Episoder
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(0:00) Bestie intros!
(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues
(11:56) All-In Summit 2023 recap
(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?
(42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward
(50:45) Breaking down Instacart and Klaviyo's businesses
(1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns
(1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?
(1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
https://youtu.be/yjj1QjZlQMM
https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal
https://twitter.com/pitdesi/status/1704874017357025499
https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
https://twitter.com/aswathdamodaran/status/1704246090198036914
https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
https://fred.stlouisfed.org/series/MORTGAGE30US
https://www.ey.com/en_gl/ipo/trends
https://stockanalysis.com/ipos/statistics
https://www.google.com/finance/quote/COIN:NASDAQ
https://www.google.com/finance/quote/EXPE:NASDAQ
https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital
https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm
https://influencermarketinghub.com/amazon-ad-revenue
https://twitter.com/jasonlk/status/1704212644402540573
https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr
https://twitter.com/DavidSacks/status/1078755080478715904
https://i.insider.com/4dd4d1cf4bd7c8c90f000000
https://twitter.com/asanwal/status/1703492397739516068
https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html
https://tradingeconomics.com/commodity/crude-oil
https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov
https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying
https://hellometer.io
https://www.nature.com/articles/s41551-023-01086-2
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(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie!
(2:14) US debt crisis, cutting entitlements
(14:03) Level-setting on foreign policy
(25:28) Ukraine / Russia: culpability, where to go from here
(36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling
(50:01) Immigration policy, how each party co-opts the issue
(1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement
(1:15:57) Why Chris Christie is running for president
(1:17:41) Thoughts on prosecuting Trump, January 6th, and more
(1:23:16) Chris Christie addresses his past controversies
(1:48:34) Post-interview debrief
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Chris Christie:
https://twitter.com/GovChristie
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://fred.stlouisfed.org/series/GFDEBTN
https://fred.stlouisfed.org/series/SMPOPNETMUSA
https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters
https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden
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Mangler du episoder?
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(0:00) Chamath's big poker trip
(4:32) Addressing the "in the arena" comments
(7:16) Biden administration targets Elon's businesses
(21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece
(27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS
(40:46) BRICS ultimate goals, India's key position
(51:54) How energy independence plays into the future geopolitical order
(1:00:22) All-In Summit party talk!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/chamath/status/1693992134796603477
https://twitter.com/tomosman/status/1696929638935634240
https://twitter.com/KanekoaTheGreat/status/1697072553775501661
https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709
https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring
https://twitter.com/chamath/status/1695073336483832007
https://www.justice.gov/crt/page/file/1579981/download
https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html
https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men
https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond
https://www.foxnews.com/video/6335645970112
https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists
https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24
https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95
https://www.ft.com/content/669260a5-82a5-4e7a-9bbf-4f41c54a6143
https://www.voanews.com/a/india-remains-steadfast-in-partnership-with-russia/6883794.html
https://www.reuters.com/business/energy/india-will-buy-oil-all-sources-who-offer-lowest-possible-prices-oil-minister-2023-08-30
https://www.budd.senate.gov/press-releases/budd-coons-lead-bipartisan-coalition-supporting-nuclear-energy
https://twitter.com/chamath/status/1696295679344459807
https://www.washingtonpost.com/opinions/2023/06/02/united-states-ukraine-trust-developing-nations
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(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!
