bestie intro!
1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex
28:26 Bestie refresh!
33:13 The AI Search Wars: Microsoft presses hard, Google's rough week
45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?
1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?
1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements
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Intro Music Credit:
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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://twitter.com/EmiliaKaminska/status/1574817556950663169
https://www.youtube.com/watch?v=OyBNmecVtdU
https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai
https://twitter.com/Google/status/1622710355775393793
https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s
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://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://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://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
(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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Intro Music Credit:
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://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.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.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.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.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
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Intro Music Credit:
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https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/RitchieTorres/status/1616124738752987152
https://twitter.com/TalbertSwan/status/1616101666582892547
https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige
https://twitter.com/ShellenbergerMD/status/1614782758328598528
https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change
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.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html
https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d
(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
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Intro Music Credit:
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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://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel
https://twitter.com/BettyKPIX/status/1613080547022229504
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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://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.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280
(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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://civil.ge/archives/469054
https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928
https://twitter.com/TwitterBusiness/status/1605651865818914816
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://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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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.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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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://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://www.indexmundi.com/graphs/population-pyramids/japan-population-pyramid-2020.jpg
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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.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://twitter.com/jdjkelly/status/1598021488795586561
https://twitter.com/pmarca/status/1598413401705021440
https://twitter.com/jdjkelly/status/1598021488795586561
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://twitter.com/bgurley/status/1593448516394881024
https://twitter.com/Jason/status/1593653573329436672
(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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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://fred.stlouisfed.org/series/CIVPART
https://www.bbc.com/news/business-63471725
https://www.google.com/finance
https://twitter.com/bgurley/status/1554589241560010753
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:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://www.google.com/finance/quote/META:NASDAQ
https://fred.stlouisfed.org/series/JTSJOL
https://fred.stlouisfed.org/series/EFFR
https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621
(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:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://twitter.com/elonmusk/status/1520643441994387456
(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:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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
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:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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.google.com/finance/quote/NFLX:NASDAQ
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.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.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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/chamath/status/1461453308623659010
https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor
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://www.brown.edu/news/2021-09-01/costsofwar
https://twitter.com/UncommonYield/status/1572743593508638722
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://twitter.com/LizAnnSonders/status/1570711614277419009
https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.youtube.com/watch?v=XlXSGqvP-A8
https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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.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://twitter.com/elonmusk/status/1562105413977493504
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://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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023
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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/DavidSacks/status/1554963395660566533
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://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:
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https://twitter.com/theallinpod
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://news.shopify.com/changes-to-shopifys-team
https://www.google.com/finance/quote/TDOC:NYSE
https://twitter.com/jamiedupree/status/1552406981637545993
https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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.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://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.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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html
https://worldpopulationreview.com/countries/countries-by-gdp
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://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://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.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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.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.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://twitter.com/GretaThunberg/status/1544380486654590983
https://mobile.twitter.com/Noahpinion/status/1544573867804348416
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.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/
https://twitter.com/POTUS/status/1543263229006254080
https://twitter.com/JeffBezos/status/1543409762867494912
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://twitter.com/ForbesCrypto/status/1541893168152690690
https://twitter.com/DavidSacks/status/1540732780501381121
https://www.coinbase.com/price/bitcoin
https://www.coinbase.com/price/ethereum
https://www.blockchaincenter.net/en/altcoin-season-index/
https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/
https://cloudedjudgement.substack.com/p/clouded-judgement-62422
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://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.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html
