All-In with Chamath, Jason, Sacks &amp; Friedberg &#8211; Jason Calacanis

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Intro Music Credit:

Intro Video Credit:

https://www.nejm.org/doi/full/10.1056/NEJMoa2101765

Articles referenced in the show:

The New England Journal of Medicine - BNT162b2 mRNA Covid 19 Vaccine in a Nationwide Mass Vaccination Setting

San Francisco COVID-19 Vaccinations

https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/

The Art Newspaper - WTAF? Beeple NFT work sells for astonishing $69.3m at Christie’s after flurry of last-minute bids nearly crashes website

https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency

CoinDesk - Burnt Banksy NFT Sells for $380K in ETH

https://www.coindesk.com/burnt-banksy-nft-sells-for-380k-in-eth

CNBC - Beeple NFT becomes most expensive ever sold at auction after fetching over $60 million

https://www.cnbc.com/2021/03/11/most-expensive-nft-ever-sold-auctions-for-over-60-million.html

Glenn Greenwald:

https://greenwald.substack.com/p/criticizing-public-figures-including

https://greenwald.substack.com/p/journalists-start-demanding-substack

Tweets referenced in the show:

https://twitter.com/davidsacks/status/1370197389210914817

https://twitter.com/davidsacks/status/1370132006080708609

https://twitter.com/davidsacks/status/1370253867154247684

https://twitter.com/davidsacks/status/1370441843666690050

https://twitter.com/chamath/status/1369328384812093441

https://twitter.com/JTLonsdale/status/1369893590369964032

https://twitter.com/domm/status/1368605017238740994

https://twitter.com/CovidVaccineCA

Show Notes:

0:00 Biden's vaccine mandate, California's mishandling of the vaccine rollout, cancel culture impacting vaccine distribution

11:00 Vaccine efficacy, "inequity" of distribution

19:24 Success vs. privilege, Meghan Markle vs. The Royal Family

33:38 NFTs, speculative markets, blockchain as a ledger

48:00 Impact of inflation on wealth inequality

1:01:20 SPAC/Direct Listing talk

1:07:46 Yung Spielburg's newest track: RED PILLS

E24: Markets trend down, political manipulation via COVID “Zeroism," stimulus breakdown, biological Patriot Act Mar 06, 2021

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Intro Music Credit:

Intro Video Credit:

https://nymag.com/intelligencer/article/school-opening-science-coronavirus-teacher-unions-zeroism.html

Referenced in the show:

NY Magazine - Zero COVID Risk Is the Wrong Standard

Released COVID-19 Response Contracts

https://covid19.ca.gov/contracts

Chesa's "response" to Sacks

https://twitter.com/chesaboudin/status/1366508970102247424

GoFundMe for SF DA reporter

https://www.gofundme.com/f/report-on-chesa-boudin-san-francisco-crime

The Verge - Entire school board resigns in shame after forgetting their WebEx call was public

https://www.theverge.com/tldr/2021/2/21/22294457/oakley-school-board-resigns-zoom

Show Notes:

0:00 Markets tank, reasons for optimism in the short-term

15:29 Breaking down the stimulus

24:12 California's COVID emergency stimulus mishaps, political manipulation via "Zeroism"

38:27 Biological Patriot Act, freedom of choice post-vaccination

49:23 Newsom recall update, SF DA Chesa Boudin's high school friend responds to Sacks, SF bureaucratic issues

1:00:33 Grading Biden's first 60 days in office, Oakley School Board mishap, teacher's union issues, Jason's red pill bender

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions! Feb 20, 2021

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Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997

Referenced in the show:

WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins

The Changing World Order by Ray Dalio

Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity

https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/

Show Notes:

0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics

10:52 Chesa Boudin cancelled on us, radical DAs & local prosecution in SF & LA, why criminal justice reform resonates

34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media?

