Claim Ownership

Author:

Subscribed: 0Played: 0
Share

Description

 Episodes
Reverse
(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
(0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma (18:33) AI regulation updates (23:41) Druckenmiller's warning, macro overview (40:22) RFK Jr. feedback, pushback, conspiracy accusations (49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential (1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show! Register for All-In Summit 2023: https://summit.allinpodcast.co Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://blog.google/technology/ai/google-palm-2-ai-large-language-model https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud https://www.google.com/finance/quote/GOOGL:NASDAQ https://hedgefollow.com/funds/Duquesne+Family+Office https://twitter.com/joincolossus/status/1656258955780456448 https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa https://www.cnn.com/2023/05/10/politics/comer-bank-records-biden-family-members-payments-foreign-entities/index.html https://twitter.com/JoshWalkos/status/1655748898357477379 https://nypost.com/2023/05/07/ex-cia-chief-michael-morell-misled-signers-of-hunter-biden-spy-letter-by-saying-hed-clear-it-with-agency https://www.youtube.com/watch?v=KrjL_TSOFrI https://twitter.com/PodiumDotPage/status/1656315157952200704
(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukraine / Russia (17:17) Foreign policy: Taiwan / China (18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling (33:22) US Govt Intelligence Agencies: "Deep State," increasing accountability, "agency capture" (46:04) COVID: mishandling, more "agency capture," vaccine policy (55:10) Broader thoughts on vaccines in general (1:05:54) Energy policy: thoughts on nuclear (1:15:29) Culture wars: trans issues, CRT in schools, public vs charter schools (1:23:09) Media: declining trust, misaligned incentives, conflict of interest with large advertisers (1:30:07) Mainstream media coverage, ABC News debacle, evolving with new information, money in politics (1:40:37) The Besties do a post-interview debrief (1:57:30) Announcing All-In Summit 2023! Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Robert F. Kennedy Jr: https://twitter.com/RobertKennedyJr Follow the pod: https://twitter.com/theallinpod 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 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/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/GavinSBaker Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/GOOG:NASDAQ https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky https://fred.stlouisfed.org/series/JTSJOL https://fred.stlouisfed.org/series/CIVPART https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd https://twitter.com/friedberg/status/1651371655774584832 https://twitter.com/mckaywrigley/status/1651291367224807424 https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea https://twitter.com/Jason/status/1650974906916671493 https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html https://twitter.com/RobertKennedyJr/status/1649190840198209537  
(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "dust storm" (53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds (1:21:26) Is crypto dead in America? Plus DeSantis vs Trump polling update and wrap Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/GavinSBaker/status/1649107858267439108 https://www.bbc.com/news/science-environment-65294084 https://twitter.com/thePrimalSpace/status/1649051677377560578 https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf https://twitter.com/elonmusk/status/1533408313894912001 https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27 https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094 https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484 https://twitter.com/KanekoaTheGreat/status/1648462770936115202 https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html https://twitter.com/chamath/status/1647010187377774596 https://en.wikipedia.org/wiki/Dal%C3%ADland- https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html https://www.vox.com/technology/2023/4/18/23688627/meta-layoffs-mark-zuckerberg-facebook-instagram-whatsapp https://news.crunchbase.com/venture/series-c-funding-decline-q1-2023 https://www.theinformation.com/articles/tiger-global-managements-12-7-billion-venture-fund-records-20-loss https://en.wikipedia.org/wiki/Greater_fool_theory https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data https://www.coindesk.com/business/2023/04/18/coinbase-could-move-away-from-us-if-no-regulatory-clarity-ceo-brian-armstrong https://news.yahoo.com/poll-trumps-big-post-indictment-bounce-is-fading-fast-183753992.html https://www.washingtonpost.com/politics/2023/04/20/desantis-trump-new-hampshire-poll
(0:00) Bestie intros! (1:49) Understanding AutoGPTs (23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood (37:38) How to regulate AI? (1:12:35) Bob Lee update, recent SF chaos Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.allinmeetups.io/ep125 https://github.com/Torantulino/Auto-GPT https://arxiv.org/pdf/2304.03442.pdf https://twitter.com/chamath/status/1645848531280998400 https://bootcamp.uxdesign.cc/i-made-a-flappy-bird-clone-with-gpt4-and-midjourney-inunder-an-hour-and-you-can-do-it-too-7847bc509431 https://twitter.com/ammaar/status/1645934107304787968 https://runwayml.com/customers/how-director-and-editor-evan-halleck-uses-runway-for-films-music-videos-and-commercials https://research.runwayml.com/gen2 https://twitter.com/wonderdynamics/status/1633627396971827200 https://twitter.com/DavidShowalter_/status/1645150966511988742 