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.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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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.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://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://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.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://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054
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:
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Links referenced in the show:
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:
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
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://twitter.com/yung_spielburg
Intro Video Credit:
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://twitter.com/yung_spielburg
Intro Video Credit:
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?
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
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
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https://mobile.twitter.com/MPMaterials
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
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:
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Intro Video Credit:
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:
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Intro Video Credit:
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:
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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
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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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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://fred.stlouisfed.org/series/T10YIE
https://twitter.com/zerohedge/status/1529100065331200005
https://twitter.com/BillAckman/status/1529133144540078083
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://twitter.com/Jason/status/1529843255176663040
https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html
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
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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
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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
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Intro Music Credit:
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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
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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
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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
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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://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://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/
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:
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https://twitter.com/SCOTUSblog
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Intro Music Credit:
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://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
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Intro Music Credit:
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://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/
https://www.sec.gov/news/press-release/2022-70
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
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
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Intro Music Credit:
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.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.investopedia.com/terms/h/howey-test.asp
https://twitter.com/balajis/status/1402030233319088139
https://nypost.com/2022/04/21/ex-mcdonalds-ceo-rensi-companies-have-no-business-in-politics/
https://www.google.com/finance/quote/NFLX:NASDAQ
https://ycharts.com/companies/NFLX/market_cap
https://www.google.com/finance/quote/FB:NASDAQ
https://www.google.com/finance/quote/GOOG:NASDAQ
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
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://allafrica.com/stories/202203190144.html
https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays
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
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
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/elonmusk/status/1514564966564651008
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
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/DavidSacks
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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://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
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:
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Intro Music Credit:
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.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.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962
https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center
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://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.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
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:
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Intro Music Credit:
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.rand.org/pubs/research_briefs/RB10014.html
https://twitter.com/samramani2/status/1507378113893871617
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.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html
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/DavidSacks
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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.eia.gov/outlooks/steo/images/Fig4.png
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://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.state.gov/u-s-ukraine-charter-on-strategic-partnership/
https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276/
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:
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/phildstewart/status/1499535843207389186
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.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.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://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.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:
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Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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://twitter.com/Jason/status/1493860336713097218
https://twitter.com/MikeBloomberg/status/1494009394257870848
https://theliberalpatriot.substack.com/p/the-democrats-coming-asian-voter
https://twitter.com/phil_hellmuth/status/1494144604555206656
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/DavidSacks
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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://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://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/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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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.google.com/finance/quote/PYPL:NASDAQ
https://www.google.com/finance/quote/SNAP:NYSE
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://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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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.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.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690
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.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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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
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
Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion
Friedberg’s interview on This Week in Startups
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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.science.org/doi/10.1126/science.abj8222
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.bbc.com/news/technology-58469882
https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html
https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10
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
(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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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://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://twitter.com/GavinSBaker/status/1473326791293128706
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/DavidSacks/status/1470799225566859268
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.wsj.com/articles/stephen-curry-warriors-shooting-11637027582
https://www.investopedia.com/regional-fed-presidents-step-aside-amid-trading-backlash-5203208
0:00 Bestie Intro: Chamath's happy hour and sweater feud
7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading
23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators
40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy
50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders
1:11:16 Lessons from the Jussie Smollett saga
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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.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.cnbc.com/2021/12/03/jobs-report-november-2021.html
https://twitter.com/BillAckman/status/1469438745791410183
https://www.businessinsider.com/congress-progressives-back-bill-4-day-workweek-remote-work-2021-12
https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151
(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:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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://fortune.com/2021/08/09/lumber-prices-down-2018-levels
https://twitter.com/rabois/status/1466816803418615812
https://twitter.com/michelletandler/status/1465393612577853440
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/constitutiondao
https://www.constitutiondao.com
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.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
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/DavidSacks
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://twitter.com/Sen_JoeManchin/status/1458443966135902221
https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/Suhail/status/1455553539552382979
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.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.science.org/doi/10.1126/science.abh4049
https://twitter.com/friedberg/status/1454482267707899909
https://www.wsj.com/articles/climate-finance-china-india-11636039142
https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/JTLonsdale/status/1453399478254379008
https://fred.stlouisfed.org/series/GFDEGDQ188S
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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://twitter.com/scienceisstrat1/status/1450723760806379520
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.nytimes.com/2021/10/19/health/kidney-transplant-pig-human.html
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo
https://www.bitwiseinvestments.com
https://twitter.com/KariyaKanav/status/1446207805220917252
https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/
https://www.netflix.com/title/81228510
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307
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.facebook.com/business/news/navigating-change-and-improving-performance-and-measurement
https://www.sec.gov/news/press-release/2021-177
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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Links:
https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988
https://twitter.com/DavidSacks/status/1438597853320908811
https://www.kff.org/wp-content/uploads/2020/08/Slide1.png
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://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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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
Medium - Announcing Craft III: $1.1 Billion for SaaS and Marketplaces
CNBC - Synthetic biology company Zymergen plunges 68% after saying product revenue will be ‘immaterial’ in 2022, removing CEO
Zymergen - Zymergen Provides Business Update
Reuters - U.S. charges Nikola founder Trevor Milton with lying to investors
CNBC - Square to buy Australia’s Afterpay in $29 billion deal as ‘buy now, pay later’ trend takes off
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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
Bloomberg - NYC’s Top Dining Rooms Will Start Requiring Proof of Vaccination
NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test
WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck
WSJ - ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security
Reuters - ByteDance founder tells staff he’s shifting away from CEO’s daily work -sources
Bloomberg - China Weighs Unprecedented Penalty for Didi After U.S. IPO
Seeking Alpha - SoftBank's Didi stake loses $4B in value amid regulatory crackdown
Bloomberg - China Education Tycoon Loses $15 Billion as Shares Tumble
Bloomberg - China to Overhaul 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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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
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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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
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
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
Bloomberg - Melvin Struggles to Shake Reddit Attack With 46% Loss So Far
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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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
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
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/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
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
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
Experimental Assessment of Carbon Dioxide Content in Inhaled Air With or Without Face Masks in Healthy Children
https://jamanetwork.com/journals/jamapediatrics/fullarticle/2781743
Politico - ‘Not a healthy environment’: Kamala Harris’ office rife with dissent
https://www.politico.com/news/2021/06/30/kamala-harris-office-dissent-497290
Politico - DeSantis ‘very wary’ of upsetting Trump
https://www.politico.com/news/2021/06/28/desantis-trump-gop-election-496367
CNBC - Judge dismisses FTC and state antitrust complaints against Facebook
https://www.cnbc.com/2021/06/28/judge-dismisses-ftc-antitrust-complaint-against-facebook.html
Amazon's petition for Lina Khan recusal
https://s.wsj.net/public/resources/documents/AMZN%20petition%20re%20Khan.pdf
NYT - Sha’Carri Richardson, a Track Sensation, Tests Positive for Marijuana
https://www.nytimes.com/2021/07/01/sports/olympics/shacarri-richardson-suspended-marijuana.html
Tweets:
https://twitter.com/ALLIN_STATS/status/1409269704573820939
https://twitter.com/DavidSacks/status/1409282278270849028
https://twitter.com/Jason/status/1409282966354857986
https://twitter.com/DavidSacks/status/1409287404628938753
https://twitter.com/DavidSacks/status/1409554101713702917
https://twitter.com/Jason/status/1409289443161382912
https://twitter.com/trvrb/status/1410432407816212481
https://twitter.com/maggieNYT/status/1410682821358858242
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Referenced in the show:
NYT - N.Y.C. Mayoral Race Highlights: Adams Leads in Early Results Over Wiley and Garcia
https://www.nytimes.com/live/2021/06/22/nyregion/nyc-primary-election
Vanity Fair - Eric Adams interview
https://www.vanityfair.com/news/2021/06/eric-adams-nyc-mayor-interview
NY Daily News - ‘We don’t want fancy candidates’: Eric Adams declares himself ‘face of the new Democratic Party’
Jesse Bloom COVID origin research paper
https://www.biorxiv.org/content/10.1101/2021.06.18.449051v1