47:26 Vaccine update, conditioned fear sustaining post-vaccine

58:58 Fan Q&A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old

E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev Feb 13, 2021

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https://twitter.com/vladtenev

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Intro Music Credit:

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Show Notes:

0:00 Bestie intro, congrats to Friedberg on a big beak wet

1:44 Jason intros Vlad Tenev

2:48 Vlad fields questions on Robinhood's choice to stop the buying of $GME, his CNBC appearance, self-clearing, liquidity & more

11:02 Allowing access to margin, Robinhood's prior SEC fines, Robinhood accounts that go bankrupt, debunking conspiracy theories, WallStreetBets & more

21:57 Should there be more transparency in the financial markets? Will Robinhood's IPO shares be sold to their retail users? What will they change internally going forward, and how would they have handled the meme stocks situation differently?

31:04 Vlad tells the real story of Jason investing & signs off

33:51 Vlad's returns to answer more questions on users that lost everything, future of payment for order flow & more

41:36 Debriefing Vlad's performance

E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green Feb 06, 2021

Follow the besties:

https://twitter.com/Money23Green

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://youtu.be/MukXS8uaVns

Referenced in the show:

David Sacks on Tucker Carlson

Gell-Mann Amnesia

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

Show Notes:

0:00 Discussing Sacks' recent hit on Tucker Carlson

7:25 Media misalignment, subjects as sources, new age of journalism

25:53 Bold prediction for the future of media, potential All-In Network, mistrusting everyone except individuals

34:28 Bestie Guestie Draymond Green joins the show to talk dealing with day-to-day NBA life under COVID protocols, the temperature of the nation, issues with the media & more

1:08:02 Mean tweets

E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it Feb 03, 2021

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Intro Music Credit:

Intro Video Credit:

https://www.persuasion.community/p/the-insiders-game

Referenced in the show:

The Insiders' Game by David Sacks

ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals

https://rb.gy/g8uwfj

Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion

https://rb.gy/5bhfsf

Rescue California - Recall Gavin Newsom

https://rescuecalifornia.org

Show Notes:

0:00 Wrapping up the Robinhood situation: major lessons learned, Elon’s Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021?

20:21 Understanding short positions - why do firms short, more transparency & margin requirements

26:08 Sacks on the growing insider vs. outsider theme in politics & finance, importance of institutions in chaos

31:45 Breaking down California’s report card, why the state is such a mess, what structural problems plague it & how to fix them

1:02:04 Chamath’s Aziz Ansari story, Governor potential, top ways to save California

E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future? Jan 30, 2021

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Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=K2lJg4sxl2U

Referenced in the show:

David Sacks on Bloomberg

Chamath for Governor

https://www.chamathforca.com

DeepFuckingValue's Reddit page

https://www.reddit.com/user/DeepFuckingValue

Show Notes:

0:26 Besties intro

2:11 Chamath breaks down the entire WallStreetBets/GameStop saga

15:38 Jason responds, debating Robinhood's liquidity crisis, Citadel's potential involvement & more

39:18 How can this be prevented in the future? Restructuring capital gains tax, censorship, where Robinhood can go from here

53:02 Major learnings from this week's events, risks of decentralization, do stocks need to be reflexive of the underlying business? GameStop's endgame

1:15:01 Chamath for Governor of California, Friedberg on leaders vs. managers & the problem with career politicians

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more Jan 23, 2021

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Intro Music Credit:

Intro Video Credit:

https://fred.stlouisfed.org/series/M1

Referenced in the show:

M1 Money Stock

Friedberg's Spy Situation

https://www.justice.gov/opa/pr/chinese-national-who-worked-monsanto-indicted-economic-espionage-charges

Sacks' thoughts on Wilkinson cancellation

https://twitter.com/DavidSacks/status/1352432977460957185

Show Notes:

0:00 Bestie intro, Inauguration talk, Impeachment implications

20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal

34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story

44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, worst-case scenarios

55:06 How the tech ecosystem plays into inequality & how to fix it

1:04:00 Recalling California Governor Gavin Newsom, California's lockdown incompetence

1:17:32 Sacks rebukes cancel culture, this time from the right-wing mob

E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet Jan 11, 2021

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https://www.youtube.com/watch?v=8lxk47phNV4&t=1s

Intro Music Credit:

Intro Video Credit:

https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo

Referenced in the show:

“I Have Blood on My Hands”: A Whistleblower Says Facebook Ignored Global Political Manipulation

Show Notes:

0:00 David Sacks intros the besties

2:08 Jason & Sacks hash it out & the besties break down reconciliation in American democracy

21:09 Big Tech bans, did they give Trump an easy out? Ramifications for First Amendment

43:01 What laws can be written to prevent Big Tech oligarchy in the future?