https://twitter.com/aloezeus/status/1645141925157060608 https://the-decoder.com/chaosgpt-is-the-first-public-attempt-to-destroy-humanity-with-ai https://twitter.com/mckaywrigley/status/1646596881420783619 https://www.wsj.com/articles/bitcoin-blockchain-hacking-arrests-93a4cb29 https://www.kron4.com/news/bay-area/video-shows-ex-sf-fire-commissioner-assaulted-with-pipe-in-marina-district https://twitter.com/activeasian/status/1644547881519681537 https://www.cnn.com/2023/04/11/business/san-francisco-whole-foods-closure/index.html https://sfstandard.com/business/downtown-san-francisco-whole-foods-market-closing https://twitter.com/davidsacks/status/1645969773153636352 https://twitter.com/AaronPeskin/status/1645896541893439489 https://sfchamber.com/citybeat-2022-press-release https://sf.gov/news/mayor-london-breed-proposes-27-million-funding-address-police-staffing-shortages https://www.sfchronicle.com/sf/bayarea/heatherknight/article/sf-police-crime-16931399.php
(0:00) Bestie intros! (4:12) Trump indictment (16:52) De-dollarization: What's real and what's overblown? (39:35) Debt ceiling vote predictions (56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture (1:10:02) RIP Bob Lee, fixing San Francisco Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html https://anncoulter.substack.com/p/youre-being-played-republicans https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799 https://twitter.com/DavidSacks/status/1638957986138959873 https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states https://www.yahoo.com/now/social-security-funds-could-run-120000267.html https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5 https://fred.stlouisfed.org/series/FYFRGDA188S https://fred.stlouisfed.org/series/FYONGDA188S https://www.longtermtrends.net/us-debt-to-gdp https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai https://twitter.com/rabois/status/1643655946579607565 https://twitter.com/jarvis_best/status/1643667684247371776 https://twitter.com/FrancisSuarez/status/1642862135226126338 https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html
(0:00) Bestie intros! (1:31) Joe Manchin calls out Biden on IRA flip-flop (7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins (26:31) Will generative AI be more important than mobile and the internet itself? Making the case for both Google and OpenAI to win generative AI (50:19) Reaching and containing AGI, AI's impact on job destruction (1:16:35) RESTRICT Act's bait and switch 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/biden-inflation-reduction-act-betrayal-joe-manchin-debt-ceiling-budget-fossil-fuels-green-energy-dc37738e https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups https://sharegpt.com/c/jGKq34x https://openai.com/blog/chatgpt-plugins https://www.theinformation.com/articles/alphabets-google-and-deepmind-pause-grudges-join-forces-to-chase-openai https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg https://futureoflife.org/open-letter/pause-giant-ai-experiments https://twitter.com/peakcooper/status/1639716822680236032 https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns
(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance (1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US? (1:25:46) Relativity Space shoutout and bestie wrap! Follow the besties: 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/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f https://twitter.com/scottrechler/status/1638534824808923136 https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba https://twitter.com/elonmusk/status/1636928718173003776 https://fred.stlouisfed.org/series/WGS10YR https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676 https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php https://twitter.com/boazweinstein/status/1638964105917890561 https://twitter.com/mr_derivatives/status/1638772846326583296 https://twitter.com/DavidSacks/status/1638957986138959873 https://twitter.com/balajis/status/1636797265317867520 https://twitter.com/balajis/status/1222921758375927808 https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html https://www.piratewires.com/p/2023-banking-crisis https://twitter.com/balajis/status/1448455115271143424 https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered https://twitter.com/markgags/status/802597908033966081 https://twitter.com/relativityspace/status/1638753739128315906
(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team (1:08:36) Science corner: Superconductors (1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap! 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://seekingalpha.com/article/4565388-svb-financial-blow-up-risk https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut https://www.bbc.com/news/uk-england-london-64968795 https://www.treasurydirect.gov https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel https://www.axios.com/2023/03/15/stripe-50-billion https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3 https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments https://twitter.com/Jason/status/1633570102326202368 https://www.nature.com/articles/s41586-023-05742-0 https://youtu.be/4lE8QWtrEvQ https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392
(0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blame? Debating venture debt (37:11) Contagion risk, second- and third-order effects, government backstops (1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders Follow the besties: 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.fdic.gov/news/press-releases/2023/pr23016.html https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf https://twitter.com/garrytan/status/1634260576431136768 https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk https://www.youtube.com/watch?v=Ymo6Yzjv_KY https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy https://twitter.com/Rippling/status/1634201986894577665 https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4 https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09 https://www.google.com/finance/quote/IAT:NYSEARCA
