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(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing (1:10:04) What OpenAI's new ChatGPT tool means for the future (1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=KMZckrBPw38 https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident https://www.wsj.com/articles/sequoia-capital-apologizes-to-limited-partners-for-ftx-investment-11669144914 https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html https://twitter.com/lizrhoffman/status/1595193884438568960 https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections https://chat.openai.com/chat https://twitter.com/jdjkelly/status/1598021488795586561 https://twitter.com/pmarca/status/1598413401705021440 https://twitter.com/jdjkelly/status/1598021488795586561 https://twitter.com/DavidSacks/status/1598076726671642624 https://twitter.com/DavidSacks/status/1598363968547876864
0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture 1:17:23 SBF's leaked DMs, Elon's culture shift 1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/ianbremmer/status/1592951330955759616 https://twitter.com/DavidSacks/status/1592970866312482816 https://twitter.com/DavidSacks/status/1593041589685063683 https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents https://twitter.com/IAPolls2022/status/1592271468045684736 https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748 https://fred.stlouisfed.org/series/GFDEGDQ188S https://fred.stlouisfed.org/series/GFDGDPA188S https://en.wikipedia.org/wiki/List_of_countries_by_public_debt https://fred.stlouisfed.org/series/FYFRGDA188S https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf https://twitter.com/antoniogm/status/1593606745955348481 https://twitter.com/DavidSacks/status/1590110462347444224 https://twitter.com/g_shullenberger/status/1590069877288886274 https://compactmag.com/article/the-email-caste-s-last-stand https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy https://twitter.com/bgurley/status/1593448516394881024 https://twitter.com/Jason/status/1593653573329436672 https://cointelegraph.com/news/sbf-received-1-billion-in-personal-loans-from-alameda-ftx-bankrupty-filing https://s.wsj.net/public/resources/documents/FTXFILING.pdf https://twitter.com/balajis/status/1593141361582444544
(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more! (43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence (1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869 https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight https://twitter.com/GordonJohnson19/status/1591062535586848768
(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated (35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years (54:04) Midterm election preview, understanding the shift toward populism (1:17:32) Science corner: Understanding Meta's AlphaFold competitor Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/elonmusk/status/1588538640401018880 https://twitter.com/yoyoel/status/1587230924554399744 https://twitter.com/dee_bosa/status/1587158734689767425 https://twitter.com/TechBroDrip/status/1586370087287521280 https://twitter.com/elonmusk/status/1586149451348910081 https://layoffs.fyi https://twitter.com/Post_Market/status/1577793695734284289 https://twitter.com/bullfightcap/status/1588311417052012544 https://www.youtube.com/watch?v=vBkzm4a7iY4 https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&symbol=COIN5259271 https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month https://fred.stlouisfed.org/series/CIVPART https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate https://www.bbc.com/news/business-63471725 https://www.google.com/finance https://twitter.com/bgurley/status/1554589241560010753 https://appleinsider.com/articles/22/11/02/apple-is-freezing-hiring-cutting-budgets-claims-new-report https://www.cnn.com/2022/11/02/politics/cnn-poll-democrats-midterm-elections/index.html https://www.theatlantic.com/ideas/archive/2022/10/covid-response-forgiveness/671879 https://www.axios.com/2022/11/04/trump-presidential-run-2024-announcement https://projects.fivethirtyeight.com/biden-approval-rating/ https://www.joshbarro.com/p/the-problem-with-pro-democracy-rhetoric https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCSSTUS1&f=M https://about.fb.com/news/2022/11/ai-protein-research-could-drive-progress-in-medicine-clean-energy
(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more (1:02:52) Big tech's 2022 decline, macro outlook, market breakdown (1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China (1:27:29) Science corner: Gut microbiome advancements Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/TWTR:NYSE https://twitter.com/elonmusk/status/1586059953311137792 https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18 https://www.google.com/finance/quote/META:NASDAQ https://fred.stlouisfed.org/series/JTSJOL https://fred.stlouisfed.org/series/EFFR https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621 https://twitter.com/BillAckman/status/1581831084219645952
(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares (32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics (1:05:38) The difficulty of active stock picking and valuing businesses (1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/SNAP:NYSE https://www.statista.com/statistics/545967/snapchat-app-dau https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value https://twitter.com/elonmusk/status/1520643441994387456 https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256 https://voterguide.sos.ca.gov/propositions/30 https://fred.stlouisfed.org/series/GFDEGDQ188S
(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more (53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario (1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks Follow the besties: 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.businessinsider.com/leaked-amazon-slides-instruct-employees-to-double-down-frugality-2022-10 https://www.cnbc.com/2022/10/12/amazon-cost-cuts-under-andy-jassy-reflect-new-reality-after-25-years.html https://www.wsj.com/articles/venture-firms-are-betting-on-public-tech-stocks-as-startup-market-stalls-11665653404 https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html
0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads 49:45 Biden pardons all prior federal offenses of marijuana possession 59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations Follow the besties: 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/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524 https://twitter.com/Billyhottakes/status/1576246821139070976 https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share https://makeavideo.studio https://fred.stlouisfed.org/series/JTSJOL https://twitter.com/POTUS/status/1578097875480895489 https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win https://www.bloomberg.com/news/articles/2022-10-03/social-media-company-liability-draws-us-supreme-court-scrutiny
0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:06 RIP Coolio 1:00:30 Russia / Ukraine update Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring https://www.google.com/finance/quote/META:NASDAQ https://www.google.com/finance/quote/AAPL:NASDAQ https://www.google.com/finance/quote/GOOG:NASDAQ https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html https://www.google.com/finance/quote/NFLX:NASDAQ https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html https://www.xe.com/currencycharts/?from=GBP&to=USD&view=1M https://www.bls.gov/charts/job-openings-and-labor-turnover/unemp-per-job-opening.htm https://fred.stlouisfed.org/series/JTSJOL https://www.wsj.com/articles/a-nation-of-quitters-great-enabling-exodus-working-age-men-parents-stimulus-covid-quit-retirement-bohemian-videogame-11664112795 https://goop.com/subscribe https://www.reuters.com/world/putin-host-kremlin-ceremony-annexing-parts-ukraine-2022-09-29 https://www.reuters.com/world/europe/zelenskiy-says-ukraine-applying-nato-membership-2022-09-30 https://www.reuters.com/world/europe/qa-nord-stream-gas-sabotage-whos-being-blamed-why-2022-09-30 https://www.aa.com.tr/en/economy/former-polish-foreign-minister-thanks-us-for-damaging-nord-stream-pipeline/2696530 https://www.theamericanconservative.com/should-america-go-all-in-on-ukraine