Destined for War: Can America and China Escape Thucydides’s Trap? by Graham Allison
Apple says third-party app stores would leave iPhone users vulnerable to scammers
https://fortune.com/2021/06/23/apple-iphone-third-party-app-store-users
The Pull Request - Bad Apple* by Antonio Garcia Martinez
https://www.thepullrequest.com/p/bad-apple
Show Notes:
0:00 Besties hash out a new format & the purpose of the podcast
14:31 NYC rejects far-left candidates in mayoral primary; importance of crime, homelessness & drug abuse in elections
29:29 New developments in the Wuhan lab leak theory, ramifications for our relationship with China
54:07 Congress turns the heat on up big tech, Apple's App Store monopoly in trouble
1:09:25 Antonio Garcia Martinez's first Substack article on Apple
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Show Notes:
00:00 Besties intro
03:37 Lina Khan appointed to the Chair of the Federal Trade Commission
07:02 Will Lina break up big tech? Which one will be first?
18:02 Potential repercussions to consumers
27:48 Sacks’ antitrust experience at PayPal vs. Ebay, Visa & MasterCard
29:50 Google’s multi-trillion dollar data trove
35:40 The U.S. government's capability to silently take data while “gagging” Big Tech
53:32 COVID’s psychic shadow, Friedberg’s office landlord is still requiring masks
1:00:17 Jon Stewart’s lab leak bit on Stephen Colbert’s show
1:10:04 California’s wildfire risk increasing with climate change
1:20:57 Besties summer plans
Referenced in the show:
Chamath's 2019 Annual Letter re: Big Tech breakup
https://www.socialcapital.com/annual-letters/2019
Big Tech Gag Order (mentioned by Sacks)
Obama Administration Record Seizure (mentioned by Sacks)
California Forest fire maps (mentioned by Friedberg)
https://twitter.com/NWSBayArea/status/1398474379214802951/photo/1
Jon Stewart On Vaccine Science And The Wuhan Lab Theory
https://www.youtube.com/watch?v=sSfejgwbDQ8
#allin #tech #news
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Show Notes:
0:00 Bestie intro, Chamath's whereabouts
2:54 Breaking down Biogen's Alzheimer's drug & the FDA's controversial approval
26:46 Billionaire space race: Is Bezos going to space too risky or a smart marketing move? How the space industry is a perfect example of effective government intervention. Can anyone dominate space?
42:55 Big Tech getting back to the office: what is the new normal for companies with thousands of employees?
56:49 Recent factors on the commercial & private real estate markets, inflation head fake
1:05:01 ProPublica's report on billionaire tax returns
1:15:58 Bitcoin toxicity, Snowflake's CEO apologizes for comments on merit & diversity
1:32:48 Science corner with Friedberg: Induced pluripotent stem cells & cloning
Intro Music Credit:
https://twitter.com/yung_spielburg
Referenced in the show:
https://www.instagram.com/p/CP0MSOqnYEo
https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html
https://fred.stlouisfed.org/series/T10YIE
https://www.aqr.com/Insights/Research/Journal-Article/Buffetts-Alpha
https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425
Tweets:
https://twitter.com/Jason/status/1401938511826067457
https://twitter.com/elonmusk/status/1386825367948644352
https://twitter.com/micsolana/status/1403394491143315456
https://twitter.com/Jason/status/140302318070958080
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Referenced in the show:
WSJ - The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage
https://www.wsj.com/articles/wuhan-lab-leak-question-chinese-mine-covid-pandemic-11621871125
Forbes - Friends Don't Let Friends Become Chinese Billionaires
Brookings - Fentanyl and geopolitics: Controlling opioid supply from China
https://www.brookings.edu/research/fentanyl-and-geopolitics-controlling-opioid-supply-from-china/
NPR - 'We Are Shipping To The U.S.': Inside China's Online Synthetic Drug Networks
Coinbase - Announcing Coinbase Fact Check: Decentralizing truth in the age of misinformation
Show Notes:
0:00 Friedberg recaps Sacks' birthday party
6:47 "Wuhan Lab Leak" theory, did COVID come from a lab? Plusn China's fentanyl production
26:09 India's new "traceability" law
33:11 Coinbase & Brian Armstrong debut fact checking blog
41:17 Friedberg's science corner: groundbreaking gene therapies
45:06 Amazon's MGM acquisition, media consolidation
1:04:45 Biden's $6T infrastructure, Democrat's feeling the inflation pressure & responding
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Referenced in the show:
The Verge - Apple employees circulate petition demanding investigation into ‘misogynistic’ new hire
The Verge - Apple employees call for company to support Palestinians in internal letter
Vox - Full transcript: 'Chaos Monkeys' author Antonio García-Martinez on Recode Decode
Business Insider - Tobi Lutke's Email
https://www.businessinsider.com/shopify-ceo-email-to-managers-we-are-not-a-family-2021-5
TK News by Matt Taibi - On the Hypocrites at Apple Who Fired Antonio Garcia-Martinez
https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled
The Information - Seven Apple Suppliers Accused of Using Forced Labor From Xinjiang
Persuasion - America Is Flunking Math
https://www.persuasion.community/p/why-america-is-flunking-math-education
Bloomberg - Gap With White House on Infrastructure Is Widening, GOP Says
St. Louis FED - 10-Year Breakeven Inflation Rate
https://fred.stlouisfed.org/series/T10YIE
TED - A prosecutor's vision for a better justice system
https://www.ted.com/talks/adam_foss_a_prosecutor_s_vision_for_a_better_justice_system?language=en
Tweets:
https://twitter.com/DavidSacks/status/1394328675768705030
https://twitter.com/DavidSacks/status/1395056042841559041
https://twitter.com/garrytan/status/1393462058407010307
https://twitter.com/moskov/status/1395060902253064195
https://twitter.com/moskov/status/1395062765702713358
https://twitter.com/DavidSacks/status/1395073652840796160
https://twitter.com/cabot_phillips/status/1394654014596337667
https://twitter.com/ALLIN_STATS
Show Notes:
0:00 Apple's hypocrisy re: AGM firing
25:48 America is failing math
40:10 Inflation fears slowing down, infrastructure bill restructuring, corporate tax loopholes
50:10 Clubhouse's plummeting download numbers, David Sacks gives the besties a scoop
57:46 Crypto correction: regulation, centralized coins, potential black swans
1:13:30 Friedberg's science corner: UFOs
1:19:18 Sacks presses other billionaires on their support Chesa Boudin
#allin #tech #news
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Referenced in the show:
NY Times - A Misleading C.D.C. Number
https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html
medRxiv - COVID-19 Aerosolized Viral Loads, Environment, Ventilation, Masks, Exposure Time, Severity, And Immune Response: A Pragmatic Guide Of Estimates
https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full
Business Insider - Silicon Valley VCs are at war with the ‘far left radicals’ running California
NY Post - Powerful teachers union influenced CDC on school reopenings, emails show
https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/
MMA - Governor Reeves Announces End to Pandemic Unemployment Assistance
https://mma-web.org/governor-reeves-announces-end-to-pandemic-unemployment-assistance/
Tweets:
https://twitter.com/DavidSacks/status/1392154915640729605
https://twitter.com/DavidSacks/status/1392223301154447361
https://twitter.com/Jason/status/1391591653824204801
https://twitter.com/Jason/status/1391257138698375168
https://twitter.com/skepticaliblog/status/1391958173955682309
https://twitter.com/TaylorLorenz/status/1390390598444609538
https://twitter.com/friedberg/status/1392551233618026496
Show Notes:
0:00 Jason goes behind the scenes of Elon's SNL appearance
23:36 CDC failures, misleading information on COVID spreading outdoors
39:10 Reacting to Stanley Druckenmiller's thoughts on current Fed policy, decoupling of capital markets from policy
48:32 America's real-time UBI experiment, Business Insider's piece covering All-In
1:05:23 Friedberg's science corner: synthetic biology IPO/SPACs, stem cell breakthroughs & more
1:19:15 Should the besties start a third party? Is it possible?
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Referenced in the show:
MIT Technology Review - Some vaccinated people are still getting covid. Here’s why you shouldn’t worry.