(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom (1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China (1:34:33) Ukraine update: China's peace proposal, US strategy (1:46:34) Harvard legacy admissions, Draymond Green on Black History Month (1:50:01) Stripe chart errata, bestie wrap! Follow the besties: 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.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506 https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979 https://openai.com/blog/introducing-chatgpt-and-whisper-apis https://twitter.com/heykahn/status/1628453782177865728 https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466 https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede https://www.google.com/finance/quote/CRM:NYSE https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript https://twitter.com/altcap/status/1631361678582611970 https://www.investopedia.com/articles/06/fas123r.asp https://www.wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0 https://www.reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01 https://www.reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27 https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611 https://www.euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now https://www.wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188 https://twitter.com/wikileaks/status/1496886759665586177 https://twitter.com/deloreshandy/status/1629516350602264582 https://www.nber.org/system/files/working_papers/w26316/w26316.pdf https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year https://www.bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled
(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more (23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple (29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved (39:05) AI's outsized impact on SaaS and real-world businesses (55:16) Advice from Steve Jobs on customer-first product development, Section 230 update (1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position (1:14:24) Tinfoil hat corner (1:23:25) Bestie wrap up! Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9 https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200 https://twitter.com/tylertringas/status/1627449217294958592 https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next https://twitter.com/Jason/status/1628851245644644352 https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230 https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html https://twitter.com/nytimes/status/1626984889449959430 https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html https://www.bbc.com/news/world-europe-26079957 https://openai.com/blog/how-should-ai-systems-behave
(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230 (57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, and more DONATE: https://www.humanesociety.org/news/going-big-beagles https://www.beastphilanthropy.org/donate 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/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display https://doomberg.substack.com/p/railroaded https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002 https://www.bloomberg.com/news/features/2023-02-15/zantac-cancer-risk-data-was-kept-quiet-by-manufacturer-glaxo-for-40-years https://www.foxnews.com/video/6320573959112 https://www.wsj.com/articles/why-im-resigning-from-the-ftc-commissioner-ftc-lina-khan-regulation-rule-violation-antitrust-339f115d https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side https://www.investopedia.com/section-230-definition-5207317 https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002 https://twitter.com/elonmusk/status/1626097497109311495 https://chat.openai.com/chat https://twitter.com/Jason/status/1626091654120894464 https://politiquerepublic.substack.com/p/chatgpt-is-democrat-propoganda https://www.bbc.com/news/technology-35902104 https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html https://unusualwhales.com/news/openais-chatgpt-has-reportedly-predicted-that-the-stock-market-will-crash-on-march-15-2023 https://www.history.com/news/josef-stalin-great-purge-photo-retouching https://www.hollywoodreporter.com/business/business-news/ec-funds-france-build-google-106934 https://www.nytimes.com/2008/03/21/technology/21iht-quaero24.html
0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:26 Bestie refresh! 33:13 The AI Search Wars: Microsoft presses hard, Google's rough week 45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data? 1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns? 1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements Follow the besties: 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/1623540190060101632 https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability https://twitter.com/EmiliaKaminska/status/1574817556950663169 https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link https://www.youtube.com/watch?v=OyBNmecVtdU https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08 https://twitter.com/Google/status/1622710355775393793 https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s https://neeva.com https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works. https://twitter.com/arnaudai/status/1623359864100601861 https://github.com/features/copilot https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data https://twitter.com/LynAldenContact/status/1620447620987785216 https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg https://twitter.com/pretentiouswhat/status/1622832701131874306  
