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

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Intro Music Credit:

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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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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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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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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

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https://twitter.com/Money23Green

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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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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 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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