David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility
Tweets
https://twitter.com/DavidSacks/status/1378856861970038784
https://twitter.com/DavidSacks/status/1388125436241223682
https://twitter.com/DavidSacks/status/1388135440843251714
https://twitter.com/DavidSacks/status/1388129450651492355
https://twitter.com/DavidSacks/status/1387582236573175809
https://twitter.com/DavidSacks/status/1387598770825830404
Show Notes:
0:00 Bestie intro, Jason's trip recap
2:47 Sacks on hypocrisy and virtue signaling surrounding wearing masks post-vaccination, Biden's address
16:07 Pandemic lessons
30:02 Immigration, Americans self-selecting as hard workers, understanding two different types of immigration
48:04 How Darwinian free trade has negatively impacted the US middle class
1:00:44 Caitlyn Jenner for CA Governor, crime & homelessness
1:07:48 Big Tech earnings
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Referenced in the show:
Federal Net Outlays as Percent of GDP
https://fred.stlouisfed.org/series/FYONGDA188S
Wayback Machine / WhiteHouse.gov
https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov
Reuters
Show Notes:
0:00 Intro
1:19 Biden's capital gains tax hike
21:33 Addressing the federal budget problems
42:16 Chauvin verdict, media coverage
50:06 Hulu WeWork documentary, Founder psychology
59:46 COVID surge in India
1:11:01 Poor media performance in 2021
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Referenced in the show:
Statista - Death rates from coronavirus (COVID-19) in the United States
https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state
Tweets:
https://twitter.com/bgurley/status/1382737752794353664
https://twitter.com/DavidSacks/status/1382874547179950082
https://twitter.com/DavidSacks/status/1382466963885199362
https://twitter.com/DrewHolden360/status/1382477293797400581
https://twitter.com/chamath/status/1383073577386201094
Show Notes:
0:00 Bestie intro & crowning a new SPAC king
3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT
12:06 David Sacks on running for governor
15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in
32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama
50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party
54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision
1:04:20 Degradation of faith in institutions accelerated by COVID
1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Referenced in the show:
Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan
Cal Matters - A wealth tax could sabotage California’s recovery
https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery
Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here’s What We Know
Show Notes:
0:00 Besties intro, state of the public & private markets
18:54 Chamath receives inspiring note re: last week’s longevity talk
21:17 Archegos debacle, issues with trading on margin
32:26 Biden’s infrastructure bill, US government becoming overleveraged
45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact
52:59 Trade off between freedom & equality, how free markets spur innovation, generational changes
1:05:14 Is a wealth tax constitutional? Vaccine update
Sacks' Inflation Deck:
https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Referenced in the show:
Tweets
https://twitter.com/davehclark/status/1375045409542823939
https://twitter.com/BernieSanders/status/1374901873484967938
https://twitter.com/Mat_Yarger/status/1374212541367345155
https://twitter.com/Mat_Yarger/status/1375163739759116297
https://twitter.com/Jason/status/1375488265915002883
https://twitter.com/chamath/status/1375244032230625281
https://twitter.com/DavidSacks/status/1375283834711777282
https://twitter.com/chamath/status/1375484528559448064
Bitclout
Show Notes:
0:00 Besties get ready to rumble & discuss recent Twitter polls
7:25 Debating inflation, Sacks presents his deck
37:20 Amazon social team goes on the offensive, Facebook's regulatory capture play around content moderation
48:42 Suez Canal, rethinking our centralized infrastructure & supply chain risk management, infrastructure bill concerns
1:00:18 Microsoft in talks to buy Discord for $10B, Sacks on SaaS exits from Yammer experience
1:02:49 Poker talk, going to the movies, Disneyland, EU incompetence
View the State of VC deck here:
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
Lifespan by David Sinclair:
Prenuvo:
Gumroad Equity Crowdfunding:
Backstage Equity Crowdfunding:
Show Notes:
0:00 Bestie intro & poker talk
5:49 Fan question: Longevity & Biohacking, Chamath's health regimen
12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto?
22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector
33:33 Chamath's thesis behind deep tech investing
37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more
48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out?
55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding
1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Articles referenced in the show:
The New England Journal of Medicine - BNT162b2 mRNA Covid 19 Vaccine in a Nationwide Mass Vaccination Setting
https://www.nejm.org/doi/full/10.1056/NEJMoa2101765
San Francisco COVID-19 Vaccinations
https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/
The Art Newspaper - WTAF? Beeple NFT work sells for astonishing $69.3m at Christie’s after flurry of last-minute bids nearly crashes website
https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency
CoinDesk - Burnt Banksy NFT Sells for $380K in ETH
https://www.coindesk.com/burnt-banksy-nft-sells-for-380k-in-eth
CNBC - Beeple NFT becomes most expensive ever sold at auction after fetching over $60 million
https://www.cnbc.com/2021/03/11/most-expensive-nft-ever-sold-auctions-for-over-60-million.html
Glenn Greenwald:
https://greenwald.substack.com/p/criticizing-public-figures-including
https://greenwald.substack.com/p/journalists-start-demanding-substack
Tweets referenced in the show:
https://twitter.com/davidsacks/status/1370197389210914817
https://twitter.com/davidsacks/status/1370132006080708609
https://twitter.com/davidsacks/status/1370253867154247684
https://twitter.com/davidsacks/status/1370441843666690050
https://twitter.com/chamath/status/1369328384812093441
https://twitter.com/JTLonsdale/status/1369893590369964032
https://twitter.com/domm/status/1368605017238740994
https://twitter.com/CovidVaccineCA
Show Notes:
0:00 Biden's vaccine mandate, California's mishandling of the vaccine rollout, cancel culture impacting vaccine distribution
11:00 Vaccine efficacy, "inequity" of distribution
19:24 Success vs. privilege, Meghan Markle vs. The Royal Family
33:38 NFTs, speculative markets, blockchain as a ledger
48:00 Impact of inflation on wealth inequality
1:01:20 SPAC/Direct Listing talk
1:07:46 Yung Spielburg's newest track: RED PILLS
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
NY Magazine - Zero COVID Risk Is the Wrong Standard
Released COVID-19 Response Contracts
https://covid19.ca.gov/contracts
Chesa's "response" to Sacks
https://twitter.com/chesaboudin/status/1366508970102247424
GoFundMe for SF DA reporter
https://www.gofundme.com/f/report-on-chesa-boudin-san-francisco-crime
The Verge - Entire school board resigns in shame after forgetting their WebEx call was public
https://www.theverge.com/tldr/2021/2/21/22294457/oakley-school-board-resigns-zoom
Show Notes:
0:00 Markets tank, reasons for optimism in the short-term
15:29 Breaking down the stimulus
24:12 California's COVID emergency stimulus mishaps, political manipulation via "Zeroism"
38:27 Biological Patriot Act, freedom of choice post-vaccination
49:23 Newsom recall update, SF DA Chesa Boudin's high school friend responds to Sacks, SF bureaucratic issues
1:00:33 Grading Biden's first 60 days in office, Oakley School Board mishap, teacher's union issues, Jason's red pill bender
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins
https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997
The Changing World Order by Ray Dalio
Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity
https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/
Show Notes:
0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics
10:52 Chesa Boudin cancelled on us, radical DAs & local prosecution in SF & LA, why criminal justice reform resonates
34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media?