(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues (1:02:33) Adani's potential fraud, role of short sellers 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/business/2023/02/03/january-jobs-labor-market https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190 https://fred.stlouisfed.org/series/CIVPART https://www.ustreasuryyieldcurve.com https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661 https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next https://www.google.com/finance/quote/META:NASDAQ https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18 https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10 https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice https://twitter.com/tomloverro/status/1620466827519496194 https://twitter.com/msuster/status/1620653106387386368 https://twitter.com/gradypb/status/1620937502248034304 https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y https://hindenburgresearch.com/adani https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response https://www.sec.gov/rules/proposed/2022/34-94313.pdf https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774
(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams (40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness (1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more (1:22:39) Science Corner: Will we soon be able to reverse aging? 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://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792 https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response https://noahpinion.substack.com/p/would-breaking-up-google-really-do https://thehustle.co/12232022-ad-spend https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant https://twitter.com/rebelnewsonline/status/1615770518606561282 https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025 https://www.nature.com/articles/s41467-022-31401-5 https://www.seacoastonline.com/story/opinion/columns/2022/01/29/kerr-covid-vaccines-anti-vaxxers-should-reject-hospital-beds-too/9246198002/ https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592 https://twitter.com/jason/status/1478587551271161857 https://twitter.com/EricTopol/status/1618381912413962240 https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html https://www.businessinsider.com/ukraine-now-getting-western-tanks-looking-at-fighter-jets-next-2023-1 https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html https://www.dailymail.co.uk/debate/article-11661589/PETER-HITCHENS-Sending-Ukraine-tanks-turn-Europe-one-big-radioactive-graveyard.html https://twitter.com/DavidSacks/status/1618321900324950018 https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768 https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583 https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20
(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy (39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform (1:00:42) TikTok's endgame in the US: banned, spun out, or something else? (1:17:22) Pharma meets AI, best AI business models Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/RitchieTorres/status/1616124738752987152 https://twitter.com/TalbertSwan/status/1616101666582892547 https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415 https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige https://twitter.com/ShellenbergerMD/status/1614782758328598528 https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479 https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560 https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d https://www.hellopearl.com https://roboflow.com https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12 https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157
(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle (1:09:57) Biden's documents, America's over-classification problem (1:27:16) Best cabinet positions/ambassadorships   Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg   Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast   Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg   Intro Video Credit: https://twitter.com/TheZachEffect   Referenced in the show: https://twitter.com/mattyglesias/status/1613135006272045056 https://www.epsilontheory.com/gell-mann-amnesia https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel https://twitter.com/BettyKPIX/status/1613080547022229504 https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals https://fortune.com/2023/01/11/structure-openai-investment-microsoft https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d https://openai.com/blog/introducing-openai https://ai.facebook.com/tools/pytorch https://fairuse.stanford.edu/overview/fair-use/four-factors https://fred.stlouisfed.org/series/USAPEFANA  
Comments (47)

Jason Rotter

refreshing to listen to a Democrat and an American make a lot of sense.

May 8th
Reply

Poops

Replacing the dollar as a WRC is so foreign to Americans. They can't see the forest for the trees. To busy arguing about gender to see their economy is under attack from within. Will the dollar be replaced? Unlikely imo but not impossible.

Apr 8th
Reply

Poops

Jason is insufferable.

Dec 11th
Reply

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
Download from Google Play
Download from App Store