(2:58) All-In Tequila update
(10:04) Nvidia smashes earnings, GPU market outlook
(37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market
(49:51) Sacks on current investable metrics right now in VC
(55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions
(1:39:46) Vivek's comments on the Climate Agenda
(1:47:07) Prigozhin crash
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/friedberg/status/1694506279954526487
https://twitter.com/DavidSacks/status/1693441068036169785
https://twitter.com/chamath/status/1693524941721731189
https://www.wine.com/product/21-seeds-tequila-trio/633617
https://www.villadeste.com
https://www.google.com/finance/quote/NVDA:NASDAQ
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024
https://companiesmarketcap.com
https://twitter.com/chamath/status/1694457666289225776
https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month
https://prospect.org/features/great-telecom-implosion
https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california
https://twitter.com/OpenAI/status/1694062483462594959
https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates
https://twitter.com/nathanbenaich/status/1694073194351648932
https://commoncrawl.org/about/team
https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html
https://twitter.com/twistartups/status/1694399138194952363
https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm
https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation
https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval
https://www.stonealgo.com
https://youtu.be/f51Yd9h9ZXo
https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi
https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html
https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll
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(0:00) Sacks' big night
(2:56) Sacks on spirits
(14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions
(53:01) Michael Burry's bet against the market: overblown?
(58:33) Real estate capital crunch
(1:12:26) Trump's newest indictment
(1:23:31) What Adyen's big drop means for Stripe's valuation
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://youtu.be/sqSA-SY5Hro
https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html
https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars
https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective
https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html
https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml
https://fred.stlouisfed.org/series/MORTGAGE30US
https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f
https://twitter.com/rothcre/status/1691910066952351963
https://twitter.com/chamath/status/1691789175786246246
https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf
https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia
https://www.google.com/finance/quote/ADYEY:OTCMKTS
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(0:00) Bestie intros: Friedberg's bad haircut
(1:17) Welcome BG^2! Biography recommendations and film talk
(22:27) VC market update: State of Series A's
(33:43) Dry powder misconceptions, marking incentives
(48:57) IPO window starting to open, IPO down rounds, incentives to go public
(1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market
(1:22:26) Tragic Maui wildfires, extreme temperatures
(1:26:11) Macro picture: inflation cools, deflation risk?
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/altcap
https://twitter.com/bgurley
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://youtu.be/xmYekD6-PZ8
https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755
https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X
https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N
https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996
https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700
https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910
https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092
https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX
https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO
https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630
https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756
https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY
https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billion-in-dry-powder
https://twitter.com/bgurley/status/1688605654188224512
https://finance.yahoo.com/chart/SN
https://www.google.com/finance/quote/CAVA:NYSE
https://finance.yahoo.com/quote/SRFM
https://twitter.com/altcap/status/1686086247029055489
https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802
https://www.youtube.com/watch?v=Hhy7JUinlu0
https://twitter.com/gokulr/status/1680006171149869056
https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995
https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
https://www.bloomberg.com/news/newsletters/2023-08-10/disinflation-wave-the-bloomberg-open-americas-edition
https://www.nytimes.com/2023/08/09/business/china-economy-inflation.html
https://twitter.com/KobeissiLetter/status/1689010884062904320
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(0:00) Bestie intros!
(0:53) LK-99 breakdown
(24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents
(46:04) Fitch downgrades US debt rating
(1:09:12) Trump's newest indictment
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://arxiv.org/ftp/arxiv/papers/2307/2307.12008.pdf
https://arxiv.org/pdf/2307.12037.pdf
https://manifold.markets/QuantumObserver/will-the-lk99-room-temp-ambient-pre?r=RWxpZXplcll1ZGtvd3NreQ
https://twitter.com/667keos/status/1686490898480173056
https://twitter.com/iris_IGB/status/1685731177523449856
https://twitter.com/VCBrags/status/1684591950387716097
https://stanforddaily.com/2023/07/19/stanford-president-resigns-over-manipulated-research-will-retract-at-least-3-papers
https://www.socialcapital.com/ideas/2021-annual-letter
https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext
https://www.bloomberg.com/news/articles/2023-07-24/sam-altman-valley-vcs-bet-48-million-on-blood-testing-startup
https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023
https://www.npr.org/2023/08/02/1178215888/fitch-downgrade-credit-rating-deficits-debt-economy
https://twitter.com/BillAckman/status/1686906272937869312
https://home.treasury.gov/news/press-releases/jy1670
https://www.washingtonpost.com/business/2023/07/22/gop-social-security-trump-rivals-cuts
https://www.commondreams.org/news/republicans-cut-social-security
https://sgp.fas.org/crs/misc/RS22331.pdf
https://fred.stlouisfed.org/series/MORTGAGE30US
https://fred.stlouisfed.org/series/UNRATE
https://fred.stlouisfed.org/series/JTSJOL
https://apnews.com/trump-election-2020-indictment
https://apnews.com/article/trump-indicted-jan-6-investigation-special-counsel-debb59bb7a4d9f93f7e2dace01feccdc
https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national
https://www.reuters.com/world/us/new-defendant-added-trump-classified-documents-case-court-papers-2023-07-27
https://www.nytimes.com/2023/08/03/briefing/trump-indictment.html
https://twitter.com/mtracey/status/1686843918317486081
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(0:00) All-In in Italy!: Recapping Chamath's wedding
(11:55) Discourse around obesity and weight loss in the US
(21:56) Are there too many VCs?