47:26 Vaccine update, conditioned fear sustaining post-vaccine
58:58 Fan Q&A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Show Notes:
0:00 Bestie intro, congrats to Friedberg on a big beak wet
1:44 Jason intros Vlad Tenev
2:48 Vlad fields questions on Robinhood's choice to stop the buying of $GME, his CNBC appearance, self-clearing, liquidity & more
11:02 Allowing access to margin, Robinhood's prior SEC fines, Robinhood accounts that go bankrupt, debunking conspiracy theories, WallStreetBets & more
21:57 Should there be more transparency in the financial markets? Will Robinhood's IPO shares be sold to their retail users? What will they change internally going forward, and how would they have handled the meme stocks situation differently?
31:04 Vlad tells the real story of Jason investing & signs off
33:51 Vlad's returns to answer more questions on users that lost everything, future of payment for order flow & more
41:36 Debriefing Vlad's performance
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
David Sacks on Tucker Carlson
Gell-Mann Amnesia
https://www.epsilontheory.com/gell-mann-amnesia
Show Notes:
0:00 Discussing Sacks' recent hit on Tucker Carlson
7:25 Media misalignment, subjects as sources, new age of journalism
25:53 Bold prediction for the future of media, potential All-In Network, mistrusting everyone except individuals
34:28 Bestie Guestie Draymond Green joins the show to talk dealing with day-to-day NBA life under COVID protocols, the temperature of the nation, issues with the media & more
1:08:02 Mean tweets
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
The Insiders' Game by David Sacks
https://www.persuasion.community/p/the-insiders-game
ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals
Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion
Rescue California - Recall Gavin Newsom
Show Notes:
0:00 Wrapping up the Robinhood situation: major lessons learned, Elon’s Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021?
20:21 Understanding short positions - why do firms short, more transparency & margin requirements
26:08 Sacks on the growing insider vs. outsider theme in politics & finance, importance of institutions in chaos
31:45 Breaking down California’s report card, why the state is such a mess, what structural problems plague it & how to fix them
1:02:04 Chamath’s Aziz Ansari story, Governor potential, top ways to save California
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
David Sacks on Bloomberg
https://www.youtube.com/watch?v=K2lJg4sxl2U
Chamath for Governor
DeepFuckingValue's Reddit page
https://www.reddit.com/user/DeepFuckingValue
Show Notes:
0:26 Besties intro
2:11 Chamath breaks down the entire WallStreetBets/GameStop saga
15:38 Jason responds, debating Robinhood's liquidity crisis, Citadel's potential involvement & more
39:18 How can this be prevented in the future? Restructuring capital gains tax, censorship, where Robinhood can go from here
53:02 Major learnings from this week's events, risks of decentralization, do stocks need to be reflexive of the underlying business? GameStop's endgame
1:15:01 Chamath for Governor of California, Friedberg on leaders vs. managers & the problem with career politicians
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https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
M1 Money Stock
https://fred.stlouisfed.org/series/M1
Friedberg's Spy Situation
Sacks' thoughts on Wilkinson cancellation
https://twitter.com/DavidSacks/status/1352432977460957185
Show Notes:
0:00 Bestie intro, Inauguration talk, Impeachment implications
20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal
34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story
44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, worst-case scenarios
55:06 How the tech ecosystem plays into inequality & how to fix it
1:04:00 Recalling California Governor Gavin Newsom, California's lockdown incompetence
1:17:32 Sacks rebukes cancel culture, this time from the right-wing mob
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https://twitter.com/DavidSacks
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://www.youtube.com/watch?v=8lxk47phNV4&t=1s
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
“I Have Blood on My Hands”: A Whistleblower Says Facebook Ignored Global Political Manipulation
Show Notes:
0:00 David Sacks intros the besties
2:08 Jason & Sacks hash it out & the besties break down reconciliation in American democracy
21:09 Big Tech bans, did they give Trump an easy out? Ramifications for First Amendment
43:01 What laws can be written to prevent Big Tech oligarchy in the future?
59:32 Why Big Tech acted in unison against Trump: internal & external pressure, pending Democratic administration
1:09:42 Current Pence/Trump relationship, McCarthyism 2.0, should Big Tech be broken up?
1:32:46 History of the presidential pardon, Chamath on SoFi's Anthony Noto
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https://twitter.com/DavidSacks
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
The Killer D.A. by David Sacks
Show Notes:
0:00 New intro for the besties - listen here: https://rb.gy/aizgdm
2:14 Sacks' trip to Miami
6:01 Reflecting on the riot at the US Capitol: police response, double standard with BLM protest, big picture, prosecuting Trump & healing the nation post-Trump
29:43 2016 Election interference, reasons for unrest & polarization, Trump's culpability
44:19 Should the 25th Amendment be invoked?
49:51 Democrats win Georgia runoff elections, did Trump's implosion lose Georgia for the GOP?