59:32 Why Big Tech acted in unison against Trump: internal & external pressure, pending Democratic administration

1:09:42 Current Pence/Trump relationship, McCarthyism 2.0, should Big Tech be broken up?

1:32:46 History of the presidential pardon, Chamath on SoFi's Anthony Noto

E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more Jan 08, 2021

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Intro Music Credit:

https://rb.gy/aizgdm

Intro Video Credit:

Referenced in the show:

The Killer D.A. by David Sacks

https://rb.gy/k5rz0k

Show Notes:

0:00 New intro for the besties - listen here: https://rb.gy/aizgdm

2:14 Sacks' trip to Miami

6:01 Reflecting on the riot at the US Capitol: police response, double standard with BLM protest, big picture, prosecuting Trump & healing the nation post-Trump

29:43 2016 Election interference, reasons for unrest & polarization, Trump's culpability

44:19 Should the 25th Amendment be invoked?

49:51 Democrats win Georgia runoff elections, did Trump's implosion lose Georgia for the GOP?

56:23 How Friedberg would handle vaccine distribution

1:07:45 San Francisco's Killer D.A., recalling Gavin Newsom, Kim Kardashian for Governor of CA

E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020 Dec 18, 2020

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https://soundcloud.com/olyofficial

Intro Music Credit:

Show Notes:

0:00 The besties discuss some recent beak wetting, open source merch & more

6:31 Chamath tells the “192.5” weight loss bet story

10:54 Biggest Winner - Politics

13:08 Biggest Loser - Politics

16:24 Biggest Winner - Business

19:47 Biggest Loser - Business

23:22 Biggest Winner - Culture

26:24 Biggest Loser - Culture

32:31 Biggest Turnaround

34:49 Biggest Flash in the Pan

39:32 Biggest Breakthrough

43:51 Smartest Move - Business

49:58 Dumbest Move - Business

56:25 Smartest Move - Politics

1:00:20 Dumbest Move - Politics

1:04:22 Best/Worst Political Theatre

1:12:57 Best Memes

E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more Dec 04, 2020

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https://www.thesyndicate.com/allin

Invest with the Best... ies!:

Referenced in the show:

NYT - The Rich Kids Who Want to Tear Down Capitalism

https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html

Coinbase - An upcoming story about Coinbase

https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27

NYT - ‘Tokenized’: Inside Black Workers’ Struggles at the King of Crypto Start-Ups

https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html

Show Notes:

0:00 Besties intro, fashion talk & the All-In Syndicate

3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce?

19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible

27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale

47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far

59:21 Trump's Section 230 gambit, will Trumpism fade away?

1:05:23 Trust Fund socialists

1:26:14 Coinbase vs. NYT round 2, https://www.thesyndicate.com/allin

E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more Nov 25, 2020

Follow the crew:

Follow the pod:

https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html

Referenced in the show:

NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine

Show Notes:

0:00 Besties congratulate Friedberg & Chamath for taking Metromile public, Chamath explains a PIPE, Sacks & Jason express their discontent for being left out of the first bestie SPAC

10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it?

21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc.

35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation & lack of regulators, regulation vs. innovation

47:07 Thoughts on ISAs & how they could disrupt overpriced higher education, Dave Chappelle's contract with Comedy Central

59:58 Trump accepts defeat (sort of), Biden's cabinet selections so far

1:06:29 What the besties are thankful for

1:14:50 Peace in the Middle East being achieved by declining reliance on oil, based on resume alone - would Trump have won if not for his antics?

1:21:01 Code 13!

E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more Nov 11, 2020

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Show Notes:

0:00 Besties reflect on the election night special, comparing Trump's case to Al Gore's in 2000

4:44 Was this election devastating for extreme-ism in politics?

12:13 Pfizer vaccine, withholding the vaccine from the political news cycle

21:54 COVID endgame scenarios

28:45 Public markets ripping, gridlock great for the economy

34:43 Analyzing exit polls, death of identity politics

50:57 Biggest loser of the election: Journalism

57:43 When will Trump concede? What will his next move be?

1:07:37 San Francisco's collapse - will it eventually go bankrupt?