(38:18) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine
(54:07) Equity participations vs. unions, ownership upside vs. downside protections
(1:05:04) Potential impact of room-temp superconductors
Special thanks to our Italian audio/video team!:
https://twitter.com/domdalmatico
https://www.mattiacaruso.com
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/DavidSacks/status/1684176015948488704
https://www.youtube.com/watch?v=sPelOnd7Sik
https://www.vice.com/en/article/4a3az9/venture-capital-vcs-existential-too-many
https://twitter.com/jason/status/1681985828820766720
https://twitter.com/chamath/status/1679765658517610496
https://twitter.com/chamath/status/1679935918164135936
https://arxiv.org/pdf/2307.12008.pdf
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(0:00) Bestie intros!
(1:08) Vivek's background, corporate political / ESG distractions, why he's running for president
(19:16) Energy policy, unemployment work requirements, immigration
(30:24) Foreign policy: How to handle Ukraine/Russia and Taiwan/China
(44:46) Media strategy, Silicon Valley Bank's implosion
(54:09) Thoughts on Trump
(1:06:16) Campaign strategy, establishment appeal
(1:14:10) Social issues: Abolishing the DOE, abortion, trans rights
(1:29:31) Defense budget, Military Industrial Complex, GOP division over Ukraine
(1:39:27) Bestie update!
(1:41:33) Post-interview debrief
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Vivek Ramaswamy:
https://twitter.com/VivekGRamaswamy
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.politico.com/news/magazine/2023/07/20/vivek-ramaswamy-pete-buttigieg-00107193
https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national/
https://twitter.com/PatrickRuffini/status/1680204156953407488
https://twitter.com/DavidSacks/status/1680205700738211840
https://twitter.com/charliekirk11/status/1680665098765975558
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(0:00) Addressing the podcast hack
(2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up
(20:34) Consumer sentiment: demand crash coming?
(30:31) BREAKING: Ripple gets big win in SEC case, token rips
(36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators
(51:08) EV supply/demand mismatch
(1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO
(1:18:52) Science Corner: New paper on reversing cellular aging
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1
https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july
https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af
https://fred.stlouisfed.org/series/UNRATE
https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579
https://www.statista.com/statistics/290673/auto-loan-rates-usa
https://www.axios.com/2023/07/10/used-cars-prices-us-economy
https://www.macrotrends.net/stocks/charts/DIS/disney/revenue
https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13
https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1
https://www.ftc.gov/advice-guidance/competition-guidance/guide-antitrust-laws/single-firm-conduct/predatory-or-below-cost-pricing
https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan
https://twitter.com/DavidSacks/status/1678526061154295808
https://www.axios.com/2023/07/10/unsold-electric-cars-are-piling-up-on-dealer-lots
https://mdevelopers.com/blog/technology-adoption-curve-everything-that-you-need-to-know
https://www.investing.com/analysis/brics-countries-planning-new-goldbacked-currency-200639843
https://timesofindia.indiatimes.com/blogs/economic-policy/how-brics-countries-have-overtaken-the-g7-in-gdp-based-on-ppps
https://moderndiplomacy.eu/2023/05/24/more-than-30-countries-want-to-join-the-brics
https://www.google.com/finance/quote/BTC-USD
https://twitter.com/chamath/status/1679141703603703808
https://twitter.com/tobi/status/1679114154756669441
https://www.wsj.com/articles/sweden-races-to-secure-turkish-support-for-nato-bid-2452c14f
https://twitter.com/DavidSacks/status/1679229577732792320