56:23 How Friedberg would handle vaccine distribution
1:07:45 San Francisco's Killer D.A., recalling Gavin Newsom, Kim Kardashian for Governor of CA
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https://twitter.com/DavidSacks
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://soundcloud.com/olyofficial
Show Notes:
0:00 The besties discuss some recent beak wetting, open source merch & more
6:31 Chamath tells the “192.5” weight loss bet story
10:54 Biggest Winner - Politics
13:08 Biggest Loser - Politics
16:24 Biggest Winner - Business
19:47 Biggest Loser - Business
23:22 Biggest Winner - Culture
26:24 Biggest Loser - Culture
32:31 Biggest Turnaround
34:49 Biggest Flash in the Pan
39:32 Biggest Breakthrough
43:51 Smartest Move - Business
49:58 Dumbest Move - Business
56:25 Smartest Move - Politics
1:00:20 Dumbest Move - Politics
1:04:22 Best/Worst Political Theatre
1:12:57 Best Memes
Follow the crew:
https://twitter.com/DavidSacks
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Invest with the Best... ies!:
https://www.thesyndicate.com/allin
Referenced in the show:
NYT - The Rich Kids Who Want to Tear Down Capitalism
https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html
Coinbase - An upcoming story about Coinbase
https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27
NYT - ‘Tokenized’: Inside Black Workers’ Struggles at the King of Crypto Start-Ups
https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html
Show Notes:
0:00 Besties intro, fashion talk & the All-In Syndicate
3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce?
19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible
27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale
47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far
59:21 Trump's Section 230 gambit, will Trumpism fade away?
1:05:23 Trust Fund socialists
1:26:14 Coinbase vs. NYT round 2, https://www.thesyndicate.com/allin
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Referenced in the show:
NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine
https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html
Show Notes:
0:00 Besties congratulate Friedberg & Chamath for taking Metromile public, Chamath explains a PIPE, Sacks & Jason express their discontent for being left out of the first bestie SPAC
10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it?
21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc.
35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation & lack of regulators, regulation vs. innovation
47:07 Thoughts on ISAs & how they could disrupt overpriced higher education, Dave Chappelle's contract with Comedy Central
59:58 Trump accepts defeat (sort of), Biden's cabinet selections so far
1:06:29 What the besties are thankful for
1:14:50 Peace in the Middle East being achieved by declining reliance on oil, based on resume alone - would Trump have won if not for his antics?
1:21:01 Code 13!
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Show Notes:
0:00 Besties reflect on the election night special, comparing Trump's case to Al Gore's in 2000
4:44 Was this election devastating for extreme-ism in politics?
12:13 Pfizer vaccine, withholding the vaccine from the political news cycle
21:54 COVID endgame scenarios
28:45 Public markets ripping, gridlock great for the economy
34:43 Analyzing exit polls, death of identity politics
50:57 Biggest loser of the election: Journalism
57:43 When will Trump concede? What will his next move be?
1:07:37 San Francisco's collapse - will it eventually go bankrupt?
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Follow the bestie guesties:
https://twitter.com/phil_hellmuth
Show Notes:
0:00 The besties & Phil Hellmuth on Trump’s early lead, live betting odds, the Latinx reversal
10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more
20:33 Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome
24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more
41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020
50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses
55:40 Mid-show predictions, Jason goes off on Trump
1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger
1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns
1:38:24 Reviewing the race swing state by swing state
1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more
1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders
2:00:43 Reconciling middle America & the coastal elites, respecting each other’s differences, understanding Prop 22
2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation
2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy
2:34:32 Jason & Sacks debate Russian election interference legitimacy
2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more
2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden’s election night address
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Sacks' blog post on Section 230:
https://medium.com/craft-ventures/rip-section-230-1112dfad3fac
Referenced in the show:
NY Post Hunter Biden Story
https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/
Twitter's explanation for censoring it
https://twitter.com/TwitterSafety/status/1316525303930458115
Facebook's explanation for censoring it
https://twitter.com/andymstone/status/1316395902479872000
Updated CDC survival rates
https://twitter.com/adam_creighton/status/1308652790823051264?s=21
Show Notes:
0:00 The besties catch up on the news
1:29 NY Post Hunter Biden story & censorship by Twitter/Facebook
7:27 What is section 230 & how does it play into the publisher vs. distributor debate
13:23 Distinguishing between publishers & distributors
28:30 Why Twitter & Facebook's actions with the NY Post were a huge blunder & crossed a line, should the laws be rewritten?
37:21 Trump beats COVID, what that means for better treatment options, dueling town halls
46:14 Sacks explains his stance on Prop 13 & Zuckerberg's pro-Prop 15 lobbying
54:34 Thoughts on Amy Coney Barrett & Biden's large lead in the polls
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Referenced in the show:
Brian Armstrong's Blog - Coinbase is a mission focused company
https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804
President Trump's medical treatment
https://twitter.com/Jason/status/1312126100286271488
Show Notes:
0:00 The besties reflect on Trump testing positive for COVID-19: treatment, impact on society & the election
9:06 What treatment is Trump receiving & is it scalable to everyone? Is this the future of disease mitigation?
16:55 What happens to the election if Trump is incapacitated & cannot run?
20:36 Debate reaction - who won, who misfired?
29:05 Live reaction to Trump being flown to Walter Reed hospital
30:43 Has the economy began to separate from political influence?