E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more! Nov 04, 2020

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Follow the pod:

https://twitter.com/bgurley

Follow the bestie guesties:

https://twitter.com/phil_hellmuth

https://twitter.com/altcap

https://twitter.com/jcpolls

Show Notes:

0:00 The besties & Phil Hellmuth on Trump’s early lead, live betting odds, the Latinx reversal

10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more

20:33 Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome

24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more

41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020

50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses

55:40 Mid-show predictions, Jason goes off on Trump

1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger

1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns

1:38:24 Reviewing the race swing state by swing state

1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more

1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders

2:00:43 Reconciling middle America & the coastal elites, respecting each other’s differences, understanding Prop 22

2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation

2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy

2:34:32 Jason & Sacks debate Russian election interference legitimacy

2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more

2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden’s election night address

E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more Oct 16, 2020

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Follow the pod:

https://medium.com/craft-ventures/rip-section-230-1112dfad3fac

Sacks' blog post on Section 230:

Referenced in the show:

NY Post Hunter Biden Story

https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/

Twitter's explanation for censoring it

https://twitter.com/TwitterSafety/status/1316525303930458115

Facebook's explanation for censoring it

https://twitter.com/andymstone/status/1316395902479872000

Updated CDC survival rates

https://twitter.com/adam_creighton/status/1308652790823051264?s=21

Show Notes:

0:00 The besties catch up on the news

1:29 NY Post Hunter Biden story & censorship by Twitter/Facebook

7:27 What is section 230 & how does it play into the publisher vs. distributor debate

13:23 Distinguishing between publishers & distributors

28:30 Why Twitter & Facebook's actions with the NY Post were a huge blunder & crossed a line, should the laws be rewritten?

37:21 Trump beats COVID, what that means for better treatment options, dueling town halls

46:14 Sacks explains his stance on Prop 13 & Zuckerberg's pro-Prop 15 lobbying

54:34 Thoughts on Amy Coney Barrett & Biden's large lead in the polls

E9: Trump has COVID, First debate reactions, Coinbase letter response & more Oct 03, 2020

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https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

Referenced in the show:

Brian Armstrong's Blog - Coinbase is a mission focused company

President Trump's medical treatment

https://twitter.com/Jason/status/1312126100286271488

Show Notes:

0:00 The besties reflect on Trump testing positive for COVID-19: treatment, impact on society & the election

9:06 What treatment is Trump receiving & is it scalable to everyone? Is this the future of disease mitigation?

16:55 What happens to the election if Trump is incapacitated & cannot run?

20:36 Debate reaction - who won, who misfired?

29:05 Live reaction to Trump being flown to Walter Reed hospital

30:43 Has the economy began to separate from political influence?

36:25 Reflection on the execution & reaction to Coinbase CEO Brian Armstrong's letter

41:19 How Chamath would have reframed the letter, how Slack & company forums have platformed non-work discourse inside companies

49:30 Reflection on Jack Dorsey & Dick Costolo's reaction, what this means for Coinbase going forward

59:04 Predictions for 2021

E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more Sep 19, 2020

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https://bio.fm/theallinpod

Articles referenced in the show:

America Needs to Lock Down Again:

https://www.foreignaffairs.com/articles/united-states/2020-09-16/coronavirus-america-needs-lock-down-again

A Taxonomy of Fear:

https://www.persuasion.community/p/a-taxonomy-of-fear

NuScale Power Article:

https://www.businesswire.com/news/home/20200828005299/en/NuScale-Power-Makes-History-as-the-First-Ever-Small-Modular-Reactor-to-Receive-U.S.-Nuclear-Regulatory-Commission-Design-Approval

Running Tide Article:

https://www.fastcompany.com/90548820/forget-planting-trees-this-company-is-making-carbon-offsets-by-putting-seaweed-on-the-ocean-floor

Show Notes:

0:00 The besties talk about the bestie reunion mishap, the Code 13 story & more

5:42 TikTok + Oracle, is the escalation between China & US a slippery slope, security threats created by modern software

15:01 What’s the bigger picture of the TikTok debate, what policy could be enacted

20:13 The emerging market for guaranteed privacy & how this impacts society

27:43 State of the US economy, is there a permanent unemployed class & could there be a second wave of lockdowns?