https://www.theguardian.com/world/2023/jun/14/ukraine-will-not-be-offered-timeline-for-nato-membership-at-summit-in-july
https://www.washingtonpost.com/politics/2023/07/11/zelensky-nato-ukraine-membership-timeline
https://www.nytimes.com/2023/07/12/world/europe/uk-ukraine-ben-wallace.html
https://www.wsj.com/articles/american-munitions-shortage-ukraine-joe-biden-pentagon-defense-military-congress-4e6d6576
https://twitter.com/DavidSacks/status/1678463164864667658
https://www.dailymail.co.uk/news/article-12276665/President-claims-Zelensky-NEEDS-cluster-munitions-running-ammunition.html
https://edition.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html
https://www.reuters.com/world/europe/russia-says-it-may-use-similar-weapons-if-us-supplies-cluster-bombs-ukraine-2023-07-11
https://www.cbsnews.com/news/nato-countries-maps-list-membership-requirements
https://www.theguardian.com/world/2022/jun/29/russia-condemns-nato-invitation-finland-sweden
https://www.aging-us.com/article/204896/pdf
-
(0:00) We hacked the pod! Jcal is on vaca
(5:34) Meta launches Threads
(17:15) Chat AI interest in decline?
(28:36) Fed meeting minutes, economic data and outlook, and EU risk
(56:07) Florida Senate Bill 1718, jobs, and immigration debate
(1:21:48) Chinese balloon: political farce?
(1:31:47) Gerstner Science Corner: preventative heart health
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
-
(0:00) Bestie intros: Friedberg fills in as moderator!
(2:45) Wagner Group rebellion
(23:15) SCOTUS strikes down Affirmative Action
(51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B
(1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise emergency $1B as founder control in jeopardy
(1:26:38) Science Corner: Understanding the NANOGrav findings
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://edition.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html
https://www.independent.co.uk/news/world/europe/putin-wagner-russia-treason-coup-b2363430.html
https://www.statista.com/statistics/896181/putin-approval-rating-russia
https://www.levada.ru/en/ratings
https://twitter.com/MatreshkaRF/status/1673209794608365570
https://www.csis.org/blogs/post-soviet-post/la-vie-en-rose-why-kremlin-blacklisted-levada-center
https://www.nytimes.com/2023/06/29/world/africa/central-african-republic-wagner-africa-syria.html
https://www.cnbc.com/2023/06/29/supreme-court-rejects-affirmative-action-at-colleges-says-schools-cant-consider-race-in-admission.html
https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard
https://twitter.com/greg_price11/status/1674426520100814848
https://www.nbcnews.com/news/us-news/study-harvard-finds-43-percent-white-students-are-legacy-athletes-n1060361
https://www.wsj.com/articles/databricks-strikes-1-3-billion-deal-for-generative-ai-startup-mosaicml-fdcefc06
https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai
https://www.forbes.com/sites/alexkonrad/2023/06/29/inflection-ai-raises-1-billion-for-chatbot-pi
https://www.theinformation.com/articles/social-app-irl-which-raised-200-million-shuts-down-after-ceo-misconduct-probe
https://www.theinformation.com/articles/softbank-backed-messaging-app-irl-says-it-has-20-million-users-some-employees-have-doubts-about-that
https://www.bloomberg.com/news/articles/2023-06-27/byju-s-seeks-to-raise-1-billion-to-sidestep-shareholder-revolt
https://techcrunch.com/2023/06/27/prosus-byjus-markdown
https://twitter.com/shaig/status/1673836979903950851
https://www.ft.com/content/b8a4214f-7f64-4d3a-97c4-4731f2effb0d
https://twitter.com/chamath/status/1674469606746992651
https://pauloffit.substack.com/p/my-conversation-with-robert-f-kennedy
https://www.quantamagazine.org/an-enormous-gravity-hum-moves-through-the-universe-20230628
https://physics.aps.org/articles/v16/116
-
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups
(12:36) Zuck vs. Elon cage match
(15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection
(33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future
(51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins
(1:09:59) Secondary market for depressed startup shares heats up
(1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/altcap
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf
https://twitter.com/Dexerto/status/1671971832809791509
https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been
https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html
https://twitter.com/aaronjmate/status/1670514363634176000
https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5
https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93
https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html
https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration
https://twitter.com/davidsacks/status/1671628570714845184
https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken
https://www.nbcnews.com/politics/white-house/us-senior-officials-caught-guard-biden-calling-xi-dictator-rcna90398
https://twitter.com/chamath/status/1671806525029986304
https://www.wsj.com/articles/beijing-plans-a-new-training-facility-in-cuba-raising-prospect-of-chinese-troops-on-americas-doorstep-e17fd5d1
https://www.japantimes.co.jp/news/2023/06/05/asia-pacific/politics-diplomacy-asia-pacific/taiwan-2024-presidential-election-candidates
https://www.dailymail.co.uk/news/article-12210999/We-not-support-independence-Taiwan-Blinken-stresses-U-S-commitment-One-China-policy.html
https://twitter.com/shellenberger/status/1671162870422454272
https://www.wsj.com/articles/u-s-funded-scientist-among-three-chinese-researchers-who-fell-ill-amid-early-covid-19-outbreak-3f919567
https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus
https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx
https://www.bloomberg.com/news/articles/2023-06-22/startup-shares-selling-for-61-off-attract-venture-capital-hedge-funds
https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales
https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology
-
(0:00) Bestie intros: Chamath flies public + Poker recap
(8:12) FED pauses hikes momentarily, IPO window status, state of the market
(25:10) Film, cold plunge, and sauna talk
(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question"
(50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes
(1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps
(1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more
(1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/altcap
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html
https://fred.stlouisfed.org/series/FEDFUNDS
https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13
https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29
https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai
https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool
https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges
https://bard.google.com
https://coda.io/@presh-dineshkumar/jay-trading
https://www.ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061
https://www.cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html
https://www.theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes
https://reddark.untone.uk
https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html
https://www.bbc.com/news/technology-20554441
https://digiday.com/media/twitters-third-party-app-problem
https://www.wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement
https://www.platformer.news/p/meta-is-building-a-decentralized
https://www.ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251
https://twitter.com/natfriedman/status/1668650915505803266
https://www.kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game
https://openai.com/blog/function-calling-and-other-api-updates
https://twitter.com/RobertKennedyJr/status/1667616444996104196
https://www.womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones
-
(0:00) Bestie intros!
