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All-In with Chamath, Jason, Sacks & Friedberg — Business
All-In with Chamath, Jason, Sacks & Friedberg

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

Latest Episodes:

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more Jun 24, 2023

Show notes

(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups

(12:36) Zuck vs. Elon cage match

(15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection

(33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future

(51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins

(1:09:59) Secondary market for depressed startup shares heats up

(1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf

https://twitter.com/Dexerto/status/1671971832809791509

https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been

https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html

https://twitter.com/aaronjmate/status/1670514363634176000

https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5

https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93

https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html

https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration

https://twitter.com/davidsacks/status/1671628570714845184

https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken

https://www.nbcnews.com/politics/white-house/us-senior-officials-caught-guard-biden-calling-xi-dictator-rcna90398

https://twitter.com/chamath/status/1671806525029986304

https://www.wsj.com/articles/beijing-plans-a-new-training-facility-in-cuba-raising-prospect-of-chinese-troops-on-americas-doorstep-e17fd5d1

https://www.japantimes.co.jp/news/2023/06/05/asia-pacific/politics-diplomacy-asia-pacific/taiwan-2024-presidential-election-candidates

https://www.dailymail.co.uk/news/article-12210999/We-not-support-independence-Taiwan-Blinken-stresses-U-S-commitment-One-China-policy.html

https://twitter.com/shellenberger/status/1671162870422454272

https://www.wsj.com/articles/u-s-funded-scientist-among-three-chinese-researchers-who-fell-ill-amid-early-covid-19-outbreak-3f919567

https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus

https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx

https://www.bloomberg.com/news/articles/2023-06-22/startup-shares-selling-for-61-off-attract-venture-capital-hedge-funds

https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales

https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner Jun 16, 2023

Show notes

(0:00) Bestie intros: Chamath flies public + Poker recap

(8:12) FED pauses hikes momentarily, IPO window status, state of the market

(25:10) Film, cold plunge, and sauna talk

(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question"

(50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes

(1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps

(1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more

(1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html

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

https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13

https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29

https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai

https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool

https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges

https://bard.google.com

https://coda.io/@presh-dineshkumar/jay-trading

https://www.ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061

https://www.cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html

https://www.theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes

https://reddark.untone.uk

https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html

https://www.bbc.com/news/technology-20554441

https://digiday.com/media/twitters-third-party-app-problem

https://www.wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement

https://www.platformer.news/p/meta-is-building-a-decentralized

https://www.ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251

https://twitter.com/natfriedman/status/1668650915505803266

https://www.kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game

https://openai.com/blog/function-calling-and-other-api-updates

https://twitter.com/RobertKennedyJr/status/1667616444996104196

https://www.womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A! Jun 10, 2023

Show notes

(0:00) Bestie intros!

(1:48) Why RFK Jr. is resonating

(7:52) US crypto crackdown: action against Binance & Coinbase

(26:08) Sequoia splits off its China and India/SE Asia businesses

(41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas

(56:16) Ukraine update, Tucker on Twitter

(1:02:20) LIVE Q&A from Angel Summit in Napa!

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/RobertKennedyJr/status/1666193699187875851

https://www.sec.gov/news/press-release/2023-101

https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets

https://www.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules

https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0

https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html

https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd

https://www.sec.gov/news/press-release/2022-219

https://www.sec.gov/news/press-release/2023-101

https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren

https://www.coindesk.com/policy/2023/04/28/crypto-industry-is-absolutely-at-war-against-gensler-warren-blockchain-association-ceo-smith-says

https://www.wsj.com/articles/us-regulators-choke-point-for-crypto-blockchain-occ-framework-backdoor-fdic-banks-warning-8b426152

https://www.piratewires.com/p/crypto-choke-point

https://twitter.com/rezoshm/status/1644881392357060610

https://cointelegraph.com/news/congressman-tom-emmer-says-sec-chair-gary-gensler-is-a-bad-faith-regulator

https://fortune.com/2021/09/24/1-trillion-dollar-coin-janet-yellen-us-debt

https://www.wsj.com/articles/venture-capital-firm-sequoia-to-separate-china-business-as-political-tensions-rise-36e54f85

https://techcrunch.com/2022/06/13/sequoia-india-and-southeast-asia-raises-2-8-billion-funds

https://www.theinformation.com/articles/arming-the-enemy-why-u-s-vcs-investing-in-china-ai-is-complicated

https://twitter.com/rabois/status/1643655946579607565

https://twitter.com/TimMeadsUSA/status/1666093487899680768

https://www.theinformation.com/briefings/lionel-messis-potential-mls-deal-includes-revenue-from-apple-tv

https://fortune.com/2023/06/08/lionel-messi-mls-apple-adidas

https://twitter.com/DavidSacks/status/1666160795703713792

https://twitter.com/TheChiefNerd/status/1666892516363231236

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more Jun 02, 2023

Show notes

(0:00) Bestie intros + Vegas recap!

(4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!

(30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?

(1:11:34) Book banning follow-up

(1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware

(1:26:31) Biden's fall, populism in both parties

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html

https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question

https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country

https://twitter.com/billackman/status/1663959113703751720

https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a

https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e

https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin

https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa

https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799

https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html

https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f

https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow

https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU

https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit

https://pen.org/index-of-school-book-bans-2022

https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241

https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html

https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered

https://twitter.com/mdcps/status/1661194749821218818

https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper

https://twitter.com/jacobkschneider/status/1664343681321541636

https://youtu.be/CwJaSa335mE

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more May 26, 2023

Show notes

(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

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more May 19, 2023

Show notes

(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

E128: Google enters AI wars, Druck's warning, Trump crushes CNN & more May 12, 2023

Show notes

(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

E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties May 05, 2023

Show notes

(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

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more Apr 28, 2023

Show notes

(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

E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion Apr 21, 2023

Show notes

(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

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