37:44 COVID outlooks for 2021 & beyond, innovations in rapid testing

46:22 Trump’s COVID response, Trump vs. Biden, shrinking impact of the executive branch

55:11 California wildfires, politicization of global warming, financial incentives to solving climate change

1:08:28 Practical ways to impact global warming & the carbon crisis

1:11:57 Sacks on A Taxonomy of Fear by Emily Yoffe, Safety-ism & contamination by association

1:18:58 Could Trump being re-elected eliminate the two-party system?

E7: California's collapse, how SPACs are opening the markets for growth stocks & more Sep 09, 2020

Follow the crew:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://bio.fm/theallinpod

Bestie recommendations:

Chamath:

https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792

Sacks: https://taibbi.substack.com/

https://andrewsullivan.substack.com/

Friedberg:

https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766

https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&keywords=john+d+rockefeller+titan&qid=1599625893&s=books&sr=1-1

Jason:

https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&keywords=the+fish+that+ate+the+whale&qid=1599625909&s=books&sr=1-1

https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&keywords=i+love+capitalism&qid=1599626013&sr=8-1

0:00 The gang recap their summers

6:43 Is California collapsing? Why or why not? Has the one-party system failed?

14:05 Understanding the bureaucratic side of California's problem

20:37 AB-5 & the working rights of freelancers

27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this?

34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing

46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market

50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks

1:01:23 Election talk - who is in the lead ahead of the first debate?

1:12:21 Bestie recommendations

E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more Jul 31, 2020

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg

Follow the pod: https://twitter.com/theallinpod https://bio.fm/theallinpod

Jason's recent Big Tech antitrust hearings breakdown: https://www.youtube.com/watch?v=VWeMnJ0-a_U

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency Jul 11, 2020

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https://bio.fm/theallinpod

E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg Jun 20, 2020

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, outdoor activities & more

9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns & more

20:56 Viral videos, doxxing bad behavior & cancel culture

25:39 Reforming law enforcement, separating police from the military, changing police incentives

36:42 Are public unions too powerful? How a lack of leadership has led us here

41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression

59:24 John Bolton's book controversy

1:03:14 Movements in the COVID vaccine space

1:07:38 Trump vs. Biden: Who has the upper hand?

1:14:24 Who should Biden pick as VP?

E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg May 21, 2020

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

0:01 Jason & Chamath intro David Sacks & David Friedberg

1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm

8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus

12:41 Sacks on 3 major data-driven discoveries about the virus

15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus

19:32 Getting back to work

21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like

28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war

34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks

37:57 Sacks on potential resorting of the Bay Area & Silicon Valley due to remote work

41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people

45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats

49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues

53:46 Sacks on US/China relationship, how US can penalize China

59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions

E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks Apr 11, 2020

Follow @chamath: https://twitter.com/chamath

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0:01 Jason & Chamath catch us up on their quarantines

1:20 Chamath intros David Sacks

4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath & himself fall on the optimistic/pessimistic spectrum

6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response?

12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated?

19:33 Culture clash between scientific experts & entrepreneurs, thoughts on Chloroquine as a treatment method

27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump?

30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression?

36:22 Chamath & Jason assess David's plan

43:21 Have the stimulus packages & SMB loans been enough? Will the trickle-down approach work?

49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not?

52:02 Chamath explains how corporate debt works through the lens of Ford

56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues?

1:02:17 Trump vs. Biden: who has the edge in 2020 right now?

1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far?

E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg Mar 19, 2020

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0:01 Jason & Chamath intro David and check in on each other's quarantines

2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics

13:15 Thoughts on potential treatment options & policy changes

22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time

25:03 Should the US adopt Chinese & South Korean quarantine strategies?

29:53 What do the current market conditions mean for startups & VC?

41:24 Chamath explains what is currently happening in the capital markets

45:05 How close is the US on being able to do mass-testing?

54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy

1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens?

1:12:10 COVID-19 exposing holes in the US healthcare system

1:17:44 Should we ban wet markets globally?

1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again

1:28:18 When will the weekly poker game resume?

E0: COVID-19 Political, Economic & Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation) Mar 15, 2020

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