36:25 Reflection on the execution & reaction to Coinbase CEO Brian Armstrong's letter
41:19 How Chamath would have reframed the letter, how Slack & company forums have platformed non-work discourse inside companies
49:30 Reflection on Jack Dorsey & Dick Costolo's reaction, what this means for Coinbase going forward
59:04 Predictions for 2021
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Articles referenced in the show:
America Needs to Lock Down Again:
A Taxonomy of Fear:
https://www.persuasion.community/p/a-taxonomy-of-fear
NuScale Power Article:
Running Tide Article:
Show Notes:
0:00 The besties talk about the bestie reunion mishap, the Code 13 story & more
5:42 TikTok + Oracle, is the escalation between China & US a slippery slope, security threats created by modern software
15:01 What’s the bigger picture of the TikTok debate, what policy could be enacted
20:13 The emerging market for guaranteed privacy & how this impacts society
27:43 State of the US economy, is there a permanent unemployed class & could there be a second wave of lockdowns?
37:44 COVID outlooks for 2021 & beyond, innovations in rapid testing
46:22 Trump’s COVID response, Trump vs. Biden, shrinking impact of the executive branch
55:11 California wildfires, politicization of global warming, financial incentives to solving climate change
1:08:28 Practical ways to impact global warming & the carbon crisis
1:11:57 Sacks on A Taxonomy of Fear by Emily Yoffe, Safety-ism & contamination by association
1:18:58 Could Trump being re-elected eliminate the two-party system?
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://bio.fm/theallinpod
Bestie recommendations:
Chamath:
https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792
Sacks:
https://taibbi.substack.com/
https://andrewsullivan.substack.com/
Friedberg:
https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766
Jason:
0:00 The gang recap their summers
6:43 Is California collapsing? Why or why not? Has the one-party system failed?
14:05 Understanding the bureaucratic side of California's problem
20:37 AB-5 & the working rights of freelancers
27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this?
34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing
46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market
50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks
1:01:23 Election talk - who is in the lead ahead of the first debate?
1:12:21 Bestie recommendations
Follow the crew:
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https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
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https://bio.fm/theallinpod
Jason's recent Big Tech antitrust hearings breakdown: https://www.youtube.com/watch?v=VWeMnJ0-a_U
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, outdoor activities & more
9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns & more
20:56 Viral videos, doxxing bad behavior & cancel culture
25:39 Reforming law enforcement, separating police from the military, changing police incentives
36:42 Are public unions too powerful? How a lack of leadership has led us here
41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression
59:24 John Bolton's book controversy
1:03:14 Movements in the COVID vaccine space
1:07:38 Trump vs. Biden: Who has the upper hand?
1:14:24 Who should Biden pick as VP?
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
0:01 Jason & Chamath intro David Sacks & David Friedberg
1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm
8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus
12:41 Sacks on 3 major data-driven discoveries about the virus
15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus
19:32 Getting back to work
21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like
28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war
34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks
37:57 Sacks on potential resorting of the Bay Area & Silicon Valley due to remote work
41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people
45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats
49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues
53:46 Sacks on US/China relationship, how US can penalize China
59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
https://linktr.ee/calacanis
0:01 Jason & Chamath catch us up on their quarantines
1:20 Chamath intros David Sacks
4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath & himself fall on the optimistic/pessimistic spectrum
6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response?
12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated?
19:33 Culture clash between scientific experts & entrepreneurs, thoughts on Chloroquine as a treatment method
27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump?
30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression?
36:22 Chamath & Jason assess David's plan
43:21 Have the stimulus packages & SMB loans been enough? Will the trickle-down approach work?
49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not?
52:02 Chamath explains how corporate debt works through the lens of Ford
56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues?
1:02:17 Trump vs. Biden: who has the edge in 2020 right now?
1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far?
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
0:01 Jason & Chamath intro David and check in on each other's quarantines
2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics
13:15 Thoughts on potential treatment options & policy changes
22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time
25:03 Should the US adopt Chinese & South Korean quarantine strategies?
29:53 What do the current market conditions mean for startups & VC?
41:24 Chamath explains what is currently happening in the capital markets
45:05 How close is the US on being able to do mass-testing?
54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy
1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens?
1:12:10 COVID-19 exposing holes in the US healthcare system
1:17:44 Should we ban wet markets globally?
1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again
1:28:18 When will the weekly poker game resume?
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine
0:55 Jason intros David Friedberg
1:35 Chamath gives the inaugural (& potentially final) All-In ad read
2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing & uncoordinated actions of government & private sectors
4:37 Why was the US so slow to react on both an individual & governmental level? What did the OpenTable data show?
9:03 David explains the actions he would take if he was president
12:37 Thoughts on Trump’s private sector involvement
16:58 Has the press failed in its coverage, or are they just feeding people what they want?
23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India?
37:20 How the COVID-19 viral coefficient compares to the early days of Facebook’s numbers
40:26 Chances of Trump testing positive for the virus? What effect would that have on markets?
48:53 What should we do differently next time?
53:13 Will there both more deaths due to second order effects of the virus than direct deaths?
1:01:06 Should there be a global stimulus package? Effect of low-volatility during recent bull run?
1:11:26 Chances of a quick resolution?
1:16:48 How are Jason & Chamath advising their portfolio companies? How are IPO’s of companies like Airbnb & DoorDash being effected?
1:21:17 How to approach the next year in startups & VC?