(1:48) Why RFK Jr. is resonating
(7:52) US crypto crackdown: action against Binance & Coinbase
(26:08) Sequoia splits off its China and India/SE Asia businesses
(41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas
(56:16) Ukraine update, Tucker on Twitter
(1:02:20) LIVE Q&A from Angel Summit in Napa!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/RobertKennedyJr/status/1666193699187875851
https://www.sec.gov/news/press-release/2023-101
https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets
https://www.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules
https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0
https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html
https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd
https://www.sec.gov/news/press-release/2022-219
https://www.sec.gov/news/press-release/2023-101
https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren
https://www.coindesk.com/policy/2023/04/28/crypto-industry-is-absolutely-at-war-against-gensler-warren-blockchain-association-ceo-smith-says
https://www.wsj.com/articles/us-regulators-choke-point-for-crypto-blockchain-occ-framework-backdoor-fdic-banks-warning-8b426152
https://www.piratewires.com/p/crypto-choke-point
https://twitter.com/rezoshm/status/1644881392357060610
https://cointelegraph.com/news/congressman-tom-emmer-says-sec-chair-gary-gensler-is-a-bad-faith-regulator
https://fortune.com/2021/09/24/1-trillion-dollar-coin-janet-yellen-us-debt
https://www.wsj.com/articles/venture-capital-firm-sequoia-to-separate-china-business-as-political-tensions-rise-36e54f85
https://techcrunch.com/2022/06/13/sequoia-india-and-southeast-asia-raises-2-8-billion-funds
https://www.theinformation.com/articles/arming-the-enemy-why-u-s-vcs-investing-in-china-ai-is-complicated
https://twitter.com/rabois/status/1643655946579607565
https://twitter.com/TimMeadsUSA/status/1666093487899680768
https://www.theinformation.com/briefings/lionel-messis-potential-mls-deal-includes-revenue-from-apple-tv
https://fortune.com/2023/06/08/lionel-messi-mls-apple-adidas
https://twitter.com/DavidSacks/status/1666160795703713792
https://twitter.com/TheChiefNerd/status/1666892516363231236
-
(0:00) Bestie intros + Vegas recap!
(4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!
(30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?
(1:11:34) Book banning follow-up
(1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware
(1:26:31) Biden's fall, populism in both parties
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html
https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question
https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country
https://twitter.com/billackman/status/1663959113703751720
https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a
https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e
https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin
https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa
https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low
https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541
https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799
https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html
https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f
https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow
https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU
https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit
https://pen.org/index-of-school-book-bans-2022
https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241
https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html
https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered
https://twitter.com/mdcps/status/1661194749821218818
https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper
https://twitter.com/jacobkschneider/status/1664343681321541636
https://youtu.be/CwJaSa335mE
-
(0:00) Bestie intros!
(3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience
(28:18) Debt ceiling, government spending, and lack of accountability
(40:44) Ways to force more government accountability, who really wins from higher taxes
(57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology
(1:06:20) Adobe's new AI product, why they might have overpaid for Figma
(1:11:43) State of Silicon Valley, VC, and startups; dealing with failure
(1:33:36) Bestie wrap!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/MarioNawfal
https://twitter.com/joebiden/status/1661496322980028423
https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25
https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777
https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement
https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/
https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25
https://youtu.be/50MusF365U0
https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says
https://fred.stlouisfed.org/series/FYFRGDA188S
https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001
https://twitter.com/friedberg/status/1658163970979823616
https://www.270towin.com/1980_Election
https://www.google.com/finance/quote/NVDA
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024
https://twitter.com/carlquintanilla/status/1661761614918426624
https://en.wikipedia.org/wiki/Huang%27s_law
https://twitter.com/scottbelsky/status/1660992735040663553