0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict 50:45 Government-heavy climate plans, Dilbert/ESG backlash 1:01:20 Poker plans, chess cheating scandal Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://youtu.be/AODfsBMGzGQ https://twitter.com/chamath/status/1461453308623659010 https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021 https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/ https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999 https://www.brown.edu/news/2021-09-01/costsofwar https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766 https://twitter.com/UncommonYield/status/1572743593508638722 https://twitter.com/Jason/status/1572399621389062145
0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 How Adobe might bundle Figma, regulatory implications 38:59 Analyzing Google's "one off" acquisition of YouTube 49:33 Friedberg breaks down the latest TPB SPAC news 1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022 1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/ADBE:NASDAQ https://www.figma.com/blog/a-new-collaboration-with-adobe https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship https://twitter.com/LizAnnSonders/status/1570711614277419009 https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/ https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis
0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing of Queen Elizabeth II 15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more 53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands 1:03:46 Overprescribing of amphetamines to children Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/theallinpod/status/1568294657632907268 https://www.youtube.com/watch?v=FfJv9QYrlwg https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html https://twitter.com/aaronjmate/status/1566484400224993280  
(0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue (40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story (52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure (1:06:04) Besties reflect on Mikhail Gorbachev's passing Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days https://www.youtube.com/watch?v=XlXSGqvP-A8 https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/ https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509
0:00 Bestie intros! 1:25 Twitter's former head of security makes allegations against the company 22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities 33:54 Student loan forgiveness 1:03:25 Red wave or red ripple? 1:07:57 Science corner: Gut microbiome, fecal transplants Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html https://time.com/6207996/twitter-whistleblower-allegations/ https://twitter.com/DavidSacks/status/1562179576800763904 https://twitter.com/DavidSacks/status/1562179705322684416 https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23 https://twitter.com/elonmusk/status/1562105413977493504 https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2 https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards https://blogs.microsoft.com/on-the-issues/2021/06/30/the-need-for-legislative-reform-on-secrecy-orders https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers https://twitter.com/LHSummers/status/1562040653432999936 https://www.socialcapital.com/ideas/2021-annual-letter https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple https://www.cell.com/cell/pdf/S0092-8674(22)00919-9.pdf https://grow.google
0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow 25:32 Housing policy: Bay Area, Houston, Miami differences 45:41 China, Saudi Arabia, Russia increase relations: should the US be worried? 1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more 1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html https://www.google.com/finance/quote/PLD:NYSE https://www.google.com/finance/quote/WE:NYSE https://www.google.com/finance/quote/BX:NYSE https://a16z.com/2020/04/18/its-time-to-build https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023 https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541 https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790 https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16 https://www.foreignaffairs.com/ukraine/playing-fire-ukraine https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html
0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047 https://cloudedjudgement.substack.com/p/clouded-judgement-81222 https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801 https://fred.stlouisfed.org/series/FIXHAI https://www.newyorkfed.org/microeconomics/hhdc https://twitter.com/AndrewYang/status/1556987104219090945 https://twitter.com/andrewcuomo/status/1556990308424028163 https://twitter.com/elonmusk/status/1546669610509799424 https://twitter.com/michaeljburry/status/1557934401505308672
0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit  Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/DavidSacks/status/1554963395660566533 https://davidsacks.medium.com https://ycharts.com/indicators/us_gas_price https://www.macrotrends.net/1369/crude-oil-price-history-chart https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue https://twitter.com/mkraju/status/1554485039710310401 https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html
0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative? 22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate 36:33 "Inflation Reduction Act", how government subsidies can stifle innovation 59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M 1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky? Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20 https://news.shopify.com/changes-to-shopifys-team https://www.google.com/finance/quote/TDOC:NYSE https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323 https://twitter.com/jamiedupree/status/1552406981637545993 https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease https://www.nature.com/articles/s41380-022-01661-0 https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/ https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html https://twitter.com/ConanOBrien/status/1552358211986006019 https://twitter.com/maga_cy/status/1552360064693915648  
0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook 1:09:21 Automation and the impact of the information economy 1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets 1:36:36 Amazon acquires One Medical Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/pelositracker_/status/1549535561718714368 https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031 https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311 https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/ https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban https://poll.qu.edu/poll-release?releaseid=3852 https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/ https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430 https://twitter.com/micsolana/status/1549868945640914951 https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/ https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html https://twitter.com/WallStreetSilv/status/1549790086656581640   https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff https://datacommons.org/place/country/CHN https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162 https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725 https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/ https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case  
0:00 Bestie intros! 1:41 Emerging markets, Sri Lanka break down 36:01 9.1% CPI print 48:15 Current market sentiments from retail and institutional investors 1:05:00 NASA's Webb telescope images 1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play BEAGLE RESCUE INFO: https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html https://www.humanesociety.org/beaglerescue Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600 https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/ https://worldpopulationreview.com/countries/countries-by-gdp https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03 https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/ https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60 https://twitter.com/chamath/status/561467714485514240 https://datareportal.com/reports/digital-2022-sri-lanka https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/ https://tradingeconomics.com/united-states/inflation-cpi https://www.redfin.com/news/data-center/ https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/ https://fred.stlouisfed.org/series/DGS10 https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875 https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487 https://www.google.com/finance/quote/NOTV:NASDAQ https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328
Comments (44)