https://twitter.com/chamath/status/1661467059341914112
https://www.globenewswire.com/en/news-release/2023/05/15/2669326/0/en/Rumble-Acquires-Podcasting-and-Live-Streaming-Platform-CallIn.html
https://www.google.com/finance/quote/RUM:NASDAQ
-
(0:00) Bestie intros!: Reddit Performance Reviews
(5:14) Quick AIS 2023 update
(6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability
(21:25) Regulatory capture angle, "preemptive regulation," how AI relates to nuclear, insider insights from the White House's AI summit
(43:33) Elon hires new Twitter CEO
(48:46) Lina Khan moves to block Amgen's $27.8B acquisition of Horizon Therapeutics
(1:02:30) Apple's AR goggles are reportedly being unveiled at WWDC in early June, platform shift potential, how it deviates from Apple's prior launch strategies
(1:07:45) Residential and commercial real estate headwinds
(1:15:29) Unrest in SF and NYC after two recent tragic incidents ended in death
(1:24:20) Soros political motivations for backing progressive DAs
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://techcrunch.com/2023/05/18/psst-gary-marcus-is-happy-to-help-regulate-ai-on-behalf-of-the-u-s-government/
https://twitter.com/chamath/status/1658913074106236931
https://www.mosaicml.com/blog/mpt-7b
https://huggingface.co/spaces/HuggingFaceH4/open_llm_leaderboard
https://artificialintelligenceact.eu
https://futurism.com/the-byte/warren-buffett-ai-atom-bomb
https://www.cnbc.com/2023/05/12/nbcuniversal-ad-chief-yaccarino-resigns-as-sources-say-shes-in-talks-to-be-twitter-ceo.html
https://www.wsj.com/articles/ftc-poised-to-block-amgens-27-8-billion-deal-for-horizon-therapeutics-a9c1b499
https://www.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf
https://www.benefitspro.com/2023/05/12/pbms-the-brokers-who-control-drug-prices-finally-get-washingtons-attention
https://sharegpt.com/c/O6OKM9D
https://www.wsj.com/articles/apple-mixed-reality-headset-9213ac1b
https://twitter.com/PalmerLuckey/status/1657828947877560323
https://twitter.com/DavidSacks/status/1658955195450286081
https://www.foxnews.com/us/witness-jordan-neely-chokehold-death-calls-daniel-penny-hero
https://www.reddit.com/r/nyc/comments/1njfls/try_to_stay_away_from_the_michael_jackson
https://en.wikipedia.org/wiki/1984_New_York_City_Subway_shooting
https://en.wikipedia.org/wiki/Guardian_Angels
https://www.messynessychic.com/2019/03/26/in-the-shadows-with-nycs-self-styled-guardian-angels
https://www.eviemagazine.com/post/media-falsely-representing-jordan-neely-10-year-old-photos-crucial-information
https://twitter.com/Jason/status/1655716240500080640
https://www.foxnews.com/politics/george-soros-son-visited-white-house-dozen-times-since-biden-took-office-records-show
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(0:00) All-In Summit 2023 announcement!
(3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma
(18:33) AI regulation updates
(23:41) Druckenmiller's warning, macro overview
(40:22) RFK Jr. feedback, pushback, conspiracy accusations
(49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential
(1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show!
Register for All-In Summit 2023:
https://summit.allinpodcast.co
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://blog.google/technology/ai/google-palm-2-ai-large-language-model
https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud
https://www.google.com/finance/quote/GOOGL:NASDAQ
https://hedgefollow.com/funds/Duquesne+Family+Office
https://twitter.com/joincolossus/status/1656258955780456448
https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety
https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html
https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf
https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed
https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa
https://www.cnn.com/2023/05/10/politics/comer-bank-records-biden-family-members-payments-foreign-entities/index.html
https://twitter.com/JoshWalkos/status/1655748898357477379
https://nypost.com/2023/05/07/ex-cia-chief-michael-morell-misled-signers-of-hunter-biden-spy-letter-by-saying-hed-clear-it-with-agency
https://www.youtube.com/watch?v=KrjL_TSOFrI
https://twitter.com/PodiumDotPage/status/1656315157952200704
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(0:00) Bestie intros!
(0:49) Jason and Sacks intro Robert F. Kennedy Jr.
(3:46) Foreign policy: Ukraine / Russia
(17:17) Foreign policy: Taiwan / China
(18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling
(33:22) US Govt Intelligence Agencies: "Deep State," increasing accountability, "agency capture"
(46:04) COVID: mishandling, more "agency capture," vaccine policy
(55:10) Broader thoughts on vaccines in general
(1:05:54) Energy policy: thoughts on nuclear
(1:15:29) Culture wars: trans issues, CRT in schools, public vs charter schools
(1:23:09) Media: declining trust, misaligned incentives, conflict of interest with large advertisers
(1:30:07) Mainstream media coverage, ABC News debacle, evolving with new information, money in politics
(1:40:37) The Besties do a post-interview debrief
(1:57:30) Announcing All-In Summit 2023!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Robert F. Kennedy Jr:
https://twitter.com/RobertKennedyJr
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
- Se mer