Juned Shaikh

very informative discussion. learned that US government budget is $5.5T and what constitute debt payment is indeed manageable. hope the numbers are not brittle!

Nov 24th
Reply

Maciej Czech

"Quality" of your research on Europe, energy and war is shocking - makes me question you ever said :O It's different reality with all those lies, headlines and gossips you repeat here as "truth" :O

Oct 24th
Reply

Poops

Celebs opening businesses. What a new concept. This Kim K sounds interesting. I wonder how she became an influencer?

Sep 11th
Reply

Poops

Jason is a douche

Sep 6th
Reply

Adam Weiss

Had to be at the Miramar...or the Hamptons. 🚉 👂🏼

Sep 4th
Reply

Black Mirror

Chamath: the aristocracy of the USSR fought against the folks that wanted reforms, predating the oligarch class, leading to the collapse of an empire. Wonder how we can apply this historical lesson to America.

Sep 2nd
Reply

Mermadone

everytime you hear a train in this episode, take a shot 🤣🤣🤣

Sep 1st
Reply

Black Mirror

No mention of the income-based repayment plan released in the Biden debt relief plan? They were just talking about ISA's less than a year ago. Oh wait, Chamath profiteers from student debt via SoFi. BAD FAITH DISCUSSIONS

Aug 26th
Reply

Adam Weiss

Well done DAVE! (now we know he calls himself that). Huge improvement on the backgroubd too! Love the rotating Moderator concept.

Aug 21st
Reply

Adam Weiss

No Intros? 😢😢😢

Aug 6th
Reply

Maciej Czech

Sacks opinions on Ukraine, Lithuania and whole Europe are just disgusting. Why somebody who has NO IDEA about whole continent is still allowed to make so hard statements?!

Aug 2nd
Reply

Maciej Czech

Again episode ruined by quality of sound ;( Inhales, breathing - nobody cared about this how audio was recorded and even not edited when it was recorded with over sensitive microphone :/

Jul 31st
Reply

Patrick Muggill

Love when Sachs dunks on JCal, this clown never brings facts to the table.

Jun 30th
Reply

Black Mirror

Tim is an elitist dullard clinging to fake decorum, much like a child refusing to acknowledge that Santa isn't real

May 30th
Reply

Maciej Czech

Sacks - there are so many Russians on Crimea just because Russia moved them in over time! Stop speaking about it all with such a confidence while you simply have NO IDEA about all that! This yours misinformation should be controlled finally.

May 28th
Reply

Maciej Czech

It's disgusting how strong statements Sacks is making while it just shows how he has NO IDEA about whole situation and Europe.

May 26th
Reply

Black Mirror

Chamath profiteers from student debt through his investments in SoFi. Will Chamath's children get practical training in the trades, since those are "the jobs that need to be done?" He is advocating for an educational caste system that further perpetuates income inequality and ends class mobility after age 18.

May 1st
Reply

Poops

Chamath got slapped and instead of just saying sorry he compared torture and rape to school shootings.

Jan 23rd
Reply

Alex Kwong

The 4 human cocaine dose I need every Friday to get me through the week. Please, no more weeks off...serious withdrawal symptoms from Thanksgiving. So bad, I found myself watching the a CNN panel to compensate.

Dec 12th
Reply

Poops

J Cal wants to steal all the peoples money and disguise it as a DAO.

Nov 21st
Reply
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